🔥 The US is hot, hot, hot

US inflation overshot expectations | Inditex had a fine, fashionable quarter | [Finimize](   TOGETHER WITH   Hi {NAME}, here's what you need to know for September 14th in 3:11 minutes.   ☕️ Finimized over a cappuccino at [Caffè Borsari]( in Verona, Italy (⛈ 26°C/79°F) Today's big stories - US inflation jumped above predictions last month - Here’s why things might soon look better for solar and wind stocks – [Read Now]( - Inditex reported some respectable results – but that didn’t dispel investors’ doubts Land Of The Fee [Land Of The Fee] What’s going on here? Data out on Wednesday [showed]( that US prices crept up by more than expected last month. What does this mean? Economists weren’t completely blindsided by August’s hot inflation figures. After all, the rising cost of oil has sent the price at the pump skyward, so they were already expecting the headline inflation number to tick up again. But that doesn’t mean pundits had it all figured out. For one, consumer prices’ 3.7% growth – well above July’s 3.2% – was heftier than they predicted. And for another, the all-important core inflation rate (which strips out the volatile food and energy costs) wasn’t exactly the saving grace that economists crossed their fingers for. Granted, the yearly measure of the metric fell to 4.3% from July’s 4.7%. But the month-on-month jump was bigger than expected, accelerating for the first time since February. Why should I care? For markets: Never say die. The inflation numbers weren’t exactly ideal, but it’s not all doom and gloom. Sure, there’s chatter that the US’s economic revival might fan the inflationary flames – but considering muted wage growth and a cooling jobs market in recent months, many are betting the Federal Reserve won’t hit the panic button just yet. And the market reaction’s actually been pretty chill too. Traders, at any rate, seemed generally unfazed by the news, still betting that the central bank will avoid hiking interest rates in its meeting next week. Zooming out: Price and shine. While the US is grappling with price rises, China’s celebrating them. Data out late last week [showed]( a modest 0.1% climb in China’s consumer prices last month. And while that may sound tiny, it’s a win after the previous month’s deflationary dip. Plus, with credit demand looking perkier too, this adds to the evidence that China’s economy might be on firmer footing again, after its recent sharp downturn. You might also like: [2% isn’t a magic number: why the Fed could consider a higher inflation target.]( Copy to share story: [/land-of-the-fee_]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Land Of The Fee&utm_campaign=daily-global-14-09-2023&utm_source=email) Analyst Take Why There May Be Smoother Sailing Ahead For Solar And Wind Stocks [Why There May Be Smoother Sailing Ahead For Solar And Wind Stocks]( By Russell Burns, Analyst A good story often makes for [a good investment](. But not always. The green transition theme and the outlook for renewable energy make a compelling narrative, sure, and some EV stocks have posted huge gains, but [solar and wind stocks]( have struggled lately despite strong sales growth. So it’s worth [taking a look]( at what’s driving those stocks lower and what it might take to turn the page. That’s today’s Insight: [why solar and wind stocks may soon see better weather.]( [Read or listen to the Insight here]( SPONSORED BY E3 LITHIUM This company’s preparing to fuel the green transition The green energy transition – especially the rise of electric vehicles – is using a lot of [lithium](. And now there’s talk of a shortage. That’s a problem: no matter how many orders are placed for greener cars, nothing good will happen for the climate if companies can’t deliver. That’s where [E3 Lithium]( can help. The firm is working to produce [high-purity, battery-grade lithium products](, and is aiming to use just 3% of the land that typical lithium projects do. That means E3 – led by [one of Canada’s top electric vehicle entrepreneurs]( – will be able to make [a key battery metal more sustainably](, which should bode well for future prices and profit. And the company’s at an exciting stage right now: after years of rigorous testing, [E3 has just kicked off operations]( at Alberta’s first direct lithium extraction pilot plant. [Find Out More]( Disclaimer: This content is for US investors only, if you are not a US investor please ignore this content. This content is a paid advertisement for E3 Lithium from NativeAds and Finimize. This is not Finimize editorial content. Finimize received a fixed fee for producing, hosting and promoting this content on behalf of E3 Lithium, totaling $20,000. Other than the compensation received for this service, Finimize and its principals are not affiliated with either NativeAds or E3 Lithium. Finimize and its principals have no ownership in E3 Lithium. The content on this page should not be taken as advice, an endorsement, or a recommendation from Finimize and its principals to buy or sell any security. Finimize and its principals have not evaluated the accuracy of any claims made on this page. Finimize and its principals recommend that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky and capital is at risk. Past performance is not indicative of future results. When you support our sponsors, you support us. Thanks for that. Not What It Seams [Not What It Seams] What’s going on here? Inditex [reported]( some decent results on Wednesday, but investors were still a little skeptical. What does this mean? Thousands of smaller retailers have been crumbling under the pressure of high inflation recently, but the world’s biggest fashion company is still strutting its stuff with impressive results. After all, sourcing from nearby suppliers has helped get the latest trends into shops faster than a catwalk turnaround, keeping costs down. Plus, Inditex has been trying to give its offerings a greater air of luxury to woo some wealthier shoppers too. It’s no surprise, then, that the owner of brands like Zara and Bershka reported a 40% jump in net profit for the first half of the year compared to last year. That said, investors spotted that Inditex’s sales growth started to cool off in the early weeks of this quarter. And that might be why the stock dipped by 3%. Why should I care? The bigger picture: Tailor-made opportunities. Even with a hint of a slowdown, Inditex isn’t out of the growth race. The firm’s got a hefty cash stash, which means it can keep prices tempting or even slash them next year. And with global shoppers watching their wallets, and economies like the [EU]( and [UK]( showing signs of a slowdown, that’s a great card to be able to play. But that’s not the only opportunity: Inditex has also got plenty of room to grow in many new markets – especially if it can undercut the competition. Zooming out: Not skirting the issue. Shoplifting’s been on the rise lately, with tons of firms – from the UK’s John Lewis to the US’s Walmart – sounding the alarm about mysteriously dwindling stock. But Inditex isn’t just standing by. The firm’s innovating instead, swapping out old tags for new chips sewn directly into its latest collections. And if that move curbs theft, then it could be another win for the firm’s bottom line. You might also like: [How you can work out what Inditex’s stock is really worth.]( Copy to share story: [/not-what-it-seams]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Not What It Seams&utm_campaign=daily-global-14-09-2023&utm_source=email) 🪧 Forget the billboards Old-school tactics won't engage [modern investors](. Capturing the attention of clued-in whippersnappers takes something a little [more up-to-date]( – like a [promotional partnership]( with Finimize. 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