IYM News and Press, iShares U.S. Basic Materials From 04/06/21

The expected 21Q1 earnings growth rate is currently 24.2%, which has increased from 16.0% at the beginning of the year. All but two sectors have seen positive revisions to 21Q1 growth expectations since the beginning of the year. In 2021, we expect to see a year of high expectatio...

This is a giant bill, and only 39% of it is for infrastructure. Another 29% is industrial policy, the rest housing, healthcare and labor policy. I provide a detailed breakdown of the bill and the macro context behind it. Opportunities abound. I will follow up in the coming week wi...

iShares U.S. Basic Materials ETF (IYM) - $0.4207.30-Day SEC Yield of 1.71% as of Feb. 26.Payable Mar 31; for shareholders of record Mar 26; ex-div Mar 25. For further details see: iShares U.S. Basic Materials ETF declares quarterly distribution of $0.4207

We spoke with Strategas Chief Investment Strategist Jason Trennert on why his team is bullish on the market despite recent volatility and key unknowns like interest rates, inflation, and tax policy. Trennert says they are not overly worried about long-term rates, especially when they&...

Growth names profited from ultra-lose monetary policy and massive stimulus spending. With rising rates, that tailwind has ceased to exist. Valuations were very high across many growth names, and now they are coming back down to earth. Value has easily outperformed growth over ...

On a year to date basis, again, energy is the top-performing sector up 31.7% followed by financials, communication services, industrials and materials. Year to date, technology continues to slip in performance and is now negative for the year down .7%. The economic data also suppo...

The basic materials sector is relatively small when you only consider dividend-paying companies. The basic materials sector is best for growth investors. APD has found an interesting way to position its business in a sector where most are stuck with commodity price fluctuations. F...

In a typical quarter, year-over-year (YoY) growth expectations decline by an average of 3.6 percentage points (ppts) from the start of the quarter to the start of earnings season. However, 20Q4 YoY earnings have increased by 1.5 ppts over this period to -10.3% by Jan. 1, 2021. Con...

This article series shows every month a dashboard with aggregate industry metrics in energy (popular ETFs: XLE, XOP, VDE, IYE, FDN ) and basic materials (popular ETFs: XLB, IYM, VAW, GDX ). Shortcut If you are used to this dashboard series or if you are short of time, you...

This article series has been releasing every month since 2015 a dashboard with aggregate industry metrics in energy (most popular ETFs in this sector: XLE, XOP, VDE, IYE, FDN ) and basic materials (most popular ETFs in this sector: XLB, IYM, VAW, GDX ). Shortcut If you ar...