Rover’s Weekly Market Brief – 01/16/2026

New Portfolios – January 2026

We created a new set of portfolios containing the stocks that passed our most popular screeners at the start of 2026.

The portfolios can be used to test performance as we go forward in time. This in turn can give us an idea of which screeners are performing well in the current market environment and which ones are performing poorly.

You can download any of the portfolios into your Stock Rover account. Read more about the new portfolios in our latest blog post ^[1].

Economy

The Labor Department reported ^[2] that the Consumer Price Index increased 0.3% in December (seasonally adjusted), following a 0.2% reading in November. The all items index rose 2.7% over the past year (before seasonal adjustment), matching November’s annual pace. December’s monthly increase was driven largely by a 0.4% rise in the shelter index, which accounted for about 0.14 percentage points of the overall gain. The food index increased 0.7%, as both food at home and food away from home rose 0.7% on the month. The energy index climbed 0.3% in December, with natural gas prices up 4.4%, while gasoline declined 0.5% and electricity slipped 0.1%; energy prices increased 2.3% year-over-year. Core CPI (all items less food and energy) increased 0.2% in December and posted a 2.6% year-over-year gain, matching November’s annual pace. Categories showing notable annual increases included household furnishings and operations (+4.0%), medical care (+3.2%), shelter (+3.2%), recreation (+3.0%), and personal care (+3.7%).

The U.S. Census Bureau reported ^[3] that new-home sales showed a slight decrease of 0.1% in October, reaching a seasonally adjusted annual rate of 737,000, following a rate of 738,000 in September. Sales were up 18.7% year-over-year. Regionally, new home sales saw an increase in the South (+16.9%), while declining in the West (-36.3%), Northeast (-14.3%), and Midwest (-9.0%). Year-to-date, an estimated 579,000 new homes have been sold in 2025, a decrease of 1.2% from the prior year. The average sales price for a newly constructed home increased to $498,000 in October from $483,500 in September. Similarly, the median new home sales price declined to $392,300 in October from $405,800 in September. The inventory of new homes for sale, seasonally adjusted, stood at 488,000 units, representing a 7.9-month supply, which was virtually unchanged from the supply reported for September.

The Labor Department reported ^[4] that the Producer Price Index for final demand rose 0.2% in November, seasonally adjusted, following a 0.1% increase in October and a 0.6% advance in September. Over the 12-month period ending in November, the PPI increased 3.0% on an unadjusted basis. The November gain was driven primarily by goods prices, as prices for final demand goods climbed 0.9% while prices for final demand services were unchanged. More than 80% of the increase in goods prices was attributable to a 4.6% jump in final demand energy, while prices for goods excluding food and energy edged up 0.2%, and food prices were flat. Within services, gains in transportation and warehousing services (+0.3%) and services excluding trade, transportation, and warehousing (+0.3%) were offset by a 0.8% decline in margins for final demand trade services. The core PPI—which excludes food, energy, and trade services—advanced 0.2% in November after a 0.7% increase in October. For the 12 months ended in November, core PPI inflation accelerated to 3.5%, the strongest annual pace since March 2025.

Upcoming Economic Reports:

Wednesday January 21 – Construction Spending (MoM) (October)

Thursday January 22 – GDP (Q3) (First Revision)

Earnings Calendar:

 

Monday	Tuesday	Wednesday	Thursday	Friday
CoastalSouth Bancshares (COSO)	3M (MMM)	Johnson & Johnson (JNJ)	GE Aerospace (GE)	Booz Allen Hamilton (BAH)
Amcon Distributing (DIT)	Netflix (NFLX)	Charles Schwab (SCHW)	Proctor & Gamble (PG)	SLB (SLB)