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inflation: Archive

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.

NVDANegative Net Change CRWVNegative 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.

QQQNegative Net Change SPYNegative 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.

QQQNegative Net Change SPYNegative 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.

SPHQNegative Net Change IVVNegative Net Change ITOTNegative Net Change OEFNegative 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.

CVXNegative Net Change XOMPositive Net Change MARPositive Net Change DALNegative Net Change WMTNegative Net Change CMGNegative Net Change RLPositive Net Change GMNegative Net Change TOLPositive Net Change CROXNegative 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.

INTCNegative Net Change MSFTNegative 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 QQQNegative Net Change SPYNegative 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.

AAPLNegative Net Change MSFTNegative Net Change UNHNegative Net Change ORCLPositive Net Change NBISNegative 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.

KRNegative Net Change ORCLPositive Net Change ADBENegative Net Change RHPositive Net Change APPPositive Net Change HOODNegative 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.

QQQNegative Net Change SPYNegative Net Change DIAPositive Net Change