^GSPC$7,423.20+0.56%^IXIC$25,009.60+1.04%^DJI$42,502.91-0.16%^VIX$27.32+2.05%^STOXX50E$67.27+0.73%BTC-USD$79,609.98-1.09%ETH-USD$2,260.91-0.58%SOL-USD$91.14-3.32%AAPL$298.95+1.41%MSFT$405.09-0.66%NVDA$225.86+2.30%TSLA$445.21+2.71%META$616.61+2.26%GOOGL$402.64+3.95%AMZN$270.15+1.63%AMD$445.40-0.64%EURUSD$1.1713-0.24%GC$4,693.29-0.47%CL$101.96-1.06%^GSPC$7,423.20+0.56%^IXIC$25,009.60+1.04%^DJI$42,502.91-0.16%^VIX$27.32+2.05%^STOXX50E$67.27+0.73%BTC-USD$79,609.98-1.09%ETH-USD$2,260.91-0.58%SOL-USD$91.14-3.32%AAPL$298.95+1.41%MSFT$405.09-0.66%NVDA$225.86+2.30%TSLA$445.21+2.71%META$616.61+2.26%GOOGL$402.64+3.95%AMZN$270.15+1.63%AMD$445.40-0.64%EURUSD$1.1713-0.24%GC$4,693.29-0.47%CL$101.96-1.06%
RockstarMarkets
All sectors
XLY·10.4% S&P 500·$118.72

Consumer Discretionary

Retail, autos, hospitality, leisure. The most direct read on consumer mood and spending.

1D
+0.4%
1W
-1.0%
1M
+2.0%
YTD
+10.3%
30-day close · live

Top names

Weighted by sector cap
AMZN
Amazon
Weight23.4%
TSLA
Tesla
Weight14.1%
MCD
McDonald's
Weight4.2%
BKNG
Booking
Weight3.8%
NKE
Nike
Weight2.1%

Top active narrative

1h ago

US Inflation Data Surprises to Upside: CPI Hot, 10-Year Yield at 5%, Fed Rate-Hold Bets Shift

US wholesale inflation surged in April to its fastest pace since 2022 with PPI up 6% year-over-year, driven by energy shocks. The 10-year Treasury yield hit its highest since July, reaching 5%, as markets reprice expectations for Fed rate cuts and hold duration longer. Energy-driven inflation is pressuring USD and equity valuations.

33 mentions · 24h·89 wires·-35 sent
Read the narrative

Other sectors

Technology
XLK
+1.42%
Communication Services
XLC
+0.81%
Financials
XLF
+0.62%
Industrials
XLI
+0.42%
Utilities
XLU
+0.32%
Narratives tagged Consumer

More from this sector

Narrative·2h ago

Iran War Chokes Hormuz Flows to 60-Year Lows; Global Supply Chain Strain Highest Since 2022

Hormuz oil flows collapsed nearly 30% in Q1 2026 to lowest levels since the 1990s, as the Iran-Israel conflict disrupts tanker routes and fuel supply. Global supply chain volatility hit highest level since 2022 crisis; firms now stockpiling ahead of further inflation and shortages.

10 events · 24h·-45
Narrative·3h ago

US CPI and PPI Beat Estimates; Fed Rate Cut Delay Pressures Yields and Equities

Hotter-than-expected US inflation data in April, including core CPI and producer prices at fastest pace since 2022, reignite recession fears and force market repricing of Fed rate-cut odds, pushing 10-year Treasury yields to highest since July and dragging down tech stocks.

106 events · 24h·-55
Narrative·4h ago

Hot CPI and PPI Print Reignites Fed Delay Narrative

US inflation data released on May 13 showed producer prices rising 6% year-over-year, the fastest pace since 2022, reviving concerns that the Federal Reserve may need to hold rates higher for longer. The data sent Treasury yields to their highest levels since July and rattled risk assets across equities and crypto.

184 events · 24h·-50
Narrative·5h ago

Trump brings tech CEOs to Beijing talks

President Trump invited NVIDIA, Tesla, and Apple executives to join his China summit with Xi Jinping, sparking speculation about US-China AI and trade negotiations. The move sent tech stocks surging on hopes of tariff relief or joint ventures.

110 events · 24h·+65
Narrative·1h ago

Iran War Disrupts Oil Supply: Hormuz Flows Down 30%, Energy Importers Face Margin Pressure

Oil flows through the Strait of Hormuz fell nearly 6 million barrels per day in Q1 2026, the sharpest decline since the Iran conflict began, pushing crude prices higher and triggering margin compression for energy-importing nations. Pakistan, Bangladesh, Turkey and other emerging markets face inflationary headwinds and central bank policy tightening.

21 events · 24h·-50
Narrative·2h ago

Hormuz Crude Flows Fell 30% as Iran Conflict Chokes Supply; Oil Rises to Force Rate Delays

Oil flows through the Strait of Hormuz fell nearly 6 million barrels per day in Q1 2026, the steepest decline on record due to the Iran war. The supply shock has pushed crude prices higher, forcing central banks to revise inflation forecasts and delay rate cuts, with knock-on effects for energy importers and auto maintenance costs.

21 events · 24h·-65
Narrative·1h ago

NVDA and TSLA Surge as CEOs Join Trump's Beijing Delegation: AI Geopolitics in Focus

NVIDIA CEO Jensen Huang and Tesla CEO Elon Musk joined President Trump's last-minute China delegation, along with Tim Cook and other top CEOs. NVDA hit a record $5.5 trillion market cap while TSLA advanced on the geopolitical symbolism, lifting tech sentiment despite broader inflation concerns.

124 events · 24h·+45