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inflation: Archive

Bryan Hayes

Is Lennar (LEN) a 'Buy' Ahead of Earnings?

The homebuilder missed earnings estimates in three of the past four quarters.

LENPositive Net Change

Shaun Pruitt

3 Dividend Kings to Buy if the Fed Starts Raising Rates: KO, PG, WMT

These consumer staples stocks are Dividend Kings and could become increasingly attractive if stubborn inflation pushes the Federal Reserve back toward monetary tightening.

KONegative Net Change PGNegative Net Change WMTPositive Net Change

Mark Vickery

CPI +3.4%, as Expected: Wherefor Go Fed Rates?

We're now looking at a 200 bps margin on PPI-CPI headlines, 240 bps on core.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Pre-Markets Trade Lower Ahead of Inflation Data Thursday, Friday

Spot oil prices are up +2.8% this morning: $95 per barrel (/bbl) on WTI and $100/bbl on Brent. This is the first three-figure price of oil since late July.

SIGNegative Net Change JILLPositive Net Change JMKENegative Net Change

Mark Vickery

Canadian Tariffs Hit $20B in U.S. Imports

Now $20 billion in U.S. goods -- from metals to apparel to milk -- are being slapped with a +15%, +25% or +50% tariff, as of today.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Big Morning for News: Jobless Claims, Fed Speakers, Trade Deficit

Pre-market indexes are mixed as bond yields are up but oil prices are up.

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

Mark Vickery

Pre-Market Futures Lower to Start September

Oil prices are back up per barrel, and bond yields continue to tick higher.

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

Mark Vickery

Oil, Yields Higher Ahead of "Jobs Week"

We had almost gotten through an entire month without violence in Iran, but things changed overnight.

ADPNegative Net Change NVDAPositive Net Change

Bryan Hayes

Retail's Big Q2 Beats Came From Washington, Not the Consumer

Any Q2 retail EPS comparison that ignores tariff refunds is measuring the refund, not the business.

KSSPositive Net Change ANFPositive Net Change WSMPositive Net Change BBWINegative Net Change

Mark Vickery

PCE Ticks Higher in July, NVIDIA Reports After the Close

While Q2 GDP stayed at a still-low +1.5%, PCE figures were mostly higher than expected. Will NVIDIA beat earnings and lay out a long-term game plan for AI development?

NVDAPositive Net Change AVGOPositive Net Change