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inflation: Archive

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.

NVDANegative 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.

QQQPositive Net Change SPYPositive Net Change DIAPositive 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.

QQQPositive Net Change SPYPositive Net Change DIAPositive 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.

SPHQPositive Net Change IVVPositive Net Change ITOTPositive Net Change OEFPositive 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.

CVXPositive Net Change XOMPositive Net Change MARNegative Net Change DALNegative Net Change WMTPositive Net Change CMGNegative Net Change RLPositive Net Change GMPositive Net Change TOLNegative Net Change CROXPositive 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 MSFTPositive Net Change IBMPositive 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 QQQPositive Net Change SPYPositive Net Change DIAPositive 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.

AAPLPositive Net Change MSFTPositive 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 RHPositive Net Change APPPositive Net Change HOODNegative 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.

QQQPositive Net Change SPYPositive Net Change DIAPositive 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 QQQPositive Net Change SPYPositive Net Change DIAPositive 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.

AAPLPositive Net Change CRMNegative Net Change ADPNegative Net Change AEOPositive Net Change LULUPositive Net Change AVGOPositive Net Change SPYPositive Net Change DOCUPositive Net Change

Shaun Pruitt

3 Cheap Highly Ranked Stocks to Buy for a Rebound: CARS, OPFI, QUAD

These highly ranked stocks are starting to embody why investor interest is shifting toward the Russell 2000.

QUADPositive Net Change CARSNegative Net Change OPFIPositive Net Change

Mark Vickery

Markets Sell Off on Noise About Tariffs, etc.

We kick off the historically weak trading month of September with the Dow closing -0.55%, the S&P 500 -0.69% and the Nasdaq -0.60%.

GSPositive Net Change CRMNegative Net Change KHCNegative Net Change ZSPositive Net Change

Yashwardhan Jain

What Next for U.S. Retail ETFs?

Tariff disputes, weak consumer confidence and inflation worries weigh on U.S. retailers, with retail ETFs like XRT and ONLN remaining in focus.

XRTPositive Net Change RTHNegative Net Change IBUYPositive Net Change ONLNPositive Net Change

Mark Vickery

Gearing Up for Jobs Week: What to Expect

Friday will mark the first Employment Situation report since the firing of the head of BLS by President Trump.

ADPNegative Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

PCE Numbers In-Line, Pre-Market Fighting Off Lows

PCE came in as expected, no hindrance to the 25 bps rate cut signaled for the September Fed meeting.

ADPNegative Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Yashwardhan Jain

Why Caution Still Matters in a Bullish Market? ETFs in Focus

Rising inflation, record U.S. debt and AI-driven risks are fueling volatility, ETFs like VXX, VIXY and VIXM offer timely hedging options.

VXXPositive Net Change VIXYPositive Net Change VIXMPositive Net Change

Mark Vickery

Big Morning for Q2 Numbers: GDP +3.3%, Earnings Beats for Retailers

Q2 GDP improves by 30 bps from the initial print, +3.3%, and 20 bps above expectations.

DGPositive Net Change BBYNegative Net Change DELLPositive Net Change NVDANegative Net Change DKSPositive Net Change ULTAPositive Net Change MRVLPositive Net Change BURLPositive Net Change

Bryan Hayes

Forget Costco's Gold Bars: This Miner is Hitting All-Time Highs

Shares of this leading miner have risen nearly 80% year-to-date, handily outpacing returns in gold, Bitcoin, and the S&P 500.

AEMPositive Net Change GLDPositive Net Change

Mark Vickery

Pre-Markets in Red but Improving on New Data

We appear to be bouncing around a bit more in recent trading days after a steadier level following August 2nd lows.

LLYNegative Net Change BMOPositive Net Change BNSPositive Net Change

Shaun Pruitt

Stocks to Watch for a Rebound Amid September Rate Cut Hopes

Amid high hopes for a September rate cut, these stocks may be poised for a sharp rebound from various sectors where companies are sensitive to borrowing costs, capital market activity, and consumer demand.

INTCPositive Net Change CMCSANegative Net Change ADBENegative Net Change CCSNegative Net Change

Mark Vickery

Pre-Markets Give Back Some of Friday's Big Gains

After the open this morning, New Home Sales for July will be released. They are expected to tick up to 632K.

NVDANegative Net Change KBHNegative Net Change

Mark Vickery

What to Expect from Fed Chair Powell's Jackson Hole Speech

Investors will be listening closely to hear if the deliberate and methodical Powell will be leaning toward a 25-basis-point (bps) interest rate cut.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Bryan Hayes

Lowe's (LOW) Tops Earnings Estimates on Pro and DIY Strength

The quarterly results underscore the home improvement retailer's continued investments in service offerings and operational efficiency.

LOWPositive Net Change