From Nasdaq: 2025-06-11 11:43:00

1. Markets rally on trade-talk optimism, boosting S&P 500 Consumer Discretionary Index by 20.14% over the past year. Lower recession likelihood and improving consumer sentiment drive momentum in the sector.
2. Business leaders show less fear of recession, with just under 30% expecting one in the next six months. CEOs’ optimism about economic growth in the U.S. doubles from April to May, indicating growing confidence in the economy.
3. Consumer optimism rises as inflation worries ease, with Consumer Confidence Index jumping to 98.0 in May. Progressing trade talks between Washington and Beijing fuel bullish investor sentiment, driving higher stock price expectations.
4. ETFs in the consumer discretionary sector performing well, surpassing SPDR S&P 500 ETF’s gains. Funds like XLY, VCR, FDIS, FXD, and RSPD provide exposure to top companies like Amazon and Tesla with strong performance.
5. Vanguard Consumer Discretionary ETF (VCR) has gained 9.35% over the past month, tracking the MSCI US Investable Market Consumer Discretionary 25/50 Index. With double-digit exposure to top companies like Amazon and Tesla, VCR offers investors a strong option in the sector.

Read more at Nasdaq: Consumer Discretionary ETFs Set for a Comeback?