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Sectornomics: Consumer Discretionary

  • Top performing sectors in November

    Time for your Kensho stat of the day. November tends to be good for stocks. The top performing sectors: industrials, consumer discretionary and financials.

  • What's working in retail

    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.

  • Consumer stocks and the impact of rising rates

    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?

  • Holiday season winners and losers

    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.

  • e-commerce online shopping credit cards

    Consumer-discretionary stocks had been outperforming the S&P 500 by a long shot but that looks like it's ending now. Here's why.

  • The "Halftime Report" traders give their trades for the second half.

  • Apple Carplay

    Apple building a car may seem nuts. Or is it inevitable? Here are the 10 best reasons for and against the tech giant's move into autos.

  • A shopper has his receipt checked before leaving a Best Buy store in Westbury, New York.

    Looking for stocks that are winners during the holidays? Don't look where you might expect them to be—many retailers have underperformed.

Sectornomics

  • The big bright spot in the materials sector

    Metals and mining companies have taken a beating in 2015 but building-related names and chemicals producers have had a great year. What's driving these stocks higher? Will it continue in 2016?

  • Materials and China

    Materials tend to be closely correlated with China, the top consumer for many commodities and chemicals. We crunched the numbers with Kensho to see how materials perform when there are signs of weakness in the world’s second largest economy.

  • Materials in the new year

    History shows that this sector tends to rally in the fourth quarter - and indeed materials have gained 10% this time as well. But how do these stocks fare once a new calendar year starts?

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