Industry/Sectors August 18, 2021
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Global Sector Last Month Performance

Sectormonthchangepct
Materials2.34
Information Technology0.90
Industrials-1.16
Financials-1.35
Utilities-2.36
Health Care-2.92
Consumer Staples-2.92
Communication-3.75
Consumer Discretionary-4.15
Real Estate-4.95
Energy-6.11

Global Sector YTD

Sectormonthchangepct
Materials2.78
Information Technology2.44
Financials1.22
Health Care0.57
Communication-0.48
Energy-0.85
Industrials-1.31
Consumer Staples-2.14
Consumer Discretionary-2.31
Real Estate-2.80
Utilities-4.16

Global Bond Yields By Sector Last Month

sectorAverageYTMYieldChange
Cash and/or Derivatives0.050.04
Supranational2.32-0.12
Banking2.32-0.10
Industrial Other2.62-0.03
Basic Industry2.810.05
Local Authority2.84-0.11
Insurance3.230.47
Technology3.470.14
Transportation3.570.23
Consumer Non-Cyclical3.610.10
Consumer Cyclical3.620.19
Communications3.690.32
Financial Other3.780.09
Reits3.880.16
Capital Goods3.900.22
Agency4.05-0.03
Finance Companies4.120.20
Brokerage/Asset Managers/Exchanges4.250.06
Industrial4.560.17
Electric4.590.10
Owned No Guarantee4.590.37
Energy4.690.55
Sovereign5.40-0.03
Financial Institutions6.181.09
Utility7.230.40

Global Bond Yields By Yield Change YTD

sectorAverageYTMYieldChange
Financial Institutions6.481.24
Electric5.110.40
Utility8.580.07
Owned No Guarantee4.65-0.19
Agency3.93-0.35
Brokerage/Asset Managers/Exchanges3.48-0.56
Energy5.14-0.83
Sovereign5.06-0.84
Reits2.91-0.86
Industrial4.41-0.87
Capital Goods3.96-0.87
Transportation2.29-0.97
Communications3.29-0.99
Finance Companies3.55-1.07
Supranational1.77-1.29
Consumer Non-Cyclical3.26-1.33
Consumer Cyclical3.14-1.44
Cash and/or Derivatives0.05-1.47
Financial Other2.11-1.66
Insurance3.70-1.80
Banking1.95-1.81
Local Authority2.84-1.91
Technology3.33-1.93
Basic Industry2.11-2.63
Industrial Other1.33-14.24

Fund flows Last Month

FocusObjectiveAsset ClassFlow USD mn
industryREAL ESTATE SECTOREquity2129.73
industryFINANCIAL SECTOREquity226.70
industryMULTIPLE SECTOREquity-0.08
industryENERGY SECTORMixed Allocation-1.17
industryCOMMUNICATIONS SECTOREquity-122.22
CommoditiesPRECIOUS METAL SECTOREquity-178.90
industryUTILITIES SECTOREquity-351.89
industryNATURAL RESOURCES SECTOREquity-356.61
industryENERGY SECTOREquity-359.64
industryINDUSTRIAL SECTOREquity-365.57
industryBASIC MATERIALS SECTOREquity-368.00
industryHEALTH CARE SECTOREquity-2262.42
industryTECHNOLOGY SECTOREquity-7411.36

Fund flows YTD

FocusObjectiveAsset ClassFlow USD mn
industryHEALTH CARE SECTOREquity23953.11
industryTECHNOLOGY SECTOREquity7988.65
industryBASIC MATERIALS SECTOREquity6539.29
industryCOMMUNICATIONS SECTOREquity6252.88
industryUTILITIES SECTOREquity4090.29
CommoditiesPRECIOUS METAL SECTOREquity824.12
industryNATURAL RESOURCES SECTOREquity33.00
industryFINANCIAL SECTOREquity18.60
industryMULTIPLE SECTOREquity13.94
industryENERGY SECTORMixed Allocation1.75
industryREAL ESTATE SECTOREquity-1131.93
industryINDUSTRIAL SECTOREquity-1880.87
industryENERGY SECTOREquity-41194.57

ML Rural Crafts Laboratory News

From Herbs into Health Care Sector

Wrestling, Healthcare and Entertainment

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Suffolk herb factory fire: Camstar in Eye burnt out BBC
  • This homemade ranch dressing with fresh herbs is better than anything from the store The Seattle Times
  • 5 Perennial Herbs that Come Back Every Year Signals AZ
  • How Race, Herbs, and Ecology Intersect Healthline

    From Souvenirs into Consumer Discretionary Sector

    Mount Maple Souvenirs Cons. Cyclicals

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Girl calls scars, shark tooth necklace 'souvenirs' of attack Bradford Era
  • Mattresses and massagers: not your average Sturgis souvenirs KEVN
  • Erika Jayne goes to training while souvenirs are auctioned to pay for ... Texas News Today
  • From Cold War relics to hot-selling souvenirs of peace: Maestro Wu's Kinmen Knives CNN

