Stocks News
- James Hyerczyk
U.S. retail sales rose 0.5% in July, while NY manufacturing rebounded. Traders eye Fed policy as import costs and price pressures build.
- James Hyerczyk
Wholesale inflation surged 0.9% in July, dashing Fed rate cut hopes. Traders brace for higher yields as services lead price pressure gains.
- Dennis Shen
Buoyant markets, a resilient US economy, customs revenues, appeasement by trading partners and conducive politics point to further escalation in US trade tensions, already set to cut global output by 0.7pps in the medium term.
- James Hyerczyk
US CPI rose 2.7% in July, slightly below forecast, as falling energy prices offset sticky service costs. Fed outlook remains cautious amid tariff risks.
- Bob Mason
Trump extends US-China trade truce 90 days, averting steep tariffs as markets eye progress on key deal issues.
- James Hyerczyk
U.S. jobless claims rose above forecasts, but strong Q2 productivity and easing unit labor costs support a mildly bullish outlook for equities and manufacturing.
- James Hyerczyk
Pfizer raises 2025 profit forecast after strong Q2 results, while Yum Brands struggles with weak US sales at KFC and Pizza Hut. Full earnings breakdown inside.
- James Hyerczyk
Palantir stock surges in pre-market after crushing earnings estimates, boosting Nasdaq 100 and tech stock forecasts across US indices.
- James Hyerczyk
U.S. adds just 73K jobs in July; major downward revisions raise odds of a Fed rate cut as unemployment hits 4.2% and market confidence weakens.
- James Hyerczyk
Apple stock jumps 3% after Q3 earnings beat, driven by iPhone 16 sales and China growth. Services and Mac also post strong gains, offsetting iPad weakness.
- James Hyerczyk
U.S. personal income and spending each rose 0.3% in June, reflecting stable consumer demand and supporting a neutral outlook for equities and bonds.
- James Hyerczyk
June PCE inflation rose 0.3%, the highest in four months, raising doubts over a fall rate cut as tariff effects push prices above the Fed’s 2% target.
- James Hyerczyk
U.S. Q2 GDP beat forecasts at 3.0%, boosted by falling imports and stronger consumer spending. Traders eye bullish signals in inflation and growth data.
- James Hyerczyk
U.S. private payrolls rose by 104K in July, beating forecasts. Strong gains in leisure and finance suggest labor market resilience.
- James Hyerczyk
Durable goods orders fell 9.3% in June, led by a 22.4% drop in transportation. Core orders rose 0.2%, signaling fragile U.S. manufacturing momentum.
- James Hyerczyk
U.S. jobless claims dip to 217K, but continued claims rise. Traders should watch for labor softening amid sector-specific layoffs and economic uncertainty.
- Bob Mason
PBoC’s steady stance signals confidence, but outlook hinges on US-China trade shifts. US tariffs on South East Asian countries could impact China’s exports.
- James Hyerczyk
Verizon raises 2025 profit forecast as demand for premium plans grows. Despite losing wireless subscribers, broadband gains drive earnings beat.
- James Hyerczyk
U.S. housing starts rose 4.6% in June, but falling single-family permits and completions signal weakness. Bearish outlook for homebuilders ahead.
- James Hyerczyk
Netflix dips after earnings beat as subscriber growth lags. Traders eye key support levels and analyst reactions in the US stock market forecast.