August 26, 2022 | Asian exports have been steadily dropping in 2022, strong evidence that the US consumer is returning to normal spending patterns: spending more on services vs goods. This is not good news for Consumer Discretionary stocks, which are already experiencing pain this year. Source: MorganStanley

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August 12, 2022 | While consumers have little control of inflation, they do control where they spend money. Unsurprisingly electronics, entertainment and dining out top the list… aka THE Consumer Discretionary sector.Look for downward pressure on the sector as this unfolds. Src: Morgan Stanley

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