Here's the Committee's discretionary playbook

The Investment Committee debate the consumer discretionary sector as consumer confidence beats.

CNBC Television • 7 hours ago

Weekly Economic Snapshot: Inflation Heat Meets a Cooling Economy

The U.S. economy sent conflicting signals last week as a sharp deceleration in growth collided with unexpectedly stubborn inflation. While the S&P 500 managed to break its recent losing streak, the Federal Reserve's primary inflation gauge hit its highest level since early 2024, complicating the outlook for potential interest rate cuts later this year.

ETF Trends • Feb 23, 2026

XLY Has A Major Concentration Risk: Two Stocks Own Nearly Half the Portfolio

When the economy heats up and consumers open their wallets, they don't just buy more toothpaste.

24/7 Wall Street • Feb 18, 2026

Energy Leads This Year As Tech And Financials Fall Behind

Energy, basic materials, and defensive consumer stocks are in. Tech and financials are out.

Seeking Alpha • Feb 11, 2026

Should You Invest in the State Street Consumer Discretionary Select Sector SPDR ETF (XLY)?

The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) was launched on December 16, 1998, and is a passively managed exchange traded fund designed to offer broad exposure to the Consumer Discretionary - Broad segment of the equity market.

Zacks Investment Research • Feb 9, 2026

Weekly Economic Snapshot: Jobs Data Softens While Consumer Sentiment Rises

The U.S. labor market showed further signs of cooling last week as private sector hiring slowed and job openings reached their lowest levels in over five years. While a brief government shutdown delayed official federal employment data, private reports and turnover summaries reinforced a narrative of diminishing demand for workers.

ETF Trends • Feb 9, 2026

Madden to Halftime: ETFs Behind Super Bowl LX

Months before Super Bowl LX kicks off at Levi's Stadium on February 9, the game was already being played, predicted, and celebrated across screens worldwide through companies held in the Amplify Video Game Leaders ETF (GAMR).

ETF Trends • Feb 6, 2026

XLY Warns Of Broader Market Distribution

State Street Cons Disc Sel Sect SPDR Income ETF is rated 'hold,' reflecting defensive market positioning and sector underperformance. Despite poor consumer sentiment, retail sales and GDP growth remain resilient, driven by high-income spenders, but this dynamic is fragile. The XLY/XLP ratio's decline signals a shift toward defensiveness, suggesting XLY may underperform if market conditions weaken.

Seeking Alpha • Feb 4, 2026

Weekly Economic Snapshot: Fed Shifts to “Wait-and-See” as Confidence Plummets

The final week of January saw a stark divergence between official policy and the American consumer's outlook. While the Federal Reserve maintained a “solid” view of economic growth, the public's mood plummeted to a decade-low amid sticky wholesale inflation.

ETF Trends • Feb 2, 2026

Likely ETF Winners & Losers From Winter Storm Fern

Winter Storm Fern rattles the United States, lifting heating demand and natural gas prices as UNG stands out while airlines and consumers face headwinds.

Zacks Investment Research • Jan 27, 2026