12 of 26 ETF categories were negative to start the week as gains in crude and gold led to to a somewhat bearish underlying attitude. Most affected by this trend were infrastructure and transports, both having seen a 3%+ week return prior. Note as well that despite the 5% increase in VIX from Friday's close, small cap ETFs still closed above large caps.
To the upside on Monday was primarily energy, driven by crude prices, as well as Asia, real estate, and retail. Though Asia funds may attempt to continue their uptrends into today after high volatility in Asian markets, retail and real estate will likely feel the heat from yesterday morning's retailers' negative assessments and the possible bond swings resulting form Bernanke's comments yesterday.