Gm. Focus on the macro, ignore the FUD https://t.co/NVgYoOFQ6f ...

[प्रशंसा] [प्रशंसा] गुड इवनिंग एवरीवन। आई वुड लाइक टू स्टार्ट बाय सेइंग दैट आय होप माय पेरेंट्स आर प्राउड ऑफ मी टुडे। अह ऑफ़ कोर्स बिकॉज़ दिस इज़ माई सेकंड टेरेक्स टॉक ड्यात इटसेल्फ शुड गेट मी लाइक टू एक्स्ट्रा प्लेट्स ऑफ़ पानीपुरी ऑन माय वे बैक होम। बट आल्सो बिकॉज़ आई एम फ्रॉम ठाणे एंड एव्री पेरेंट इन ठाणे हैज़ द सेम ड्रीम कि हमारे बच्चे का एडमिशन सिंघानिया में होना चाहिए एंड सो डिड माइंड दे डिड ट्राई मल्टीपल टाइम्स टू गेट मी एडमिटेड टू सिंघानिया आई डिडन्ट गेट इन एंड आई वाज़ हैप्पी बिकॉज़ आई वाज़ इन अनदर स्कूल आई ह ...

Here in Alula, which is also a beautiful landscape as well. I want to talk to you about something that you've been saying recently, which is uncertainty is the new normal. And one of the themes that has come up is despite robust growth and emerging market economies, these economies need to be conscious of external risks.How equipped do you think countries are really to navigate some of the shocks in the system right now. What we have seen over the last decade is emerging markets making huge progress in term ...

What Keeps CEOs Up At Night. Hint: It Isn't AI. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# What Keeps CEOs Up At Night. Hint: It Isn't AI.ByDana PetersonShareResize---Reprints(Dreamstime)"Uncertainty†was already a buzzword in 2025, but ...

Being honest about the uncertainty that lies ahead might sound like a bromide, but it is vital https://t.co/PmsVucAK8i ...

US tariffs on commodities and the resulting uncertainty led to more than C$550 million ($406 million) in forgone revenues last year at Canada’s two largest railroad operators https://t.co/BYquE0q28w ...

Core Insights - The article discusses the current state of real yields in the USD market, highlighting the uncertainty surrounding interest rates and their implications for investors [1][3]. Group 1: Real Yields - Real yields in the USD market are experiencing fluctuations, which are causing uncertainty among investors [1][3]. - The article emphasizes the importance of monitoring these yields as they can significantly impact investment strategies and market dynamics [1][3]. Group 2: Reserve Shift - There is a mention of a reserve shift, indicating potential changes in asset allocation or liquidity management within financial institutions [2][4]. - The specific figures related to the reserve shift are noted, with a reference to a value of 999.49 and another figure of 999.79, suggesting a close monitoring of these metrics [2][4].

Core Insights - Tariffs and shifting trade policies have created ongoing operational challenges for U.S. businesses, particularly affecting financial and product leaders [1][3] - Middle-market firms are experiencing heightened uncertainty due to tariffs, policy changes, and uneven global demand, which has become a defining feature for 2025 [3][4] Impact on Goods vs. Services Firms - A significant divide exists between goods-producing firms and services providers, with over one-third of CFOs at goods firms reporting high operational uncertainty by late 2025, a sharp increase from pre-tariff conditions [5][6] - Goods firms face higher input costs and supply-chain disruptions, leading to operational constraints, while services firms are more insulated from these impacts [6] Margin Pressures - More than 40% of CFOs at goods companies reported declining operating margins in 2025, while only 12% saw improvements, indicating a severe impact on profitability [7] - High uncertainty correlates with margin deterioration, as over three-quarters of firms under high uncertainty reported margin declines [7] Strategic Responses - Companies have shifted to "reset mode," prioritizing defensive strategies over aggressive growth, with over one-third of CFOs focusing on risk management and compliance [8][9] - Goods firms are diversifying supply chains and renegotiating vendor contracts, while services firms are concentrating on operational efficiency [9] Technology Investment Trends - Technology investment has decreased, with only 15% of firms prioritizing AI and digital transformation in 2025, but expectations for 2026 indicate a shift towards prioritizing digital transformation [10] Future Outlook - As companies approach 2026, nearly two-thirds expect growth despite ongoing tariff uncertainties, emphasizing the need for flexible cost structures and resilient supply chains [11][12]

Holiday Sales Performance - The National Retail Federation (NRF) anticipates a record holiday shopping season, with spending projected to exceed $1 trillion for the first time [1][3] - NRF confirms that Super Saturday turnout reached nearly 160 million shoppers, surpassing the 2022 record [2] - Thanksgiving weekend saw a record 203 million shoppers [4] - Sales growth is forecasted to be between 37% and 42% compared to the previous year [3] Consumer Behavior - Consumers are shopping across channels, including online, mobile devices, and brick-and-mortar stores [7][8] - Value-seeking consumers are actively searching for special deals and value [8][9] - Consumers still had more than half of their shopping remaining in early December [5] Economic Uncertainty - Uncertainty is a defining characteristic, impacting retailers' ability to forecast demand and operate efficiently [10][12][13] - Retailers have demonstrated creativity in providing affordable solutions for consumers amidst tariff impacts [10] - The industry desires more certainty, a roadmap, guidance, and predictability for 2026 [11][13]

Millions of Americans face higher health-insurance premiums and more uncertainty, with Congress set to break for the rest of the year https://t.co/RlmYfPJYUP ...