Deep-dive analysis of the Industrials sector (XLI, ITA). Covers aerospace/defense, transportation, infrastructure, machinery, and commercial services. Strong correlation to PMI and economic cycle. Run as part of the US Equities phase in the daily orchestrator.
config/watchlist.md (XLI, ITA and related ETFs)config/preferences.mdmacro.mdWeb fetch: use
defuddle parse <url> --mdinstead of WebFetch for any PMI release page, defense contract announcement, infrastructure news, or industrials earnings URL. Not for API endpoints,.json, or.mdfiles.
### 🏭 INDUSTRIALS SECTOR
**Bias**: [Overweight / Underweight / Neutral] | Confidence: [High / Medium / Low]
**ETF Levels**: XLI: $X (±X%) | ITA: $X (±X%)
**Relative Strength vs SPY**: [Outperforming / Underperforming / In-line]
**PMI Read**: [read]
**A&D Signal**: [read]
**Transportation**: [read]
**Infrastructure Spend**: [read]