Consumer ETFs showing the real inflation picture

Investors trying to gauge the real inflation picture should be paying close attention to how and where consumers are spending their money, and two exchange-traded funds are telling part of this story, as pointed out by Larry McDonald, founder of the Bear Traps Report, during an appearance on FOX Business. 

The Consumer Discretionary Select Sector SPDR ETF, which counts General Motors, Chipotle and Deckers among its top holdings, is down for the year, as consumers swap spending on items they want for items th