My top 10 things to watch Tuesday, Aug. 12 1. The July consumer price index rose 2.7% on an annual basis, below the 2.8% expected. When stripping out volatile food and energy prices, core CPI rose 3.1%, slightly above the Dow Jones consensus of 3%. The market liked the numbers, with stock futures rising after…
My top 10 things to watch Monday, Aug. 11 1. Melius Research’s Ben Reitzes downgraded Adobe to sell from hold, arguing that an AI-driven multiple contraction phase is in the early innings for software-as-a-service (SaaS) companies. That includes the likes of Atlassian and Club stock Salesforce . It can still get worse for these names,…
The Club’s 10 things to watch Friday, Aug. 8 — Today’s newsletter was written by Jeff Marks, director of portfolio analysis 1. The S & P 500 is pointing to a higher open this morning after a modest pullback yesterday, keeping the index on track for a positive week. The Dow, after a sharp reversal…
My top 10 things to watch Thursday, Aug. 7 1. Club name Apple shares are up again this morning, building on yesterday’s 5.1% jump after announcing an additional $100 billion investment into the U.S. and the creation of the American Manufacturing Program. Bank of America suggested iPhones could gain market share if competitors face tariffs…
My top 10 things to watch Wednesday, Aug. 6 1. Wall Street was heading for a higher open this morning as earnings from two Dow stocks, Disney and McDonalds , went in opposite directions. Weaker economic data as well as pharma and semiconductor tariff comments from President Donald Trump on CNBC yesterday knocked the market…
My top 10 things to watch Tuesday, Aug. 5 1. Wall Street was heading for a modestly higher open. Monday’s bounce-back rally after Friday’s weak jobs-driven slump broke a four-session losing streak. Club earnings ahead: Disney is tomorrow morning, with Eli Lilly on Thursday morning and Texas Roadhouse on Thursday night. 2. President Donald Trump…
My top 10 things to watch Monday, Aug. 4, 2025 1. Wall Street was bouncing back Monday morning after a tough week. Friday was crazy, with a terrible jobs report and President Donald Trump firing the BLS head, plus a Fed governor resigning. Trump is expected to announce replacements for each in the coming days….
My top 10 things to watch Friday, Aug. 1 1. We’re headed for a big down open. President Donald Trump issued a late-night series of new tariff orders , including raising the duty rate on Canadian imports to 35% from 25%, effective today. Trump also hit Switzerland with a 39% tariff rate, effective Aug. 7….
My top 10 things to watch Thursday, July 31 1. Microsoft joined the $4 trillion club after reporting an incredible acceleration of business , especially from its AI digital assistant Copilot and its Azure cloud division. It was an extraordinary quarter, so much better than six months ago. It was actually constrained by not enough…
My top 10 things to watch Wednesday, July 30 1. Wall Street is on pace for a flat open ahead of a busy day for the market. Federal Reserve decision at 2 p.m. ET followed by Chair Jerome Powell’s press conference a half hour later. After the close, we hear from Club names Meta Platforms…