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inflation: Archive

Mark Vickery

NVIDIA Highlights This Week of Market Reportage

We cap off "Mag 7" earnings with Wednesday afternoon's NVIDIA (NVDA) Q4 report, and see new PPI data at the end of the week.

CRMPositive Net Change TJXNegative Net Change LOWNegative Net Change DPZPositive Net Change NVDANegative Net Change HDNegative Net Change URBNPositive Net Change BBBYNegative Net Change ZMNegative Net Change HIMSPositive Net Change PSKYPositive Net Change

Mark Vickery

Pre-Markets Dip on GDP & PCE Figures

With preliminary Q4 GDP at +1.4% and core PCE +3.0% year over year, we're moving the wrong direction on both fronts.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Mark Vickery

Near-Perfect CPI Report Brings Pre-Markets Near Breakeven

Pre-market futures had been wallowing in negative territory ahead of this print, but are now pushing toward breakeven at this hour.

NVDANegative Net Change WENNegative Net Change AAPNegative Net Change MRNAPositive Net Change

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.

KONegative Net Change PMNegative Net Change XLPPositive Net Change

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.

BLKNegative Net Change GLDPositive Net Change SLVNegative Net Change ARKKNegative Net Change IBITPositive Net Change

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.

MSFTPositive Net Change TSLANegative Net Change METAPositive Net Change

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.

TXNPositive Net Change UNHPositive Net Change STXPositive Net Change FFIVPositive Net Change

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.

RKTPositive Net Change

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.

ADPPositive Net Change UALPositive Net Change NFLXPositive Net Change MMMNegative Net Change IBKRNegative Net Change DHINegative Net Change

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.

INTCPositive Net Change AMDPositive Net Change