ACI

Moving with the market

• ACI +0.61% on the last session vs SPY +0.01%: +0.6 pts of stock-specific move.
• Reported results Oct 13 before the open: EPS $0.42 vs $0.31 expected (beat, +$0.11, +35.5%).
• Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.