Good MorningEquity markets started the week on uncertain footing as the focus shifted away from NVIDIA and AI toward economic data. A full slate of data is due out, including the January read of the PCE price index. The PCE price index is expected to show a sequential acceleration to align with the latest CPI data, news that is unlikely to spur risk-on appetite. Hot inflation will keep the FOMC's policy tight until later in the year, jeopardizing this year's earnings outlook.
The market has its hopes pinned on an interest rate cut in the first half, and it is becoming less and less likely. The CME FedWatch Tool shows a slim chance for a single 25 basis point cut by June and only a 50/50 chance for two by July. Because the 2nd-half earnings outlook depends on rates falling, a hot inflation read could have an outsized impact on the market. As it is, the S&P 500 is well above critical support and the 150-day moving average, setting it up for a high-single-digit decline when it comes. Featured: Forever Stocks: Expert Says, Buy These Now And Hold Forever (Market Spectator) 
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Because the Federal Reserve (the Fed) has announced potential interest rate cuts for this year, an expectation priced in for March is now being pushed as far back as May or June, according to the FedWatch tool at the CME Group Inc. (NASDAQ: CME). A rising level of uncertainty may pu... Read the Full Story |
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Global positioning satellite-based (GPS) navigation was once only available through stand-alone GPS devices. Many analysts believed the widespread penetration of smartphone-based GPS navigational apps in the computer and technology sector, like Alphabet Inc. (NASDAQ: GOOGL) owned Google Maps and W... Read the Full Story |
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Palantir Technologies (NYSE: PLTR) stock is gaining traction and may advance another 50% or more in the next few months. The company has a solid product, growing demand, deepening penetration and widening margins that can all be blamed on its utility. The company is the leading provider of data ga... Read the Full Story |
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Stocks | | | U.S. stocks are drifting Wednesday and edging a bit lower from their all-time highs.The S&P 500 was down 0.1% in afternoon trading, continuing a quiet and listless run since it set a record last week. The Dow Jones Industrial Average was down 74 points, or 0.2%, as of 12:08 p.m. Eastern time, an... Read the Full Story |
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Applied Optoelectronics Inc. (NASDAQ: AAOI) is a leader in fiber-optic networking products. The company designs and manufactures advanced fiber optic products, components and modules used in cable broadband networks, telecommunications, fiber-to-home deployments and data centers. High-speed optica... Read the Full Story |
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From Our PartnersAmerica’s biggest economic calamities (1907, 1929, 2007, etc) all start in the same spot—an unregulated sector one expert says is about to blow again. | | | | More here. |
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Sleep Number Co. (NASDAQ: SNBR) shares jumped 33% on its Q4 2023 earnings release. The consumer discretionary sector company is a leading manufacturer of smart adjustable beds and accessories. It competes with mattress giant Temper Sealy International Inc. (NYSE: TPX). Their lead product is Sleep ... Read the Full Story |
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Markets | | | Beyond Meat shares soared Tuesday as investors cheered better-than-expected fourth quarter revenue and a new, healthier burger that could help revive U.S. sales.The plant-based meat maker's stock jumped more than 78% in after-market trading.The El Segundo, California-based company said its revenue f... Read the Full Story |
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Markets | | | Fewer banks tightened lending standards as 2023 came to a close, a hopeful sign for businesses that broader loan access is on the horizon.Lending standards are essentially the measures used by a bank to determine whether a business or person gets a loan. Tighter standards, such as stronger credit an... Read the Full Story |
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Markets | | | American consumers are feeling less confident this month as concerns over a possible recession grew despite most recent data pointing to a healthy U.S. economy.The Conference Board, a business research group, said Tuesday that its consumer confidence index fell to 106.7 from a revised 110.9 in Janua... Read the Full Story |
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Markets | | | Macy's will close 150 unproductive namesake stores over the next three years including 50 by year-end, the department store operator said Tuesday after posting a fourth-quarter loss and declining sales.As part of the strategy, Macy's aims to upgrade its remaining 350 stores, with plans to add more s... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Arbor Realty Trust, Inc. invests in a diversified portfolio of structured finance assets in the multifamily, single-family rental, and commercial real estate markets in the United States. The company operates through Structured Business and Agency Business segments. It primarily invests in bridge and mezzanine loans, including junior participating interests in first mortgages, and preferred and direct equity, as well as real estate-related joint ventures, real estate-related notes, and various mortgage-related securities. In addition, the company offers bridge financing products to borrowers who seek short-term capital to be used in an acquisition of property; financing by making preferred equity investments in entities that directly or indirectly own real property; mezzanine financing in the form of loans that are subordinate to a conventional first mortgage loan and senior to the borrower's equity in a transaction; junior participation financing in the form of a junior participating interest in the senior debt; and financing products to borrowers who are looking to acquire conventional, workforce, and affordable single-family housing. Further, it underwrites, originates, sells, and services multifamily mortgage loans through conduit/commercial mortgage-backed securities programs. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Arbor Realty Trust, Inc. was incorporated in 2003 and is headquartered in Uniondale, New York. | | View Today's Stock Pick |
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