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inflation: Archive

Mark Vickery

PPI Swells Higher, Big Banks Beat Q2 Estimates

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

WFCNegative Net Change JPMNegative 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.

WFCNegative Net Change JPMNegative Net Change CPositive Net Change NKEPositive Net Change AANegative Net Change FDXNegative 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.

QQQNegative Net Change SPYNegative Net Change IWMNegative Net Change TNANegative 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 PEPNegative Net Change QQQNegative Net Change SPYNegative Net Change DIANegative 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.

QQQNegative Net Change SPYNegative Net Change DIANegative 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.

WFCNegative Net Change JPMNegative Net Change CPositive Net Change DALPositive Net Change PEPNegative Net Change INTUNegative 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.

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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.

QQQNegative Net Change SPYNegative Net Change DIANegative 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 QQQNegative Net Change SPYNegative Net Change DIANegative 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.

QQQNegative Net Change SPYNegative Net Change DIANegative 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.

AMZNNegative Net Change BACNegative Net Change NVDANegative Net Change WFCNegative Net Change JPMNegative 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.

QQQNegative Net Change SPYNegative Net Change DIANegative 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 NVDANegative Net Change FDXNegative 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.

FDXNegative Net Change QQQNegative Net Change SPYNegative Net Change DIANegative 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 FDXNegative 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 NVDANegative 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.

QQQNegative Net Change SPYNegative Net Change DIANegative 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.

AVGONegative Net Change QQQNegative Net Change SPYNegative Net Change DIANegative 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."

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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.

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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 CNPPositive Net Change MASINegative Net Change FDXNegative Net Change XTNNegative Net Change XLRENegative Net Change IHIPositive Net Change EATZNegative Net Change CAVANo 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."

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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.

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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?

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