XLY Stock Recent News

Consumer confidence soared in May on U.S.-China trade truce. ETFs like XLY, VCR, FDIS, XLP, and IYC stand to gain from rising optimism and market outlook.

Last week's economic data presented a mixed bag, arriving against a backdrop of an S&P 500 that trended upwards for the entire week, buoyed by positive developments in trade talks.

This article provides a top-down analysis of the consumer discretionary sector, focusing on value, quality, and momentum metrics. The auto and components industry has the best value score, but the worst quality score. Consumer services are more compelling, with a fair value score and an excellent quality score. XLY ETF offers cheap exposure to consumer cyclicals, but is heavily weighted in Amazon and Tesla.

With the U.S. and China hitting pause on tariffs, markets are breathing a sigh of relief. Here are three ETF that strategies investors can follow to capitalize on the trade truce.

Oil prices tumbled below $60 per barrel for the first time since February 2021. Lower oil prices have been a blessing for a few ETFs.

Last week's economic data arrived against the backdrop of a buoyant stock market enjoying a nine-day winning streak — its longest since 2004. While the labor market continued its surprising resilience in April, adding more jobs than expected, the broader economic landscape revealed significant underlying strain.

Consumer sentiment drops to a nearly five-decade low. Let's assess what might be in store for consumer discretionary ETFs.

This week's economic data revealed a split in the housing market, with new home sales unexpectedly surging while existing home sales declined. However, the overarching concern remained the continued and significant deterioration in consumer sentiment, which sank to near-record lows driven by worries about trade, inflation, and future income.

The market has shifted from tech to defensive stocks, with real estate and consumer staples outperforming due to tariffs and trade wars. US companies with high foreign sales exposure are struggling, while non-US stocks benefit from an international backlash against US tariffs. My buy list is narrowing, focusing on undervalued, high-conviction dividend growth stocks like Blackstone and Alphabet, despite market volatility.

Last week's data can be summarized by a volatile market reacting to tariff news, a backwards-looking inflation reprieve, and deteriorating sentiment across consumers and small businesses.