Oct 11, 2016
Natural gas continues to impress as inventories draw out and exports of US production ramp up slowly. Commodities have also outperformed despite the surge in the USD over the last few days; it’s currently trading at multi-month highs and is poised on a breakout. That hasn’t hurt many EM names; Brazil and Mexico have done well over the last few days. Steepening yield curves in the US have also helped banks. On the worst performers list, New Zealand has continued to plunge after dramatically outperforming global stocks for the last couple of years. Brexit-bashed GBP has also plunged.
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Oct 10, 2016
Energy remains the best in breed with oil and natural gas related ETFs topping the best performers list over the last week. Mexican pesos have surged in value, helping boost equities in that country from the perspective of the US investor, while a number of other international ETFs have also done quite well. Gold miners remains near the bottom of the performance list, down double-digits, while long-term bonds, REITs, and other yield plays continue to underperform. Despite buoyant local equity returns, UK stocks are also underperforming on a brutal week for pound sterling.
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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Oct 7, 2016
Natural gas has started to outperform dramatically, up 9% over the past week, besting oil and other strong performers related to that commodity. Brazil has also outperformed, up 5% in the past five trading days, helping to buoy LatAm. Insurance, Financials, China, and the USD have also outperformed. Gold miners continue to suffer, along with gold and silver. Carry plays like REITs, mortgages, and long-term Treasuries 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.
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Oct 6, 2016
Oil continued to rally and gold continued to fall since our update yesterday. As shown below, USO and DBO are the two best performing ETFs from the 200+ we track over the last five days. Gold miners, silver, and precious metals generally have been the opposite side of the coin, absolutely crushed as gold tests its 200-DMA. Utilities, long-term bonds, mortgages, and other carry proxies have gotten absolutely demolished over the past week as well.
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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Oct 5, 2016
Precious metals and rates-related ETFs continue to get absolutely smacked as global yields have risen over the last few days. Gold miners have had one of their worst two-day streaks in history over the last two days and are off an eye-watering 15% in the last five trading days. For oil, continued strong inventory draws are supporting prices today. Higher rates have benefited banks, which are outperforming on both sides of the Atlantic, while the solid run for semiconductors also continues.
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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Oct 4, 2016
Commodities going in opposite directions have been by far the biggest driver of relative performance between our best and worst performing ETFs over the past week. As shown, oil-related ETFs have exploded higher while gold-related ETFs have lagged dramatically. A mixture of growth and defensive equities have also undeperformed badly including Utilities, REITs, and low volatility ETFs. Gainers include semiconductors, base metals, and EM.
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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