By Rob Williams, Director of Research 1) This Tightening Cycle is More Aggressively Priced In than Usual. Compared to previous Fed interest rate hiking cycles, this one has been priced in earlier, which means returns are far worse than what is the usual pattern during rate cycles. Source: Sage, Bloomberg, as of 3/31/22 2) Are [...] Read more at ETFtrends.com.
After a 25-basis point hike, the U.S. Federal Reserve could continue raising rates throughout 2022, which puts regional banks at a potential advantage. This is especially the case for regional banks that derive the majority of their revenue from lending products. “Bank stocks can, of course, enjoy a windfall from higher interest rates,” a Kiplinger [...] Read more at ETFtrends.com.
Confluence Investment Management offers various asset allocation products which are managed using “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every other Monday, along with an accompanying podcast. In Hollywood movies, the classic device to convey a menacing threat is to have the tough-guy cop pull [...] Read more at ETFtrends.com.
High energy prices have reignited positive clean energy sentiment. Tesla Inc. shares surged in premarket trading after the electric vehicle company posted its highest quarterly profit to date; the stock rose 7.1% before the opening bell on Thursday. As of midday Thursday, Tesla stock is up over 6%. Late Wednesday, Tesla reported a record profit [...] Read more at ETFtrends.com.
In the never-ending horserace between the steaming services, HBO just made big gains to compete with rival Netflix. HBO’s former parent company AT&T announced Thursday that total global HBO Max and HBO subscribers reached 76.8 million for the quarter ending on March 31, up 3 million from the previous quarter and up 12.8 million year-over-year. [...] Read more at ETFtrends.com.
U.S. airline stocks took flight on Thursday on strong first quarter earnings reports and outlooks for the rest of the year. In premarket trading, American Airlines stock was up 10.6%, at its highest in six months, while United Airlines stock was up 8.5%, at its highest since February. Delta and Southwest stock were both up [...] Read more at ETFtrends.com.
A resurgence in COVID-19 cases in China isn’t stopping copper prices. China is the top consumer of copper globally, but it is facing factory shutdowns across the country. “A copper fabricator in Henan that produces pipes and parts used in household appliances and medical devices said its sales were down 20% to 30% in tonnage [...] Read more at ETFtrends.com.
3-D printing has long been a disruptive technology known for venturing into new arenas. That status remains true today, and it carries with it investment implications. Over the long haul, that could prove beneficial to assets such as the ARK 3D Printing ETF (CBOE: PRNT) — the lone dedicated 3-D printing exchange traded fund. Like other disruptive [...] Read more at ETFtrends.com.
Volatility seems to have been the defining word for markets in the first quarter in 2021 and continues to be seen across industries and sectors. One industry in particular that has experienced volatility driven strongly by geopolitical risks and its impacts to the energy sector has been the carbon allowance markets, specifically in the European [...] Read more at ETFtrends.com.
Some low-volatility exchange traded funds are doing their job this year, which is to perform less poorly than broad-based funds when the market declines. For example, the Invesco S&P 500 Low Volatility ETF (SPLV) is essentially flat on the year, while the S&P 500 is down 6.3%. Some low-volatility ETFs are performing even better than [...] Read more at ETFtrends.com.
The Invesco Moderately Conservative Multi-Asset Allocation ETF is seeing unusually high volume in afternoon trading Thursday, with over 70,000 shares traded versus three month average volume of about 51,000. Shares of PSMM were off about 0.3% on the day.
Housing starts were better than expected during the month of March, raising the prospect that the real estate sector may not be hurting amid rising interest rates. “US housing starts unexpectedly rose in March to a seasonally adjusted annual rate of 1.79 million units, the Commerce Department announced Tuesday morning,” a Business Insider article says. [...] Read more at ETFtrends.com.
This exchange traded fund strategy is designed to capitalize on the opportunities at the forefront of India’s internet and e-commerce sector. In the recent webcast, For Tomorrow’s Brightest Internet Opportunities, Look to India, Kevin T. Carter, founder and CIO of EMQQ Global, highlights the emerging opportunity in developing economies, such as their favorable demographics that [...] Read more at ETFtrends.com.
U.S. dollar exchange traded funds have been enjoying a great 2022, with the greenback on pace to hit two-year highs, as the Federal Reserve tightens its monetary policy, the U.S. economy maintains strong growth and geopolitical uncertainty overseas sends global investors toward steadier plays. Year-to-date, the Invesco DB US Dollar Bullish (NYSEArca: UUP) rose 5.4% [...] Read more at ETFtrends.com.
The Invesco QQQ Trust (QQQ) dominated flows into ETFs in March, taking in more new assets than any other ETF available to U.S. investors. QQQ closed the month with $197 billion in assets under management after taking in $6 billion in March. QQQ owns the most valuable stocks trading on the Nasdaq and is, by a [...] Read more at ETFtrends.com.
As geopolitical tensions have intensified, so too has focus on commodities. While the humanitarian impact is, of course, the most important, there are also significant economic impacts to already-heightened energy costs, inflation, and supply chain disruptions. In the upcoming webcast, How Global Tension Has Fueled Inflation and Commodities, Robert Minter, Director of ETF Investment Strategy, [...] Read more at ETFtrends.com.
Communication services sector-related exchange traded funds were reeling Wednesday after Netflix (NasdaqGS: NFLX) shares plunged. It was one of its worst days in over a decade. On Wednesday, the Communication Services Select Sector SPDR Fund (NYSEArca: XLC) decreased 4.0%, the Vanguard Communication Services (NYSEArca: VOX) fell 4.0%, and the Fidelity MSCI Communication Services ETF (NYSEArca: FCOM) dropped [...] Read more at ETFtrends.com.
Ethereum is on the cusp of a major network upgrade this summer that is set to completely change the way that coins are created, make the network 99.9% more energy-efficient, and provide longer-term investors with a chance to capture higher yields. This growth and evolution highlights the importance of diversifying within crypto as the space [...] Read more at ETFtrends.com.
Investors looking to add exposure to MLPs must understand the differences between RIC-compliant ETFs and C-Corp MLP ETFs. Open- and closed-end funds may own up to 25% MLPs to maintain their pass-through status as RICs — but holding more than 25% MLPs will result in the fund being taxed as a corporation, according to Stacey Morris, [...] Read more at ETFtrends.com.
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