All right. So, what is what are we seeing in the options market ahead of the August 1 deadline. Are we still start are we still seeing people trying to play it even though we've seen a number of deals get done.>> Yeah, there's definitely opportunities right now in terms of trying to pro buy some downside protection, but largely investors are not particularly bidding up puts ahead of this tariff deadline. It really reflects the fact that investors are not particularly concerned here. as you say uh there's a ...

China's Economy & Trade Talks - China's economy is in relatively good shape, with July data showing improvement compared to June, although growth is not exceeding year-ago levels [1][2] - China has included export controls in trade negotiations, giving them significant leverage, particularly concerning rare earths and critical minerals [3][5] - The inclusion of export controls has created a situation of mutually assured destruction, giving China a choke point over the United States economy [6] Manufacturing Sector - Despite PMI data suggesting weakness, the manufacturing sector in China remains strong and continues to export [9][10] - While exports to the United States have contracted, there has been a surge in exports to Asia, indicating the manufacturing machine is still productive [10] - Manufacturing's strength is crucial as China currently lacks other significant growth drivers [11] Security Concerns & Chip Industry - China is raising potential security risks with chips, potentially as a response to concerns about Huawei [6] - There are concerns about the future ability to geographically track chips, leading to worries about transshipment and potential circumvention of regulations [7]

>> And Isaac was great. Julie Julie had some issues. >> All right.The fed holding interest rates steady. But the decision comes with some dissent. Our senior economics reporter Steve Liesman joins us right now from Washington Steve good morning.>> Yeah it wasn't Love Island at the fed yesterday. Fed Chair Jay Powell and the federal committee having two dissents there. But they made clear the December rate cut is not a done deal.And I asked Powell whether the fed now has more clarity on the outlook because t ...

New York City's real estate market in flux with mayoral candidate Zoran Mandami proposing a rent freeze. Interest rates also in focus as is building security following the deadly shooting at a Midtown office building this week. Joining us to talk about everything that's going on in the real estate world, Robert Refkin, Compass's CEO, and it's nice to see you.You had some great earnings. >> Good to see you, Andrew. Yes, yesterday we had uh record earnings, 10 records, record ibida, free cash flow, IBIDA marg ...

Financial Performance - Comcast 第二季度业绩略好于预期，股价上涨约 5% [1] - 公司营收达到 303 亿美元，超出预期 [2] - 自由现金流为 45 亿美元，其中 29 亿美元返还给股东 [2] Broadband Sector - 宽带收入增长 16% [2] - 宽带用户减少 226,000 [3] - 市场对 Comcast 的宽带用户减少预期为 240,000 到 250,000 [3] Content & Theme Parks - 内容体验收入增长 6%，高于市场普遍预期 [3] - 主题公园销售额增长近 19%，主要得益于 Epic Universe 的开放 [3] Peacock Streaming Service - Peacock 收入同比增长 18% [4] - Peacock 付费用户稳定在 4100 万 [4] Wireless Business - 无线业务迎来有史以来最好的季度 [5] - 无线业务新增用户 378,000 [5] - 无线收入增长 173% [6]

Clinical Trial Results & Drug Performance - Eli Lilly's diabetes drug, Mjaro, met the goal of a phase three trial by cutting the risk of heart disease in people with type 2 diabetes [1] - The trial showed Mjaro delivered an 8% lower rate of cardiovascular events than Trulicity and a 16% reduction in death from any cause [2] - Data strengthens the case for insurers, particularly in other parts of the world where the drug is launching [3] - One doctor worries the results aren't good enough to convince insurers in the US and might limit coverage of Mjaro since it wasn't significantly better than Trulicity [4] - Analysts were looking for a greater than 10% reduction in cardiovascular events [5] Market & Investor Reaction - The stock experienced a decline of approximately 4% [4] - There was disappointment as the drug didn't show it was significantly better than Trulicity [5][6] Emerging Trends - Plastic surgeons' business is booming due to "Ozempic face" (loose skin from weight loss) [7]

It seems to really be the driver today. What does that say to you about the AI trade and the cyclical bull market that everybody says we're in? >> Yeah. Good morning everybody. And it's alive and well, I guess without saying we don't know. I mean, it's justifying this rally. It's justifying this bull market. Been come on you for a couple months saying, "Listen, it's a strong bull market. We have record earnings and new cycle highs in profit margins. Frank, we call those the dual tailwinds to a bull market.I ...

dissenters. That's kind of interesting I guess. But there are Trump appointees, former Saint Louis Fed President James Bullard, he's dean of the Purdue University Business School.James, I guess we'll talk about the dissent. I don't know if it's really that. I guess it's interesting since it's been since 1993.But what do you make of the GDP report in light of the prior quarter being actual. You know, it's obviously being whipsawed by by tariffs and imports. But was there can you just say, hey, that's great, ...

Financial Performance - CVS Health's second quarter earnings exceeded expectations, with shares surging 7% [1][3] - Earnings per share (EPS) came in at A$181, approximately 19% above estimates [1] - Revenues reached 9892 billion, surpassing expectations across all three business segments [1] - The company is raising its 2025 guidance [1] Business Segment Performance - Pharmacy and consumer wellness segments were standouts [2] - CVS stores experienced a 154% increase in same-store sales, driven by gains in old Wraid customers and positive front-end comps [2] - Front-end comps were up 34%, marking the first positive result in 10 quarters [2] Healthcare Benefits (Aetna) - Aetna membership stood at 267 million, lower across Medicare, Medicaid, and exchange plans [2] - Employer enrollment increased [2] - The medical benefit ratio, slightly below 90%, was better than anticipated [2] - Aetna is facing higher costs, particularly in group Medicare Advantage plans, leading to reserve allocation [2] - Approximately half of these plans are slated for repricing in 2026 [2] Future Outlook - CVS feels confident about its pricing for the upcoming year [3] - Turnaround efforts at Aetna over the past 18-24 months have helped the company navigate Medicare reimbursement headwinds [3]

Welcome back to Squawk. Design software developer Figma pricing shares of its IPO at $33 each. That is above the expected range.The offering raising $1.2% billion with most of the proceeds going to existing stockholders. It values Figma at $19.3% billion. Now, the company, if you remember, had been agre had agreed to be acquired by Adobe for $20 billion.This was many years ago now, two or three years ago. Uh but that deal fell apart in 2023 following objections from regulators. The stock expected to debut t ...