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US stock markets snap losing streak, inflation slows

US stock markets finally ended a seven-week losing streak, with all three US benchmarks delivering a positive finish on Friday, led by the Nasdaq, which gained 3.3%.

The S&P 500 added 2.5% and the Dow Jones 1.8% as 29 of the 30 constituents delivered strong gains.

Over the week, the Dow gained 6.2%, the S&P 500 jumped 6.6% and the Nasdaq stormed 6.8% higher.

Inflation slows

Friday’s rally came on the back of a long-awaited, but expected (in my view), slowdown in inflation. US core inflation increased just 0.2% in April, the slowest since November 2020 after fuel prices fell during the month. The 12-month rate also slowed from 6.6% to 6.3%.

Whilst the inflation rate is a positive, consumer sentiment remains at a 10-year low as the combination of mortgage rates, fuel and an economic slowdown pressures consumers.

Costco & Dell impress

Costco (NASDAQ: COST) was a rare retail winner, gaining 1%, after announcing revenue that beat its own estimates by US$1 billion, even though same-store sales slowed.

Dell (NYSE: DELL) gained 13% with revenue jumping in the first quarter amid a return to office and cost increases not being as strong as expected.

China improves

But all eyes were on China, with Baidu (HKG: 9888) and Alibaba (HKG: 9988) both gaining more than 12% after they beat expectations on higher advertising revenue and a jump in sales.

US stock market movers

Here’s how other popular US stocks performed on Friday to close out the week.

  • Farfetch (NASDAQ: FTCH) up 26.7%
  • Zscaler (NASDAQ: ZS) up 12.6%
  • Autodesk (NASDAQ: ADSK) up 10.3%
  • Tesla (NASDAQ: TSLA) up 7.3%
  • Apple (NASDAQ: AAPL) up 4.1%
  • Workday (NASDAQ: WDAY) down 5.6%

This strong positive lead is set to push the S&P/ASX 200 (ASX: XJO) higher when the market opens this morning. For a round-up of the latest news, check out my 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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Disclosure: At the time of publishing, Drew owns shares in Alibaba (NYSE: BABA).

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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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