Tag: financial sector

With rates rising, which is another topic unto itself, the financials should continue to be a sector of strength. As rates rise and spreads widen,...

Considering the action in the financial sector and select bank stocks, it's hard to believe it’s been 6 months since I last posted on the...

During the past 6 months, the stock market has lost some momentum. It's basically traded sideways and this has allowed several trend lines to...

After years of participating in the markets, I know how important the financials are to the overall health of the broader equities market. As Todd Harrison...

When the markets get choppy or begin to consolidate, it's a good idea to understand what's happening under the surface. Market breadth indicators (like...

The banking sector has really underperformed in 2015. And there may be more weakness ahead for bank stocks. Why? Even though the Bank Index (BKX) has...

Several bank stocks reported sub-par earnings, boosting fears tied to the Swiss National Bank news. All in all, the banks endured another rough week,...

click image to enlarge This chart courtesy of the Novel Investor blog shows the S&P 500 sector component returns, broken out annually to show the...

It’s a known saying around Wall Street that “as the banks goes, so does the market.” The banks/financials lead the market up when it...

Tracking sector performance is one of the most important functions in my research and it is deeply imbedded into my broader macro work. Drilling...