Nov 14, 2016
Biotechs and banks continue to pace gains with the smallest cap stocks also up huge. Other small cap stocks (S&P 600 and Russell 2000 variations) have been doing well too. A surprising gainer has been retail, up 9% over the past five sessions. Meanwhile emerging markets have been absolute demolished. Mexico, Brazil, and South Africa are all down over 13.5%. EM, gold, and long-term bonds have also gotten hit hard.
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.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
Nov 11, 2016
Biotechs, banks, and metals continue to own outperformance over the past week with 12 ETFs we track up double-digits. Gold, Mexico, and bonds continue to be the biggest thematic losers over the past week, but other EMs (Malaysia, Indonesia, Brazil, South Africa) are also lagging as currencies plunge versus higher real rates in the US.
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.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
Nov 10, 2016
Biotech is the undisputed champ of the last week with equal weight (XBI) up almost 23% and cap-weighted (IBB) up 17%. Metals continue to trade well after copper futures rose 13 days in a row through yesterday, as do banks. Gold is the exception, where miners have taken a big leg lower over the last week or so. Bonds have started to turn around a bit intraday but versus a week ago the sharp move higher in yields means much lower prices for high duration securities.
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.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
Nov 9, 2016
In the wake of the Presidential election, anything related to commodities, the industrial cycle, banks, or Energy has exploded higher in price. Defense stocks have also done well. All an extrapolation of the likely policy path for President Trump. On the losing side of the equation, Treasuries have gotten absolutely demolished, as have solar stocks (concerns over subsidies for clean energy being cut). The Japanese yen has plunged, as has the Swedish krona and the euro.
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.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
Nov 8, 2016
Coffee continues to surge, pacing all ETF gains despite a drop today. XME is breaking a five year downtrend, up 3.5% on strong iron ore price gains recently, while Transports exploded higher yesterday only to fall after a brutal report from HTZ this morning (which has spilled over to other transport names). New Zealand and Mexico have both rallied recently after large drops. In the worst performers list, natural gas continues to contend with brutal warm weather forecasts, Turkey struggles with political risk, and oil-related ETFs decline.
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.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
Nov 7, 2016
Metals continue to rally as Singapore-traded iron ore futures popped another 5% overnight. Markets are rallying ahead of results from tomorrow’s US election, but there’s plenty of five day losing returns to go around. Turkey, oil, natural gas, and utilities all stand out as large decliners.
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.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
