Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as the S & P 500 posted a sixth positive day, and what’s on the radar for the next session. Too complacent? JPMorgan’s CEO Jamie Dimon, one of the most respected executives in business, said Monday during the company’s investor day : “We have huge deficits; we have what I consider almost complacent central banks. You all think they can manage all this. I don’t think they can.” He also said, “My own view is people feel pretty good because you haven’t seen effective tariffs. The market came down 10%, back up 10%. That’s an extraordinary amount of complacency.” The NYSE Composite is now off 1.76% from the high. It’s up nearly 9% in a month. The Nasdaq 100 is just 3.5% shy off the high. It’s up 17.5% in a month. The S & P 500 is down 3% from the high. It’s up about 13% in a month. The Dow Industrials and Nasdaq Composite are both about 5% off their highs. The Nasdaq is up 18% in a month, and the Dow is up 9.3% in a month. The Dow is up about 1.4% since the November election. The S & P 500 is now up 3% since the November election. The Nasdaq Composite is up 4.2% since the election. The New York Stock Exchange Composite is up 2.6% since the election. The Nasdaq 100 is up 6% since the election. Evercore ISI’s Julian Emanuel said on ” Fast Money ” at 5 p.m. ET that even as fears of tariffs have cooled, it’s likely that things could get worse. He said, “The tariff news is probably going to get incrementally more difficult before it gets better.” .SPX 1M mountain The S & P 500 in the past month JPMorgan and the banks Executives at the bank told shareholders that investment banking revenue was set to decline in the second quarter. That was enough to send shares lower. JPMorgan closed down 1% on Monday. The stock is 5.5% from the February high, but shares are up 14% in a month. Bank of America is off 7% from the November high. It’s up about 20% in a month. Citigroup is down 10% from the February high. Shares are up 20% in a month. Goldman Sachs is down 9% from the 52-week high. It’s up 20% in a month. Morgan Stanley is off 8% from the 52-week high. The stock is up roughly 20% in a month. The SPDR S & P Regional Banking ETF (KRE) is off 16% from the 52-week high. It’s up around 15% in a month. Mortgage rates in the U.S. The 30-year fixed mortgage skipped back above the 7% mark on Monday for the first time since April 11, according to CNBC housing reporter Diana Olick. Lennar is up 6% in a month. It’s still off 40% from the September high. Hovnanian is up about 15% in a month. Shares are down 54% from the August high. Taylor Morrison is up 5% in a month. It’s 21% from the November high. Toll Brothers is up roughly 13% in a month. Shares are off 37% from the November high. The company reports Tuesday after the bell. The stock is down 7.7% in the past three months. TOL 3M mountain Toll Brothers in the past three months McDonald’s shareholder meeting The restaurant giant’s annual shareholder meeting takes place on Tuesday. McDonald’s just announced it’s hiring and building more restaurants. The stock is just off the March high, down 1.5% from that level to be exact. Shares are up 32% from the 52-week low reached last July. Despite the fact that the stock is near a high, its relative strength index is 56.93. That’s far from the level of 70 that would indicate shares are overbought and the 30 that would indicate oversold. An RSI is one of many indicators traders and investors use to tell when a stock has run or dropped too far, too fast. Home Depot The home improvement giant reports Tuesday morning. CNBC’s Becky Quick will have the details first along with immediate stock reaction. Home Depot down 4% in the past three months. The stock is off 13.6% from the 52-week high. It’s up 7% in a month. HD 3M mountain Home Depot in the past three months Palo Alto Networks The cybersecurity firm will report after the bell. Shares are down 5.3% in the past three months. Palo Alto Networks is 7% from the February high. CNBC’s Jim Cramer has been a backer of the stock. He last bought on Aug. 2. Since then, the stock has risen 23.1%. It has outpaced the S & P 500, which is up 9.5% in that period, and the Invesco QQQ ETF (QQQ) , which is up 13.5%.
