(Download the full report HERE)

Executive Summary

• Health Care is our YTD leader and Technology our YTD laggard
• Both are seeing something of a reversal as compared to recent trends
• Development of new technologies and products were a focus in both sectors

Introduction

Earnings season has begun with the new administration moving rapidly towards the end of January. What major companies are seeing can give valuable insight to the overall state of the economy. As of the end of January, Health Care had the strongest year-to-date performance, followed by the Financial Sector and Materials Sector. The worst performing sector year-to-date as of the end of January was Technology, followed by Consumer Staples and Real Estate.

(Download the full report HERE)