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A Bearish 2026 Market Outlook: 3 Scenarios For AI And The Economy
Seeking Alpha· 2025-12-16 14:28
The U.S. stock market has had an interesting year in 2025. The focus point has been between surging AI investments, President Trump’s quickly changing tariff policies, higher-for-longer interest rates, geopolitical risks and defense stocks, and increasing economic uncertainty in aI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifyin ...
Jack Daniel’s owner sees Canada sales plunge 62% amid boycott of US booze
Yahoo Finance· 2025-12-10 12:44
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Spirits giant Brown-Forman said the ongoing Canadian boycott of U.S. alcohol spurred by President Donald Trump's tariff policies continues to drag down earnings, with sales in the country declining 62% in the second quarter. While Canada only makes up about 1% of Brown-Forman’s total sales, the continued absence of its products from a bulk of the country's stores is impac ...
Fed meeting updates: Federal Reserve to decide on interest rate cut at final 2025 meeting
Business Insider· 2025-12-10 10:55
Business Insider has heard from frustrated job seekers at all levels of the career ladder, particularly those feeling pushed out of white collar roles. This past summer, the number of Americans looking for work eclipsed the number of vacancies, though the unemployment rate itself is still relatively low.Powell has said the Fed's cautious strategy this year stems from uncertainty over President Donald Trump's fast-changing tariff policies and stubborn inflation rates. The job market, meanwhile, has had a roc ...
X @Bloomberg
Bloomberg· 2025-12-08 20:39
President Trump on Monday unveiled a $12 billion farm aid package to assist farmers hit hard by low crop prices and the impact of the president's tariff policies https://t.co/qwIoBHUFgi https://t.co/lkPrC7Rm8O ...
LIVE: Trump makes major announcement at the White House
MSNBC· 2025-12-08 14:51
President Trump is expected to announce $12 billion in aid to farmers hit by tariff policies. Farmers, as well as Treasury Secretary Scott Bessent and Agriculture Secretary Brooke Rollins, are expected to attend the roundtable event. » Subscribe to MS NOW: https://www.youtube.com/@msnow MS NOW is the go-to destination for domestic and international breaking news, and best-in-class opinion journalism. For more context and news coverage of the most important stories of our day click here: https://www.ms.now/ ...
The Trump Market: Where Contradiction is the Only Constant
Stock Market News· 2025-11-12 06:00
Ah, the stock market. A fickle beast, driven by algorithms, analyst whispers, and, occasionally, a presidential tweet. In the grand theater of global finance, few figures command the stage quite like Donald J. Trump, whose pronouncements often send markets into a dizzying tango of anticipation and apprehension. The latest round of policy pronouncements, particularly concerning tariffs and drug pricing, has once again proven that under the Trump administration, predictability is merely a quaint notion, and c ...
AutoNation Sees Revenues Rise as Tariff Situation ‘Evolves'
PYMNTS.com· 2025-10-23 17:31
Core Insights - AutoNation reported a 7% increase in quarterly revenues, indicating a positive trend in the auto retail sector despite ongoing trade disputes [2] - The evolving tariff situation is becoming clearer, with negotiations nearing completion, impacting the auto industry through changes in manufacturing and consumer costs [2][4] - Consumer behavior is shifting towards financing and alternative power sources, with record profits in customer financial services and significant increases in hybrid and battery electric vehicle sales [3][4] Revenue and Financial Performance - AutoNation's revenues increased by 7% year-over-year, reflecting strong performance in the auto retail market [2] - Customer financial services gross profit rose by 12% year-over-year, with finance penetration reaching approximately 75% of units sold [3] - The company noted high attachment rates for extended service contracts, contributing to financial strength [3] Tariff Impact and Industry Response - The ongoing tariff situation continues to affect the auto industry, with manufacturers adjusting strategies to enhance supply chain efficiency [2][4] - Global businesses have reported over $35 billion in costs due to U.S. tariffs, with specific companies like Tesla and Toyota facing significant financial impacts [5] - S&P Global Ratings recorded 55 tariff-driven rating actions, indicating the strain on balance sheets despite stable headline profits [6][7] Consumer Trends - There is a notable shift in consumer preferences towards hybrid and battery electric vehicles, with hybrid sales increasing by 25% and BEV sales soaring over 40% year-over-year [4] - The expiration of government incentives has influenced consumer behavior, leading to increased reliance on financing options [3][4]
X @Bloomberg
Bloomberg· 2025-10-21 20:08
Mattel’s third-quarter sales and earnings fell short of analysts’ estimates as US retailers delayed orders due to uncertainty over President Donald Trump’s tariff policies. https://t.co/5QWVswqVoU ...
Goldman Sachs posts bumper profits after dealmaking surge
New York Post· 2025-10-14 12:56
Core Insights - Goldman Sachs reported record third-quarter results, achieving revenues of $15 billion and earnings per share of $12.25, surpassing forecasts of $14.1 billion in revenues and $11 in earnings per share [1][3] Financial Performance - The investment banking division generated $2.6 billion in fees, contributing significantly to the overall performance [1] - The company's stock price increased by 37% this year, reflecting strong market confidence [5] Strategic Moves - Goldman Sachs announced plans to acquire Industry Ventures, a venture capital firm managing $7 billion in assets, for $665 million in cash and equity, with potential additional payments based on future performance [5][6] - The acquisition is expected to close early next year, indicating a strategic expansion into venture capital [6] Market Environment - CEO David Solomon highlighted that the results reflect the strength of the client franchise and the execution of strategic priorities in an improved market environment [4] - Trading desks benefited from market volatility caused by tariff policies, impacting various asset classes [4]
Tariffs aren’t swaying fashion brands toward domestic sourcing
Yahoo Finance· 2025-10-08 09:56
Core Insights - The Trump administration's tariff policies have not significantly influenced U.S. fashion companies to increase domestic sourcing according to a 2025 Fashion Industry Benchmarking Study [1] Group 1: Tariff Impact - All 25 surveyed fashion companies expect higher tariff and trade barrier costs this year, with around 70% reporting delays or cancellations of sourcing orders due to tariff hikes [2] - Adjusting procurement networks is the most common strategy for mitigating tariff impacts, with over 80% of respondents planning to diversify their production footprint to other countries and regions [3] Group 2: Sourcing Preferences - Approximately 44% of respondents indicated plans to expand sourcing from the Western Hemisphere, while 17% aim to increase sourcing of 'Made in the USA' apparel and textiles [4] - About 40% of surveyed companies reported sourcing goods from the U.S., consistent with the previous year's report [4] Group 3: Challenges in Domestic Production - Higher tariffs disadvantage U.S.-based production as they increase costs of raw materials sourced from other countries, affecting the price competitiveness of domestically made apparel [5] - Despite interest in shifting production to the Western Hemisphere, significant challenges remain for U.S. fashion brands [5] Group 4: Sourcing Landscape - Asia remains the primary apparel sourcing base for U.S. fashion companies, although there is a trend to reduce sourcing from China to low single-digit percentages [6] - Countries such as Vietnam, Bangladesh, Cambodia, and Indonesia are becoming more attractive alternatives for sourcing [6] - U.S. domestic suppliers are perceived as lacking in product diversity, agility, flexibility, and vertical integration compared to key Asian suppliers, which are critical factors for navigating the current trade environment [7]