Performance 2016 S&P 500 Sectors & Industries

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Performance 2016

S&P 500 Sectors & Industries

Yardeni Research, Inc.

August 4, 2016

Dr. Edward Yardeni

516-972-7683 [email protected]

Joe Abbott

732-497-5306 [email protected]

Mali Quintana

480-664-1333 [email protected]

Please visit our sites at www.yardeni.com blog.yardeni.com

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Table Of Contents Table Of Contents Table Of Contents

August 4, 2016 / Performance 2016 S&P 500 Sectors & Industries Yardeni Research, Inc.

S&P 500 Sectors Performance 1

S&P 500 Consumer Discretionary 2-3

S&P 500 Consumer Staples & Energy 4

S&P 500 Financials & Health Care 5

S&P 500 Industrials & Transportation 6

S&P 500 Information Technology & Materials 7

S&P 500 Telecommunication Services & Utilities 8

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Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec 2016

-20 -15 -10 -5 0 5 10 15 20 25 30

-20 -15 -10 -5 0 5 10 15 20 25

30

S&P 500 SECTORS PERFORMANCE: 2016

(percent change ytd)

Consumer Discretionary (3.1) Consumer Staples (7.7) Energy (11.0) Financials (-1.4) Health Care (4.1) Industrials (8.0)

Information Technology (7.0) Materials (11.3)

Telecom Services (19.8) Utilities (18.8)

Latest data thru: 08/04/16

Source: Standard & Poor’s Corporation.

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S&P 500 Index (5.9)

Figure 1.

1 2 3 4 5 8 9 10 11 12 15 16 17 18 19 22 23 24 25 26 29 30 ^-12

-10 -8 -6 -4 -2 0 2 4 6 8 10 12 14 16 18 20

-12 -10 -8 -6 -4 -2 0 2 4 6 8 10 12 14 16 18

20

S&P SECTORS PERFORMANCE: AUGUST 2016 MONTH-TO-DATE

(percent change from last trading day of July)

August 2016

S&P 500 Index (-0.5) Consumer Discretionary (-1.1) Consumer Staples (-0.5) Energy (-0.7)

Financials (-0.2) Health Care (-0.1) Industrials (-0.6)

Information Technology (-0.1) Materials (-0.6)

Telecom Services (-1.6) Utilities (-1.2)

Source: Standard & Poor’s Corporation. August 2016 M-T-D yardeni.com

Figure 2.

S&P 500 Sectors Performance

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J F M A M J J A S O N D 2016

-30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50 55 60

Retail

Consumer Discretionary Retail Composite (5.6) Apparel Retail (4.9) Department Stores (-11.7) General Merchandise Stores (13.9) Hypermarkets &

Super Centers (12.6) Specialty Stores (-2.4)

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S&P 500 CONSUMER DISCRETIONARY RETAIL SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Figure 3.

J F M A M J J A S O N D

2016

-35 -30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85

Housing & Autos

Homebuilding (1.9) Household Appliances (28.8) Home Improvement Retail (3.9) Auto Parts & Equipment (-8.6) Automobile Manufacturing (-11.7) Automotive Retail (9.3)

Tires & Rubber (-13.8)

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S&P 500 HOUSING & AUTO RELATED INDUSTRY PERFORMANCE: 2016

(percent change)

Figure 4.

S&P 500 Consumer Discretionary

Page 2 / August 4, 2016 / Performance 2016 S&P 500 Sectors & Industries Yardeni Research, Inc.

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-40 -30 -20 -10 0 10 20 30 40 50 60 70 80 90

-40 -30 -20 -10 0 10 20 30 40 50 60 70 80

90

S&P 500 CONSUMER DISCRETIONARY FUN-RELATED INDUSTRY PERFORMANCE: 2016

(percent change)

Consumer Discretionary Fun Related

Casinos & Gaming (42.0)

Hotels, Resorts, & Cruise Lines (-7.1) Movies & Entertainment (-2.2) Restaurants (-1.3)

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Figure 5.

2016

-35 -30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50 55

-35 -30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50

55

S&P 500 CONSUMER DISCRETIONARY MISC. INDUSTRY PERFORMANCE: 2016

(percent change)

Consumer Discretionary Misc.

Publishing (-4.8) Advertising (4.4) Specialty Stores (-2.4) Broadcasting (5.1)

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Figure 6.

