From Lizzy Gurdus: Investors are doubling down on the market’s staples.
From Zacks: Earlier this month, the FDA outraged American teenagers by banning flavored nicotine vaping products used with the increasingly popular Juul.
From BlackRock: Consumer confidence is soaring in the U.S. and Europe, but imposed and threatened tariffs are combining with disruptive market-related forces to blur the outlook for consumer stocks. Kate explains where to shop around for exposure.
From Chris Kimble: The consumer has always been a good gauge of the U.S. economy. Similarly, investors can gauge the health of the stock market by looking at consumer stocks.
Technical analyst Chris Kimble looks at an important consumer stocks ratio and sees potential for a major reversal.
From Chris Ciovacco: When investors are confident about future economic outcomes, they tend to prefer growth-oriented XLY (consumer discretionary) over defensive-oriented XLP (consumer staples).
From Dana Lyons: The stock of Procter and Gamble is presently testing its multi-decade trendline support.
From Dana Lyons: An Up trendline has supported a popular consumer staples ETF without fail on several occasions since the 2009 low; it is under attack again at the moment.
From Bryce Coward, CFA: Counter cyclical stocks, those in the consumer staples, health care, real estate, telecom and utilities sectors, continue to have a tough go at things.
One beneficiary of beginning of the month inflows is the sector concentrated ETF XLP (SPDR Consumer Staples Select Sector, Expense Ratio 0.14%, $9.4 billion in AUM).
From Bryce Coward, CFA: The Consumer Staples sector is often viewed as a safe haven; a sector that, because of its inherent cash flow stability, market participants can turn to as a place of refuge when things get shaky.
From Dana Lyons: A popular Consumer Staples fund is testing its bull market uptrend.
From Bill Hall: In last week’s Money and Markets article, I told you about how one of America’s biggest sin stock industries is positioning itself to profit from the expected legalization of marijuana at the federal level in the U.S.
From Bryce Coward, CFA: To say that value is difficult to find in the global equity markets would be an understatement. In fact, when we look at all 44 of the developed market regions and region/sectors, what we find is that in only ten of them is the median company trading at a discount to […]
Analyst/ETF Trader Paul Weisbruch of Street One Financial brings us his daily fund flows update, which today looks at the sudden sector rotation in the markets, with investors flocking to value-oriented areas and selling off high-flying technology.