Below is our daily asset class performance matrix using key ETFs traded on US exchanges. In our end-of-week version, we provide each ETF’s weekly performance, plus its month-to-date and year-to-date numbers as well. The color shading is used to draw your eyes to the best (darker green) and worst (darker red) performing asset classes over the three time periods. The areas that stand out the most in this matrix are Treasuries for the pullback they’ve experienced recently, and country stock markets like Australia, Brazil, Italy, and Spain for the sharp gains they’ve had over the last week and so far this March.
For detailed coverage of the rally we’ve seen over the last month, and analysis of where we expect markets to go from here, this weekend we published our Bespoke Report newsletter for paid subscribers. You can sign up for any of the three membership levels below to see the newsletter, plus you’ll receive all of the other reports included with each level of service. If you sign up between now and Monday morning, you’ll receive a 20% discount for the life of your membership! Have a great weekend!