As banks seek to borrow money at short-term rates and lend at long-term rates, a steepening yield curve will earn more on lending and pay less on deposits, thereby leading to a wider spread. Given this, bank ETFs have been on the rise this month.

While there are winners in almost every corner of the small-cap space, here are four top-performing, small-cap ETFs from different sectors over the past month.

As the world transitions from deflation to inflation, investors need to engage in serious sector rotation or they risk being left behind.

The financial sector has been on a stellar ride this year having gained 5.6% thanks to the dual tailwinds of the Fed’s rate policy and Trump presidency. We discuss some strong reasons for investing in financial ETFs now.

Trump’s victory in the presidential election has been a game changer for the stock market as hopes for a massive fiscal stimulus, deregulation, and tax cuts sent stocks soaring and bonds tumbling.

Finally, the battered banking stocks found reasons to turn around.

Similar to Q1 2014, it appears that severe winter weather in the US is going to reveal its harsh impact on Q1 economic activity, which is likely to show economic growth near zero or even negative.

In this weekly update, I give my view of the current market environment, offer a technical analysis of the S&P 500 chart, review our weekly fundamentals-based SectorCast rankings of the ten U.S. business sectors, and then offer up some actionable trading ideas.

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