On top of that, cargo volume at major retail ports is expected to surge ahead 8% this month from a year earlier.

For more stories about retail, visit our retail category.

Retail ETFs fall into a few categories:

Funds that hold a broad mix of retailers of all types – anything from online travel sites to McDonald’s (NYSE: MCD) may be included. Watch out with the HOLDRs: they tend to have very heavy weightings in a few companies and can only be bought in 100-share increments.

  • Retail HOLDRs Trust (NYSEArca: RTH)
  • SPDR S&P Retail (NYSEArca: XRT)

Consumer discretionary, a category of spending defined as “non-necessity” items. Televisions, automobiles, DVD players and the like.

  • Vanguard Consumer Discretionary ETF (NYSEArca: VCR)
  • First Trust Consumer Discretionary AlphaDEX (NYSEArca: FXD)
  • PowerShares Dynamic Leisure & Entertainment (NYSEArca: PEJ)
  • PowerShares Dynamic Consumer Discretionary (NYSEArca: PEZ)
  • Rydex S&P Equal Weight Consumer Discretionary (NYSEArca: RCD)

Consumer staples, which are the “necessary” items that few of us can live without. This includes toothpaste, household cleaners, toilet paper and basic food items.

  • PowerShares Dynamic Consumer Staples (NYSEArca: PSL)
  • Vanguard Consumer Staples ETF (NYSEArca: VDC)
  • Rydex S&P Equal Weight Consumer Staples (NYSEArca: RHS)
  • Consumer Staples Select Sector SPDR (NYSEArca: XLP)

And finally, there’s luxury spending. The kind of spending that spares  no expense. Coach bags (NYSE: COH), Nordstrom clothing (NYSE: JWN) and stays at Wynn Resorts (NYSE: WYNN). You can access these retailers in the Claymore/Robb Report Global Luxury (NYSEArca: ROBB).

Read the disclaimer; Tom Lydon is a board member of Rydex|SGI.

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