VIDEO: How CPI, PPI and Tariffs Are Moving Markets Right Now
In this interview, Chris Versace sits down with Julie Gillespie of TipRanks to break down what’s really driving markets right now.
From the latest CPI and PPI data to the Trump-Beijing summit and its implications for trade, Chris cuts through the noise and tells us what investors actually need to pay attention to.
He also digs into how rising tariffs are reshaping the retail landscape — and why the Portfolio is doubling down on Costco ($COST) and $TJX as inflation winners. Plus, he talks Amazon ($AMZN) ahead of Prime Day, and what to watch in Cisco’s ($CSCO) earnings as a bellwether for the broader AI infrastructure buildout.
Topics covered include:
- What the April CPI & PPI numbers mean for investors
- The Trump-Xi summit and the Iran wildcard
- Why Costco & TJX win in a tariff environment
- Amazon’s Prime Day setup
- Cisco earnings: the AI metric that matters
- Chris’s EPS All-Star stock basket
More Pro Portfolio
- Picking Up More Shares of This AI Holding After Selloff
- Tracking 25 Signals Across 9 of Our Investing Themes
- Weekly Roundup: New Highs, Extreme Greed, and Overbought Risk
At the time of publication, TheStreet Pro Portfolio was long COST, TJX and AMZN.
