US Sectors

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US SECTORS CALL: Financials, Real Estate & Utilities

Sep 7, 2026 4 min read paid

Energy (OW) led the S&P 500 sectors again last week, up 2.3% as the price of Brent crude rose back above $95 a barrel. The sector is now up 41.6% ytd, the best of all sectors (chart). Information Technology (MW) rose 1.1% wtd, with Dell stealing the headlines. The performances of the rate-sensitive sectors were mixed: Utilities (OW) rose 0.7%, while Real Estate

Ed Yardeni
Toby Hearst