Fingers crossed 

“CPI inflation peaked at 9.1% around mid-2022. This level is the highest inflation the U.S. has seen in more than 40 years. However, we've made significant progress as inflation has declined significantly, more than expected, and is floating around 7% now. As the Fed's tightening policy continues impacting prices, inflation should drop further in early 2023 and may normalize by around the middle of next year. As inflation continues moderating, the Fed should become more accommodative, leading to a possible pivot before the year ends.”

“I don't see a winning scenario for the Russian regime, and they could come to the negotiating table soon. An end to the Ukraine conflict could add stability to markets and fuel a rally in 2023. Therefore, we should keep an open mind and a strategy for a possible resolution to the Ukraine/Russia conflict in 2023.”

The Rebound Is Coming, And It Could Be Epic

Fingers crossed   “CPI inflation peaked at 9.1% around mid-2022. This level is the highest inflation the U.S. has seen in more than 40 years. However, we've made significant progress as inflation has declined significantly, more than expected, and is floating around 7% now. As the Fed's tightening policy continues impacting prices, inflation should drop further in early 2023 and may normalize by around the middle of next year. As inflation continues moderating, the Fed should become more accommodative, leading to a possible pivot before the year ends.”  “I don't see a winning scenario for the Russian regime, and they could come to the negotiating table soon. An end to the Ukraine conflict could add stability to markets and fuel a rally in 2023. Therefore, we should keep an open mind and a strategy for a possible resolution to the Ukraine/Russia conflict in 2023.” The Rebound Is Coming, And It Could Be Epic Now that 2022 is ending, we've seen some of our favorite tech stocks drop by 50-75%. Click here to read our analysis why we think a rebound may be coming. https://seekingalpha.com/article/4567144-the-rebound-is-coming-and-it-could-be-epic

Nikolas Kong

Stocks rallied hard yesterday after news that the core-inflation rate slowed in December. The Nasdaq surged 2.5%, and bitcoin briefly rallied to over $100K after the cooler-than-expected inflation report whetted risk appetites.

https://sherwood.news/markets/banks-magnificent-7-power-biggest-gains-for-us-stocks-since-trumps-election/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250116&utm_content=83f52686a847f1e4f054f8d0837d17be

Stocks rallied hard yesterday after news that the core-inflation rate slowed in December. The Nasdaq surged 2.5%, and bitcoin briefly rallied to over $100K after the cooler-than-expected inflation report whetted risk appetites.  https://sherwood.news/markets/banks-magnificent-7-power-biggest-gains-for-us-stocks-since-trumps-election/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250116&utm_content=83f52686a847f1e4f054f8d0837d17be

The S&P 500 soared 1.8%, the Russell 2000 jumped 2%, and the Nasdaq 100 outdid them both with a 2.3% advance on Wednesday....

Banks, Magnificent 7 power biggest gains for US stocks since Trump’s election win

Cyril

The inflation report showed a slower pace of monthly price growth at 0.3%, compared to 0.4% in the two previous months, prompting record highs in the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average. The latest Consumer Price Index showed a 3.4% increase for the 12 months ending in April, with the S&P 500 rising over 1.2% to close above 5,300 for the first time.

🥳🥳🥳

The stock market surged on optimistic inflation data, indicating reduced chances of Federal Reserve interest rate hikes. Investors see subdued inflation and lackluster April retail sales as potential factors for a future interest rate reduction, anticipating it would bolster economic growth and corporate earnings.

The inflation report showed a slower pace of monthly price growth at 0.3%, compared to 0.4% in the two previous months, prompting record highs in the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average. The latest Consumer Price Index showed a 3.4% increase for the 12 months ending in April, with the S&P 500 rising over 1.2% to close above 5,300 for the first time.  🥳🥳🥳  The stock market surged on optimistic inflation data, indicating reduced chances of Federal Reserve interest rate hikes. Investors see subdued inflation and lackluster April retail sales as potential factors for a future interest rate reduction, anticipating it would bolster economic growth and corporate earnings.

Sam Mendoza

Powell says inflation has been higher than thought and expects rates to hold steady. While he expects inflation to come down through the year, he noted that hasn’t happened so far. The committee unanimously voted to hold the line on rates while also expressing that it had seen a “lack of further progress” on getting inflation back to the Fed’s 2% target, despite a series of 11 interest rate increases. The Labor Department’s producer price index, a proxy for wholesale costs, rose a higher than expected 0.5% in April on the back of a surge in services prices.  

https://www.cnbc.com/2024/05/14/powell-says-inflation-has-been-higher-than-thought-and-expects-rates-to-hold-steady.html#:~:text=Federal%20Reserve%20Chair%20Jerome%20Powell,hold%20for%20an%20extended%20period.

