Primer: Materials Select Sector SPDR (XLB US) - Aug 2026
Exposure to Cyclical Growth: The Materials Select Sector SPDR (XLB) offers targeted exposure to the U.S. materials sector, which is highly...
87 Views
Overview #49 – The Return of the Real Economy
A review of recent events/data impacting our investment themes and outlook. US data confirms the cyclical upturn, while China awaits the Two Sessions
320 Views
U.S. Dollar Rolling Over; Small-Caps to Follow Mid- And Large-Caps to New Highs; Buys in Cons. Disc.
U.S. Dollar $DXY Rolling Over; 10- and 30-Yr Treasury Yields Hit Major Resistance; Small-Caps to Follow Mid- and Large-Caps to New Highs $IWM $RTY...
604 Views
Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bn
US$300bn tracks the Select Sector Indices. Implementation of proposed changes will set off a US$35bn trade. Apple could be bought by multiple...
809 Views
Overview #51 — Rates Roll Over, Cyclicals Take Control
A review of recent events/data impacting our investment themes and outlook. We look at the move down in bond yields and impact on our favourite...
289 Views