Stocks Surging Amid Lower Rates: Key Picks
Update: 2025-09-11
Description
Inflation remains a key focus as the CPI report shows increases, affecting job claims. Stocks like Opendoor (OPEN) have surged 74% amid lower rates, while Alibaba (BABA) and Baidu (BIDU) make strides in AI. Speculators are notably net short volatility (VIX), hinting at a potential market correction. The 10-2 year yield spread is flattening, indicating uncertainty for the Fed's dual mandate between managing inflation and job growth. Upcoming earnings from Adobe (ADBE) could impact sentiment.
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