ETFSector.com September Outlook: Consumer Discretionary
Tailwinds from the Fed should continue to support recent buying in the Discretionary Sector.
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XLY Consumer Discretionary
ETFSector.com August Outlook: Consumer Discretionary
Discretionary stocks haven’t participated in the equity market recovery to the level we would have expected. We have taken out exposure to a tactical underweight for August in favor of a defensive hedge into Utilities and Staples.
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ETFSector.com June Outlook: Consumer Discretionary
Betting on continued reflation which historically has benefitted Discretionary stocks.
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ETFSector.com May Outlook: Consumer Discretionary Sector
We think the technical picture is improving for the S&P 500. We’re allocating the increase in our risk budget to the Discretionary Sector in May
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ETFSector.com April Outlook: Consumer Discretionary Sector
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Consumer Discretionary Sector as we start April. Consumer Discretionary Sector April Outlook
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Consumer Discretionary Sector February 2025 Outlook—Impressive Resilience in January after Rates Rolled Over
The Consumer keeps showing up despite rising rates and high prices
Consumer Discretionary Sector January 2025 Outlook—A strong bullish reversal in the 2nd half of 2024 offers an encouraging setup for 2025 if rates stay contained
The average stock had a rough month in December, but oversold conditions for many stocks and the presence of Mega Cap. stalwarts AMZN and TSLA offer an attractive setup heading into 2025.
Consumer Discretionary Sector December Outlook—Bullish Reversal Showing Upside Follow-through, We Remain Bullish on Discretionary
The consumer has shown resilience. If rates roll over, that would be an added tailwind.
Elev8 Sector Rotation Model Portfolio: November Positioning
Biggest Bets for November are Communications Services and Financials. Zero-weight Sectors to start the month are Healthcare, Energy and Materials
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Consumer Discretionary Sector November Outlook—Bullish Reversal Still Intact Despite an October Pause
Slowly progressing through a bullish reversal that started in August