Breakwave Dry Bulk Shipping ETF

BDRY

Market cap $44.1M

Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers.  Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs.

IDGT, WCBR, UTES, BDRY, MKOR & RING led last week's ETF gains as AI rotation, Japan optimism, shipping strength and defensive demand drove standout performance.

Shipping stocks are quietly staging a comeback — and the underlying supply-demand setup suggests this cycle may have staying power. The Baltic Dry Index, a key benchmark for global shipping rates, has risen more than 60% from its 2023 lows, according to Baltic Exchange data, signaling a significant recovery in global shipping demand.

Natural gas, shipping and Meta-focused ETFs led last week as Fed jitters, cold weather and sector rotation drove gains.

Trump's sweeping new tariffs on Canada, the EU, and Mexico weight on markets slightly last week. However, crypto (i.e.

PLTY, KTEC, SETH, UNG and BDRY are included in this Analyst Blog.

Wall Street had a losing February in 2025 due to geopolitical tensions, tariff tantrums and pressure on tech stocks.

Wall Street was downbeat last week.

We have highlighted three ETFs each from the best and worst-performing zones in 2024.

Donald Trump isn't even in the White House yet — but his threats of tariffs are already further pummeling foreign ETFs. The post Trump's Tough Talk On Tariffs Terrorizes These Tumbling Investments appeared first on Investor's Business Daily.