VCR News and Press, Vanguard Consumer Discretion From 01/17/24

2024-01-17 11:12:00 ET Summary The jobs market is tight, inflation is above target, consumer spending is holding up and recent Fed commentary suggests they are in no hurry to loosen policy. As such, we continue to favour May as the start point for interest rate cuts rather than Ma...

2024-01-16 14:49:45 ET Summary Investors polled by Seeking Alpha chose tech as the top sector for 2024, followed by healthcare and energy. Outperforming the market is a zero-sum game, and the public tends to love stocks when they're expensive and panic-sell them when they're cheap...

2024-01-12 13:23:57 ET The Consumer Discretionary Select Sector SPDR Fund ETF ( NYSEARCA: XLY ), which holds an 11.1% weightage on the S&P 500, has seen a rise of 33.1% in the past twelve months and has beaten the broader index in 2023 amid slower but robust earnings growth but ...

2024-01-04 11:15:00 ET Summary In this 2023 year-end sector review (part 1), we look at how companies performed during 2023 in the communications services, consumer discretionary, consumer staples, energy, and financial services sectors. After a bad year in 2022, the consumer disc...

2023-12-23 04:20:00 ET Summary The outlook for consumer discretionary in 2024. What a rate cut could mean for retail. How healthy is the consumer? The resiliency of the consumer has been one of the standouts of the economy this year, helping to push discretionary stocks hi...

2023-12-19 07:45:00 ET Summary CPI rose by 0.1% in November and 3.1% in the past 12 months. Excluding food and energy, the core CPI rose 0.3% in November and 4% in the past 12 months. The Fed will keep rates steady until inflation approaches 2%. The ECB followed the Fed’...

2023-12-16 03:31:59 ET More on Vanguard Consumer Discretionary ETF VCR: Consumer Discretionary Dashboard For November VCR: Consumer Discretionary Dashboard For September Year-end rally would favor cyclicals – Ned Davis Research Seeking Alpha’s Q...

2023-12-01 04:25:00 ET Summary Outlook for retail stocks amid economic uncertainty. Will shoppers keep spending even with inflation high? What to expect this holiday shopping season. Retailers are hoping for a boost from this year's holiday shopping season even as ...

2023-11-30 00:10:00 ET Summary A strong Q3 earnings season is in the books, and the focus turns to what near-term consumer shifts may be brewing. Costco and The Buckle provide their usual monthly same-store sales reports this week. Global automakers also post production and sa...

2023-11-29 22:25:00 ET Summary Are Canadian shoppers likely to keep shopping through the holidays? How Canadian consumers compare to their US counterparts. The problem with Canada's high household debt troubles. With the holiday shopping season underway, the ...