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.
AMD’s ‘Very High’ Chip Demand Sets Up Marvell’s Investor Day: 8 Key Items Shaping the Stock Market Tuesday
Zscaler reiterates guidance, Boeing’s Lockheed Martin win, and other headlines moving the market this morning.
Why I’m Not Worried About Those Scary Negative Breadth Studies
The Nasdaq hit a new high while many stocks hit lows. Is it a warning sign? Plus, a favorite gets a boost.
Slower Wage Growth vs. Inflation Keeps Us Bullish on These Holdings
Inflation picked up in the Services sector, but so did overall activity.
Interest Rates Created a Two-Tiered Market. Earnings Will Test It.
Oversold conditions and positive seasonality look promising, but we still need price action to confirm a turn.
Micron Delivers Robust Demand Picture: 8 Key Items Shaping the Stock Market Thursday
Treasury yields move up, oil rises, Nike earnings, and other headlines moving the market this morning.
Core Inflation Moderates While Real Spending Jumps
Core and headline PCE prices cut by annual benchmark revision. Spending jumps even as real incomes turned negative, pulling the saving rate to the least since Nov. 2022.
Putting Capital to Work Following Wednesday’s Economic Data
We’re making small buys on four holdings, and watching these other two closely.
Why August PCE Shouldn’t Be the Focus: 8 Key Items Shaping the Stock Market Wednesday
Boeing’s Navy win, iPhone Duo expectations, and other headlines moving the market this morning.
Strange September Market Sets Up a Pivotal October
September lived up to its poor reputation, but October has a history of starting year-end runs, especially in midterm years.