2021 Outlook: Cyclical Rotation Ahead

Things have changed. Looking at 100 years of data, this chart from Morgan Stanley shows that cyclical sectors have never had a lower weight in the S&P 500 Index . Growth , stability and defense sectors have never had a greater weight—now more than three-quarters of the index.  Cyclical sectors are Financials, Industrials, Energy and Materials.

Agricultural ETFs Jump Amid Crop Report Revisions

Corn and soybean futures rocketed higher on Tuesday amid a decline in crop yields, sending agricultural ETFs higher as well. Agricultural ETFs gained amid revisions from the U.S. Department of Agriculture’s January World Agricultural Supply and Demand Estimates, or WASDE, that hammered projected ending stocks for both commodities, reflecting limits to last year’s U.S. production estimates and a more nebulous outlook for South American crops.

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