Jan 19, 2017
Turkey continues to bounce along with large swathes of emerging markets. An unlikely hero in US equities over the past week has been consumer staples where beaten down yield stocks have gotten a bit of relief. Big post-election winners (Banks, Russia, Microcaps, Value) have all been hit over the last few days despite moves higher in bond yields.

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Jan 18, 2017
Volatile natural gas retains its place high on our best performers list, with UNG up over 9% in the last five sessions. Steel producers also continue to rally along with South Korea and hard-hit Turkey. Gold miners continue to benefit from the performance of the yellow metal, while a variety of EM equity markets are up a healthy amount in recent days. Biotechs have been weak, as have Banks (flattening UST curve), while dollar bulls, defense, and Health Care have all underperformed.

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Jan 17, 2017
Natural gas, steel, and gold miners have been the best performers of the past week with highly volatile Turkey also delivering a strong performance. South Korea was the best-performing country ETF over the last five sessions while LatAm and industrial metals have been strong too. Biotech, banks, pharma, and financials have underperformed in the past week as the markets continue to evaluate the policy platform of the incoming President.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
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Jan 13, 2017
Industrial metals continue to rally, with unexpectedly large inventory draws helping support prices. Turkey recovered somewhat over the last few days from the perspective of US investor; the South Korea ETF was also supported by stronger Korean won. Energy services and other oil exposures were the worst performers over the last five days, along with REITs/Real Estate and Pharma.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
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Jan 12, 2017
Metals prices have surged with the broad European Stoxx 600 seeing its Basic Resources (miners) sector rise more than 1% each of the last four days; that’s with DBB up 5% and strong performances for iron ore and copper. Steel Producers, South Africa, and Brazil have benefited. A weaker dollar has helped support gold, as well as broad swathes of EM. Over the last week, however, Mexico remains one of the worst performing ETFs while oil producers are down significantly over five sessions despite an oil rally in the last two. Pharma has also underperformed.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
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Jan 10, 2017
Gold and gold miners continue to rally and a number of overseas indices have also gained in the past week along with metals, biotech, and silver. Turkey and Mexico, beholden to beleaguered currencies that continue to plunge versus the dollar, have undeperformed, as has high-beta crude oil exposure and the energy complex more broadly.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
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