Stocks News
- James Hyerczyk
Core PCE rose to 2.7%, pressuring the Fed’s rate path. Hot inflation data cuts rate-cut hopes, impacting USD, yields, and equity futures.
- James Hyerczyk
Nike stock slipped after beating Q4 estimates, as traders remain cautious on its turnaround and the retail forecast across US stocks and Dow Jones indices.
- James Hyerczyk
Durable goods orders soared in May, led by transportation, while rising insured unemployment hints at labor market strain. Traders should watch sector signals.
- James Hyerczyk
U.S. existing-home sales rose 0.8% in May, but high mortgage rates keep pressure on demand. Inventory and prices continue to rise. Read the full market outlook.
- James Hyerczyk
Philly Fed survey shows continued weakness in factory activity as job losses rise and new orders soften, signaling a bearish outlook for industrials.
- James Hyerczyk
U.S. housing starts fell 9.8% in May while jobless claims held steady. Builders face pressure as permits decline and multi-family demand weakens.
- James Hyerczyk
U.S. retail sales fell 0.9% in May while core sales dropped 0.3%, missing forecasts and raising concerns over consumer demand and Fed policy direction.
- James Hyerczyk
Oracle stock jumps 8% as strong cloud earnings and AI demand fuel bullish outlook; Q4 revenue and EPS beat estimates.
- James Hyerczyk
U.S. CPI rose just 0.1% in May, missing forecasts. Core inflation slowed, supporting a dovish Fed stance and lifting bond market sentiment.
- James Hyerczyk
GameStop shares drop nearly 5% after Q1 revenue misses estimates, despite earnings beat. Traders doubt retail strength and crypto strategy’s near-term value.
- James Hyerczyk
U.S. job growth beat expectations in May, but weak labor force participation and falling federal jobs raise doubts about the labor market’s strength.
- James Hyerczyk
Jobless claims rose to 247K, hitting a new high for 2025. Rising averages suggest labor softening—traders eye Fed rate outlook and sector risks.
- James Hyerczyk
U.S. private payrolls rose by just 37K in May, signaling labor market weakness. Job growth lags, but wage gains hold steady. What could this mean for Fed policy?
- James Hyerczyk
PCE inflation cooled to 2.1% in April, boosting Fed rate pause bets. Traders eye stable policy as disinflation and easing demand reshape outlooks.
- James Hyerczyk
Nvidia beats Q1 forecasts with strong AI chip sales, but export curbs to China hit guidance. Salesforce lifts 2026 outlook on rising AI cloud demand.
- James Hyerczyk
Durable goods orders dropped 6.3% in April as transportation fell 17%. Core demand held steady, offering traders a mixed signal for manufacturing stocks.
- James Hyerczyk
U.S. new home sales surged 10.9% in April, signaling strong demand. Traders eye bullish signals for homebuilders and possible Fed policy implications.
- James Hyerczyk
US Flash PMIs beat forecasts as tariffs fuel inflation. Manufacturing and services rise to 52.3, but soaring prices raise Fed policy tightening risks.
- James Hyerczyk
U.S. jobless claims dipped to 227K, below forecasts, but rising continuing claims suggest growing labor market weakness traders can’t ignore.
- Bob Mason
US-China chip war simmers as trade, stimulus, and Fed policy influence global market sentiment.