    From Automobiles into Industrials Sector

    TamaraAvia Heavy Duty Automotive

  • View Craft Comics
  • Down Load Craft Business Presentation
    Craft News

  • Automobile shortages, spending shift to services tank U.S. retail sales Reuters
  • US retail sales likely fell in July as automobile purchases weakened Fox Business
  • WRAPUP 4-Automobile shortages, spending shift to services tank U.S. retail sales Yahoo Finance
  • Government may halve registration fees for locally produced automobiles VnExpress International

    From Biogas into Energy Sector

    Small Scale Energy

  • Down Load Craft Business Presentation
    Craft News

  • UK outfit helps biogas producers monetise green CO2 bubbles reNews
  • Biogas - Britain's commitment to anaerobic digestion in mitigating ... Renewable Energy Magazine
  • Thune, Brown Introduce Bipartisan Bill to Increase Biogas ... Tri-State Livestock News
  • Lethbridge Biogas to supply RNG to FortisBC Energy Global

    From Water into Utilities Sector

    Heating, Water, Electrics Installation and Repair

  • Down Load Craft Business Presentation
    Craft News

  • Earth rocks collected in 19th century hold clues to finding water on ... Space.com
  • MWD declares water supply alert amid worsening drought Los Angeles Times
  • Tucson Water seeking permit to discharge water with PFAS compounds into Santa Cruz River Arizona Daily Star
  • New Baltimore nearly poisons water supply after company mislabels acid FOX 2 Detroit

    From Coins into Financials Sector

    Midlincoln Research Financials

  • Down Load Craft Business Presentation
    Craft News

  • My Strange Journey in the Crypto World Creating a Hype Coin The New York Times
  • Stamps and Coins 8/17/21 WAMC
  • Fourth-Century Coins Found in Northern Israel Archaeology Magazine
  • Cashed out: a fond farewell to coins and notes The Guardian

    From Pigeon post into Telecommunication Services Sector

    Village Telecoms and Media

  • Down Load Craft Business Presentation
    Craft News

  • Abandoned Newcastle Post Office is derelict and pigeon infested in ... The Armidale Express
  • Pigeons still at Godmanchester despite £65,000 removal bill The Hunts Post
  • RSPCA inspector visits Yorkshire museum following reports of pigeons being trapped in netting Yorkshire Post
  • Flooding, Tornadoes Damage Homes and Shut Down Roads in ... The Weather Channel

    From Ancient Fertilizers into Materials Sector

    Small Scale Materials

  • Down Load Craft Business Presentation
    Craft News

  • Indian agriculture during troubled times and the way forward Sambad English
  • Humic Acid Beyond the Marketing: Origins, Research and Effective ... Organic Farmer
  • Cape Cod: How to hold on to the treasure we hold in common Cape Cod Times
  • 2 letters: Reader states city has failed in preserving our history Ormond Beach Observer

    From Technology into Technology Sector

    Home Electronics Repair

  • Down Load Craft Business Presentation
    Craft News

  • China revises law on progress of science and technology to promote ... Global Times
  • Managing Technology: Nine Misconceptions Railway Age
  • Evolution Mining deploys Aspen Technology asset optimisation ... International Mining
  • Which way for future feed technology research? - FeedNavigator.com Feed Navigator

    From Food into Consumer Staples Sector

    Verical Agri and Food Production

  • Down Load Craft Business Presentation
    Craft News

  • Food conglomerate Starday raises $4M TechCrunch
  • Food Stamp Program SNAP Gets Largest Single Increase To Date NPR
  • Organic food has become mainstream but still has room to grow The Conversation
  • The Food Guy: Epic food-and-drink events fill three consecutive ... Charleston Gazette

    Rural Craft Center Highlights

    MidLincoln Rural Craft Piece
    		MidLincoln Rural Craft Piece
    		MidLincoln Rural Craft Piece
    MidLincoln Rural Craft Piece

    • Chart: ML Sector Strategy

    August 2021

    Source:

    Download All Slides in Power Point
  • Jumpstart Your Industrial AI Strategy With These Three Use Cases Forbes
  • Realizing IoT’s potential with AI and machine learning VentureBeat
  • Machine Learning (ML) Intelligent Process Automation Market 2021 ... The Market Writeuo -
  • Low Intensity Sweeteners Market 2021-2028: Cargill, Incorporated ... The Market Writeuo -
  • How AI & ML Is Accelerating The Growth Trajectory At Moglix Analytics India Magazine
  • Insights Into How Stanley Black And Decker Achieves Commercial Excellence Through AI, An Interview With Prabhakar Narasimhadevara, Director Of Data Science Forbes
  • Cocoa Butter Market 2021-2028: Barry Callebaut AGBolmay ... The Market Writeuo -
  • Kimchi Market 2021-2028: Cosmos Food, Real Pickles, Lucky Foods ... The Market Writeuo -

