ValuEngine Weekly Market Summary And Commentary

U.S. equity markets were mixed this week, with technology-led weakness weighing on the broader benchmarks while select defensive and energy-related areas held up better. The NASDAQ 100 ETF declined 2.30%, and the S&P 500 ETF slipped 0.79%, pressured by a 3.14% drop in Technology.

Seeking Alpha • Jul 22, 2026

Weekly Economic Snapshot: Inflation Cools, But Energy Headwinds Loom

A handful of key economic data points dropped last week, painting a picture of an economy that is successfully downshifting from its recent inflation peaks even as consumers keep their footing.

ETF Trends • Jul 20, 2026

New State Street ETF Filings Offer Pure S&P Sector Plays

As longtime advisors and investors know, sometimes it's not enough to simply keep an eye on what ETFs are currently available on the market. In fact, it's oftentimes crucial to monitor the funds that are being filed as well.

ETF Trends • Jul 15, 2026

Goods Comeback Trade: Why XLY Is the Sleeper ETF of Q3 2026

Consumer discretionary stocks have been easy to ignore in 2026. The broader market has pushed higher as enthusiasm for artificial intelligence has lifted spirits.

Benzinga • Jul 14, 2026

Why Investors Shouldn't Count Out Consumer Stocks

Consumer spending has held up well despite economic headwinds. The state of inflation and the labor market will be key to watch.

Seeking Alpha • Jul 9, 2026

Mid-Year 2026 U.S. Retail/Restaurant Outlook

The LSEG Retail/Restaurant Index reported Q1 2026 earnings growth of 27.2%. Retail earnings in the first quarter of 2026 received a significant boost from a historic tax refund season, reinforcing consumer spending at a time when the labor market remained resilient. Q2 2026 earnings are currently expected to mark the weakest growth rate of the year, with consensus forecasts calling for a gradual improvement during the second half of the year.

Seeking Alpha • Jul 7, 2026

Bet on Fourth of July Celebrations With These ETFs

July 4 travel is set to stay strong despite inflation and high gas prices. These ETFs could benefit from holiday spending trends.

Zacks Investment Research • Jul 2, 2026

Weekly Economic Snapshot: Inflation Remains the Central Focus

Last week's data reaffirmed that inflation pressures remain the defining narrative across the economic landscape. While finalized data reveals that economic growth expanded at a surprisingly strong pace back in the first quarter , more recent data points to broadening price pressures throughout the economy.

ETF Trends • Jun 29, 2026

State Street Goes Heads Up With Qs, Launches Nasdaq 100 ETF

Investors now have more optionality when looking for Nasdaq 100 exposure. State Street Investment Management (SSIM) just launched the State Street SPDR Portfolio Nasdaq 100 ETF (QNDX).

ETF Trends • Jun 24, 2026

Choosing Consumer Discretionary? Give XLY a Try

For those who have been seeking targeted exposure to particular sectors of the equity market, the consumer discretionary sector may not have popped up as the top pick. However, choosing to not allocate to the sector at this moment could prove to be an oversight in the long run.

ETF Trends • Jun 23, 2026