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 pulling back from their all-time highs as some of the steam comes out of Wall Street’s long, record-breaking rally.

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.