18
Apr
2016

Sector Detector: Investors place their bets on improving forward guidance

Q2 is well underway for the economy, while Q1 corporate earnings reporting season kicks into high gear this week. Although investors have pretty much written off the quarter as a stinker, they are eagerly anticipating forward guidance for the back half of the year. With the major indexes and underlying valuations sitting at lofty heights, investors are evidently pricing in improving fundamentals ahead, particularly here at home in the U.S.

Author: smartindale / Tag: ETF, sectors, iShares, volatility, S&P 500, SectorCast, healthcare, utilities, technology, Consumer Goods, Basic Materials, SPY, VIX, IYF, iyw, IYJ, IYZ, IYC, IYK, IYH, IDU, IYM, IYE, FTEC, FSTA, FHLC, FUTY, FIDU, FMAT, EEM, IYT, IWM, FXL, CNCR, PSCM, ITB, IPAY, PID, IBLN / 0 Comments
04
Apr
2016

Sector Detector: U.S. equities continue to attract capital as long-standing uncertainties abate

Q1 turned out to be one for the ages, and after some extreme moves and bouts of volatility, stocks settled down and closed out the quarter with a flourish. After falling more than -10% from the start of the year until February 11, the S&P 500 was up +6.6% in March, up +13% since February 11, and finished Q1 slightly positive at +0.8% -- and it is up +206% since the depths of March 9, 2009.

Author: smartindale / Tag: ETF, sectors, iShares, volatility, S&P 500, SectorCast, healthcare, utilities, technology, Consumer Goods, Basic Materials, telecom, SPY, VIX, IYF, iyw, IYJ, IYZ, IYC, IYK, IYH, IDU, IYM, IYE, FTEC, FSTA, FHLC, FUTY, FIDU, FCOM, FMAT, EEM, IYT, IWM, IBB, IHE, PSCM, TDIV, BBH / 0 Comments