Today on Taking Stock🎙️ PPI lands soft as markets brace for CPI tomorrow. Kristen Scholer gets the reaction from @MarkHackettCFA. Axos Bank CEO joins after ringing the Closing Bell. Plus, Ambassador Pascal Cagni on how France is drawing global investors. x.com/i/broadcasts/1…

Today on Taking Stock 🎙️ PPI lands soft as markets brace for CPI tomorrow. Kristen Scholer gets real-time reaction from Nationwide Financial’s @MarkHackettCFA on market momentum. Plus, Ambassador Pascal Cagni on how France is drawing global investors. x.com/i/broadcasts/1…

Inflation is elevated, but wages have exceeded CPI consistently for nearly three years, which lessens the blow

Stocks tend to suffer in the second half of September — but the Fed’s rate cut might keep bears at bay marketwatch.com/story/stocks-t… via MarketWatch

Get up to speed on what's moving global markets bloomberg.com/news/articles/…

marketwatch.com/livecoverage/s…

Relentless US stocks rally could teeter on inflation, earnings, valuation risks reuters.com/business/relen…

Underlying Inflation Dashboard atlantafed.org/research/infla… via Atlanta Fed

bloomberg.com/news/articles/…

B of A: Investors Are Cycling Out of Large Cap and Growth Stocks: Here's What They're Buying Instead finance.yahoo.com/news/bofa-says…

A lot of talk recently about valuations. Current valuations are elevated, but mitigated by changes in the index (faster growth, higher margins, strong BSs) and the earnings growth. If PE is measured two years out, it is less extreme, plus earnings continue to beat estimates

Overall, the sixth-best 6-mo performance for the S&P 500 since 1950.

US stocks fell on Tuesday as Beijing escalated a long-standing trade dispute with Washington and the nation’s biggest banks reported third-quarter earnings bloomberg.com/news/articles/…

U.S. stocks are hitting a speed bump. Why the rally could soon resume. marketwatch.com/story/u-s-stoc… via MarketWatch

Get up to speed on what's moving global markets bloomberg.com/news/articles/…

Stock market in ‘goldilocks’ environment: Nationwide - MarketWatch marketwatch.com/livecoverage/s…

Why the gold pullback may be a buying opportunity for investors, via CNBC cnbc.com/2025/10/28/why…

"La caída [equity] de esta semana parece más una purga de espuma que una grieta en los fundamentos, junto con un chequeo de realidad para el trade de momentum de IA estirado contra preocupaciones de crecimiento y valuaciones elevadas” dijo hoy Mark Hackett a Bloomberg.

$NVDA

$IXIC "had its best day yesterday since May, but at the same time, we're seeing a little bit of a change in investor behavior, and I think that is going to lead to this more democratization of returns and shift in leadership going forward," Nationwide's Mark Hackett says.