Amazon

Tesla

Home Depot

Booking Hlds

McDonald's

Lowe's

Starbucks

NIKE

Chipotle

Consumer Discretionary Select Sector SPDR Fund

XLY tracks a market-cap-weighted index of consumer-discretionary stocks drawn from the S&P 500.

Surprise surprise - we went from AI love to consumer love in the span of a month and a half. Despite my concerns that we are nearing a tail event for equities, the movement in consumer discretionary stocks as held by Consumer Discretionary Select Sector SPDR® Fund ETF is arguably justified from an intermarket analysis perspective. Is this bullish? Yes - as noted in The Lead-Lag Report when all signals flipped risk-on entering June.

XLY: Here Comes The Consumer From Behind - But Not For Long

First Trust Industrials/Producer Durables AlphaDEX Fund

Financial Select Sector SPDR Fund

SPDR S&P Retail ETF

Of the 16 Zacks sectors, five are expected to post positive earnings growth in the second quarter, with the strongest gains in the Consumer Discretionary (11.3%) sector.

4 Sector ETFs to Capitalize on Q2 Earnings Potential

Communication Services Select Sector SPDR Fund

Real Estate Select Sector SPDR Fund

Market participants may have positioned in May and gone away, but the analysts have remained active. They continue to update the earnings outlook, and the first few reports from S&P 500 NYSEARCA: SPY have taken a toll.

The 3 Hot Sectors To Watch During The Summer Reporting Season

Global X Robotics & Artificial Intelligence ETF

iShares Core Dividend Growth ETF

GraniteShares 2x Long NVDA Daily ETF

ROBO Global Robotics and Automation ETF

Direxion Daily TSLA Bull 1.5X Shares

Vanguard Dividend Appreciation ETF

Valkyrie Bitcoin Miners ETF

SPDR S&P Homebuilders ETF

GraniteShares 1.5x Long META Daily ETF

We have highlighted five ETF trends that may influence the market in the rest of the year.

5 ETF Trends to Watch in Second-Half 2023

Proshares S&P Kensho Cleantech ETF

Global X Autonomous & Electric Vehicles ETF

SPDR S&P Kensho Smart Mobility ETF

iShares U.S. Home Construction ETF

Invesco DWA Technology Momentum ETF

iShares PHLX Semiconductor ETF

Vanguard Consumer Discretionary ETF

The month of July is historically decent for Wall Street.

5 ETF Areas to Invest in July

ARK Industrial Innovation ETF

Fidelity MSCI Consumer Discretionary ETF

The Meet Kevin Pricing Power ETF

Tesla announced a record number of deliveries for the second quarter of 2023.

Tesla Sets New Q2 Delivery Record: ETFs to Buy

Given Tesla's exceptional performance and its significant role in driving the EV market in the United States, explore these ETFs that provide exposure to Tesla to capitalize on the current rally of this EV manufacturer.

Plug Into Tesla With These ETFs

Invesco S&P 500 Equal Weight ETF

SPDR S&P 500 ETF Trust

Several key economic indicators come out every week to help provide insight into the overall health of the U.S. economy. Policymakers and advisors closely monitor these indicators to understand the direction of interest rates, as the data can significantly impact business decisions and financial markets.

It's The Economy That Matters: Consumer Optimism Fuels Resilience

Most investors are pretty up-to-speed on how the AI boom contributed to supersized gains in the tech sector in the second quarter. Heavily-weighted stocks such as Apple Inc. NASDAQ: AAPL, Microsoft Corp. NASDAQ: MSFT, Nvidia Corp. NASDAQ: NVDA, Broadcom Inc. NASDAQ: AVGO and Adobe Inc. NASDAQ: ADBE posted double-digit price increases.

Will Consumer Discretionary Continue Defying The Doubters In Q3?

Invesco Dynamic Building & Construction ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Vanguard S&P 500 ETF

This week the VettaFi Voices discuss what lies ahead for the U.S. economy and U.S. markets. Consumer confidence ticked up significantly from 102.5 in May to 109.7 in June.

VettaFi Voices On: What's Ahead for Economy, Markets?

Defiance Hotel Airline and Cruise ETF

VanEck Vectors Digital Transformation ETF

ALPS Medical Breakthroughs ETF

Wall Street is on track to end the second quarter on a positive note. The Nasdaq Composite Index has outperformed, gaining 10.9% since the start of April, while the S&P 500 and the Dow Jones are up 6.6% and 2%, respectively.

