Carla Mozée

Assistant Markets Editor @IBDinvestors. Previous: Seeking Alpha, Business Insider, MarketWatch + more. Travel and #EXO stan. UC Berkeley + Emerson College grad.

[Nick Timiraos @NickTimiraos]

May CPI estimates: Another hot headline print due to the war, but a milder core

[Charlie Bilello @charliebilello]

S&P 500 is up 9 days in a row and 9 weeks in a row.

One of the strongest, most unrelenting rallies in history.

[Naeem Aslam @NaeemAslam23]

🚨 🇺🇸🇮🇷 WASHINGTON TEHRAN DEAL TALK JUST HIT THE OIL MARKET FAST

Talks to finalize a U.S.-Iran agreement are advancing quickly, with a possible announcement within hours if Pakistan’s army chief skips a planned Iran trip. The deal path covers ending conflict, reopening Hormuz, sanctions relief, frozen funds and limits on Iran’s nuclear program.

The key clue is mediation speed. Pakistan’s role shows this is no longer just headline noise; it is active crisis management.

Oil traders should watch confirmation. A deal cools Brent, gold and tanker stress. Failed talks keep crude risk, defense demand and safe-haven flows elevated.

[Carla Mozée @MWMozee]

U.S. economy adds 178,000 jobs in March, outstripping the 51,000 estimate @IBDinvestors @IBD_ECarson
https://t.co/uolTH4Drct

[Robin Brooks @robin_j_brooks]

There's a weird tendency in markets to downplay unexpected shocks when they happen. That's because people don't like to look like they didn't see it coming, so they downplay unexpected shocks and their impact. What's happening now is absolutely massive...
https://t.co/gwV638KfDr

[Carla Mozée @MWMozee]

I caught #Santa on the #NORAD tracker at the perfect location 🎄🏝️

[Carla Mozée @MWMozee]

Stocks to Watch on @IBDinvestors Global Leaders list

https://t.co/CG9MhhacCL

[Liz Ann Sonders @LizAnnSonders]

On deck … or not:

[Mohamed A. El-Erian @elerianm]

As illustrated in these Bloomberg charts, the Japanese Yen has been weakening toward year-to-date levels despite rising government bond yields and a narrowing spread with the US.
Look for the government to step up its “oral intervention,” fueled by several economic concerns.

[Carla Mozée @MWMozee]

$DJIA Dow on track to close above 47,000 for first time. Move marks 28 days since last 1,000-point milestone, per Dow Jones Market Data.
Day's top performers so far: $MMM up nearly 6%, $CRM, $KO

[Mohamed A. El-Erian @elerianm]

Forgive me for sounding like a broken record, but today’s market action is so illustrative of something I've been trying to convey for a while now.
The notable thing about gold today isn’t just that its price hit yet another record high, but how it has done so:
Gold is surging on the same day that US stock indices have over 1%.
This simultaneous climb in both a classic safe haven and risk assets is a powerful illustration that the drivers of the current gold rally are different from historical patterns. (For a deeper dive into this, please see my conversation on CNBC from early this morning--linked posted earlier.)
#economy #markets #gold

[Ryan Detrick, CMT @RyanDetrick]

Years after a 20% gain tend to see a big end of year push higher.

[Variety @Variety]

D’Angelo, a legendary R&B singer who helped pioneer neo-soul, has died. He was 51.

His family wrote in a statement: “The shining star of our family has dimmed his light for us in this life…After a prolonged and courageous battle with cancer, we are heartbroken to announce that Michael D’Angelo Archer, known to his fans around the world as D’Angelo, has been called home, departing this life today, October 14th, 2025. We are saddened that he can only leave dear memories with his family, but we are eternally grateful for the legacy of extraordinarily moving music he leaves behind. We ask that you respect our privacy during this difficult time but invite you all join us in mourning his passing while also celebrating the gift of song that he has left for the world.”

https://t.co/3swipK6bgX

[Carla Mozée @MWMozee]

Stock futures Friday:
$DJIA -2.4%
$SPX -3.4%
Nasdaq-100 fut -4.4%
https://t.co/ucwdUtbyQY

[Carla Mozée @MWMozee]

Quite a court quote: "JPMorgan didn’t get a functioning business; they acquired a crime scene."
https://t.co/K0FW4lliV8

[Heather Long @byHeatherLong]

The AI boom is fueling strong US economic growth.

But it no longer eclipses consumption, based on the latest Q2 GDP data.

How much did these things add to GDP growth in the first half of 2025?
AI spending added 1.05 pp
Consumption added 1.05 pp

We'll see what happens in Q3.

[Carla Mozée @MWMozee]

Looking at @IBDinvestors' Rising Profit Estimates screen, we found two #stocks in buy zones, and cruise line Carnival $CCL eyeing its highest price since the COVID era.

More here:
https://t.co/a9y1SkGTTV
$ESLT $CENX

[Mike Webster @mwebster1971]

My screens for this weekend👇

I just created this 5-minute video (well, it was supposed to be 5 minutes🤣) to share the screens I use daily & what I ran today

On Friday's IBD Stock Market Today video, I mentioned that folks should spend a TON of time screening this weekend...

Why? Because we are seeing a LOT of rotation, both between groups & market cap!

The best way I know to find where the puck is going is to LOOK with an OPEN MIND, not THINK😉

I hope this helps🍀

[Carla Mozée @MWMozee]

Stock in this Chinese credit-tech services firm - whose platform is powered by #AI - hit a technical milestone at @IBDinvestors $QFIN
https://t.co/JyDejD6mt3

[Bespoke @bespokeinvest]

This will be the fourth straight time that NVDA has traded lower from the open to close on its earnings reaction day. Longest streak since 2006/2007 (five straight). $NVDA