S&P 500 Consumer Discretionary

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J

2016

-25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45

Consumer Staples Sector (7.7) Brewers (6.4)

Soft Drinks (4.8) Tobacco (12.5) Household Products (8.4) Personal Products (6.4) Drug Retail (-3.0)

Consumer Staples

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S&P 500 CONSUMER STAPLES SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Figure 7.

2016

-50 -45 -40 -35 -30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50 55 60

-50 -45 -40 -35 -30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50 55

60

S&P 500 ENERGY SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Energy

Energy Sector (11.0)

Oil & Gas Equipment & Services (13.2) Oil & Gas Exploration & Production (13.6) Integrated Oil & Gas (11.8)

Oil & Gas Refining &

Marketing (-17.7) Oil & Gas Drilling (-3.4)

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Figure 8.

S&P 500 Consumer Staples & Energy

Page 4 / August 4, 2016 / Performance 2016 S&P 500 Sectors & Industries Yardeni Research, Inc.

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-30 -25 -20 -15 -10 -5 0 5 10 15 20 25

Financials

Financials Sector (-1.4)

Asset Management & Custody Banks (-3.6) Consumer Finance (-5.2)

Diversified Banks (-9.3)

Investment Banking & Brokerage (-12.4) Regional Banks (-7.1)

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S&P 500 FINANCIALS SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Figure 9.

2016

-25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50

-25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45

50

S&P 500 HEALTH CARE SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Health Care

Health Care Sector (4.1) Biotechnology (-5.1) Health Care Equipment (16.9) Health Care Services (-3.1) Managed Health Care (7.7) Pharmaceuticals (5.7)

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Figure 10.

S&P 500 Financials & Health Care

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-20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50 55 60 65 70

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S&P 500 INDUSTRIALS SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Industrials

Industrials Sector (8.0) Aerospace & Defense (8.0) Construction Machinery &

Heavy Trucks (24.5) Electrical Components &

Equipment (12.1)

Industrial Conglomerates (4.7) Industrial Machinery (18.1)

Figure 11.

2016

-20 -15 -10 -5 0 5 10 15 20 25 30 35 40

-20 -15 -10 -5 0 5 10 15 20 25 30 35

40

S&P 500 TRANSPORTATION INDUSTRY PERFORMANCE: 2016

(percent change)

Transportation

Transportation Composite (1.7) Air Freight & Logistics (10.4) Railroads (14.1)

Trucking (11.3)

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Figure 12.

S&P 500 Industrials & Transportation

Page 6 / August 4, 2016 / Performance 2016 S&P 500 Sectors & Industries Yardeni Research, Inc.

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-30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45 50

-30 -25 -20 -15 -10 -5 0 5 10 15 20 25 30 35 40 45

50

S&P 500 INFORMATION TECHNOLOGY SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Information Technology

Information Technology Sector (7.0) Application Software (4.9) Communications Equipment (12.6)

Technology Hardware, Storage & Peripherals (2.9) Semiconductor Equipment (26.6) Semiconductors (10.8)

Systems Software (5.4)

Latest data thru: 08/04/16 IT Consulting & Other Services (11.4)

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Figure 13.

2016

-65 -55 -45 -35 -25 -15 -5 5 15 25 35 45 55 65 75 85 95 105 115 125 135 145 155

-65 -55 -45 -35 -25 -15 -5 5 15 25 35 45 55 65 75 85 95 105 115 125 135 145

155

S&P 500 MATERIALS SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Materials

Materials Sector (11.3) Aluminum (5.4)

Diversified Metals & Mining (82.0) Industrial Gases (13.5)

Steel (32.3)

Diversified Chemicals (3.0) Fertilizers & Agricultural Chemicals (-0.4) Specialty Chemicals (9.3)

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Figure 14.

S&P 500 Information Technology & Materials

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-5 0 5 10 15 20 25 30 35

-5 0 5 10 15 20 25 30

35

S&P 500 TELECOMMUNICATION SERVICES INDUSTRY PERFORMANCE: 2016

(percent change)

Telecommunication Services

Telecommunication Services (19.8) Integrated Telecommunication (21.0)

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Figure 15.

2016

-10 -5 0 5 10 15 20 25 30

-10 -5 0 5 10 15 20 25

30

S&P 500 UTILITIES SECTOR & INDUSTRY PERFORMANCE: 2016

(percent change)

Utilities

Utilties Sector (18.8) Electric Utilities (18.9) Gas Utilities (3.4)

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Figure 16.

S&P 500 Telecommunication Services & Utilities

Page 8 / August 4, 2016 / Performance 2016 S&P 500 Sectors & Industries Yardeni Research, Inc.

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