Remember when central bankers said inflation was transitory. Well, 3 years later, global inflation is still running at 4.3%. But something weird is happening, too. Something really weird happens.While most of the world fights rising prices, China is stuck in deflation. Prices there are falling. Factories are drowning in overcapacity, and consumers won't spend.We've got a world splitting into two halves. One where prices won't stop rising and another where they won't stop falling. This is creating some of th ...

Getting some breaking news on Fizer. Let's get to our Angelica Peeles. Morning, Angelica. >> Morning, Carl.Well, Fiser is responding to a Trump social post from President Trump the other day where he basically called for more transparency and more data around CO 19 vaccines. Fiser today in a statement saying um praising operation warp speed and saying that it restored consumer confidence. It saved over $1 trillion in healthcare cost and praising that whole operation and saying that they agree they um they d ...

The company's CEO telling Bloomberg's Romaine Bostick that they have they have content for both content rather for both big spenders and savers. I'm pleased to say that fresh off of speaking with the company's CEO, Romain joins me now around the desk. Romain, really great interview you had with the CEO here for Bloomberg News.How does this mean their turnaround is is it on track. Is it complete with this type of earnings. Well, it's certainly not complete, but I think by the share reaction, I think investor ...

Morning Brief host Allie Canal breaks down the latest market news for September 3, 2025. A federal judge ruled that Google will not have to divest its Chrome browser as part of the DOJ's antitrust case against the company. Allie speaks with D.A. Davidson's Gil Luria about what this means for Apple, Google, and investors. The bond market sell-off intensifies, sending yields higher. We speak to Allspring Global Investments' chief investment strategist for fixed income, George Bory, about what is driving the s ...

We're getting some breaking news from the Fed as well. Steve Leeman's here with headlines. Morning, Steve. >> Morning, Sarah.Yeah, Fed Atlanta Fed President Raphael Alastik sounding a little hawkish, but with some give here, and I'll go through that. He sees more inflation to come from tariffs, possibly over many months, well into 2026, he believes businesses increasingly will be passing along tariff costs. So, what does that mean for his policy outlook.He currently sees inflation as the bigger risk compare ...

Monetary Policy Outlook - The speaker advocates for initiating rate cuts at the next meeting due to a softening labor market [1][4] - The speaker initially faced skepticism regarding the labor market's performance, but subsequent data validated concerns [2][3][4] - The speaker suggests the possibility of multiple rate cuts over the next 3 to 6 months, contingent on incoming data [5] - The speaker emphasizes that rate cuts do not need to follow a predetermined sequence [4] Labor Market Analysis - The speaker notes that the labor market's deterioration tends to be rapid and nonlinear [4] - Discrepancies existed between anecdotal evidence (no hiring, layoffs) and initial BLS (Bureau of Labor Statistics) data [2][3] - The speaker believed that initial BLS numbers were inaccurate, which was later confirmed [3][4] Inflation Concerns - The speaker is not personally concerned about tariff inflation, but acknowledges that it remains a widespread concern [5]

Santelli. Hey Rick. Hi Carl and D.You are watching yields move lower on the curve and that is primarily because job openings and labor turnover known as jolts comes in on the light side. Expecting a number close to 7.4% million. This is a July read comes in 7,181,000.That would be the smallest job openings number going all the way back to d of 2020. Now if we look at factory orders for July comes in exactly as expected at minus 1.3% which is actually the strongest number since it was positive in May at over ...

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China held one of its biggest-ever military parades, with Chinese President #Xi joined by Russian President #Putin, North Korean leader Kim Jong Un, and leaders at odds with the United States and its allies, in a display of unity by an “Axis of Upheaval.” For more context and news coverage of the most important stories of our day, click here: https://www.nbcnews.com » Subscribe to NBC News: http://nbcnews.to/SubscribeToNBC » Subscribe to Here's the Scoop podcast: https://www.nbcnews.com/heres-the-scoop-dail ...

Time for Jim and stuff. >> Why don't revisit PepsiCo? Now, here's a stocks down at a dollar and a half. It's back to 148. It sells at 18 time earnings. And you have Elliot in there. And I I just don't understand why people think that this thing can't be changed and made better. I mean, they're Look, they have a lot of good properties. And when I say 18 and Coca-Cola is a 22, that despair used to be the other way. Used to be that that PepsiCo is worth more. I I don't think that this is one you walk away from ...