Well, there was no question there was a safety risk. And while we didn't like it, uh we supported the FAA and we supported Secretary Duffy that we had to take proactive action. The thing we don't like is being a political football is that because our people aren't getting paid. That's the thing we really didn't like.When you ask the controllers, when you ask the security agents at TSA, who form essential roles in the safety and the safeguarding of our air travel system, national airspace, that they're not g ...

But let's start with some and kick things off with Maryanne Bartell's chief investment strategist at Sanctuary Wealth. Maryanne, great to kick things off with you. >> It's great to be here.>> All the data points, they're great. Markets tend to rally. Best time of the year.I got to imagine for your clients at Sanctuary, it's nice. It's probably not the reason to invest, is it. >> Well, the way we've been looking at the market now for a couple of years is that we're in the digital era.And the digital era mean ...

Tech underperforming broader markets today as AI bubble fears persist. Dear Dbosa is live at the Cerebral Valley AI Summit in San Francisco getting a gut check on the industry's epicenter for today's tech check. Hi D.Hey. And it's just about to kick off. So it's filling up in here.But even here where you have the true believers, these are AI startup founders, top model foundation companies, there's still bubble talk and AI anxieties. They're the elephant in the room. Now a year ago it was all about how fast ...

All right, we got some breaking news out of Washington DC. Let's find out what it is with a jabers at the White House. >> Yeah, Brian, this coming from the Supreme Court just in the Supreme Court saying they're going to hear oral arguments on the president's effort to fire Fed board uh member Lisa Cook. They're going to do those oral arguments on January 21st.Remember, the issue here is the president is allowed to fire somebody for cause, so to speak. And the question is, what does for cause actually mean i ...

What is the market currently getting wrong about commercial real estate. >> I think the market is we're this is the largest industry in the world, right. It's three times bigger than the stock market, the real estate markets globally.And I think people uh as they always do tend to look in the rearview mirror and they look at a suboptimal performance of the whole asset class across the last three or four years. And look, Nvidia goes up a trillion dollars in four months. Like the hot kids on the block are eve ...

Tony, thank you very much uh for joining us. So, give me your overall thesis around the idea of AI debt. It sounds like yes, it's growing.The numbers are impossible to ignore, but not a worry point for you. Why not. >> Yeah, you know, I think that definitely is something to watch, but um to me, what's most important is that the kind of outcomes that you can get with generative AI are still there. I think that we're looking towards Agentic AI um to push the productivity um potential of the technology. I thin ...

Pricing Trends in Apparel and Footwear - A third-party data source tracking e-commerce prices indicates a slight increase in apparel prices, but it's not a huge jump from previous trends [2][3][4] - The apparel industry has seen a mix shift into higher price point categories like work wear and tailored pants, contributing to gross margin highs [6][7] - Economists believe the full impact of tariffs hasn't been seen yet due to inventory timing, with potential one-time hits later on [8][9] - Apparel retailers typically hold three months of inventory, suggesting that the real pricing impact from tariffs will likely flow through P&Ls from November onwards [9][10] - Footwear businesses, often run as wholesale models, may see price increases more clearly in the first half of next year due to forward order books locked in for six months [11][12] Company-Specific Observations - Torrid and Anthropology (within Urban Outfitters) have shown the biggest price jumps since Liberation Day, potentially due to mix shift and strategic assortment changes [14][15] - On the footwear side, Hey Dude, Macy's, and Kohl's are showing more price increases compared to pre-liberation day levels, possibly due to a mix shift dynamic [16] - Department stores are trying to fortify themselves with popular and premium brands, actively adjusting their business model [17] Data Considerations - The pricing data factors in discounting and mix shift, but it's not possible to see exactly how these are factoring into the pricing [3] - The prices reflect the final selling price, taking into account discount codes and what shoppers actually paid [5]

Meanwhile, some movement on the housing front with demand for mortgages ticking up last week. Diana Ol has the numbers for us. Hi, Diana.>> Hey, Court. Yeah, even though we're heading smack into the slowest season for housing, home buyers seem to be making maybe one last gasp, likely because of more supply on the market and softening prices. Mortgage applications to buy a home rose 6% last week to their strongest pace since September, according to the Mortgage Bankers Association.Now, volume was 31% higher ...

The last week's been tough. Uh Delta, we had over 2,000 cancellations from, you know, last Friday when we're mandated to start pulling our schedule down and then we had some pretty serious ATC shortages on staffing right through the weekend. To give you an impact, a sense for the impact, Saturday afternoon, we had a little thunderstorm come through Atlanta.The actual tower at in Atlanta reduced the arrival rates down to 20 per hour. That's like a heavy snowstorm. >> Why.What's wrong. because of staffing. I ...

Joining me now is Venu Krisha Barker's head of US strategy, equity strategy specifically. Thank you so much for being here with us. I'd love to talk about some of your changes. Let's talk about downgrading uh value to negative and your worries there.>> Yeah, I think you know we have been consistently positive on growth. So, and growth as you know is really dominated by technology where uh not just overall profitability but uh the scale of the beats of earnings continues. value other on the other hand has ex ...