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inflation: Archive

Bryan Hayes

Has the Recent Selling Bout Come to a Screeching Halt?

The latest volatility may be paving the way for an uptick heading into August.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change METAPositive Net Change

Mark Vickery

PPI Swells Higher, Big Banks Beat Q2 Estimates

Today's PPI numbers were not quite as accommodating as yesterday's CPI.

WFCPositive Net Change JPMPositive Net Change CPositive Net Change

Mark Vickery

Markets Sell the News After Satisfying CPI

The Inflation Rate came in better than expected for a soft landing, but the S&P and Nasdaq posted their worst trading day in two months.

WFCPositive Net Change JPMPositive Net Change CPositive Net Change NKEPositive Net Change AAPositive Net Change FDXPositive Net Change

Andrew Rocco

Small Cap Breakout: Can it Finally Stick?

Lower inflation means lower interest rates - a bullish sign for small-cap stocks into year-end.

QQQPositive Net Change SPYPositive Net Change IWMPositive Net Change TNAPositive Net Change

Mark Vickery

CPI, Jobless Claims Brings Goldilocks Scenario

Today brings us the slimmest Inflation Rate we've seen since March 2021 -- back when inflation was going the opposite direction.

DALPositive Net Change PEPPositive Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Markets Race Ahead Before CPI Data Thursday

It was the single-best trading day on the Dow since May, while the S&P 500 and Nasdaq posted yet more all-time closing highs.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Pre-Markets Creep Higher Ahead of Powell & Busy Late Week

Both CPI data and Q2 earnings season begin hit the tape tomorrow morning. Meanwhile, pre-market futures creep ever higher.

WFCPositive Net Change JPMPositive Net Change CPositive Net Change DALPositive Net Change PEPPositive Net Change INTUPositive Net Change

Mark Vickery

Powell Sees Cooling Economy, Traders See Coming Rate Cut

It's doubtful big market moves will happen before big inflation data comes out later this week.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

BLS Jobs +206K, Big Downward Revisions

Job revisions to the previous two months reached triple-digits, -110K, to 218K in May and 108K in April.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

ADP Payrolls +150K; Jobless Claims Climb Higher

While ADP private-sector payrolls were light of estimates, new and longer-term jobless claims reached new multi-year highs.

ADPPositive Net Change STZPositive Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change PARANegative Net Change

Mark Vickery

Holiday-Shortened Jobs Week: What Would Downward Surprises Bring?

Projections currently are for fewer than 200K new jobs filled last month and more than 230K new jobless claims for last week.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Shaun Pruitt

Top Stocks to Consider After Cooler PCE Data

On Friday, Core PCE, the Fed's preferred inflationary measure optimistically reflected a 0.1% uptick in May compared to a 0.3% increase in April.

AMZNPositive Net Change BACNegative Net Change NVDAPositive Net Change WFCPositive Net Change JPMPositive Net Change CPositive Net Change

Mark Vickery

PCE Keeps "Soft Landing" Intact, Pre-Markets Shrinking

The good news from a wider perspective is that we're back down, consistently, to inflation levels we haven't seen in more than three years.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Big Jumps for RIVN, CCL, FDX and NVDA Today

Both Carnival and FedEx beat earnings today, while Rivian got a major partner in VW, and NVIDIA returned to being NVIDIA.

CCLPositive Net Change NVDAPositive Net Change FDXPositive Net Change RIVNNegative Net Change

Mark Vickery

Case-Shiller Home Prices Cooling; FedEx After the Close

April home prices came down slightly to +6.3% according to Case-Shiller data. FedEx is expected to fetch +8% earnings growth.

FDXPositive Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

PCE, Housing, Earnings to Inform Trading Week

Reports this week will help inform the Fed on how to adjust inflation rates in the (near?) future.

NKEPositive Net Change GISPositive Net Change MUPositive Net Change FDXPositive Net Change

Mark Zinski

Are Microcaps a Good Proxy for Private Equity?

Here we discuss how microcap stocks can offer a flavor of private equity while also offering some unique advantages.

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Mark Vickery

June PMI After the Bell: Headed for a Green Week?

We expect to see growth on both S&P Services and Manufacturing PMI later this morning.

AAPLPositive Net Change NVDAPositive Net Change

Mark Vickery

Retail Sales Add to Cooling Narrative; Pre-Markets Up

This morning's Retail Sales continue the narrative of a cooling economy, if a tad less steady compared with other metrics of late.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

PPI Wholesale Shrinks, Jobless Claims Jump

Final demand in goods dropped -0.8% last month, led by -7.1% in wholesale gasoline costs.

AVGOPositive Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Fed, Powell Lay Out Inflation Expectations

"We saw today's CPI report as progress and building confidence, but it does not warrant changing policy at this time."

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

John Blank

Europe, Asia Rates Stay Put: Global Week Ahead

Central Bank decisions in Europe, from the U.K., Switzerland and Norway, are expected to provide more evidence that the global rate-cutting dash is slowing to a crawl.

DDPositive Net Change HENKYPositive Net Change ASMIYPositive Net Change

Sanghamitra Saha

5 Sector ETFs & Stocks to Benefit From May Inflation Report

US annual inflation rate slowed to 3.3% in May 2024, the lowest in three months, compared to 3.4% in April and forecasts of 3.4%.

AMTPositive Net Change CNPPositive Net Change MASINegative Net Change FDXPositive Net Change XTNNegative Net Change XLREPositive Net Change IHINegative Net Change EATZPositive Net Change CAVAPositive Net Change

Mark Vickery

Fed, Powell Lay Out Inflation Expectations

"We saw today's CPI report as progress and building confidence, but it does not warrant changing policy at this time."

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

CPI Inflation Rate +3.4%: Back on Track

Headline CPI year over year represents a 10 bps drop from expectations and 20 bps lower month over month.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change