    Strategy

    SectorPEFy1PEFy22020Growth
    Consumer Discretionary10.6310.5511.19
    Consumer Staples15.4613.7012.51
    Energy8.128.1721.51
    Financials9.928.3121.56
    Health Care13.9112.4910.63
    Industrials13.1111.4517.79
    Information Technology15.0613.4911.85
    Materials11.279.4227.72
    Real Estate10.959.3721.53
    Telecommunication Services9.488.899.27
    Utilities11.069.8512.43


    • Key Topics and News

    Looks like there is some headwind ahead for the market
    Precious metals stocks
    Select dividend stocks
    Engineering sector stocks and some IT names and companies with digitalization advantages




    Consumer Discretionary: Best Consumer Discretionary Stocks To Watch This Week? 5 For Your List Nasdaq Is Boyd Gaming (BYD) Stock Outpacing Its Consumer Discretionary Peers This Year? Nasdaq


    		Consumer Staples: Top Consumer Staples Stocks of the Week • Benzinga Benzinga Consumer Staples and Health Care Stocks Rally While Energy Stocks Slump - U.S Daily Sector Wrap Nasdaq


    		Energy: China green energy stocks clean up after Beijing crackdown Financial Times As crude oil breaks below $69, traders reveal their outlook for energy's next move CNBC


    Financials: Watch these two financials stocks as sector hits record highs, traders say CNBC 10 Financials Stocks Moving In Tuesday's Intraday Session Benzinga


    		Health Care: European Stocks' Rally Stays on Hold as Virus Cases Creep Higher Swissinfo Daily Markets: Retail Sales, Powell's Comments Chart What's Next for Equities Nasdaq


    		Industrials: European Equities: Eurozone Inflation and US Monetary Policy in ... Yahoo Finance European Equities: Eurozone GDP and U.S Retail Sales to Test the Majors Yahoo Finance


    Materials: Key S&P sector may be signaling a second-half growth slowdown, strategist warns CNBC Tech stocks, Home Depot pull S&P 500, Dow from record highs Reuters


    		Technology: US STOCKS-Tech stocks, Home Depot pull S&P 500, Dow from record highs Yahoo Finance Americans Turn Against China Stocks as Crackdown Angst Deepens Bloomberg.com


    		Telecommunication Services: Tech, cyclical stocks pull Wall St lower as China data sours mood Reuters 7 Telecom Stocks to Buy to Dial Out Market Anxiety Nasdaq


    Utilities: 2 stock sectors to consider and 2 to avoid during the green transition: BlackRock Markets Insider Europe's Unloved Utilities Eye Redemption in Commodities Boom Bloomberg.com


    Performance is between 2021-08-01 and 2021-07-01

    Top Longs Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyASMEDIA TECHNOLOGY INC Taiwan 52.42%
    Consumer DiscretionaryGREAT WALL MOTOR LTD H China 41.90%
    Health CareMODERNA INC United States 64.96%
    FinancialsLHV GROUP Estonia 32.37%
    EnergySHANXI MEIJIN ENERGY LTD A China 19.47%
    Consumer StaplesMASAN GROUP CORP Vietnam 29.53%
    IndustrialsPOWER CONSTRUCTION CORPORATION OF China 48.33%
    MaterialsCHINA NORTHERN RARE EARTH (GROUP) China 118.24%
    UtilitiesCHINA RESOURCES POWER LTD China 38.52%
    Real EstateDLF LTD India 25.79%

    Top Shorts Based On Momentum in each Sector and Period Change

    sectorPick
    Information TechnologyNVIDIA CORP United States -75.82%
    Consumer DiscretionaryTAL EDUCATION GROUP ADR REPTG China -72.00%
    Health Care3SBIO INC China -31.15%
    Financials360 DIGITECH ADR INC China -41.33%
    EnergyOCCIDENTAL PETROLEUM CORP United States -18.88%
    Consumer StaplesRLX TECHNOLOGY AMERICAN DEPOSITARY China -42.47%
    IndustrialsCOSCO SHIPPING HOLDINGS LTD H China -34.11%
    MaterialsAN PHAT HOLDINGS Vietnam -33.45%
    UtilitiesPOWER GRID CORPORATION OF INDIA LT India -22.95%
    Real EstateKE HOLDINGS ADR REPRESENTING INC China -54.71%

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    Midlincoln Research
    Financials

    Investment Research

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    Mount Maple
    Souvenirs
    Cons. Cyclicals

    Consumer Cyclicals

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    TamaraAvia
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    View intro for this automotive producer

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    Wrestling, Healthcare and
    Entertainment

    ITI RTS ETF Report

    Read about wrestling craft business

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    Village Telecoms
    and Media

    Telecoms

    Coming up and not ready yet

    Small Scale
    Energy

    Energy

    Coming up and not ready yet

    Small Scale
    Materials

    Materials

    Coming up and not ready yet

    Verical Agri
    and Food Production

    Consumer Staples

    Coming up and not ready yet

    Heating, Water, Electrics
    Installation and Repair

    Utilities

    Coming up and not ready yet

    Home Electronics
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    technology

    Coming up and not ready yet