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inflation: Archive

Mark Vickery

Party Rally Running Out of Fuel

What can be expected to pull market trading interest back up to earlier levels? Tough to see.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

S&P 500, Nasdaq Close at Fresh Highs on FOMC Minutes

Market participants hadn't been sure we'd see additional rate cuts into the end of the year, but today's release of the September Fed minutes put that to rest.

DALPositive Net Change PEPPositive Net Change LEVINegative Net Change

Mark Vickery

Pre-Markets Up Ahead of Fed Minutes Release

Expected later today are the prepared minutes from the Federal Open Market Committee (FOMC) meeting in mid-September.

DALPositive Net Change NVDAPositive Net Change

Mark Vickery

Markets Take a Break from Setting New All-Time Highs

Red closes among all major indexes today snapped a seven-day winning streak on the S&P 500.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

No News Is Good News: Pre-markets Up on Dormant BLS Report

All major indexes are in the green for the trading week, plus-mid-single digits for the month, and double digits (except for the Dow, +9%) year to date.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Bryan Hayes

Is Nike (NKE) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Despite rallying off the April lows, Nike shares are down roughly 7% this year and are underperforming the major indexes.

NKENegative Net Change

Mark Vickery

PCE Delivers Goldilocks Numbers for the Stock Market

Inflation is still present, but not running out of control. Sounds like "Goldilocks" to pre-market traders.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Bryan Hayes

Bull Market Set for Further Gains on Earnings: Stocks to Watch

Earnings have been the steady engine throughout this multi-year bull market, which has broadened out in 2025 and is now approaching its third birthday.

COSTPositive Net Change JBLNegative Net Change

Mark Vickery

Fed Speeches Today, PCE Report End-of-Week

We hear from a number of Fed members today, including its most-recent member, Stephen Miran.

MUNegative Net Change COSTPositive Net Change AZONegative Net Change FDXNegative Net Change KBHNegative Net Change

Mark Vickery

A Late Summer Reflection on Growth, Inflation & Jobs

We know that the main concern for the Fed is now the weakening jobs market and not inflation.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Fed Sees "Two-Sided Risk" in Lowering Interest Rates

We now have interest rates between 4.00-4.25% for the first time since December of 2022.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Housing Numbers Down Ahead of Fed Rate Cut Today

With expectations high that interest rates will come down further in the near future, it keeps some homebuying prospects on the sidelines.

TOLNegative Net Change QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Retail Sales, Imports & Exports Warmer Ahead of Fed Meeting

The new inflation figures out this morning are warmer than expected: will they matter to the Fed?

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

New Record Highs on S&P, Nasdaq: Tech Stocks Still Lead

The (AI-based) tech trade joins a pending lower interest rate environment for a market-friendly blend.

NVDAPositive Net Change CRWVPositive Net Change

Mark Vickery

Moving Pieces Ahead of Fed Rate Decision

It is widely expected that the Fed will cut rates at this meeting for the first time in 2025.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Stock Market On Top of the World Ahead of Fed Meeting

The Fed is data dependent, so that means a rate cut is ripe for the picking.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Sanghamitra Saha

ETFs to Gain as Inflation Edges Higher in August

Inflation rose in August, but jobless claims rose, too, shaping Fed rate cut odds and boosting the appeal of large-cap blend ETFs like ITOT, EDOW and IVV.

SPHQNegative Net Change IVVNegative Net Change ITOTNegative Net Change OEFNegative Net Change EDOWNegative Net Change

Shaun Pruitt

Stocks & Index Items to Watch from August's CPI Data

Diving deeper into August's CPI summary, here is the breakdown of the main movers of individual item indexes from the U.S. Bureau of Labor Statistics, and a strategic opinion of what stocks could stand to benefit or be affected.

CVXNegative Net Change XOMNegative Net Change MARNegative Net Change DALPositive Net Change WMTNegative Net Change CMGNegative Net Change RLNegative Net Change GMNegative Net Change TOLNegative Net Change CROXNegative Net Change

Mark Vickery

Jobless Claims Spike to +263K, CPI Mild & In-Line

Today's Initial Jobless Claims headline seals the deal for next week's rate cut: +263K new claims.

INTCPositive Net Change MSFTNegative Net Change IBMNegative Net Change

Mark Vickery

PPI Cools Notably: Is a 50 bps Rate Cut in the Works?

Inflation is now cooling and employment is clearly weakening. Perhaps the Fed is back to considering a 50 bps cut, instead?

ORCLPositive Net Change QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Oracle Misses in Q3, Gains +22% - Plus Jobs Revisions & More

While Oracle missed on Q3 revenues it grew +55% in Cloud Infrastructure year over year.

AAPLNegative Net Change MSFTNegative Net Change UNHNegative Net Change ORCLPositive Net Change NBISPositive Net Change

Mark Vickery

CPI, PPI This Week - Also ORCL, ADBE Earnings

Pleased this morning are investors of Robinhood (HOOD) and Applovin (APP), which will soon enter the S&P 500.

KRNegative Net Change ORCLPositive Net Change ADBENegative Net Change RHNegative Net Change APPNegative Net Change HOODPositive Net Change

Mark Vickery

BLS Jobs for August: +22K, Unemployment +4.3%

The Unemployment Rate ticks up to +4.3%, the highest level since October 2021.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

August ADP Weaker at +54K, & More

This ADP headline roughly tracks the trailing 4-month average in private-sector jobs growth: +55K. Compare this to a nearly double previous 4-month average of +102K.

ADPNegative Net Change QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Tech Ruling, Q2 Earnings Help Boost Hump Day Market

The favorable ruling for Alphabet yesterday buoyed the Nasdaq today; Q2 results came in late for Salesforce, American Eagle.

AAPLNegative Net Change CRMPositive Net Change ADPNegative Net Change AEONegative Net Change LULUNegative Net Change AVGONegative Net Change SPYNegative Net Change DOCUNegative Net Change