Deep-dive analysis of the Consumer Discretionary sector (XLY). Covers auto, housing, retail, restaurants, leisure, and e-commerce. Cyclical high-beta sector — signals consumer spending health and risk appetite. Run as part of the US Equities phase in the daily orchestrator.
config/watchlist.md (XLY and related ETFs)config/preferences.mdmacro.mdWeb fetch: use
defuddle parse <url> --mdinstead of WebFetch for any retail sales article, consumer confidence page, or earnings release URL. Not for API endpoints,.json, or.mdfiles.
### 🛍️ CONSUMER DISCRETIONARY SECTOR
**Bias**: [Overweight / Underweight / Neutral] | Confidence: [High / Medium / Low]
**ETF Levels**: XLY: $X (±X%)
**Relative Strength vs SPY**: [Outperforming / Underperforming / In-line]
**XLY ex AMZN/TSLA**: [independent trend]
**Consumer Spending Signal**: [read]
**Sub-sector read**: [auto/housing/travel]
**XLY/XLP Ratio**: [risk appetite read]