U.S. financials continue to send conflicting signals. As important a sector as this one is, what happens next probably will hold clues to a whole host of things, ranging from what lies ahead for the U.S. economy to where interest … Continued
A month ago, KBE, the SPDR S&P Bank ETF, looked on the verge of a breakout (more here). Here we are, one month later, the ETF has indeed broken out. It has the potential to be a major breakout, as … Continued
Different messages coming out of two financial ETFs – KBE vs. XLF KBE similar to KRE, regional bank ETF, while XLF is large cap-dominated C&I loans have been growing nicely, but so is inventories-to-sales ratio, muddying picture How did U.S. … Continued
Depending on how mature an economic cycle is, different sectors, and industries within them, act differently. Some lead, some lag, yet others are coincident. Investors gravitate toward sectors such as technology and consumer discretionary when they are more optimistic and … Continued