Trading Insights
Inflation Rose, Stocks Rose, Yields Fell: Why Markets are Happy with August CPI
Typically, hot inflation numbers lead to a market selloff and a yield raly. Today the opposite happened. Here’s why.
September 13, 2023
Typically, hot inflation numbers lead to a market selloff and a yield raly. Today the opposite happened. Here’s why.
Paul Krugman and Mohamed A. El-Erian believe that the Fed should declare victory on inflation, shifting its goal from 2% to 3%.
The Fed gave the markets a pause, but talked tough on future rate hikes and rate cuts (or lack there-of). One stock shook it all off.
May CPI came in at 4.0%, 0.1% better than expected, the 11th consecutive month of falling year-over-year CPI.
Rebel Roundup subscribers and UOA traders are having a great month after big hits in NVDA, NFLX, PDD and KRE.
PCE and jobless claims show Inflation rose in April, and a new Fed rate hike is priced into the June FOMC. The market is rallying anyway.
The Fed’s ultimate goal has always been the dual mandate — the economic goals of maximum employment and price stability. But at what cost? Recent developments have led some to believe the Fed will be taking a softer touch during next week’s meeting.
Behind the facade of Powell’s carefully curated December FOMC speech was a shockingly dovish comment that will shape the 2023 stock market.
The PPI is often referred to as “the Fed’s favored gauge of inflation.” So why didn’t today’s hotter-than-expected PPI data shake the market? And is the PPI really as important as people make it out to be?
Powell’s fight against inflation threatens to throw the U.S. economy into a recession. Meanwhile, a perfect storm of energy-related supply shocks stand ready to exacerbate the pain felt by households and businesses.
Friday Morning Rebel Brief Good morning Rebels! It’s Friday — the home of 0DTE options and work days that feel longer than they should. And
Good morning Rebels! Or… I mean is it? It’s a good morning for bears — but if you’re long equities, it’s probably not a great morning. That’s because
Our services and education products provide information from Jon Najarian, Pete Najarian and our team of analysts and educators on trading options and securities as well as cryptocurrencies, tokens and coins (together “Digital Assets”). All investments involve risk, and the past performance of a security, Digital Asset, industry, sector, market, financial product, trading strategy, or individual’s trading does not guarantee future results or returns.
Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. Market Rebellion is not giving investment advice, tax advice, legal advice, or other professional advice.
Market Rebellion’s reference to specific securities or Digital Assets should not be construed as a recommendation to buy, sell or hold that security or Digital Asset. Specific securities or Digital Assets are mentioned for educational and informational purposes only.
©2023 Market Rebellion, LLC. All Rights Reserved.