VIDEO: Navigating Sticky Inflation Without Losing Sight of the AI Opportunity
Inflation is heading up again. Here’s what investors should focus on next.
The Hot CPI Report May Be the Medicine the Market Needed
A warm inflation number lets the market price in the worst case for the Fed, and biotech is already acting like it has washed out. Here’s my plan.
CPI Report Confirms Our Suspicions
Our plan is to sit on the sidelines as the market misjudges another inflation report.
CPI Projection Eases Pressure: 8 Key Items Shaping the Stock Market Wednesday
September CPI on deck, Microsoft’s massive data center plans and other headlines moving the market this morning.
Will a Hot CPI Report Widen the Gap in This Two-Tier Market?
Bonds are improving, but the stocks that should benefit aren’t responding.
Small Business Sentiment Cools as Inflation Worries Climb
NFIB’s Small Business Optimism Index slipped to a three-month low as fewer expect conditions to improve.
VIDEO: Anthropic, Apple and Inflation Set Up Pivotal Week for the Market
Plus, ASML’s price hikes rumblings and implications for Applied Materials.
Consumers’ View of Economic Conditions Hits All-Time Low
Sentiment slips to just 1.5 points above its all-time low with current conditions at a record while inflation expectations rise.
The Fed Isn’t in a Hurry to Hike, but It Isn’t Done Either
Fed Governor Waller signals more rate hikes, oil jumps and junk bonds flash a warning.
Consumer Inflation Expectations Jump to 3-Year High
One-year inflation expectations came in at the highest since May 2023 in the NY Fed’s consumer survey, but spending growth the highest since May 2023.