to our panel on this. So, we got what we expected, Francis. We got no cut.Okay. We got two descents from Fed governors. First time since 1993, before you were born even.Okay. I wish this this descent happened. What is Jerome Powell going to do at the next few meetings.Cuz he's on his way out and his legacy is I don't want to say on the line, but what he does is kind of how we're going to remember him because that's how things work. I might take a step back and say there's so much focus right now on Chair Po ...

Yeah. So, look, public health is slow to respond with tobacco and cigarettes, with heroin, cocaine, opioids. We don't want to get caught flatfooted again.There is a new there's a product that's a synthetic product in the vape stores that are popping up on every corner in America. And we want to educate people about that product. It's called 7.It has many other names. Sometimes it has the name 7 Omega or 7 metrogenine. And it is a synthetic byproduct of theratom plant.And the compounds in the cratom plant, w ...

Uh thanks thanks Chel. Um there's a lot of lean in the markets uh and not to mention uh out of the administration for a rate cut now in September. Uh is that uh expectation unrealistic at this point.So as you know today we decided to leave our policy rate where it's been which where I would characterize as modestly restrictive. Um inflation is running a bit above 2% as I mentioned even excluding tariff effects. The labor market's solid, historically low unemployment, financial conditions are accommodative, ...

Monetary Policy - The Federal Reserve maintained the interest rate range at 425 to 450 basis points [1] - Two governors dissented, favoring a 25 basis point rate cut [1] - Nine votes supported holding rates steady [2] Economic Outlook - Economic growth moderated in the first half of the year [3] - Uncertainty about the economic outlook remains elevated [3][4] - Inflation remains somewhat elevated [4] - The labor market is solid with low unemployment [4] Forward Guidance - The statement does not hint at an imminent rate cut in September [5] - The committee is attentive to risks on both sides of the mandate [4] - Swings in exports continue to affect the data [2]

Hey, Brian. So, there's some counterprogramming going on here at the White House. It seems a trio of fact sheets just being released, saying the president has signed some executive orders on trade, formalizing some moves, some of which he had threatened, some of which are new.The first is the president says he's going to be revoking entirely the dimminimous threshold for all packages coming in from abroad. It'll be taking effect at the end of August. Now, this is something that will affect companies like Sh ...

Monetary Policy Stance - The Federal Reserve decided to leave interest rates unchanged, maintaining the range of 425% to 450% [1] - Two governors dissented, favoring a 025% rate cut [1] - It marks the first time since 1993 that two governors have dissented [2] - Nine votes supported keeping rates on hold [2] Economic Assessment - Export fluctuations continue to impact the data [3] - Growth moderated in the first half of the year [3] - Uncertainty about the economic outlook remains elevated [3][4] - The Fed removed "diminished" from the statement, indicating continued high uncertainty [4] - Inflation remains somewhat elevated [4] - Unemployment is low, and the labor market is solid [4] Forward Guidance - The committee has attended to the risks on both sides of the mandate [5] - The statement does not hint at an imminent rate cut in September [5]

China Market - The company sees an opportunity for tens of thousands more stores in China [1] - The brand has high regard in China, with tremendous opportunity to grow new stores and organically within existing stores [1] - The company created the coffee category in China and now needs to figure out how to compete and continue to grow that category [3] - The company is finding the right partner for its China businesses [1] US Market - The company's big point of difference in the US is the cafe experience [3] - The company needs to continue to give great access for mobile order, drive-thru, and the in-cafe experience [3] - Customer service and connection between barista and customer are rewarded with more business and brand esteem [4] Financial Performance - Comps were up 2%, driven by 6 points of transaction growth in the most recent quarter [2]

AI驱动的广告增长 - Meta等平台受益于AI在广告创建、定位和效果衡量方面的改进 [2] - PWC预测，AI和超个性化广告将推动数字广告收入从去年占总体广告收入的72%增长到2029年的80% [3] - Bank of America认为Meta在受益于AI驱动的广告份额增长方面处于最佳位置 [4] - Citizens认为AI使Meta的内容更具吸引力，从而创造更多的广告展示次数，并使广告更具相关性，提高点击率和转化率 [5] Meta的AI投资与战略 - Meta在过去两年半的时间里一直在加大对AI的投入，并致力于将AI整合到其不同的产品中 [6] - Meta使用AI来更轻松、更经济地创建广告，并更好地定位和衡量这些广告的影响 [7] - Meta推出了AI聊天机器人，目前拥有超过10亿的月活跃用户，旨在提高用户参与度 [8] 宏观经济与广告支出 - 宏观经济的不确定性可能成为Meta的主要不利因素 [1] - WPP将今年的全球广告预测从近8%下调至6%，原因是汽车和零售广告商因关税而减少了广告支出 [4] - Meta的股价在过去两年上涨了约115%，过去一年上涨了约50% [6]

What else are the most important things that we that you need to hear. With us now is Kelly Kowolski, head of investment strategies at Mass Mutual. Kelly, good to have you on set. Good to meet you.Hey, Brian. Thank you. What do you What do you want to What do you want to hear. What do your clients and customers need to hear today.Well, I think what the market is really looking for is the openness to a September cut, which is seems to be sort of a tossup right now if you look at what bond markets are pricing ...

Well, it is not all about the Federal Reserve today. Tonight, Meta and Microsoft both posting earnings. And these numbers and guidance need to be big because the stocks have not only been hot, but they basically control much of the stock market.So, what should you expect. Well, your next guest now loves Meta Stocks. Got a $750 price target on it.It's about another 7% upside from here. Joining us now ahead of Internet Research at Evercore ISI, Mark Mahaney. Mark, take us out of the Fed for a few minutes.What ...