Perspectives

Market Trends

Specialty distribution businesses have faced a challenging operating environment over the last few years, with pressures from supply chain disruptions, softer industrial activity, and tariff uncertainty.

Market Trends

The September Consumer Price Index (CPI), a key measure of inflation that tracks changes in prices across a broad basket of goods and services, was released today. The report showed prices increased 0.6% from August to September and increased 3.7% year over year.

Market Trends

The September jobs report came in weaker than expected, with nonfarm payrolls increasing 29,000 versus the consensus estimate of 90,000. Although overall employment changed little in September, health care continued its upward trend followed by construction and manufacturing, while employment fell in financial activities.

Market Trends

The Federal Open Market Committee (FOMC) announced its September policy decision today, raising the federal funds rate 25 bps to the 3.75% - 4.00% target range, an outcome that was widely anticipated.

Market Trends

The August Consumer Price Index (CPI), a key measure of inflation that tracks changes in prices across a broad basket of goods and services, was released today. The report showed prices increased 0.4% from July to August and increased 3.4% year over year.

Market Trends

August gave us a hawkish Fed chairman, a Treasury secretary buying his own long bonds and an earnings season better than almost anyone forecasted. All three matter, but markets are paying the most attention to the third one.

What happens after a stock moves from the Russell 1000 to the Russell 2000?

Index reconstitution can create significant technical pressure. But as those flows fade, fundamentals increasingly take over.

Stephens Managing Director Melissa Roberts and Equity Research Analyst Jim Salera examine BellRing Brands and Wendy’s following this year’s Russell Reconstitution—and the earnings, execution, valuation and company-specific catalysts investors should be watching from here.

Market Trends

The July Consumer Price Index (CPI), a key measure of inflation that tracks changes in prices across a broad basket of goods and services, was released today. The report showed prices increased 0.1% from June to July and increased 3.4% year over year.

Market Trends

The July jobs report came in weaker than expected, with nonfarm payrolls decreasing 23,000 versus the consensus estimate of up 95,000. Local government, education, and retail trade led the decline while employment continued to rise in health care.