It’s Time to Own Discretionary Stocks, 22V Research Says

Group 1 - 22V Research suggests it may be an opportune time to invest in consumer-discretionary stocks despite mixed performance during Black Friday [1][2] - The SPDR S&P Retail ETF closed approximately 0.1% lower, but the retail sector is expected to benefit from improved business fundamentals and macroeconomic conditions [2] - Labor market risks, tariffs, and challenges for lower-end consumers have been significant concerns, but these headwinds are reportedly diminishing [2]