Afternoon Note
The market continues to meander higher, powered by the American consumer. Retailers continue to post great financial results and offer guidance in the face of pending additional tariffs. Only Dollar Tree (DLTR) is getting punished after hinting tariffs would have a much deeper financial impact. This tariff situation has been a great litmus test to find the nimblest retailers. Those that have been able to build a moat around their customers, and insulate them from tariffs, are benefiting mightily.
S&P 500 Index |
+0.17% |
|
Communication Services (XLC) |
+0.15% |
|
Consumer Discretionary (XLY) |
+0.57% |
|
Consumer Staples (XLP) |
+0.68% |
|
Energy (XLE) |
-0.55% |
|
Financials (XLF) |
-0.53% |
|
Health Care (XLV) |
+0.03% |
|
Industrials (XLI) |
+0.35% |
|
Materials (XLB) |
+0.47% |
|
Real Estate (XLRE) |
+0.98% |
|
Technology (XLK) |
+0.16% |
|
Utilities (XLU) |
+0.22% |
New home sales also rocked this morning, delivering the best back to back months in more than a dozen years.
New Home Sales
At midday the major indices are all in the green, albeit slight.
NYSE
NASDAQ
Comments |
The consumer that would have depended on Dollar Tree, and the likes of other store in this category, would begging to move away, and up, as the economy strengthened and they have more disposable earnings... Andrew B Newallo on 11/26/2019 6:02:22 PM |
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