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inflation: Archive

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.

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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.

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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.

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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.

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Mark Vickery

Pre-Market Futures Lower to Start September

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

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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.

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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.

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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?

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Mark Vickery

Focus on Mid-Week: NVIDIA Earnings, PCE Report

NVIDIA is expected to generate +99% earnings growth and PCE looks to remain high at +3.6%.

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Bryan Hayes

Nvidia, PCE, and Warsh: The Week That Decides September

Three key events - arriving together this week - make this the most consequential stretch of the late summer.

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