Dow futures rise 200 points continuing this week’s rally despite inflation jump

Stock futures rose on Friday, extending Wall Street’s rally this week, despite inflation hitting a 39-year high.

Futures contracts tied to the Dow Jones Industrial Average rose 210 points, or 0.5%. S&P 500 futures rose 0.65% and Nasdaq 100 futures added 0.75%.

Inflation soared 6.8% year-over-year in November to fastest rate since 1982, the Labor Department said Friday. The print came in slightly higher than the 6.7% Dow Jones estimate. The consumer price index, which measures the cost of a wide-ranging basket of goods, rose 0.8% for the month.

Core CPI, which excludes food and energy prices, rose 0.5% for the month and 4.9% from a year ago, in line with estimates.

Some investors may have been anticipating an even hotter inflation reading than economists, leading to a relief rally following the number. DoubleLine’s Jeffrey Gundlach said in a call this week he fears inflation could soon top 7%.

Friday’s CPI “number might show the most inflation in decades, but it still came in right about as expected. This is actually a good thing, as the market has priced in higher inflation, so this could be viewed as a relief,” said Ryan Detrick, chief financial strategist at LPL Financial.

A bright spot of the CPI report was that increases in used cars, lodging, and airfares were all lower than expected, said Detrick. These areas have been stubbornly high and this could be one of the first signs that inflation could be nearing a peak, he added.

Investors are also wary that a high inflation reading could lead the Federal Reserve to hasten the taper of its $120-billion monthly bond-buying program.

Oracle shares soared, gaining more than 11% premarket, a day after beating earnings on the top and bottom lines.

Southwest Airlines dropped 2.5% in premarket trading following another downgrade on Wall Street, this time from Goldman Sachs. The industry has been deemed susceptible to inflation risk, and Alaska Air Group also was off Friday, falling 2.7%.

Interactive fitness company Peloton added to its woes, dropping 2.7% premarket after tumbling 11.3% on Thursday. Credit Suisse cut its view on the company, saying a return to gyms and shifts in consumer spending will weigh on profitability.

The moves came after the major averages ended the regular trading session lower, each snapping a three-day win streak. The Dow, moved less than a point lower, finishing at the flatline. The S&P 500 fell 0.7% and the tech-heavy Nasdaq Composite lost 1.7%.

Nevertheless, all are on track to finish the week higher. The Dow is up 3.4% this week. The S&P 500 and Nasdaq Composite have risen about 2.8% each since Monday.

Jobless claims data released on Thursday showed the labor market recovery remains strong. The Labor Department reported initial claims for unemployment insurance totaled 184,000, below the 211,000 estimated by economists surveyed by Dow Jones and the lowest reading since 1969.

Stock futures rose on Friday, extending Wall Street’s rally this week, despite inflation hitting a 39-year high.

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