Meanwhile, Roku Inc (NASDAQ: ROKU ) collapsed nearly 20% after weaker-than-expected forward guidance. But an actual read of the minutes shows growing confidence in the path of economic growth and inflation - setting the stage for a potential acceleration in the pace of the Fed's tightening campaign. 3 Battered Dividend Stocks to Fund Your Retirement For one, it came before employment, CPI and PPI reports for January showed ongoing labor market tightening, wage growth and evidence that inflation is heating up.