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PPI Takes A Bite Out Of The Tariff-Inflation Narrative

PPI Takes A Bite Out Of The Tariff-Inflation Narrative

By Michael Lebowitz and Lance Roberts | Jul 17, 2025 | Daily Market Commentary
The BLS Producer Price Index (PPI), measuring wholesale prices, surprised to the downside, showing a zero percent increase in prices for June. PPI came in lower than what all 50 fore...
CPI Data Has Something For Everyone

CPI Data Has Something For Everyone

By Michael Lebowitz and Lance Roberts | Jul 16, 2025 | Daily Market Commentary
Yesterday’s CPI data was viewed by many as the first monthly BLS report to capture the full impact of tariffs. The headline CPI rose 0.3% and the core CPI data showed a 0.2% increa...
Tariffs Cause The First June Surplus In Nine Years

Tariffs Cause The First June Surplus In Nine Years

By Michael Lebowitz and Lance Roberts | Jul 15, 2025 | Daily Market Commentary
For the first time since 2016, the Federal government ran a budget surplus in June. Before the Financial Crisis, a surplus was the norm. However, since then, deficits have been the r...
MP Materials Is Bought By Uncle Sam

MP Materials Is Bought By Uncle Sam

By Michael Lebowitz and Lance Roberts | Jul 14, 2025 | Daily Market Commentary
In a unique event, the US government, specifically the Department of Defense (DoD), bought a 15% stake in the nation’s largest rare earth miner, MP Materials (MP). The DoD is buyi...
Is Immigration Not Tariffs Becoming Powell’s New Excuse

Is Immigration Not Tariffs Becoming Powell’s New Excuse

By Michael Lebowitz and Lance Roberts | Jul 11, 2025 | Daily Market Commentary
Jerome Powell has made it clear that tariffs could induce higher inflation. Accordingly, the Fed has resisted cutting interest rates. Despite his concerns, fears of tariff-based infl...
Treasury Auctions In Plain English

Treasury Auctions In Plain English

By Michael Lebowitz and Lance Roberts | Jul 10, 2025 | Daily Market Commentary
With the amount of Treasury debt now in sharp focus, it’s worth cutting through the technical jargon used by the media to quantify demand at Treasury auctions. This summary of key...
Crisis At Apple: Can They Catch Up In The AI Race?

Crisis At Apple: Can They Catch Up In The AI Race?

By Michael Lebowitz and Lance Roberts | Jul 9, 2025 | Daily Market Commentary
Apple (AAPL) shares are languishing this year. As we share below, the stock is down over 16% year-to-date and significantly lags all of the Magnificent Seven stocks except Tesla. Whi...
Can Bessent Juggle The Treasury And The Fed?

Can Bessent Juggle The Treasury And The Fed?

By Michael Lebowitz and Lance Roberts | Jul 8, 2025 | Daily Market Commentary
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Intel Pushes For Change: Will It Save Them?

Intel Pushes For Change: Will It Save Them?

By Michael Lebowitz and Lance Roberts | Jul 7, 2025 | Daily Market Commentary
In no uncertain words, Intel’s stock has been a dog. As we share below, Intel stock has increased by a mere 2% over the last 20 years, while the tech-heavy NASDAQ 100 (QQQ) has ris...
ADP Signals Labor Market Weakness

ADP Signals Labor Market Weakness

By Michael Lebowitz and Lance Roberts | Jul 3, 2025 | Daily Market Commentary
The Fed and most investors primarily assess the labor market based on the monthly BLS employment report. To better guide those estimates, various reports, such as the monthly ADP rep...