Inflation is falling, productivity is rising, and the Fed is likely to cut rates, but forecasters warn not to assume that means stocks keep rising.

U.S. stocks are slipping again as Wall Street’s record-breaking rally loses more momentum. The S&P 500 was 0.4% lower in Tuesday morning trading and on track for its first back-to-back loss in a month and a half.

Last week, RBC Capital's Paul Treiber boosted his fair-value assessment of Shopify to $100 per share, well up from his preceding level of $85. In doing so, he maintained his outperform (read: buy) recommendation, as the new price target sits a comfortable 21% over the stock's most recent closing price.