U.S. Futures Edge Higher After Subdued Inflation Data
U.S. inflation cooled sufficiently for Fed rate hold expectations, while Apple, Nike, FedEx recover large tariff refunds boosting Q3 earnings. For tech managers, stable macro rates reduce capex discount rates while tariff relief lifts vendor margins; however, chip stock dispersion and unexecuted AI infrastructure backlogs pose valuation risk.
U.S. Futures Edge Higher After Subdued Inflation Data
Stock futures were higher, but oil, Treasury yields, and gold were all lower as investors weighed signs of cooling U.S. inflation that might allow the Fed to hold rates.
Inflation Protection Is on Sale
While far from perfect, these government bonds look like a bargain-at least for the near term.
Tariff Refunds Are Here-and Turbocharging Earnings
U.S. Stock Futures Steady Amid Inflation Fears
U.S. Stock Futures Steady Amid Inflation Fears
U.S. Futures Fall as Market Focus Turns to Inflation Data
U.S. Futures Higher Ahead of Key Inflation Report
U.S. inflation tops 4%, but tumbling oil prices to bring price relief soon
U.S. Futures Mostly Lower, Oil Price Rises on Middle East Tension
