Matt Maley of Miller Tabak and Nancy Tengler of Laffer Tengler Investments talk consumer discretionary stocks with CNBC's Seema Mody.
The Consumer Discretionary and Tech sectors have performed well so far this year. Using history as a guide, this is what that means for the rest of 2018.
Time for your Kensho stat of the day. November tends to be good for stocks. The top performing sectors: industrials, consumer discretionary and financials.
The S&P 500 Retailing Industry Group Index is up more than 25 percent over the past year. Four stocks – AMZN, NFLX, HD, LOW – have accounted for more than 95 percent of that gain.
Following each of the past four initial rate hikes since 1990, the consumer discretionary sector on average underperformed the broader S&P. What holds up? What pulls the sector lower, and what do analysts expect this time around?
From Black Friday through year’s end, the S&P traded higher 80% of the time, averaging a 2% gain, according to Kensho. CNBC's Morgan Brennan takes a look at a list of holiday winners and losers.