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inflation: Archive

Bryan Hayes

All Eyes on the Fed: Final Hike of the Cycle?

Yields tend to fall after periods of steep increases.

OIINegative Net Change

John Blank

Will the FOMC Tighten, Given Good CPI Data?

Will their shift in rates spark too much turbulence in Financials?

NSANYNegative Net Change KMTUYNegative Net Change PCRFYPositive Net Change

Mark Vickery

PPI Lowest in 3 Years, Jobless Claims Lower

Inflation metrics continue to shrink steadily and measurably -- keeping the narrative alive that we may yet be experiencing a "soft landing."

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

CPI, Beige Book Illustrate a Decent U.S. Economy

It's not the most riveting economic picture, but certainly one with some promise, looking forward.

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Mark Vickery

June CPI: The Fed Winning the War on Inflation?

The "Inflation Rate" came down 100 basis points month over month to +3.0% from the +4.0% reported a month ago.

ADPNegative Net Change

Mark Vickery

Markets Break 3-Day Losing Streak

We'll stay on the slow side for market reportage through tomorrow.

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Mark Vickery

CPI, PPI Inflation Reports, Q2 Earnings Await

For Wednesday morning's CPI report, year-over-year expectations are for a big drop, from +4.0% reported a month ago to +3.1%.

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Mark Vickery

June Jobs 209K Much Lower than Expected

This is the lightest single-month BLS total since December 2020. The Unemployment Rate slid to 3.6%.

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Mark Vickery

Strong Economic Prints Create Market Selloff

240K new nonfarm payroll jobs are expected to have been filled last month, following May's surprisingly high 339K.

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Mark Vickery

June ADP +497K on Huge Small Business Gains

ADP's June came in more than double expectations, and the highest single-month total since February of 2022.

ADPNegative Net Change QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

PCE Sub-4% 1st Time in 2 Years: 3.8%

This PCE report will do nothing to quench the Fed's thirst for hiking interest rates until inflation has clearly been curbed.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Jobless Claims Drop, Q1 GDP Jumps

The second revision to Q1 GDP jumped unexpectedly to +2.0%, while new jobless claims sank to their lowest levels in a month.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Markets Flat-to-Down to Start a New Trading Week

There were zero major economic reports out this morning, with only Carnival (CCL) posting quarterly earnings.

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Mark Vickery

The Fed Still Drives the Bus

This will be the case likely through at least the beginning of Q2 earnings season, which begins in earnest mid-next month.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

Nasdaq, S&P Break 3-Day Losing Streak

The Dow narrowly missed closing in the green today, -0.01%, while the small-cap Russell 2000 fell off -0.80% for the session.

MTBNegative Net Change KRENegative Net Change

Mark Vickery

New Jobless Claims 264K, Highest in 20 Months

However, Continuing Claims are still not fully reflecting this new trend. Perhaps folks being laid off are finding new jobs right away?

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Mark Vickery

Fed Commentary Firms Last Week's Outlook

Last week's rate-hike pause is being attributed to the Fed addressing lags in economic data, not putting a cork in rate hikes for this cycle altogether.

QQQNegative Net Change SPYNegative Net Change DIANegative Net Change

Mark Vickery

"Soft Landing" Now a Distinct Possibility

The specter that the Fed may actually tame inflation without a recession are about as good as they've ever been.

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Bryan Hayes

Regional Banks Expected to Rally Following Fed Pause

The Fed has another reason to pause today, and that is to provide stability to the banking sector.

KRENegative Net Change

Sanghamitra Saha

7 ETF Areas to Tap 2-Year Low Inflation in May

The U.S. consumer inflation rate took a dip to touch 4.0% in May 2023, marking the lowest since March 2021.

VNQNegative Net Change IWMNegative Net Change LQDNegative Net Change XLYNegative Net Change IATNegative Net Change ITOTNegative Net Change SPYGNegative Net Change

Sanghamitra Saha

4 Sector ETFs to Win from 2-Year Low May Inflation Data

U.S. consumer inflation rate took a dip to 4.0% in May 2023, marking the lowest since March 2021 and slightly below market expectations of 4.1%.

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Shaun Pruitt

Highly Ranked Stocks to Buy Among the Zacks Construction Sector

The broader Zacks Construction sector is very attractive at the moment boasting 20 stocks that currently sport a Zacks Rank #1 (Strong Buy). One of the standout industries in the space is the Building Products-Home Builders Industry which is currently in Zacks top 2%.

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Sanghamitra Saha

Fearing Sticky Inflation? Play Cyclical Sector ETFs

The most recent CPI report, for April 2023, showed prices up 4.9% over the prior 12 months, the lowest since April 2021, and below market forecasts of 5%.

KBENegative Net Change XLYNegative Net Change CARZPositive Net Change XTNNegative Net Change