Yahoo Finance's Jared Blikre breaks down how stocks are performing after the Fed meeting minutes were released.
"The consumer is being more cautious with their dollar," Jefferies senior analyst Brent Thill tells Yahoo Finance Live.
Costco Wholesale (NASDAQ: COST) might fall into that category. Its stock price has fallen along with the market this year, and last week it plunged after other retailers posted disappointing first-quarter results. Both Target and Walmart (NYSE: WMT) were caught off guard by rapid changes in consumer spending habits.