Blockchain, software, cloud and gold miners led the latest theme tape, while cannabis, leveraged biotech, oil services and travel lagged ahead of the August employment report.
Thematic ETF Daily Trading Outlook Read More »
Energy producers, natural gas and biotech led the latest theme tape, while cybersecurity, blockchain, silver miners and software lagged as higher rates, higher oil and AI weakness kept risk appetite cautious.
Thematic ETF Daily Trading Outlook Read More »
Cannabis, internet and gaming led the latest theme tape, while leveraged biotech, blockchain, nuclear/uranium, silver and semiconductors lagged after Warsh’s hawkish Jackson Hole reset lifted front-end yields.
Thematic ETF Daily Trading Outlook Read More »
Crypto/blockchain and precious metals led the latest thematic tape, while biotech, aerospace/defense, clean energy and housing lagged as higher long-end rates and oil kept pressure on risk appetite.
Thematic ETF Daily Trading Outlook Read More »
Energy services, producers, silver and cybersecurity led the latest theme tape, while blockchain, semiconductors, travel and housing lagged as investors waited on July CPI.
Thematic ETF Daily Trading Outlook Read More »
Cannabis, biotech and gaming led the latest theme tape, while blockchain, travel, housing and cloud software lagged as investors waited on July payrolls and next week’s CPI.
Thematic ETF Daily Trading Outlook Read More »
Internet, cloud software, cybersecurity and energy led the latest theme tape, while biotech, blockchain, gaming and miners lagged as investors balanced a momentum stabilization attempt against open-source AI competition, oil volatility and a heavy earnings/data week.
Thematic ETF Daily Trading Outlook Read More »
Blockchain and semiconductors led the latest theme tape as momentum rebounded sharply, while insurance, gaming, REITs, housing and low-volatility dividend themes lagged.
Thematic ETF Daily Trading Outlook Read More »
Space, hydrogen, semiconductors, biotech and cybersecurity are leading as big tech rebounds, while blockchain and gold-linked Natural Resources lag.
Thematic ETF Daily Trading Outlook Read More »
Semiconductors, cannabis and biotech are leading the rebound, while blockchain, China internet and hydrogen lag as investors stay selective after another Asia-led momentum reset.
Daily Thematic ETF Trading Outlook Read More »
Stay updated with the latests analysis and insights from etfthemes.com