What drives global growth? An uptick in consumption. What drives consumption? Downward pricing pressure in commodities. Commodities have been overbought for some time but this week, they came screeching to a halt as investors around the world sold off things like corn, wheat and gold. The Consumer Discretionary SPDR (XLY) and Consumer Staples SPDR (XLP) ETFs are having a ball, up 11.8% and 11.2%, respectively, over the last six months. These ETFs will benefit from the breakdown in commodity prices which helps drive global growth. Definitely worth paying attention to.