XRT SPDR S&P Retail ETF Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
17:53
Oct 02
Oct 02
Bloomberg Markets
Retail sector strong into holiday season.
The consumer is strong, credit is in good shape, and with the labor market tight and job security high, consumers are willing to spend and borrow. Betting against the retail sector going into the holiday season will probably lose money.
14:32
Oct 02
Oct 02
Bloomberg Markets
Strong consumer means don't short retail
Betting against the retail sector into the holiday season is likely to lose money because the US consumer is very strong: the labor market is so tight that companies are hoarding workers (initial jobless claims are the lowest since World War II), consumers feel secure in their jobs, default rates are low and credit conditions are good, so holiday spending should be strong rather than weak.
08:30
Sep 30
Sep 30
815 Money Talk
High rates hurt consumer credit-sensitive sectors.
If rates keep rising and stay high, consumers face higher borrowing costs, weakening demand for autos, homes, home appliances, and department-store goods. These consumer credit-sensitive sectors are unattractive until rates stop rising and begin to fall.
About XRT Investor Commentary
Across the available history and selected sources, Buzzberg tracks XRT (SPDR S&P Retail ETF) across 23 sources: 40 bullish vs 6 bearish calls from 73 authors. Historical directional balance: 35% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 98 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Kevin Hassett, Kim Jang-yeol.