XLY Consumer Discretionary (XLY)

[frenchee]

Hi SherriT, one of the positive effects of a rising dollar is that it should reverse the global flow of funds into foreign markets that took place in recent years. The US "should" start attracting new funds. Another side effect is continuing weakness in commodity markets. While that's not good for commodity speculators, it's good for the Fed since it eases inflation pressures. That's helps parts of the U.S. market that are inflation-sensitive like consumer discretionary stocks like XLY.





Regards,
frenchee

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