Economic Outlook - The current economic landscape is favorable for growth-oriented investments, supported by macroeconomic conditions and anticipated Fed rate cuts, which enhance confidence in the U.S. economy's momentum [1] - The S&P 500 Growth Index has outperformed both the S&P 500 Value Index and the broader S&P 500 over the past year, with returns of 26.32%, 6.05%, and 16.9% respectively [1] Market Performance - The S&P 500 Growth Index has started October positively, rising 1.55% month-to-date, closely matching the S&P 500 Value Index's gain of 1.53% [2] - Softer U.S. inflation data, a strong earnings season, and rising expectations for Fed rate cuts have contributed to improved market sentiment [2] Fed Rate Outlook - Markets are anticipating a 96.7% likelihood of a rate cut in the October meeting and a 100% likelihood in December, with expectations for rates to fall to the 3.5%–3.75% range [3] Earnings Season - The earnings season has shown strong results, with 87% of companies beating Wall Street forecasts, significantly above the 67% average [4] - Positive performance from Big Tech could further drive market rallies to new highs [4] Inflation Trends - The Consumer Price Index (CPI) increased by 0.3% in September, resulting in an annual inflation rate of 3%, slightly below forecasts [5] Geopolitical Factors - Hopes for a trade agreement between the U.S. and China could alleviate economic risks and enhance market confidence [6] - A breakthrough in U.S.-China trade talks is expected to provide a boost to Big Tech stocks and the broader market [7] Investment Opportunities - Investors are encouraged to explore growth ETFs, which typically perform well during market uptrends and offer exposure to high-growth potential stocks [8] ETF Highlights - **Vanguard Growth ETF (VUG)**: $195.92 billion in assets, 0.04% annual fee, 9.57% gain over three months, 25.54% over the past year [10] - **iShares Russell 1000 Growth ETF (IWF)**: $121.51 billion in assets, 0.18% annual fee, 10.46% gain over three months, 25.30% over the past year [11][12] - **iShares S&P 500 Growth ETF (IVW)**: $65.49 billion in assets, 0.18% annual fee, 9.79% gain over three months, 26.84% over the past year [13][14] - **SPDR Portfolio S&P 500 Growth ETF (SPYG)**: $43.76 billion in assets, 0.04% annual fee, 9.79% gain over three months, 26.84% over the past year [15][16] - **iShares Core S&P U.S. Growth ETF (IUSG)**: $25.26 billion in assets, 0.04% annual fee, 9.58% gain over three months, 25.63% over the past year [17][18]

Friday’s belated inflation reading cemented Wall Street bets that the Federal Reserve will cut rates at this week’s policy meeting. That doesn’t mean equity investors are sounding the all-clear https://t.co/F33AN7WJvZ ...

Core Insights - Workers are encouraged to save for retirement as Social Security may only replace about 40% of an average paycheck, making personal savings crucial for a comfortable retirement [1] Group 1: Retirement Savings Mistakes - Taking early withdrawals from IRA or 401(k) accounts can incur a 10% penalty and hinder tax-advantaged growth [4][6] - Building an emergency fund to cover at least three months of essential bills is recommended instead of relying on retirement accounts for sudden expenses [5] - Investing too conservatively can lead to inadequate savings due to inflation, as low-risk portfolios may not keep pace with rising costs [7][9]

Core Insights - Agnico Eagle Mines Limited (NYSE:AEM) is highlighted as a preferred gold stock by Jim Cramer, emphasizing its low finding costs compared to competitors like Newmont [1] - The stock has seen a significant increase of 117% year-to-date, outperforming gold's overall rise of 54% this year [1] - The company is expected to benefit from new low-cost mines coming online, which could enhance profitability as long as gold prices remain high [1] Company Overview - Agnico Eagle Mines Limited primarily explores, develops, and produces precious metals, focusing on gold, silver, zinc, and copper [1] - The company is positioned well in the current market due to the historical rally in gold prices, which recently surpassed $4,000 an ounce [1] Market Context - The gold market has experienced a spectacular rally, with gold prices increasing significantly, providing a hedge against inflation and economic instability [1] - Cramer advocates for including gold in investment portfolios as a form of insurance, reinforcing the relevance of gold mining stocks like Agnico Eagle [1]

Market Overview - U.S. markets opened with significant gains, with the Nasdaq rising by 1.47% to reach 8,532.62 and the S&P 500 increasing by 0.91% to 23,546.16, both setting new records [2] - The Dow Jones Industrial Average jumped 310 points, or 0.66%, to 47,517.13 [2] - Small caps, represented by the Russell 2000, initially rose by 0.53% before pulling back [2] Premarket Movers - Notable gainers in premarket trading included Janus Henderson (+14% on buyout rumors), Darling Ingredients (+14%), and Keurig Dr. Pepper (+9.7% following earnings) [4] - Major losers included Organon & Co (-21% due to CEO resignation amid controversy), Carter's Inc. (-9.4% after earnings), and Newmont Corp (-5.1% linked to declining gold prices) [4] Economic Context - U.S. stock futures were on the rise, buoyed by strong earnings reports and a softer-than-expected inflation report from the previous week [5] - The S&P 500 and Nasdaq Composite reached new intraday records, surpassing 6.8K and 23.2K, respectively, while the Dow Jones also exceeded 47.2K [5] - Hopes for a U.S.-China trade deal have increased, with a framework being discussed that includes issues like fentanyl, rare earth metals, and tariffs, as President Trump and President Xi are expected to meet at the APEC [6] Earnings Reports - The week is anticipated to be busy for earnings, with reports from Keurig Dr. Pepper and others, including Welltower, Cadence Design, and Waste Management, expected later in the day [7]

