Market Trends & Consumer Behavior - Consumers are looking for value and great deals, but still have money and want joy [3] - The US consumer has been solid worldwide, despite anxieties and cross-currents [4] - There's a barbell and bifurcation in the market, with pressure at the low and middle and strength at the high end [10] - Quiet luxury is a continuing trend, with less focus on logos and more emphasis on quality and materials [8] Retail & Payment Strategies - Increased rates of mobile use, with a mix of buy online pickup in store, curbside pickup, and delivery [5] - New ways of payment are very different for younger customers [6] - Digital advertising for Walmart is in the $5 billion range [14] Company Performance & Strategies - Levi's focuses on direct to consumer strategy by opening their own stores globally [1] - Walmart is favored for its value story, delivery, curbside pickup, marketplace model, and digital advertising [14] - Walmart's leading grocery business accounts for 60% of its revenue [15] M&A and IPO - Selective M&A is possible, especially in beauty, skincare, longevity, and niche fragrances [13] - The market is getting better with the consumer on a more stable footing, making M&A totally possible [13] Luxury Market - Jewelry is outperforming the rest of the luxury world, especially gold jewelry [9][10] - Handbag prices have gotten extreme, making jewelry prices compelling [11] - Creative leadership matters in luxury brands, driving desire and new design [7]

Consumer Behavior Shift - A significant number of Americans are shifting their focus on Black Friday from splurging on luxuries to stocking up on necessities [1][3] - 64% of shoppers planned to buy discounted essentials during October promotional events, up from 58% last year [1][2] - 62% of people feel financially strained, leading 87% to plan shopping at discount stores [2] Economic Concerns - Americans feel the worst about their personal finances since 2009 [2] - Concerns about job security and the rising cost of living are driving the shift in shopping behavior [3] Retail Expectations - The National Retail Federation expects holiday spending to dip slightly from 2024's record [3] - 85% of shoppers anticipate higher prices, including those resulting from tariffs [3]

US-India Trade Relations - US 50% tariffs have caused a decline in India's exports to the US for two straight months [1] - A trade deal with the US, India's biggest partner, is still pending, but a resolution may be near [4] - The US and India are close to a deal that benefits both parties [4] Indian Economy - Despite headwinds, the Indian economy is growing at over 8% [1] - India's economy is currently the fastest-growing among major economies [2] - The rupee is at record lows, impacting businesses and investors [1] Government Initiatives - Prime Minister Modi has implemented measures to counter high tariffs [2] - Tax breaks are being used to stimulate domestic spending [2] - New labor laws provide companies with greater flexibility in hiring and firing [2] - Modi has promised further reforms to improve the ease of doing business and attract foreign investment [3] International Relations - India is exploring opportunities globally, including easing tensions with China [3] - India has improved its relationship with Canada, signaling a willingness to do business [3]

Well, the CME has restarted most of its trading after an outage left investors in the dark and most of this morning. Joining us now is Bloomberg's Adam Linton in London. Adam, do we have any better understanding of what happened here.No, still nothing really to much clear that we've kind of seen as clearly been some sort of cooling issue. And as I mentioned earlier, I do kind of have a suspicion there may be skeletal staffing levels due to the Thanksgiving holiday. Could have potentially played a role.But u ...

Despite 50% US tariffs clouding India’s trade outlook, the economy posted 8.2% growth, the strongest in six quarters. Here's a look at the Modi government’s efforts to cushion the blow from Trump’s tariffs. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles ...

Ken, as you are our Thanksgiving episode, can I ask you this Thanksgiving weekend, what are you grateful for. >> Well, you know, I'm grateful that I am an American. I am incredibly patriotic, as my children and my grandchildren will tell you, probably with no small amount of discomfort, that every year before we eat on the 4th of July, I make them listen to me read the Declaration of Independence.Uh, and I get each time I get a little choked up as as you were and I were listening to Benjamin Rush's words an ...

Market Disruption - CME (芝加哥商业交易所) 发生技术故障，数据中心出现问题，导致期货和期权交易中断 [1] - 本次中断影响广泛，涉及美国政府债券、大宗商品和股票等多种资产 [2] - 交易所中断可能会导致交易中断，并可能面临监管机构的罚款 [3] Outage Comparison - 2019 年曾发生过数小时的中断，但本次中断时间已超过 2019 年 [3] - 其他交易所也曾发生过类似的中断事件 [3] Impact Assessment - 许多经纪商和交易员难以理解市场中缺失的信息 [2] - 本次事件突显了 CME 平台的主导地位 [2]

Um that number was for just being on the right side of the target but by a wafer thin amount uh of about 4 billion pounds which is very small in the context of an economy that's 3 trillion billion large. Um so that forecast was not that there would be an obvious miss on the government target but that most of the headroom had essentially gone and that's that was there um back in toward the end of October. Uh, of course that that meant that in order to rebuild headroom, there had to be a sort of net tightenin ...

We do expect rates to come down in the US to around 3% by the middle of next year. And that coupled with ongoing economic growth and some moderation in the dollar, is a reasonably good set up, I think, for risk assets and equities in general. You're right that tech stocks have continued to dominate the US market.They make up almost 40% of that index and they've done well. But let's not forget, this year is a year where diversification has really worked. This US stock market has actually underperformed most ...

Market Outage & Impact - Chicago Mercantile Exchange 的期货期权交易因数据中心故障暂停，影响股票、外汇、债券、商品市场 [1] - 冷却系统问题是罪魁祸首，工程团队重启多个冷却器并使用临时冷却设备 [1] - 2019 年曾发生类似事件，但本次中断时间更长，美国国债期货交易暂停 [2] - 11 月份股市波动较大，此次事件对市场造成负面影响 [2] Stock Performance - 洲际交易所 (Intercontinental Exchange, ICE) 股价上涨近 1% [3] - 纳斯达克 (NASDAQ) 股价下跌约 0.5% [3] - Tilray Brands (TLRY) 股价下跌高达 15%，该公司是一家大麻公司 [3] - Tilray Brands 宣布 1:10 的反向股票分割，预计 12 月 2 日开始以分割调整后的价格交易，旨在减少股票数量，从约 11.6 亿股减少到 1.16 亿股，以吸引机构股东 [4] - Oracle (ORCL) 股价下跌高达 2%，此前摩根士丹利表示，Oracle 债务的风险指标在 11 月份达到三年来的高点 [5] - 摩根士丹利警告称，除非 Oracle 能够缓解投资者对其大规模支出狂潮的担忧，否则情况可能会在 2026 年变得更糟 [5]