QuantPath LabsU.S. inflation: costs and discount rates
August CPI: +3.4% year over year; +0.4% seasonally adjusted month over month.
QUANTPATH / CONNECTED RESEARCH
One question. A traceable research path.
Review the evidence, compare exposures and record what would change your mind.
- 1 · Macro event
- 2 · Industry & companies
- 3 · News & evidence
- 4 · Stocks / ETF comparison
- 5 · Save research
01 / CONTEXT
Choose your research question
02 / TRANSMISSION
How could this affect companies?
Research hypothesis: persistent inflation may affect input costs, purchasing power and policy rates. Higher discount rates can reduce the present value of distant earnings. The release alone does not establish a stock-price direction.
Can revenue growth and margins absorb cost pressure? Compare cash generation with growth exposure.
NVDA · NVIDIA
AI chips & components
GPU computing
Check company filings →MSFT · Microsoft
Cloud & AI platforms
Azure and Copilot
Check company filings →AMD · Advanced Micro Devices
AI chips & components
Accelerators and processors
Check company filings →03 / EVIDENCE
Check the event before interpreting attention
BLS · Read the original source ↗
Official news & filings
Dated official releases and deduplicated SEC filings. Source mix reflects our coverage, not the whole media market.
Social interactions
Not connected. No likes, shares or discussion counts are inferred from filing volume.
Sentiment
Not measured. Article volume and price direction are not sentiment scores.
04 / COMPARE
Compare data, exposure and risk
Up to six instruments. Stock operating results and ETF exposure have separate tables because they measure different things.
Public financial preview: NVDA. All fund profiles are public here; other company figures and account saving require Research / Pro. Browser drafts and exports remain available. Sign in and return here →
| Company / period | Revenue | Gross margin | Net income | Operating cash flow | Capex |
|---|---|---|---|---|---|
| NVDALoading… | — | — | — | — | — |
| MSFTResearch / Pro required | — | — | — | — | — |
| AMDResearch / Pro required | — | — | — | — | — |
Verify reporting periods, derivations and original filings
ETF / trust exposure and costs
IVV
U.S. large-cap equities
Benchmark: S&P 500 Index
Trading currency: USD
Expense ratio: 0.03%
Equity drawdowns; market-cap concentration.
QQQM
Large Nasdaq-listed nonfinancial companies
Benchmark: NASDAQ-100 Index
Trading currency: USD
Expense ratio: 0.15%
Growth-stock concentration and sensitivity to discount rates.
SGOV
U.S. Treasury bills with short remaining maturities
Benchmark: ICE 0-3 Month US Treasury Securities Index
Trading currency: USD
Expense ratio: 0.09%
Reinvestment, inflation and USD currency risk; not a bank deposit.
Price, valuation and total-return comparison: unavailable
Licensed price history, dividends, splits and aligned trading days are not connected. P/E, excess return versus IVV, drawdown and holdings overlap remain unavailable. Selecting a benchmark does not calculate performance.
Rate expectations may already be priced in; company fiscal periods differ.
05 / YOUR JUDGMENT
Record and save your research
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