Aug 19, 2016
Oil, Energy, and broad commodity indices continue to trounce the field on the best performers list while other raw commodity plays like Steel Producers also perform well. Despite a weak showing for European banks, the KRE (US regional banks) and KBE (US banks) both rallied significantly versus a weak ago. Dollar, bond, and yield play bulls have all gotten pounded over the past week as REITs, long-term Treasuries, and the USD have all gotten pounded. Utilities are by far the weakest sector within the S&P 500 and we note that high momentum stocks have also underperformed over the past week.
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Aug 18, 2016
Below is our daily list of the twenty best and twenty worst performing ETFs over the last five trading days. Oil continues to move up as front-month contracts have now rallied 20% from their recent low. Telecoms have gotten absolutely demolished, as well as the USD, while Emerging Markets have given up some of the shine over the last few days. Joining oil on the best performers list was natural gas, energy-related equities, and other EMs like China. It’s also rare to see currency ETFs among the best performers (they aren’t very volatile) but both EUR and CHF have rallied huge versus the dollar over the past week.
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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Aug 17, 2016
Below is our daily list of the twenty best and twenty worst performing ETFs over the last five trading days. Gold miners have underperformed badly over the last week or so with GDX the worst performer in the ETFs we track. Oil has gone the other way with a massive double-digit rally for ETFs that track oil futures or Energy futures more generally. China has also done very well, with MCHI, GXC, and FXI among the top performers. Retail has also surged despite weak reports over the last 24 hours from Lowe’s and Target. EM, duration, and low volatility stocks have all delivered painful downside over the last week.
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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Aug 16, 2016
Oil continues to rally aggressively along with most EM country-based ETFs. However, that rally isn’t universal as Indonesia has lagged badly. There’s also been a lot of pain in the yield-chase type sectors: REITs, Mortgage REITs, MLPs, Real Estate, and Utilities are all among the worst performers along with long-term Treasury bonds and the USD. Developed markets have done quite well along with most of EM, and the Energy complex generally (including E&P companies) has also benefited from higher oil.
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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Aug 15, 2016
Oil continues to rip higher as East Asian markets also catch a serious bid, led by China. With higher oil, Norway and Lat Am have gotten some support but European equities in general have done well as EURUSD moves gently higher. On the red side of the equation natural gas is in the most pain. Metals and mining have also underperformed dramatically despite the bid in the Energy complex. The same is true for MLPs which are down over 1.4% despite solid performance from spot commodities over the last week or so.
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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Aug 12, 2016
Below is our daily list of the twenty best and twenty worst performing ETFs over the last five trading days. Two oil exposures held the top spots, followed again by a large number of regional exposures. Junior Gold Miners and Energy were the only non-oil, non-regional exposures in the top 20. Natural Gas rose on the day but was still the worst performer of the week, while Metals & Mining continued to drop. A number of financial based stocks also performed poorly, including Financial Services, Banks, and Capital Markets. Biotech was up slightly from yesterday but still struggled on the week.
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.
