Blockchain, nuclear/SMR, travel and uranium led the latest theme tape, while energy producers, MLPs and cannabis lagged as investors leaned into a broader risk-on rebound but faded crude-linked exposure.
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Software, housing, travel, energy services and REITs led the latest theme tape, while blockchain, semiconductors, robotics/AI and clean energy lagged despite Monday’s broader market bounce attempt.
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Biotechnology, cannabis and energy led the latest theme tape, while China innovation, robotics/AI, housing, travel and China internet lagged; Monday’s setup is more constructive as investors look for momentum stabilization after last week’s AI selloff.
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Cybersecurity, copper miners and semiconductors led the latest theme tape, while finance/fintech, biotech, travel and gaming lagged as investors balanced cooler CPI relief with PPI, Warsh testimony and elevated oil risk.
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Our weekly check-in on thematic ETF flows as they relate to developing news stories shows renewed interest in Energy, some near-term rotation from Growth-to-Value styles and a market that is favoring results over concepts. However the macro backdrop remains constructive with employment strong, services and manufacturing PMI expanding and core inflation continuing at low levels.
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Biotech, housing and travel led the latest theme tape, while blockchain, silver, miners and energy services lagged as investors rotated away from crowded momentum and commodity beta.
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Biotech, housing and travel are leading as investors rotate away from AI momentum, while hydrogen, cannabis, silver, clean energy and blockchain lag.
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Blockchain and travel are leading as lower oil supports risk appetite, while software, cybersecurity, energy services and Natural Resources lag as the market digests a post-rally momentum pause.
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Momentum rebounded through biotechnology, travel and semiconductors, while energy and MLP exposures lagged as oil eased and investors refocused on NVDA-driven AI demand.
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Natural Resources, clean energy, uranium/hydrogen and semiconductors are leading, while travel, cloud software, internet/metaverse, gaming and rate-sensitive cyclicals lag as higher oil, higher yields and CPI risk pressure breadth.
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