As Thanksgiving, Black Friday, and Cyber Monday approach, the shopping season begins. Historically, U.S. stock markets rise during Thanksgiving week, with retail stocks excelling. Traditional retail, e-commerce, and tech stocks will be in focus. The National Retail Federation projects holiday sales to nearly reach $1 trillion, a 3.5% increase from last year. The $SPDR S&P Retail ETF (XRT.US)$ has risen 10% from its September low to $82.91.

Major retailers like $Burlington Stores (BURL.US)$ , $Best Buy (BBY.US)$ , and $Kohl's Corp (KSS.US)$ will report earnings this week. With recent rate cuts, will this boost e-commerce giants like $Amazon (AMZN.US)$ and $eBay (EBAY.US)$ ?

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