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inflation: Archive

Bryan Hayes

The Rotation into Consumer Staples: Defensive Strength in an Uncertain 2026

Staples have become one of the sole areas of relative strength this year amid broader selloffs, attracting record inflows as portfolios de-risk.

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Andrew Rocco

Wrong Again: 'Experts' Keep Missing the Mark on Inflation

The disconnect between academic theory and market reality has never been wider. While mainstream economists warn of tariff-induced inflation and sticky prices, this does not illustrate reality.

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Mark Vickery

Fed Pauses, Mag 7 Brings Earnings Beats

While the FOMC kept interest rates steady, MSFT, META and TSLA all beat earnings estimates after the close.

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Mark Vickery

Earnings and Home Prices and Confidence - Oh My!

Markets were mixed today, with the Dow falling on the weight of UNH's drop after Q4 earnings this morning.

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Bryan Hayes

Rocket Companies: Riding Rate Relief and Policy Tailwinds into 2026

Mortgage leaders like Rocket tend to thrive in rate-down cycles, rewarding patient investors.

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Mark Vickery

Outlook for a Busy Week on MLK Day

An eventful week gets underway Tuesday morning with Q4 earnings reports, and peaks Thursday with the latest PCE numbers.

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Bryan Hayes

Nasdaq Plays Catch-Up: Is the Tech-Heavy Index Ready to Breakout?

The themes we saw last year appear to be carrying over into 2026, a positive sign that this multi-year rally still has legs.

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Shaun Pruitt

Stocks to Watch After December's CPI Report: CARS, CVNA, TSN

Here are two stocks that are intriguing after December's CPI report and one that may need to be avoided for now.

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Shaun Pruitt

Buy the Dip in JPMorgan or Delta Air Lines Stock After Q4 Earnings?

Despite exceeding Q4 expectations, JPMorgan and Delta stock fell over 2% after giving cautiously optimistic insights into the economy.

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Mark Vickery

CPI Remains +2.7%, Q4 Earnings Begin with JPM, DAL

While inflation is still present in the U.S. market, we've moderated notably from where it looked like we were headed.

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