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 Macroeconomic Review

5.16.2021

Major macroeconomic releases for the prior and upcoming weeks accompanied by historical macroeconomic data and chart books

  • Retail Sales: Unanticipated standstill in retail sales in April despite surging last month 
  • CPI: Headline inflation month/month rises at fastest pace since September 2008
  • JOLTS: Pace of job openings reached highest level on record in March 
  • Jobless Claims: Weekly initial jobless claims decline for fifth consecutive week
  • Macroeconomic releases in the week ahead: Jobless Claims, Existing Home Sales, Housing Starts and Fed Releases

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 U.S. Sector & Industry AIM Positioning Guide

5.16.2021

U.S. Sector & Industry AIM Portfolio returned -1.62% last week, underperforming the S&P 500 by 0.31%

  • Top Performers: KBE +0.40%, XLF +0.26%, XLB +0.05%
  • Bottom Performers: XSD -5.73%, XHB -4.28%, FDIS -3.47%
  • Since Inception Performance: 40.49% outperforming the S&P 500 (SPY) by 7.94%

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 U.S. Size & Style Playbook

5.16.2021

An overview of the broad U.S. Size & Style ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • More net outflows for small-caps this past week while large-cap beta strategies bring in over $5 billion
  • Invesco QQQ Trust (QQQ) brings in over $2.1 billion over past week
  • Large-cap growth best performing size & style segment in April (up 7.02%) but down nearly 5% over past 30 days
  • Support on Friday: Size & style strategies bounce off 50 day moving averages

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Daily Note

5.15.2021

Breakdown of the previous day's market action through the lens of ETFs

  • Domestic equities regained a lot of losses from earlier in the week, SPY closes the week down 1.31%
  • Amplify Transformational Data Sharing ETF (BLOK +6.52%) best performeron Friday
  • MLP ETPs at or near overbought territory (AMNA 14-day RSI at 74)
  • Drop in the Dollar (UUP -0.41%) on Friday puts it near January levels

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Daily Note

5.14.2021

Breakdown of the previous day's market action through the lens of ETFs

  • Domestic equities bounce with small-caps leading on Thursday (IJR +2.51%)
  • SPY rises 1.20% yesterday but still down 2.80% WTD
  • Tech (XLK) is now 7.24% off of its 52-week high, the most of any sector
  • Best performing commodity YTD? Not gasoline (UGA  37%), it's Tin (JJT +56%)

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 Macro Brief: Retail Sales

5.14.2021

Unanticipated standstill in retail sales in April despite surging last month

  • Headline retail sales were unchanged month/month (est. 1.0%); -0.8% when excluding autos & gas (est. 0.8%)
  • Excluding autos & gas, and the control group also came in below consensus estimates (est. 0.8% and 0.1%)
  • Food services & drinking places were up 116.8% year/year 
  • Pent up demand and regional reopenings will still likely increase sales over the summer months

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In The News

5.14.2021

Daily review of stock specific news including ETFs w/ greatest exposure, curated links and look at performance results for the previous trading session.

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 Macro Brief: Jobless Claims

5.13.2021

Weekly initial jobless claims decline for fifth consecutive week 

  • 473K initial claims slightly below consensus estimates (est 475K)
  • Last week's 498K claims revised higher by 9K to 507K
  • Continuing claims decline by 45K to 3.655 million for week ending May 1
  • Advance adjusted insured unemployment rate remains unchanged at 2.6%

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Daily Note

5.13.2021

Breakdown of the previous day's market action through the lens of ETFs

  • Sell-off worsens, small-cap growth (IJT) falls 3.34%
  • Energy (XLE) lone sector to advance on Wednesday, rises 48 basis points
  • Large amount of thematic ETFs have moved into oversold technical levels
  • Dollar jumps (UUP +0.74%) along with yields on higher than expected CPI data

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In The News

5.13.2021

Daily review of stock specific news including ETFs w/ greatest exposure, curated links and look at performance results for the previous trading session.

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