Latest reports for Technology Select Sector SPDR Fund
Fri September 15
ECB makes dovish turn, risk rallies… a harbinger to when that day arrives for Fed. Removing tactical OW of regional banks.
We discuss: It’s been a data heavy week, but the big news is ECB yesterday and it’s dovish impact on bond markets. Please click below to view today’s Macro Minute (Duration:...
Mon September 11
Important week ahead, and we expect August CPI (9/13) of +0.20% core or less to further reduce odds of a Nov hike, a positive for equities. Even as UAW strike looms.
We discuss: An important week lies ahead, most notably August CPI on 9/13 but also $AAPL debut and potential UAW strike. That said, we still view Sept as front-loaded on...
Fri September 8
Headwinds now, but expect tailwinds to prevail in Sept. Upward revisions in profits strongest argument against recession.
We discuss: How headwinds of VIX, yields, apprehension are growing. But tailwinds are emerging this month as well. The most notable is EPS revisions inflected positive and along with other...