Seven of eleven underlying sectors outperformed the overall index in August (+4.5% versus +2.3%, respectively). However, those seven subsets make up just 48% of the S&P 500. The +1% returns contributed by Info Tech and Communication Services (which comprise 39% of the S&P 500) highlight just how much the index depends on those two tranches of firms.
Sep
09
2024
Other Market Undercurrents
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
Perception for the Professional
July 2025 Issue
Featured Articles
Sector Navigator
July 2025 Issue
Recent Tags
Selloff
(1)
Recession
(70)
Growth
(120)
Value
(132)
Germany
(4)
Dreams and Nightmares
(5)
Yield Curve
(86)
Election
(11)
China
(45)
Dollar
(56)
Gold
(84)
Easing
(1)
Market Rotation
(2)
CPI
(171)
Inflation
(585)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)