The Materials Select Sector SPDR Fund ETF has been the top-performing S&P 500 sector in the past month. The ETF has been boosted by strong economic growth and a weakening US Dollar Index, as well as ...
As I wait for the September update of the OECD leading indicators, I thought I’d introduce another chartbook I've been working on, this time focused on equity sectors. The rebound in equities from the ...
My colleague Bella Albrecht’s recent article on the strength of industrials stocks in 2025 got me thinking about sector leadership in the US market. Earlier this year, I wrote about the rise, fall, ...
Sector rotation in its simplest form is the reaction of the market to shifts in the economic environment. The various sectors ...