CNBC's "Fast Money" Stocks Jump After CPI Data… Plus Perplexity’s Bid To Buy Google’s Chrome Browser 8/12/25
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Aug 12, 2025 The recent CPI report sends the S&P 500 to new heights, sparking discussions on potential Fed rate cuts. Insights into the contrasting trends in gold mining and retail sectors reveal intriguing market dynamics. The spotlight on Coreweave and Cava reveals corporate earnings challenges. A bold move by Perplexity to bid for Google's Chrome browser hints at intensified AI competition. The evolving role of younger investors adds a fresh perspective to market strategies, while athleisure brand battles heat up between Nike and Lululemon.
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Position For Cuts With Rate-Sensitive Bets
- Position for potential rate cuts by favoring interest-rate sensitive sectors like small caps and equities with duration risk.
- Expect leadership from technology and AI names if the market continues to price easier policy.
Tariffs' Inflation Impact Is Lagged
- Tariff-driven goods inflation is only beginning to show and may be absorbed by corporations before reaching consumers.
- That delayed pass-through implies the Fed should be cautious about front-loading large cuts.
Yields Likely Range Bound Absent Global Shift
- Expect the 10-year yield to remain range-bound while policy-sensitive two-year yields reflect aggressive easing priced by markets.
- Global yields will determine longer-term moves in the U.S. 10- and 30-year Treasury yields.