Back to top

inflation: Archive

Mark Vickery

Fed Speeches Today, PCE Report End-of-Week

We hear from a number of Fed members today, including its most-recent member, Stephen Miran.

MUPositive Net Change COSTPositive Net Change AZOPositive Net Change FDXPositive Net Change KBHPositive Net Change

Mark Vickery

A Late Summer Reflection on Growth, Inflation & Jobs

We know that the main concern for the Fed is now the weakening jobs market and not inflation.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Fed Sees "Two-Sided Risk" in Lowering Interest Rates

We now have interest rates between 4.00-4.25% for the first time since December of 2022.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Housing Numbers Down Ahead of Fed Rate Cut Today

With expectations high that interest rates will come down further in the near future, it keeps some homebuying prospects on the sidelines.

TOLPositive Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Retail Sales, Imports & Exports Warmer Ahead of Fed Meeting

The new inflation figures out this morning are warmer than expected: will they matter to the Fed?

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

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.

NVDAPositive 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 EDOWPositive 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 MARPositive Net Change DALPositive Net Change WMTPositive Net Change CMGPositive Net Change RLPositive Net Change GMPositive Net Change TOLPositive 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 IBMNegative 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 UNHPositive 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.

KRPositive Net Change ORCLPositive Net Change ADBENegative Net Change RHNegative Net Change APPPositive Net Change HOODPositive 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 KHCPositive Net Change ZSNegative 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 RTHPositive 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.

VXXNegative Net Change VIXYNegative Net Change VIXMNegative 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 BBYPositive Net Change DELLPositive Net Change NVDAPositive 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