Consumer Discretionary Select Sector SPDR Fund

U.S. retail sales for May are expected to decline, potentially signaling that tariff headlines and economic uncertainty are starting to impact consumer spending. This could lead to a market reaction similar to the one seen in February 2025 when a weak January retail report sparked a sell-off in consumer and tech stocks.

Related tickers: XLY, XLK.

U.S. equities posted broad-based gains on Tuesday, driven by a drop in Treasury yields and renewed optimism surrounding trade talks between the U.S. and the European Union. The S&P 500 rose 1.9%, extending May's gains to more than 6%, while technology and small-cap stocks outpaced broader benchmarks.

Related tickers: AZO, BX, CPRT, DECK, FICO, HEI, HEI.A, HOLX, KR, OKTA, RCL, TSLA, TPG, VRSN, WBD, TLT, XLY.