
Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.
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Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.

Walmart set a somber tone for the first week of retailer earnings, but that wasn’t the whole story. The big news was Walmart’s sales woes as the Bentonville, Ark.-based giant reported a same-store sales decline—the first since 2020. Target meanwhile, showed some signs of life, reflecting its turnaround efforts.

Today Federal Reserve: FOMC minutes from Fed’s July meeting Earnings (a.m.): Target, Lowe's, TJX, Analog Devices, Estee Lauder Economic data: EIA weekly petroleum status report, CPI (UK), PPI (UK) Tomorrow Earnings: Walmart, Alibaba, Deere & Co.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, August 19, including earnings from major retailers TJX (TJX), Lowe's (LOW), and Target (TGT), alongside the minutes from the Federal Reserve's most recent FOMC meeting.

Today Earnings (a.m.): Home Depot, Baidu Earnings (p.m.) Toll Brothers Economic data: Housing starts for July, pending home sales, import and export price indexes, July industrial production and ...

Monday Economic data: Empire state manufacturing survey (Federal Reserve Bank of New York), NAHB home builder confidence index, Treasury international capital data (U.S.), CPI (Canada). Earnings (p.

Lowe’s, TJX, Alibaba, and Toll Brothers will also report earnings. On the economic front, we’ll see Fed minutes, housing-market data, and readings on manufacturing and services activity.

Markets face a retail-dominated week where Home Depot (HD), Target (TGT), TJX Companies (TJX), and Walmart (WMT) report earnings providing critical consumer spending assessment across income segments.
Inflation resistant stocks provide consitent cash flow and capital returns, helping to reduce portfolio volatility and enhance total returns over time.
These companies thrive under economic pressure.
TJX Companies leverages macroeconomic pressure to expand margins and deliver substantial shareholder returns through aggressive buybacks and consistent dividends.
Shoppers continue to open their pocketbooks, boosting retailers like Walmart, even as inflation jumps to its highest level in three years.
Inflation isn’t killing consumer spending—it’s evolving it. Follow the money flow to see the structural shift moving billions into resale, repair, and discount giants. American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices ... The Selective Shopper’s Portfolio: 6 ETFs Positioned for the Circular Economy Shift
Asking for a Trend host Josh Lipton gets investors ready for the busy trading day ahead on May 20, breaking down the key earnings reports to watch — including Nvidia (NVDA), TJ Maxx (TJX), Lowe’s (LOW), and Target (TGT) — along with the release of the Fed’s April FOMC meeting minutes.
June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.
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