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inflation: Archive

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 JPMNegative Net Change CNo Net Change DALPositive Net Change PEPNegative 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.

ADPNegative Net Change STZNegative 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 BACPositive Net Change NVDAPositive Net Change WFCPositive Net Change JPMNegative Net Change CNo 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 GISNegative Net Change MUNegative 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.

VLGEANegative Net Change TAYDNegative Net Change MCEMNegative Net Change

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.

AAPLNegative 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 HENKYNegative 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%.

AMTNegative Net Change CNPNegative Net Change MASIPositive Net Change FDXPositive Net Change XTNPositive Net Change XLRENegative 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

Mark Vickery

On Oddsmaking CPI and the Fed's Decision

Both CPI and the FOMC decision happen tomorrow. Are they yet reliant on each other?

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Quiet Day Ahead of Fed, Inflation This Week

Last month, we were greeted with a +3.4% Inflation Rate and +3.6% on core CPI year over year.

ORCLPositive Net Change ADBEPositive Net Change AVGOPositive Net Change CASYNegative Net Change

Andrew Rocco

How the Economic Calendar Can Spark Market Volatility

Volatility-inducing events, such as FOMC, earnings, and inflation numbers, can lead to market volatility. Savvy investors understand and prepare for market-moving economic events.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change INDANegative Net Change EWWNegative Net Change

Mark Vickery

Labor Heats Up Again: Jobs +272K, Unemployment +4.0%

While it's nice to see a strong domestic labor force, it throws cold water on the notion of near-term rate cuts.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Shaun Pruitt

2 Stocks to Buy After The European Central Bank & Bank of Canada Cut Rates

Presumably, investors may be eyeing stocks that can benefit more directly from what will likely be a more favorable operating environment for companies in Europe and Canada after the ECB and BOC cut interest rates.

AEMNegative Net Change SIEGYNegative Net Change

Andrew Rocco

10 Principles to Fast-Track Profitable Investing

Instead of "trial by fire," investors can circumvent years of frustration by understanding ten essential principles. Stock Strategist Andrew Rocco explains.

AAPLNegative Net Change NFLXNegative Net Change NVDAPositive Net Change GMEPositive Net Change QQQPositive Net Change SPYPositive Net Change CVNAPositive Net Change