Every S&P Sector Fell in September Except One
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Shares of PepsiCo (NASDAQ:PEP | PEP Price Prediction) are trading lower in isolation on Friday, with the rest of consumer staples barely moving around them. That split matters because a defensive stock…
Energy is the year’s best-performing sector, and on Wednesday the options market bet heavily that it is about to break. Volume in Energy Select Sector SPDR (NYSEARCA:XLE) options ran roughly 70% above…
Gas prices just posted their biggest monthly jump in years, and a Wall Street economist has put a precise dollar figure on the oil price that tips the American consumer into recession…
The Coca-Cola Company (NYSE:KO | KO Price Prediction) has been the standout beverage name of 2026, and the big question is what would carry KO stock the rest of the way to…
Campbell's just slashed its dividend and reset guidance well below Wall Street's bar, and the fallout is spreading fast to peers that haven't reported a single number yet.
XLP holds dozens of consumer staples names, but a handful of its biggest positions tell completely different stories about yield, growth, and value that the ETF quietly blurs together.
Walmart's summer slide cut differently through FSTA, XLP, and VDC depending on how much each fund actually owns, and the gap between them is bigger than most investors assume.
The U.S. economy has proven remarkably resilient over the past two decades. Sure, COVID briefly punished the economy, but the downturn was short-lived after the Federal Reserve slashed interest rates to near…
The Consumer Staples Select Sector SPDR Fund (NYSEARCA:XLP) is the default ticker investors reach for when they want a slice of the cereal aisle, the laundry detergent shelf, and the checkout counter…
American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices up…
If you are sitting on a portfolio that has ridden Nvidia (NASDAQ:NVDA | NVDA Price Prediction), the hyperscalers, and every adjacent AI name to fresh highs, the question is what happens when the…
Consumer sentiment sits at 53.3 in March 2026, deep in the pessimistic zone, while retail sales just hit a fresh high of $752.1 billion. That gap between how Americans feel and how…
When markets crack, consumer staples tend not to. During the 2008 financial crisis, the S&P 500 fell approximately 38% peak to trough, and consumer staples, as a sector, declined roughly half of…
Retirement portfolios face a specific set of demands: income that arrives reliably, capital that holds its value through market downturns, and costs low enough that compounding works in the investor’s favor rather…