Research topic

Inflation

2 articles tagged “Inflation”

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Nov 1, 2026Latest

SPX Macro & Strategy

Fed Holds At 3.75% To 4.00% With Two Votes To Hike: Headline CPI Is 3.7%, But Core Is 2.6%

The Fed held at 3.75% to 4.00% with two votes to hike. Headline CPI is 3.7% on energy while core is 2.6%, and futures price a December hike at above 80%.

Nov 1, 2026 · 9 min read

CAG Consumer Staples

Conagra's 11% Yield Is Pricing A B&G-Style Dividend Cut That The Balance Sheet Doesn't Support (CAG)

Conagra's 11% dividend yield is pricing in a B&G Foods-style halving — but Conagra runs at 3.8x leverage versus B&G's 6-8x, and Q3 organic sales just returned to growth led by Frozen and Snacks.

Conagra Brands (CAG) Consumer Staples Dividends

Jun 14, 2026 · 17 min read

Inflation

Fed Holds At 3.75% To 4.00% With Two Votes To Hike: Headline CPI Is 3.7%, But Core Is 2.6%

Conagra's 11% Yield Is Pricing A B&G-Style Dividend Cut That The Balance Sheet Doesn't Support (CAG)

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