摘要：现在是对2022年下半年形成展望的好时机。美联储最近的公告为今年剩余时间提供了所需的利率澄清，许多风向标股票发布了它们的收益。而我们认为以能源精选行业SPDR ETF（XLE）为代表的能源行业是目前最有吸引力的行业。相比之下，我认为房地产投资信托基金和公用事业等传统 "避险 "行业的估值风险太大。
我们使用以下市场行业仪表板来把握市场及其主要行业的脉搏。请随时通过以下链接下载或导出谷歌表格。
Summary: Now is a good time to form an outlook for the 2nd half of 2022. The Fed’s recent announcement has provided the needed rates clarify for the remainder of the year, and many bellwether stocks issued their earnings. And we see the energy sectors represented by the Energy Select Sector SPDR ETF (XLE) to be the most attractive sector currently. In contrast, I see too much valuation risk in traditional “safe-haven” sectors such as REITs and utilities.
We use the following market sector dashboard to put our finger on the pulse of the market and its major sectors. Feel free to download or export the google-sheet via the following link: Market Sector Dashboard.