This analyses compares SPDR sector fund values to the US dollar.
A twenty year view of the SPDR sectors plus Gold, Oil & the Dollar:
- Peaks observed approximately at 7.5 year intervals (Next peak at 2022)
- Healthcare benefitted from Obama Era
- Shale oil arrives (affordable energy)
- Technology experienced dot com bust
A ten year view of the SPDR sectors plus Gold, Oil & The Dollar:
- Consumer Discretionary leads
- Technology recovery from Dot Com bust
- Medical benefitted from Obama era
- Gold break even
A five year view of the SPDR sectors plus Gold, Oil & The Dollar:
- Technology overtakes Consumer Discretionary
- Return of Financials
- Consumer Staples follows commodities return to POC
- Energy follows Crude
- Gold returns (geopolitical)
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