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Consumer discretionary took the title of the S&P 500's best-performing sector in July, and there are still ways to benefit from its rally, ETF researchers say.

CFRA's Sam Stovall sees a troublesome seasonal pattern that affects August and September.

Some analysts are hopeful of an economic recovery in the second half of this year. But David Kuo of the Smart Investor says a bounceback is doubtfall without a vaccine.