partly the conventional wisdom for what how should a central bank respond to a stagflationary shock which I think of tariffs a as having a heavy stagflationary component you the primary effect the the Fed can't pump oil the Fed can't adjust the supply side but it can try to prevent the secondary impacts which could be wage price spirals or if you start thinking about the secondary impacts of tariffs on parts, components, supplies, and intermediate goods. Now, it's a little more complicated than the Econ 101 ...

Welcome back to Worldwide Exchange. CNBC is celebrating Black Business Month this August. As part of that, I sat down with Robert Smith, founder, chairman, and CEO of Vista Equity Partners, one of the largest software investors in the world.We talked about his new book, Lead Boldley, where he shares his insights on seven principles from Dr. . Martin Luther King Jr. . His wheelhouse, of course, is the private markets, but we also talked about his view of the stock market and the bond market and the opportuni ...

Healthcare Sector Analysis - UnitedHealth Group (UNH) is seen as a potentially phenomenal long-term buy, possibly signaling a bottom and a turning point for investor sentiment [1][2][3] - The healthcare sector is lagging this year, down almost 3%, and is expected to be volatile due to news flow, including government intervention and drug pricing changes [4][6] - Despite caution, opportunities exist in healthcare for patient investors willing to buy low and wait for a few years for returns [7] Market Sentiment and Trends - The market is "unbothered" by bad news, consistently rallying and reaching all-time highs, climbing a "wall of worry" [8] - Defensive sectors, including healthcare and staples, may regain favor as investors seek value and stability [5][6] Walmart Analysis - Walmart is strategically strong with 90% of the US population living within 10 miles of a store, excelling in grocery, e-commerce, and attracting middle and upper-end customers [9][10] - Walmart's sales are expected to grow by 4% to 44%, driven by increased foot traffic and effective pricing strategies [11] - Walmart is a defensive stock, benefiting from staples and back-to-school shopping, with potential margin growth from its private label brand [15][17] - Consumers are trading down, impacting premium restaurants but benefiting value-focused retailers like Walmart, Chili's, and McDonald's [17][18]

Got to be a big day for you. I'm sure the phones are ringing off the hook about this one. I think really the question here is does this mean anything more than these investors are interested in UNH.So, we're gonna get more into UNH in a second, but do you think this might be a sign that the healthcare trade is bottoming. I'm looking healthcare is the the lagging sector this year is still down about 3%. Yeah, I I think that's a great point.Um we hosted a team call on Monday and one of the interesting stats f ...

Tariff Impact - The athletic footwear industry has historically faced tariffs of approximately 20% from Southeast Asia [1] - Current tariffs represent a 100% increase on duties for the company when importing into the US [2] - The company states it cannot fully absorb the tariff increase while maintaining investment in R&D, innovation, and employees [2] - Slight price increases are expected in 2026 as a result of the tariffs [2] Production and Sourcing - The company intends to maintain its production locations overseas in Asia, specifically Southeast Asia [1]

Sharon, just give us context here for a minute. Where does the Social Security program stand today in 2025, 90 years after it was started. Well, it's changing quite a bit.And what the Social Security Administration wants to do is make it more digital friendly. They're really trying to get more people, encourage more people not just to talk about Social Security, but to go on the website and check out what their earnings are, make sure that information is accurate, and have about 200 million people be digita ...

So, what are the real implications of this hotter than expected PPI report. So, CPI, it was a bit mixed. Uh, headline was better than expected, but core was a bit hotter.And people said, well, it was just better than feared. This one's a lot worse than feared. Does this take a 25 basis point cut off the table. Does it officially eliminate the idea of a 50 basis point cut where was kind of that became kind of a whisper conversation going on as well. Look, I think a 50 basis point cut was never really that mu ...

bottom level. So, look, we've kind of compressed the margin of safety here a little bit. People are very comfortable with the rotation that's keeping the index afloat near all-time highs, but you know, we'll see.Late summer can get stormy. Things will get interesting next week as well as we get some more July quarter earnings out of retail, Walmart, and so forth. Here's the opening bell and the CBC Hill time Exchange of the big board.It's the John and Matthew Foundation at the NASDAQ. Biome Therapeutics cel ...

is on route to Alaska where he will meet with his Russian counterpart later today to discuss ending the war in Ukraine. Our Aean Javvers has the latest this morning from DC. Morning Aman.>> Yeah, good morning to you Carl. The president got underway early this morning boarding Air Force One at Joint Base Andrews on his way to Anchorage, Alaska. The White House has buil this meeting as sort of a listening exercise between Trump and President Putin of Russia.The idea being they need to hear where Putin is in o ...

Hi Carl indeed. This is our July read on industrial production in cap but the numbers well we're expecting unchanged on production comes in light minus one/10enth minus one10th minus one10th would basically be comping to where we were in March but there is some good news here last month had a nice number up 3/10 that now becomes up 4/10 that's the second best number of the year in the rear view mirror on utilization rates 77.5% that's a little bit on the light side 77.5% would be the lightest since 77.47% w ...