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Here’s what CNBC TV producers saw during Wednesday’s price increase and what’s on the radar for the next session.

Retail in the USA

• While Target and TJX reported positive news that boosted share prices on Wednesday—TJX gained 6% and Target gained 11%—we turn our attention to the mall real estate investment trusts.
• Retail sales this season – including those at Target, TJX and Macy’s, which fell nearly 13% in Wednesday’s session – all pointed to an increasingly cautious American consumer.
• Kimco and Simon Property Group both rose over 1% on Wednesday.
• Both stocks rose about 5% in August and hit new highs this week.
• Brixmor, an operator of open-air shopping centers, reached a new high on Wednesday. The share price has risen by 9 percent within a month.
• Tanger, the outlet mall operator, is 4% below its 52-week high set in March. The stock is up 2.6% this week and 24% over the past year.

O Canada

• Ahead of a possible rail strike in Canada, Canadian National Railway shares are 15 percent below their March high. The stock has fallen by about 10 percent in three months.
• CNBC’s Lori Ann LaRocco will be watching closely.
• Canadian Pacific Kansas City is 13% below its March high. The stock is unchanged for 2024.
• Norfolk Southern is 8% below its March high. Shares are up 7.5% in three months.
• Union Pacific is 5% below its February high. Shares remain virtually unchanged in 2024.
• CSX is 16% below its February high.

Brent oil

• The commodity is now down for the year after falling 1.5 percent on Wednesday.
• West Texas Intermediate crude oil is expected to rise 0.4% in 2024.
• Thanks to CNBC data chief Gina Francolla for covering the oil sector.
• The energy sector of the S&P 500 is up 5.7% this year, trailing only the real estate sector.
• Exxon Mobil will rise about 14% in 2024.
• Chevron will fall 2.6% in 2024.

Infrastructure in the USA

• CNBC TV’s Pippa Stevens will report on the prospect of a new round of infrastructure spending.
• The S&P 500 materials sector is up 7% year to date. In 2024, the S&P 500 will rise about 18%.
• Vulcan Materials is 11% below its July 31 high. The stock is expected to rise 9% in 2024.
• Martin Marietta is 14% below its April high. It is up 8% so far in 2024.
• Emerson Electric is 13% below its July 16 high. The stock is expected to rise 7% in 2024.
• Mosaic is 31% below its September 2023 high. Shares are down 22% in 2024.
• Freeport-McMoRan is 20% below its May peak. It will rise 3% by 2024.

Political advertising dollars

• CNBC TV’s Julia Boorstin will report on where political advertising dollars are going this cycle.
• Election season is usually a strong time for local television stations, as candidates for the House and Senate are loaded with advertising.
• Gray Television has fallen 46% so far this year. The stock closed at $4.84 on Wednesday.
• Tegna is down 11% this year, closing at $13.63.
• EW Scripps is down 73% so far in 2024. The stock price is at $2 per share.

Peloton reports on Thursday before the gong

• The stock has risen by 2.75% in the last three months. Overall, this is not a good picture: the stock has fallen by 52% within a year.

Baidu reports before stock market opens

• The Chinese e-commerce stock is 40 percent below its 52-week high.
• The stock has fallen 15% in the last three months.
• Competitor Alibaba lost three percent within three months and is 13 percent below its 52-week high.

Williams-Sonoma announces itself before the gong

• The stock has fallen 8.5 percent since the last report three months ago.
• That’s 17.5% from the 52-week high.

Cava announces himself after the gong

• The new restaurant chain has grown by 31.5 percent in the last three months.
• The stock hit a new high on Wednesday, closing at $102.87.
• Cava went public in June 2023: the price per share was $22 and closed at $43.78 on the first day of trading.

Working day reports after market close

• The HR cloud software company has fallen 10% in three months. The stock is 25% below its February high.

CNBC’s coverage of the Federal Reserve’s market-moving conference in Jackson Hole begins Thursday

• Senior business reporter Steve Liesman will be there.