Powell says inflation has been higher than thought and expects rates to hold steady. While he expects inflation to come down through the year, he noted that hasn’t happened so far. The committee unanimously voted to hold the line on rates while also expressing that it had seen a “lack of further progress” on getting inflation back to the Fed’s 2% target, despite a series of 11 interest rate increases. The Labor Department’s producer price index, a proxy for wholesale costs, rose a higher than expected 0.5% in April on the back of a surge in services prices.    https://www.cnbc.com/2024/05/14/powell-says-inflation-has-been-higher-than-thought-and-expects-rates-to-hold-steady.html#:~:text=Federal%20Reserve%20Chair%20Jerome%20Powell,hold%20for%20an%20extended%20period.

Speaking to the Foreign Bankers' Association, the central bank leader noted that the rapid disinflation that happened in 2023 has slowed considerably this year.

Fed Chair Powell says inflation has been higher than thought, expects rates to hold steady

Jerome Cody

Hopes for a quick interest rate cut, which have fueled a stock market rally in recent months, dimmed on Wednesday after the Federal Reserve made it clear rate cuts aren’t about to happen. The overall stock market, including most tech stocks, fell. Among the big losers was Alphabet, whose fourth-quarter earnings report, released on Tuesday night, disappointed investors. 

https://www.wsj.com/economy/central-banking/fed-leaves-rates-steady-and-opens-door-wider-to-cuts-d10a107d

Hopes for a quick interest rate cut, which have fueled a stock market rally in recent months, dimmed on Wednesday after the Federal Reserve made it clear rate cuts aren’t about to happen. The overall stock market, including most tech stocks, fell. Among the big losers was Alphabet, whose fourth-quarter earnings report, released on Tuesday night, disappointed investors.   https://www.wsj.com/economy/central-banking/fed-leaves-rates-steady-and-opens-door-wider-to-cuts-d10a107d

In September, U.S. consumer confidence hit a four-month low at 103.0, reflecting worries about rising prices, a possible recession, increased interest rates, and political uncertainties. This marks the second consecutive monthly decline in consumer confidence, affecting all age groups, particularly those with annual incomes exceeding $50,000.
- Despite evidence of inflation slowing down, consumer morale continued to be affected by the fall in confidence, driven mainly by lower expectations, which may have resulted from concerns about a government shutdown and political unrest.
- The Federal Reserve kept its benchmark interest rate unchanged and predicted another rate increase by year's end, which added to consumers' worries about rising interest rates.
- Due in part to increased mortgage rates that made new homes less affordable for potential buyers, new home sales decreased by 8.7% in August to a seasonally adjusted annual rate of 675,000 units.
	- The housing market was kept afloat despite the drop in new home sales due to the scarcity of available pre-owned properties.
- House prices rose 4.6% YoY in July for the second consecutive month, which may impact inflation and the Federal Reserve's monetary policy decisions.

https://www.reuters.com/markets/us/us-consumer-confidence-ebbs-september-2023-09-26/

In September, U.S. consumer confidence hit a four-month low at 103.0, reflecting worries about rising prices, a possible recession, increased interest rates, and political uncertainties. This marks the second consecutive monthly decline in consumer confidence, affecting all age groups, particularly those with annual incomes exceeding $50,000. - Despite evidence of inflation slowing down, consumer morale continued to be affected by the fall in confidence, driven mainly by lower expectations, which may have resulted from concerns about a government shutdown and political unrest. - The Federal Reserve kept its benchmark interest rate unchanged and predicted another rate increase by year's end, which added to consumers' worries about rising interest rates. - Due in part to increased mortgage rates that made new homes less affordable for potential buyers, new home sales decreased by 8.7% in August to a seasonally adjusted annual rate of 675,000 units. 	- The housing market was kept afloat despite the drop in new home sales due to the scarcity of available pre-owned properties. - House prices rose 4.6% YoY in July for the second consecutive month, which may impact inflation and the Federal Reserve's monetary policy decisions.  https://www.reuters.com/markets/us/us-consumer-confidence-ebbs-september-2023-09-26/

U.S. consumer confidence dropped to a four-month low in September, weighed down by persistent worries about higher prices and rising fears of a recession, though households remained generally upbeat a

Nikolas Kong

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