Let's stick with the tariffs and the impact on markets as the major indices come off their worst day since about the middle of June. Joining us here at Post 9 this morning is city's research headed global strategy Rob once again with us. Welcome back Rob.Good to see you. Thank you very much. Hi Courtney.The president says August 1 is the date. Does that introduce new uh instability for equities or not. right now.I think, you know, I think it's going to be up and down because we're in this negotiation period ...

Welcome back. With 2025 shaping up to be the second hottest year on record, which utility companies might stand to benefit. Our Pipa Stevens has that for us this morning.Morning, Pippa. Good morning, Carl. Well, as Americans are cranking their air conditioners, it could be a boon for utility companies since more power sold increases earnings.But not all utility models are the same. The independent power producers could be the biggest winners from record heat. Since companies like Vistra, Constellation, NRG, ...

Welcome back to Money Movers. The president relenting on that July 9 tariff deadline now pushing countries to make deals with the US before August 1. But with tariff uncertainty set to continue, will the Fed hold off on cutting rates this month or later in the year.Joining us here at Post 9 this morning, former Dallas Fed President and Goldman Sachs Vice Chairman Robert Kaplan's with us. Robert, good to have you in. Thanks for being by.Good to see you. What do you What do you make of that that that correlat ...

Well, every year the big question for shoppers is how good are those Prime Day discounts. And while it's always hard for me to answer for a variety of reasons, the possible tariff influence this year makes it even murkier. So, Amazon CEO Andy Jasse told our Jim Kramer that prices have not gone up appreciably due to tariffs on his site.However, several outside pricing analyses suggest that's not true for every item. So, Commerce IQ says an analysis of 57,000 SKUs on Amazon shows the average selling price did ...

Boeing's Deliveries and Orders - Boeing delivered 60 airplanes in June, with 42 being 737 Maxes, marking the highest monthly delivery rate since December 2023 [1] - First half deliveries reached 280, the highest total since 2018 [2] - Net orders for June totaled 113, bringing the year-to-date total to 625 [2] - The backlog now stands at just under 5,953 planes [2] Production Rate and FAA Regulations - Boeing has reached a production rate of 38 planes per month, the limit set by the FAA [2] - Boeing intends to apply to the FAA to increase the production rate to 42 planes per month in the next couple of months [3] Stock Market Performance - The stock's movement is muted as the increased delivery rate was expected [3] - Boeing's stock is near its 52-week high, reflecting a positive trend in recent months [4] - Strong delivery totals are expected to continue for the next several months as Max production increases [4]

Well, the only thing I can say is that we've seen no evidence of price pressures to date, either in the official data or in some of the unofficial much more highfrequency data that is that are studied by from from individual stores that are studied by academics. And so, as a result, all I can say is we haven't seen that yet. Is it possible that we ultimately get some volatility in prices along the lines I described before.Sure, it's possible, but other things are possible, too. You know, every event, you kn ...

Street reacting to Tesla CEO Elon Musk's latest political gambit, the creation of the America Party, which did send the stock tumbling yesterday. Web Bush analyst Dan Ies today says the Tesla board must act and create ground rules for Musk. Joining us this morning is DVX Venture CEO John McNeel, a former Tesla president and Lyft executive, as well as a current GM and Lululemon board member.John, it's great to have you back. Thanks for the time this morning. You bet, Carl.Good to see you. I want to get you o ...

Let's turn back to the markets. Keith Lerner, truest wealth co-chief investment officer, joins us now. Keith, good morning.Um, wonder what you think the market requires at this point to to maybe continue this advance. It's been a very rapid recovery, one of the most uh rapid ones historically. Uh, and now, you know, I think people are mostly on board with the idea that things might turn out okay.Yeah. Well, great to be with you, Mike. I mean, we have used a lot of energy.Part of the reason why this market h ...

Trade Policy & Deadlines - The President has set a firm deadline of August 1st for country-specific tariffs to take effect, with no extensions granted [2] - This deadline is intended to be unchangeable, despite previous indications of flexibility [3][4] - Tariff rates could potentially fluctuate based on ongoing negotiations [4] Trade Negotiations & Partners - Trade negotiations involve multiple countries, including Japan, the EU, and India, with varying degrees of progress [7][8] - Japan and the EU are perceived as particularly tough negotiators [8] - Smaller deals with countries like Thailand, Malaysia, or Cambodia might be reached sooner [9] - The White House is prioritizing negotiations with the largest trading partners, which are also the most challenging [9] Cabinet Meeting Focus - The cabinet meeting will address the impact of the President's mega bill on each department [6] - Updates on trade negotiations are expected from the Treasury Secretary, Commerce Secretary, and the US Trade Representative [5]

President Trump issuing new tariff rates for a slew of countries this week while also delaying the negotiating deadline to next month. Joining us now is former US trade representative and Gibson Dunn senior counsel Ron Kirk. Ron, thank you very much, you know, for for being here with us.Obviously, a lot of tariff news in the last couple days, maybe even call it the last 12, 18 hours. Do you think this really moves the dial on the trade deficit with any of these trading partners. Is this accomplishing any of ...