
- Prior month 0.1%
- Business inventories for December -0.2% versus 0.0% estimate
- Retail inventories ex auto -0.1% versus 0.2% last month
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Industrials sector up 21.8% vs S&P 500's 16%. DOV & GIC face risks; GHM shows strong EPS growth.
Traders brace for hot US PPI print today after last month’s surge; CPI due tomorrow seen holding core at 3.1%. Markets may be overpricing a 50bp Fed cut as Powell views tariff-driven goods inflation as a temporary blip.
PTC's 30% margin & 34.4% FCF margin shine; WWW & PBI face sales drops & leverage risks.
Industrial sector gains 21.8% vs S&P 500's 16%, but TKR, GATX, VMC face flat sales & high P/E ratios.
Polish PM says drone incursion is unprecedented in NATO history, vows full report in 48h; Warsaw weighs Article 4 talks as eyes turn to US response.
CAKE's $59.15 price & 15x P/E signal caution; CBRE at $162.09 & 25.2x P/E shows weak FCF margin. IBTA's revenue decline & 7x EV/EBITDA warrant scrutiny.
HAS, RDN face sales dips & margin woes; XYL shows strong growth. HAS trades at 17.2x P/E, RDN at 1x P/B, XYL at 28.4x P/E.
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