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The Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days

Dow Jones2022-06-10

Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue.

"While median returns for the S&P 500 have been right around the flatline over the last two years on CPI days, more recent returns have been much weaker," wrote analysts at Bespoke Investment Group, in a Thursday note. Since Federal Reserve Chair Jerome Powell stopped using the term "transitory" in late November to describe inflation, the S&P 500 has declined on the day of the CPI report four out of six times, including the past four reports.

Over the past six months, the S&P 500's median performance on CPI days has been a decline of 0.18%, the analysts said.

The S&P 500 dropped 2.4% on Thursday, while the Dow Jones Industrial Average slumped nearly 640 points, or 1.9%, and the Nasdaq Composite shed 2.7%.

The consumer-price index is expected to show a large, 0.7% increase when the report is released Friday morning -- more than double the gain in the prior month. The increase in inflation over the past year, meanwhile, is forecast to stay near a 40-year high of 8.4%.

The Bespoke analysts looked at sector performance over the past six reports and found that energy, unsurprisingly, has been the best performer on CPI days, with a median gain of 1.1%, while technology was the worst. Of course, 2022's stock-market fall has been led by tech-related stocks, while energy has soared in response to surging oil prices.

Bespoke noted that for a market concerned about inflation, recent reports haven't offered investors much comfort. Over the past 24 months, there were just three months where headline CPI came in weaker than expected (6/10/20, 11/12/20, and 9/14/21), they said.

"Ironically enough, on each of those three days, the S&P 500 actually traded lower, although to be fair, all three of these reports were before Powell ditched the term 'transitory,'" the analysts wrote.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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    ·2022-06-10
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