CheckMan Stock Market Overview

Extremes often lead to market turns. Three such extremes are flashing signals now that may be bullish for US equity markets into year-end.

RPM International's (RPM) fiscal first-quarter earnings to reflect strong pricing actions amid inflationary woes.

Boise Cascade's (BCC) recent acquisition strengthens its position in the millwork sector.

As restaurants grapple with cost challenges, Krispy Kreme is putting its Insomnia Cookies subsidiary up for sale. On Tuesday (Oct. 3), the donut chain announced that it is “exploring strategic alternatives” for the cookie brand, which has more than 250 locations globally, including the possibility of selling the brand.

Mega-cap tech titans have been reaping economic rewards of 2023 while leaving most of the rest of the market behind. While a few growth firms see their shares continue to rally, several companies are struggling to tread water as the economy weakens amid inflation and rising interest rates.

The PC market is not getting worse, according to an analyst. Even a flat PC market could see growth for Intel.

Matt Taylor, Jefferies analyst, and Dan Dolev, managing director at Mizuho Securities, join 'The Exchange' to discuss how new weight loss drugs could decline revenue for restaurant transaction platforms Toast Tab, and how weight loss drugs could reduce the need for medical devices.

Utilities are often viewed as a safe investment with a reliable dividend but recently, the sector has been hit by rising interest rates. The Utilities Select Sector SPDR Fund (XLU) is down 21% year-to-date.

Earlier this week, Rivian (NASDAQ: RIVN ) reported its third-quarter production and deliveries. Production tallied in at 16,304 vehicles, while deliveries were 15,564 vehicles.

We are at a confusing time with so many macroeconomic uncertainties. And the first principles always help to clarify much of the confusion. I will use the SPDR® S&P 500 ETF Trust as an example to explain why this is the time to trim equity exposure. The risk premium implied in SPY's valuation simply does not make sense to me anymore when benchmarked against risk-free rates.