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US stock market report – inflation & banks in focus

All three US stock market benchmarks closed around 0.3% lower overnight, the Nasdaq down 0.4%, after inflation continued to accelerate.

According to the initial release, inflation moved 0.9% higher in June, taking the annual pace to 5.4% from 5% in May, the fastest since 2008.

Once again, the cost of used cars contributed over one-third of the increase, but food, energy and housing prices also contributed.

The core, less volatile measure also increased 4.5% from 3.8%.

Bank profits double

Goldman Sachs (NYSE: GS) profit doubled to US$5.5 billion for the quarter on revenue of US$15.4 billion as a boom in corporate activity and takeovers benefitted the group’s dealmakers. The funds management division saw revenue double to over US$5 billion, overcoming a 32% fall in the group’s trading operations as lower volatility reduced the demand for hedging; shares fell 1.1% on the news.

JP Morgan (NYSE: JPM) delivered a similarly strong result, nearly tripling quarterly profit to US$11.9 billion despite an 8% fall in revenue, the bank benefitting from a reversal of pandemic-era loan writedown reversals.

JPMorgan’s investment banking fees rose 25% on the back of a series of major IPOs, trading revenue fell 30%, whilst the traditional bank saw a further 8% fall in interest income as low interest rates continue to bite; shares were 1.7% lower.

US stock market movers

Here’s how other popular US stocks performed on Tuesday.

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is set to open broadly flat on Wednesday. For all the latest, check out Rask Media’s ASX 200 morning report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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