Rover’s Weekly Market Brief – 05/15/2026

Unlock the Power of Custom Financial Metrics

Learn how to create your own financial metrics and seamlessly integrate them into Stock Rover as though they were built in from the start. Custom Metrics are both easy to create and highly flexible, allowing you to incorporate current and historical data from across Stock Rover’s extensive metric library. Learn more in our blog post ^[1] on Custom Metrics.

Economy

The U.S. Bureau of Labor Statistics reported ^[2] that the Consumer Price Index (CPI) rose 0.6% in April on a seasonally adjusted basis, following March’s 0.9% increase. Over the past 12 months, consumer prices climbed 3.8%, up from March’s 3.3% annual rate. Higher energy costs remained a major contributor, with the energy index rising 3.8% and accounting for more than 40% of the monthly increase in the all items index, while gasoline prices advanced 5.4%. Food prices also moved higher, with the food index gaining 0.5%, including a 0.7% rise in grocery prices and a 0.2% increase in dining out costs. Shelter costs continued to pressure inflation, advancing 0.6% in April. Excluding food and energy, core CPI increased 0.4% for the month and 2.8% year over year, slightly above March’s 2.6% pace. Over the past year, notable increases included airline fares (+20.7%), household furnishings and operations (+3.9%), medical care (+2.5%), recreation (+2.3%), food (+3.2%), and energy (+17.9%).

The U.S. Bureau of Labor Statistics reported ^[3] that the Producer Price Index (PPI) for final demand rose 1.4% in April on a seasonally adjusted basis, following gains of 0.7% in March and 0.6% in February. Over the past 12 months, producer prices increased 6.0%, the largest annual rise since December 2022. Higher energy costs were the primary driver, with final demand energy prices jumping 7.8% and gasoline prices surging 15.6%. Final demand goods rose 2.0%, including a 0.7% increase in goods excluding food and energy, while food prices edged up 0.2%. Services prices also advanced 1.2%, led by gains in trade services and transportation and warehousing. Core PPI, which excludes foods, energy, and trade services, increased 0.6% in April and 4.4% over the past year, the strongest annual gain since February 2023. Over the past year, notable increases included transportation and warehousing services (+12.2%), trade services (+8.1%), final demand energy (+22.7%), and goods excluding food and energy (+4.6%).

The U.S. Census Bureau reported ^[4] that advance U.S. retail and food services sales rose 0.5% in April to $757.1 billion on a seasonally adjusted basis, following a revised 1.6% increase in March. Compared to a year ago, retail and food services sales increased 4.9%, while sales for the February through April 2026 period were up 4.4% from the same period last year. Higher gasoline prices remained a key contributor, with gasoline station sales rising 2.8% in April and 20.9% over the past year, while nonstore retailers advanced 1.1% for the month and 11.1% year over year. Electronics & appliance stores (+1.4%), sporting goods & hobby stores (+1.4%), and food & beverage stores (+0.8%) also posted gains, while furniture & home furnishings stores (-2.0%) and clothing & clothing accessories stores (-1.5%) declined. Over the past year, the strongest category gains included sporting goods & hobby stores (+13.4%), miscellaneous store retailers (+12.8%), nonstore retailers (+11.1%), and gasoline stations (+20.9%), highlighting continued resilience in consumer spending.

Upcoming Economic Reports:

Wednesday May 20 – FOMC Minutes (May)

Thursday May 21 – Philadelphia Fed Manufacturing Survey (May)

Earnings Calendar:

 

Monday	Tuesday	Wednesday	Thursday	Friday
Agilysys (AGYS)	Home Depot (HD)	NVIDIA (NVDA)	Walmart (WMT)	BJ’s Wholesale Club Hldgs (BJ)
Transcat (TRNS)	Keysight Techs (KEYS)	TJX Companies (TJX)	Deere (DE)	Booze Allen Hamilton (BAH)