Economic Data Overview - The Consumer Price Index (CPI) rose to 3.0% in September, slightly up from 2.9% in August but below the expected 3.1% [2] - Monthly price growth was 0.3%, a deceleration from the 0.4% increase in August and below the projected 0.4% [2] - Core inflation, excluding food and energy, cooled to 3.0% in September, down from 3.1% in August and below the expected 3.1% [2] Inflation Drivers - The primary contributor to the CPI increase in September was higher gas prices, while food, shelter, airline fares, recreation, household furnishings, and apparel also saw price increases [3] - Conversely, prices for motor vehicle insurance, used cars, and communication costs declined [3] Consumer Sentiment - The University of Michigan Consumer Sentiment Index fell nearly 3% to 53.6 in October, below the forecast of 55.0, marking the lowest level since May [5] - The decline in sentiment was attributed to ongoing inflation concerns, with younger consumers showing improved sentiment but older demographics experiencing noticeable drops [6] Housing Market Insights - Existing home sales rose 1.5% in September, reaching a seasonally adjusted annual rate of 4.06 million units, aligning with expectations [8] - The median price for existing homes decreased by 1.7% from August, marking the lowest level in five months, although it was up 2.1% year-over-year [9] Market Reactions - The S&P 500 index briefly crossed above 6,800 for the first time, finishing the week with a 1.9% gain [11] - The CME FedWatch Tool indicates a 97% likelihood of a 25 basis point rate cut by the Federal Reserve in the upcoming meeting [12] Upcoming Economic Outlook - The economic outlook remains complex due to the ongoing government shutdown, with private and regional reports expected to provide insights into economic activity [13] - Attention will be focused on the Federal Reserve meeting, which will influence market expectations, alongside housing market reports and manufacturing sector data [14]

Leslie, yeah, the uh Federal Federal Dallas Federal Reserve's uh business activity index rising to minus5 from minus 8.7%. So, still challenged, but not as challenged as it was in the prior month. The outlook for business activity remains positive at 7, but it did drop down from 8.4%.These surveys do a decent job of following the outlook for uh the general numbers for the uh national economy. Each survey is a little different. Uh production was unchanged at 5.2%.New orders index remains negative at minus 1. ...

Key Points Inflation data on Friday came in tamer than expected. U.S. Treasury Secretary Scott Bessent provided an update on U.S.-China trade relations. Crypto is heavily impacted by broader macroeconomic and market conditions. 10 stocks we like better than XRP › Since Friday afternoon, the price of XRP (CRYPTO: XRP) has traded over 5% higher, as of 10:10 a.m. ET today. Cryptocurrencies appeared to gain momentum following positive economic data Friday and news on the geopolitical front. More ris ...

Core Viewpoint - Smurfit Westrock Plc is a significant player in sustainable packaging solutions, with expectations for strong profit growth in the upcoming quarter despite a history of missing analyst estimates [1][2][3]. Company Overview - Smurfit Westrock Plc is headquartered in Dublin, Ireland, and operates in 40 countries with over 500 production sites, focusing on recyclable and renewable materials [1]. - The company has a market capitalization of $22.49 billion [1]. Financial Performance - The company is expected to report a 41.7% year-over-year profit increase for Q3, projecting earnings of $0.68 per diluted share [2]. - For the current fiscal year, profit is projected to grow by 8.2% to $2.25 per diluted share, followed by a significant 52% increase to $3.42 per diluted share in the next fiscal year [3]. Stock Performance - Smurfit's stock has experienced volatility, dropping 6.1% over the past 52 weeks and 20% year-to-date, underperforming the S&P 500 Index, which gained 16.9% and 15.5% respectively [5]. - Compared to the Consumer Discretionary Select Sector SPDR Fund, Smurfit's stock has also underperformed, with the ETF gaining 18.7% over the past 52 weeks and 5.9% year-to-date [6]. Recent Developments - In the second quarter, Smurfit reported a mixed performance, with net sales increasing by 167.4% year-over-year to $7.94 billion, but incurring $280 million in restructuring costs, resulting in a net loss of $26 million [7].

Welcome back. Now, this oil and natural gas, arguably the US's most important natural resource. President Trump's second term putting even more focus on unleashing American energy and dominance.Last week, I got an exclusive tour of the Peran Basin in Midland, Texas, the largest, most secure oil producing region in the world. I spoke with top leaders in the oil producing sector and took a look at operations and what's next for this region. Watch.[Music] The pipes are churning and the sand and water are flowi ...