Wells Fargo upgrades Industrials and Banks as the broader markets struggle

Wells Fargo upgrades Industrials and Banks as the broader markets struggle. The bank says it has made a strategic adjustment to its portfolio to align with current market conditions. Wells Fargo says it upgraded both the industrials sector and banking sector. The two sectors have seen recent price action in recent months.

Sector rankings to consider with a market rotation underway

Financials Tech Energy Consumer Sector rankings to consider with a market rotation underway. A stock market rotation has been seen in recent weeks. Seeking Alpha polled 1,000 subscribers on the strongest and weakest sectors of the market in July. The graphic below reflects the dominant responses for each sector.

Earnings Preview: What to Expect From Verisk Analytics' Report

Verisk Analytics, Inc. (VRSK) is a leader in data analytics and risk assessment solutions. The company is scheduled to announce its fiscal Q2 earnings results before the market opens on Jul. 31. VRSK stock is up 15.8% on a YTD basis.

Weekly Report: what happened at IYJ last week (0715-0719)?

Philly Fed Manufacturing Index: Activity Expands In July

July Philadelphia Fed manufacturing index rose to 13.9, above forecast, showing overall expansion in manufacturing activity. Philly Fed's monthly survey of manufacturers in the Third Federal Reserve District indicates business conditions in the region. Future indicators suggest widespread expectations for growth over the next six months. The index remained in positive territory for a sixth straight month.

Small-cap stocks are perking up. Here’s how to pick winners. 

Empire State Manufacturing Survey: Activity Continued To Decline Modestly In July

Empire Fed Contraction Streak

Weekly Report: what happened at IYJ last week (0708-0712)?

iShares U.S. Industrials ETF Experiences Big Outflow

Why The Monthly Jobs Report Is Often Misleading (Or At Least Premature)

Last Wednesday, ADP announced that 150,000 new private payroll jobs were created in June. On Friday, the Labor Department announced that 206,000 jobs were added in June, but the unemployment rate rose to 4.1%. The Labor Department reported a downward revision of 57,000 for April and 54,000 in May.

Weekly Report: what happened at IYJ last week (0701-0705)?

Global PMI Signals Cooler Services Inflation In June, But Goods Prices Show Further Rise

Soft U.S. Manufacturing And Construction Numbers Emphasise The Dependency On Services

Weekly Report: what happened at IYJ last week (0624-0628)?

Wells Fargo’s Scott Wren is bullish on Industrials and Materials thanks to AI

How Is Verisk Analytics’ Stock Performance Compared to Other Industrial Stocks?

Verisk Analytics, Inc. Provides advanced data analytics services to customers in insurance, energy, and financial services. The data analytics company's stock touched its 52-week high of $271.80 earlier today. Verisk's shares have gained 14.6% over the past three months. Over the past 52 weeks, VRSK's stock has outperformed the iShares U.S. Industrials ETF.

Weekly Report: what happened at IYJ last week (0617-0621)?

Peek Under The Hood: IYJ Has 11% Upside

Cooling U.S. Consumer Spending Points To Weakening Inflation Threat