How to Buy Retail Stocks When Every Brand is a Sinking Ship

Stocks drifted lower last week as oil crossed $100 per barrel for the first time since May, and the 10-year Treasury yield hit its highest level since 2023 —just shy of 5%. Firm inflation prints have pushed markets to price in an interest rate hike from the Federal Reserve this Wednesday, adding to macro concerns that are dominating the market right now. Today I’m breaking down why big-name brands aren’t the right way to play retail right now, and one overlooked sign of market weakness. You can subscribe to the Barron’s Investor Circle newsletter .

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