VCR News and Press, Vanguard Consumer Discretion From 06/27/24

2024-06-27 10:53:47 ET More on iShares U.S. Telecommunications ETF: FCC votes to bring back net neutrality rules Seeking Alpha’s Quant Rating on iShares U.S. Telecommunications ETF Dividend scorecard for iShares U.S. Telecommunications ETF Read the f...

2024-06-24 10:16:00 ET Summary The economic environment was unchanged last week, as the 10-year rate and the dollar both rose slightly. Large cap growth stocks and commodities continue to lead on the YTD basis with intermediate-term Treasuries flat, while small-cap stocks and REIT...

2024-06-20 15:33:13 ET Summary Monthly article series with aggregate subsector metrics in Consumer Discretionary. The durables/apparel and consumer services subsectors are undervalued relative to their historical baseline. Fast facts on The Consumer Discretionary Select Sector...

2024-06-19 04:55:00 ET Summary There are two crucial things that go into retail sales: Seasonal adjustments and inflation/deflation in goods, which is what retailers sell. Inflation in the US has been raging in services, where two-thirds of consumer spending goes. Nondurable g...

2024-06-18 13:25:00 ET Summary US retail sales were softer than hoped in May and with April revised to show a contraction, we are seeing more evidence of a cooling consumer spending story. With inflation pressures seemingly moderating and unemployment ticking higher, a September F...

2024-06-18 05:30:00 ET Summary LSEG IFR Markets forecasts a challenging development for Q2 U.S. retail sales, with overall and ex-autos sales anticipated to increase by only 0.2% in May 2024. Unit auto sales experienced modest growth for the month, reaching an annualized rate of 1...

2024-06-14 12:31:42 ET With the first half of 2024 almost in the books, investors will notice that 10 of the 11 S&P 500 ( SP500 ) sectors are higher on the year and only two segments are topping the YTD return of Wall Street's benchmark index.... Read the full article on Seeki...

2024-06-14 11:00:00 ET Summary Both Costco and Ross Stores are experiencing increased foot traffic and higher sales of previously less popular products, indicating a strong and resilient U.S. consumer. The shift in consumer behavior toward buying more discretionary items is attrib...

2024-06-11 01:09:55 ET Summary Vanguard Consumer Discretionary ETF is a hold due to key risk factors, including competition dragging down Tesla and potential declines in consumer spending during recessions. VCR is a passively managed ETF with 303 holdings and $6.06B in AUM, focusi...

2024-06-07 14:35:00 ET Summary US economic activity has continued to expand at a modest pace in 2024, as the consumer has proven resilient in the face of high interest rates and elevated inflation. Job gains above pre-pandemic averages and nominal wage growth above inflation have ...