RHS News and Press, Invesco S&P 500 Equal Weight Consumer Staples From 03/18/20

"The market is in our view currently pricing a deep recession for the entire year, with no anticipation of light at the end of the tunnel. Reconciling consensus expectations from a bottom-up perspective and the recent price action, which has a more top-down perspective, we believe that the w...

Introduction I have been saying for the past few weeks that the news would outrun the data. That being said, the impact of the coronavirus would first show up in the weekly high frequency indicators. Chain store sales show stockpiling This morning, we got two important reads on chain s...

Q4 E-Commerce Retail Sales : +2.6 % Q/Q vs. +4.6%  in Q3. More news on: Consumer Staples Select Sector SPDR ETF, Consumer Discretionary Select Sector SPDR ETF, Vanguard Consumer Staples ETF, News on the U.S. economy, News on ETFs Read more ...

By Robert Hughes Retail sales and food services spending rose 0.3 percent in January following a 0.2 percent gain in December. Over the past year, total retail sales and food services were up 4.4 percent through January. Excluding the volatile energy category, retail sales and food servi...

The lull in US consumer spending on goods has reached a fifth month. The annual comparisons aren't good, yet they somewhat mask the more recent problems appearing in the figures. According to the Census Bureau, total retail sales in January rose 4.58% year-over-year (unadjusted). Not a good nu...

By Jill Mislinski The Census Bureau's Advance Retail Sales Report for January was released on Feb. 14. Headline sales came in at 0.26% month-over-month to one decimal and were at the Investing.com forecast. Core sales (ex Autos) came in at 0.29% MoM (to two decimals). Here is the introdu...

What I dream of is an art of balance. - Henri Matisse The consumer staples sector underperformed the overall market in 2019. The S&P 500 Index was up 28.9%, while the Consumer Staples Select SPDR ETF (XLP) was only up 24%. The real driver that pushed the S&P 500 Index higher was th...

By Jill Mislinski Note: With the release of December Retail Sales and the Consumer Price Index, we've updated this commentary to include the latest Real Retail Sales. Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably va...

Jefferise thinks consumer discretionary stocks will outperform staples this year off a favorable macroeconomic backdrop and increase in the gap between Treasury yields and dividend yields. More news on: Starbucks Corporation, Energizer Holdings, Inc., Eldorado Resorts, Inc., Consumer stock...

U.S. consumers are setting more holiday shopping set records, as job growth and fatter wallets, along with stronger household finances, have put many in a buying mood this season. More news on: Walmart Inc., Amazon.com, Inc., Costco Wholesale Corporation, Consumer stocks news, News on the ...