[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe markets started with a bang after the delayed November CPI dropped softer than anyone expected—headline at 2.7% year-over-year and core at 2.6% (way below the 3.1%/3.0% guesses).No October data to compare because of the shutdown, so economists aren’t calling it a slam-dunk trend yet, but traders didn’t care—they hit the buy button hard.Micron was the hero, rocketing 9% on a beat-and-raise quarter and strong guidance, ...

Overseas stock markets settled mixed on Thursday. The Euro Stoxx 50 closed up +1.06%. China’s Shanghai Composite closed up +0.16%. Japan’s Nikkei Stock 225 fell to a 3-week low and closed down -1.03%.The markets are discounting a 27% chance that the FOMC will cut the fed funds target range by 25 bp at the next FOMC meeting on January 27-28.This week's market focus will be on US economic news. On Friday, Nov existing home sales are expected to be up +1.2% m/m to 4.15 million. Also, the University of Michigan ...

Bitcoin investors are bracing for “Witching Friday” tomorrow, December 18, when billions of options are due to expire—making for what could be a highly volatile roller-coaster ride at the end of the week for the markets. Most Read from Fast Company Some $23 billion in contracts are set to expire on Deribit, the largest Bitcoin exchange, according to Bloomberg. Here’s what to know. What is ‘Witching Friday’? “Witching Friday,” also known as “triple witching” or “the triple witching hour,” refers to the ...

After coming under considerable selling pressure over the course of the previous session, stocks showed a strong move back to the upside during trading on Thursday. The tech-heavy Nasdaq led the rebound by the major averages.The Nasdaq jumped 313.04 points or 1.4 percent to 23,006.36 and the S&P 500 advanced 53.33 points or 0.8 percent to 6,774.76, while the narrower Dow fluctuated before closing up 65.88 points or 0.1 percent at 47,951.85.The strength on Wall Street came following the release of a closely ...

On the hunt: The University of Louisiana System on Wednesday announced the formation of the presidential search committee for the University of Louisiana at Lafayette. The committee brings together representatives from across the UL Lafayette community and key stakeholders to guide a “clear and deliberate search process.” The committee’s first meeting is slated for Jan. 14. Longtime UL Lafayette President Joseph Savoie resigned in July after 17 years at the helm.Reclassified: President Donald Trump on Thurs ...

With the skepticism surrounding the inflation data, what should you do with your money. Do you go all in on stocks. Do you proceed with some more caution.Let's ask Rebecca Patterson, independent director at Vanguard and the former chief investment strategist at Bridgewwater. Great to see you first of all. >> Good to see you.>> Do do you I hate to put it quite this way. Do you care about the the vagaries of whether this report is reliable or not. Can you can you wait it out.Do you look to the market reaction ...

市场整体表现 - 标普500指数在连续四个交易日下跌后于周四反弹 [1] - 科技板块从近期跌势中反弹 主要受美光公司关于其人工智能内存芯片需求强劲的指引推动 [1] - 非必需消费品板块是周四市场表现最强劲的板块 涵盖科技公司亚马逊和特斯拉以及许多餐饮、零售、旅游和休闲类股 [1] - 非必需消费品板块的上涨受到通胀压力缓解迹象的鼓舞 此前消费者价格指数读数远低于预期 [1] 个股表现与交易 - 美光公司股价飙升超过12% [1] - 俱乐部持仓公司Texas Roadhouse股价连续第二天上涨 公司于周一早间在较低价位增持了该股 [1] - 俱乐部计划在限制解除后（最早可能在本周五）减持Capital One的头寸 这将是自3月初建仓以来的首次卖出 [1] - Capital One股价自11月21日以来仅有两个交易日下跌 在此期间上涨约20% 表现远超标普500指数约4%的回报率 [1] 公司评级与目标价调整 - 公司提高了投资组合中金融股的目标价 [1] - 将高盛目标价从850美元上调至925美元 [1] - 将富国银行目标价从90美元上调至96美元 [1] - 将Capital One目标价从250美元上调至270美元 但将其评级下调至2级 [1] 公司观点与展望 - 公司对Capital One明年的前景仍持乐观态度 预期与Discover相关的协同效应将得到更好实现 且股票回购将增加 [1] - 公司注意到在股价大幅上涨后 对大型头寸不应过于贪婪 [1] - 金融头寸是本月投资组合中表现最强劲的部分之一 [1] 后续事件与财报日程 - 俱乐部持仓公司耐克、联邦快递和KB Home将在收盘后公布财报 [1] - 周五开盘前 康尼格拉、Lamb Weston、Paychex和嘉年华公司将公布业绩 [1] - 数据方面 将公布密歇根大学消费者信心指数和一年期通胀预期数据 [1]

U.S. tech ETFs rallied Thursday after a cooler-than-expected inflation figure dampened Treasury yields, while semiconductor shares were already moving upward in response to strong earnings reported by Micron Technology Inc (NASDAQ:MU) . • VanEck Semiconductor ETF shares are advancing steadily. Why are SMH shares climbing?The Consumer Price Index in November was lower than expected at 2.7% year-over-year, alleviating concerns of inflation resurgence. Additionally, the core inflation rate softened to 2.6%, wh ...

An uncertain outlook for inflation and interest rates could drive yields higher next year, weighing on bond prices. ...

The S&P 500 appears poised to snap a four-day losing streak on Thursday as unexpectedly cooler inflation data reignited hopes for Federal Reserve rate cuts in 2026. The rebound was turbocharged by Mic... ...