Last week showed the stock market has moved on from obsessing about inflation. Here’s the new playbook.

• The market is at the last stage of the bull cycle — but that may take a while. Here are three stocks from this value-focused manager.

  Get ready for the “first year of the last leg of the bull run,” says ValueWorks’ Charles Lemonides.
  
  MarketWatch - 1d

• Here are the 3 things we're watching in the stock market this week

  Rekindled inflation concerns and President Donald Trump threatening reciprocal tariffs Friday slammed Wall Street.
  
  CNBC - Feb. 9

• How Elon Musk’s ‘DOGE’ playbook could trigger a bear market for stocks

  Big cuts in the federal deficit will almost certainly lead to a large reduction in corporate profits.
  
  MarketWatch - 6d

• 4 portfolio tech stocks are making news — plus, why the market is looking past hot inflation

  Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
  
  CNBC - 6d

• Stock Market Falls After Inflation Report

  Investors are now betting that the Federal Reserve will cut interest rates just once more this year, a drastic shift in expectations since late 2024.
  
  The New York Times - Feb. 12

• India’s stock market has an influencer problem

  Also in this newsletter: Private capital in space programme and P Venkatesalu’s mantra
  
  Financial Times - Feb. 11

• Why the bull market in stocks can live with higher inflation

  Here’s why the U.S. stock market might not mind higher for longer interest rates.
  
  MarketWatch - 6d

• These are the two big things we're watching in the stock market in the week ahead

  Housing data and earnings from our newest Club holding are big events in the holiday-shortened week.
  
  CNBC - 3d

• The Fed’s job is not to boost the stock market. Here’s what it should be doing.

  Getting inflation down to 2% should be the Fed’s No. 1 concern
  
  MarketWatch - 1d

More from MarketWatch

• Wall Street wants to know if DOGE-led job cuts will tip U.S. into recession

  Government-related job cuts by the White House and its “Department of Government Efficiency” haven’t been big enough to show up in the data yet, but fears are growing that they could soon lead to a ...
  
  MarketWatch - 15m

• Mass firing of federal workers by Trump White House not showing up in jobless claims. Yet.

  The number of people who applied for unemployment benefits last week stayed at very low levels, but overall U.S. jobless claims are sure to rise soon as thousands of federal workers fired by ...
  
  MarketWatch - 22m

• Hasbro’s stock rallies as it shrugs off tariff impacts on new product launches

  Hasbro said it’s diversifying its manufacturing footprint, with plans to move from 50% of its U.S. toy and game volume originating from China to under 40% over the next two years.
  
  MarketWatch - 34m

• Fed’s Musalem says stagflation trend can’t be ruled out

  The U.S. economy is facing the risk of so-called stagflation, when the labor market softens as inflation heats up, St. Louis Federal Reserve Bank President Alberto Musalem said on Thursday.
  
  MarketWatch - 39m

• Why Walmart’s warning may have more to do with weight-loss drugs than tariffs

  Walmart’s stock was falling Thursday as quarterly earnings were expected to decline for the first time in three years, with strength in groceries and GLP-1 drug sales continuing to pressure margins.
  
  MarketWatch - 1h

More in Business

• Palantir shares drop 9%, falling for a second day, as retail traders' latest cult obsession starts to unwind

  Wednesday's decline came as investors keyed in on the CEO's new stock sale plan and the possibility of defense cuts.
  
  CNBC - 11m

• Cruise stocks tumble after Commerce Secretary Lutnick signals tax crackdown

  Royal Caribbean was the hardest hit.
  
  CNBC - 11m

• Wall Street wants to know if DOGE-led job cuts will tip U.S. into recession

  Government-related job cuts by the White House and its “Department of Government Efficiency” haven’t been big enough to show up in the data yet, but fears are growing that they could soon lead to a ...
  
  MarketWatch - 15m
• 

  Anti-U.S. Hiring Bias Now Targeted by the Equal Employment Opportunity Commission

  As efforts to prosecute gender discrimination cases grind to a halt, the agency’s acting chair plans to enforce those discrimination laws against employers that ‘illegally’ favor non-American staff.
  
  Inc. - 16m
• 

  EU claims ‘positive momentum’ in trade talks with US

  Bloc’s trade commissioner in Washington to seek a compromise with Donald Trump
  
  Financial Times - 18m