Labor Market Assessment - The labor market is currently soft, with recent job growth averaging around 50,000 to 60,000 jobs per month [3] - This level of job growth is considered too high and likely to be revised downwards based on unemployment insurance administrative data, potentially nearing zero job growth [3][4] - Uncertainty surrounding AI is causing companies to delay hiring decisions, impacting the labor market [7] Monetary Policy and Inflation - Preemptive rate cuts initiated in September were intended to soften the economic impact of tariff uncertainty [4] - The speaker is not particularly worried about inflation, believing it will come down in the next three to four months [5][6] - Inflation expectations are well-anchored around 2% based on market pricing and TIPS [6] - The speaker advocates for continued rate cuts, viewing inflation as under control and the labor market as needing support [11] - A moderate pace of rate cuts is preferred, as dramatic action suggests waiting too long [12] Future Outlook - 2026 could be a better year due to the resolution of tariff uncertainty and potential productivity gains from AI [4][5] - The effects of tariffs are considered a one-time price effect, not expected to cause persistent inflation [10]

you're going to uh be meeting with the president later today. And first of all, yeah, it's what that we reported that. Um I want to thank you for continuing to keep your appointment at this for this conversation, which other people might have otherwise.Uh but um I'd like to say the president called me into a pre-in, but that's not precisely what happened. The president has said that he thinks he ought to have a say in interest rates. Um I imagine he might say that to you. I wonder if you might share your re ...

Healthcare Policy Debate - The debate centers on extending COVID-era enhanced subsidies (premium tax credits), with Republicans expressing concerns about subsidizing insurance companies and masking the rising costs of healthcare [2][3] - Democrats are portrayed as falsely claiming the subsidy affects everyone, when it impacts 7% of Americans, and even with extension, would only reduce premiums for this group by 5.7% [4] - Republicans aim to address healthcare costs for 100% of Americans, not just the 7% affected by the subsidies, through measures like the Lower Premiums for All Americans Act [6] Republican Healthcare Plan - The Lower Premiums for All Americans Act includes cost-sharing reduction programs, projected to reduce premiums across the board by at least 11% and save taxpayers billions of dollars [8] - The plan incorporates health association health plans to provide more flexibility to small businesses and insured individuals [8] - The Republican plan also includes PBM (Pharmacy Benefit Manager) transparency and choice accounts to give consumers more choices and lower costs, while increasing access to care [9][10] Political Positioning - Republicans claim Democrats created the healthcare problem with the Affordable Care Act (Obamacare) and are now trying to blame Republicans for healthcare costs [10][17] - Republicans position themselves as the party with ideas to fix healthcare, promising to reform the system and address the root causes of rising premiums [10][15] - The speaker acknowledges internal disagreements within the Republican party regarding healthcare policy, particularly concerning the impact on specific districts [5][6]

of the combined company and he joins us now a first on CNBC interview to discuss. Uh Greg welcome. So tell me this is big you guys and Udemy are two very big public names in this space.the stocks have uh have suffered since 2021, but you in particular Corsera continued to grow across your um universities, business with degrees, uh the consumer and the enterprise. What's the rationale for combining. >> Well, I think the rationale is pretty straightforward.The world has never needed the ability to scale and u ...

Antitrust & Regulatory Approval - Netflix believes the acquisition of Warner Brothers Discovery will be approved by regulators because it is pro-consumer, pro-creator, pro-worker, pro-growth, pro-innovation, and pro-competition [3] - Netflix has already begun engaging with competition authorities, including the DOJ and EU Commission, to explain the benefits of the deal [5] - The Warner Brothers board believes there is no material difference in regulatory risk between the Netflix deal and the Paramount deal [2] - The US President and administration care about American industry and the success of American companies, which supports the deal [12] - The EU is also an important regulatory body, and Netflix is engaged with the EU Commission to highlight opportunities for European creators [14][15] Market Position & Competition - Netflix's TV viewshare is ranked sixth, behind Google (YouTube), Disney, Comcast (NBCU), Fox, and Paramount [4] - Even combined with HBO Max and HBO viewing, Netflix would still be behind YouTube and Disney [5] - New buyers like Amazon, Apple, and FAST services like Tubi are increasing competition for content creators [8] Deal Value & Strategy - Over 75% of HBO Max members also subscribe to Netflix, creating an opportunity to offer consumers better-optimized subscription plans [7] - Netflix sees tremendous value in the HBO brand and wants to see it thrive, using it as another tool for assembling plans and delivering different offerings [9][10][11][12] - The deal brings an important iconic studio into a sustainable model, leading to more investment, opportunities, American jobs, union jobs, and production staying in the United States [13][14] - The Warner Brothers catalog offers an incredible library of content that Netflix can bring to more people around the world, creating value for consumers and creators [15] - Netflix has created over 140,000 jobs in the United States in the last four years [13]

Um, all right. Great. Yeah, you can see him right here.Sam, thanks for coming down. >> Thank you, David. >> Samia is the chairman of Warner Brothers, of course, leads the board of directors.We're going through the filing right now. It's quite voluminous. >> It is.>> Um, but we were talk and um I guess I want to start on on really what is Becky's question as well, which is around this financing question, if I could term it that way, uh, that the board had. Can you explain why you would not trust that one of ...

Faber joins us right now from the New York Stock Exchange. He has that news. Good morning, David. >> Good morning, Becky.We've been waiting for the response, so to speak, from Warner Brothers Discovery to that tender offer we got more than a week ago from Paramount to acquire Warner Brothers for $30 a share in cash, and we've gotten it this morning. It's a 14D9 filing. It is, as you might imagine, voluminous.Uh that said, um the key points are ones we've been making. And of course, the lead is no thank you, ...

Joining us right now for a check on the consumer and spending is Cameron Mitchell. He's the founder and CEO of Cameron Mitchell Restaurants. That firm operates 50 restaurant locations under 20 concepts, plus an events company, a food hall, and a virtual kitchen.And Cameron, correct me if I'm wrong. I think you're operating in 21 29 states at this point. >> Uh about actually half that about 15 states.29 different markets. Yes. >> 29 different markets.Okay. Thank you. Um Cameron, first of all, welcome.It's gr ...

is joining us right now on that. Plus, the Trump administration's increasing pressure on Venezuela, Council on Foreign Relations. President Michael Froman is here.He served as US trade rep in the Obama administration. Can also talk about so many other things that are going on in the world. But let's let's start with Ukraine.Do you think we're actually going to get a deal. What do you think that deal is going to look like. And is this ultimately the solution that everyone's been after.>> Well, look, it looks ...

LIKE RIGHT NOW WE ARE IN THE GREEN. DOW FUTURES UP BY ABOUT 20 POINTS. DOW THE DOW FUTURES UP BY 71 POINTS. THE NASDAQ INDICATED UP BY CLOSE TO 100.AND JOINING US RIGHT NOW IN THE MARKETS IS LORI CALVASINA. SHE IS RBC CAPITAL MARKETS HEAD OF U.S. EQUITY STRATEGY RESEARCH. WE'RE ALREADY LOOKING AT 2026.THINGS HAVE BEEN PRETTY GREAT THIS YEAR FOR THE MARKETS. EVEN THOUGH IT WAS KIND OF A SCARY RIDE UP. YOU HAD THE APRIL SITUATION WITH THE TARIFFS THAT SPOOKED EVERYBODY.AND, YOU KNOW, IT'S BEEN KIND OF A FORTT ...