Stock Market Sees Mixed Reactions as Rate-Cut Bets Boost Small Caps

Stock market graph showing mixed reactions and small caps rise

The stock market experienced mixed results on Thursday as the first decrease in inflation in nearly two years led to increased speculation that the Federal Reserve might adopt a more aggressive easing policy. This shift in sentiment caused investors to move away from mega-cap stocks and into riskier small-cap stocks.

Key Takeaways

  • Inflation Decrease: June’s consumer inflation reading showed a 0.1% month-over-month decline, the first drop in 23 months.
  • Rate-Cut Speculation: Traders are now pricing in an 86% probability of a quarter-point rate cut by the Federal Reserve in September.
  • Market Reaction: The Nasdaq Composite fell nearly 2%, while the Russell 2000 small-cap index surged by more than 3.7%.
  • Stock Movements: Delta Air Lines and Costco saw declines, while PepsiCo reported mixed results.

Inflation and Rate-Cut Speculation

The U.S. Bureau of Labor Statistics reported that headline June CPI declined by 0.1% month-over-month, marking the first decrease in 23 months. On an annual basis, CPI rose 3.0% in June, down from 3.4% in May, beating estimates for a 3.1% gain. Core CPI, which excludes food and energy costs, also surprised to the downside, rising just 0.1% in June compared to the previous month.

Economists had forecasted a 0.1% increase in inflation compared to May. The significant deceleration in shelter costs contributed to the lower-than-expected inflation reading.

As a result, interest rate traders are now assigning an 86% probability to the Federal Open Market Committee (FOMC) enacting its first quarter-point rate cut in September, up from 70% a day earlier.

Market Reaction

The mixed inflation data led to varied reactions in the stock market. The tech-heavy Nasdaq Composite, which had recently hit a record high, plunged almost 2% to 18,283. The broader S&P 500 also fell by 0.9% to close at 5,584. In contrast, the blue-chip Dow Jones Industrial Average added less than 0.1% to finish at 39,753.

However, the small-cap benchmark Russell 2000 rallied more than 3.7%, as investors shifted their focus from mega-cap tech stocks to smaller, riskier stocks.

Stock Movements

  • Delta Air Lines (DAL): The stock fell 3.9% after the company met analysts’ expectations for its second quarter but provided a soft outlook for the third quarter. Delta’s operating revenue increased by 6.9% year-over-year to $16.7 billion, but its earnings per share (EPS) decreased by 11.9% to $2.36.
  • PepsiCo (PEP): The company reported mixed results for its second quarter, with revenue increasing by 0.8% year-over-year to $22.5 billion. Its EPS increased by 9.1% to $2.28. However, PepsiCo revised its full-year revenue guidance to 4% growth, down from its previous guidance of at least 4%.
  • Costco (COST): The warehouse club announced a hike in membership fees for the first time since 2017. The annual membership fees will increase by $5 for non-executives and by $10 for executives in the United States and Canada, effective September 1.

Small Caps Rally

While mega-cap stocks like Nvidia, Apple, and Microsoft have driven much of the market’s gains, small caps have struggled. The Russell 2000, which had been slightly negative for months, saw a significant rally on Thursday.

Higher interest rates have put pressure on small companies’ profitability, contributing to their underperformance. However, if interest rates decrease more rapidly than expected, the risk-reward scenario for small-cap stocks could become more attractive.

Sources

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