5 Top-Performing Sector ETFs of Q2

Amazon and Tesla are the top two holdings of XLY, but they are both heavily invested in technology sector. The consumer discretionary sector outlook is still gloomy as consumers' purchasing power dropped, and their sentiment remained low. Most holdings of XLY are fairly valued, and will be fundamentally challenged during a recession.

I Won't Buy XLY Now, As Mediocre Performance Expected

iShares Residential Real Estate ETF

Several key economic indicators are released every week to help provide insight into the overall health of the U.S. economy. Last week had a heavy focus on housing-related data that could impact home builders and residential real estate ETFs such as the Invesco Dynamic Building & Construction ETF (PKB), the iShares U.S.

It's the Economy That Matters: The Housing Market

iShares Floating Rate Bond ETF

First Trust Bloomberg Inflation Sensitive Equity ETF

Amplify Inflation Fighter ETF

Simplify Interest Rate Hedge ETF

Advocate Rising Rate Hedge ETF

Vanguard High Dividend Yield ETF

Wall Street has been upbeat in the first half of 2023 despite a few occasional hiccups. However, the road ahead may not that smooth as the AI rally may lose some momentum and the Fed may enact two rate hikes.

5 ETF Strategies to Follow in 2H23

First Trust NASDAQ Global Auto Index Fund

Advisorshares Restaurant ETF

VanEck Vectors Retail ETF

Retail sales in the United States saw a 0.3% sequential rise in May 2023. This comes after a 0.4% surge in April and outperforms market predictions of a 0.1% downturn.

ETF Areas & Stocks to Win on Upbeat May Retail Sales

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

VanEck Vectors Semiconductor ETF

SPDR S&P Transportation ETF

The U.S. stock market has been enjoying a huge rally this year, with the S&P 500 Index riding its longest winning streak since November 2021.

5 Top-Ranked ETFs That Crushed S&P 500 in First Half

First Trust Nasdaq Food & Beverage ETF 

SPDR Gold Trust

iShares U.S. Real Estate ETF

Technology Select Sector SPDR Fund

Easing inflation indicates that the economy is stabilizing and interest rates may be declining. In such an environment, some sectors tend to perform better than others.

5 ETF Zones to Benefit as Inflation Drops to 4% in May

iShares U.S. Regional Banks ETF

iShares Core S&P Total U.S. Stock Market ETF

iShares Russell 2000 ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

SPDR Portfolio S&P 500 Growth ETF

Vanguard Real Estate ETF

The U.S. consumer inflation rate took a dip to touch 4.0% in May 2023, marking the lowest since March 2021.

7 ETF Areas to Tap 2-Year Low Inflation in May

Consumer Staples Select Sector SPDR Fund

In retail, employees are often told that the consumer is always right. While this isn't always true, it is a reminder that patient customer service usually wins the day.

Key Consumer ETF Ratio Trading At Bullish Inflection Point!

SPDR S&P Bank ETF

The most recent CPI report, for April 2023, showed prices up 4.9% over the prior 12 months, the lowest since April 2021, and below market forecasts of 5%.

Fearing Sticky Inflation? Play Cyclical Sector ETFs

Amplify CWP Dividend & Option Income ETF

Energy Select Sector SPDR Fund

Exchange-traded funds are frequently based on market indexes. The most important thing for investors to understand is the index methodology.

Just Because It's an ETF Doesn't Mean It's Diversified -- Know What You Own

VanEck Vectors Brazil Small-Cap ETF

Xtrackers MSCI Japan Hedged Equity ETF

Franklin FTSE Japan Hedged ETF

iShares Currency Hedged MSCI Japan ETF

Simplify Volt RoboCar Disruption and Tech ETF

The month of May was marked with the U.S. debt deal, AI euphoria and the return of information technology stocks.

XLY: The Labor Market Is Flashing A Strong Recessionary Signal

Everyone is curious to know how the stock market will react to the debt ceiling deal announcement that happened over the weekend. Republicans and Democrats have reached an agreement, but we are yet to see the stocks' reaction because the Memorial Day holiday was on Monday.

3 overbought US sectors to watch in the months ahead

XLY has bullish price action. AMZN has bullish price action.

News for Consumer Discretionary Select Sector SPDR Fund ETF (XLY)