Core Insights - The automotive industry is experiencing strong earnings reports from major players like GM and Ford, despite GM's decision to lay off hundreds of workers [1] - Full-size SUVs are driving significant sales for these companies, marking one of the best periods in two decades, although cost issues related to tariffs remain a concern [2] - There is a strategic effort from GM and Ford to express gratitude towards President Trump for tariff relief, while also navigating the competitive landscape against rivals like Stellantis [3][5] Company-Specific Summaries - GM is further along in establishing battery and EV capacity but has faced disappointing sales in the EV segment, leading to cutbacks in investments [7][9] - Ford's reduction in EV investments predates recent policy changes, primarily due to substantial financial losses in that sector [9] - Both companies are adjusting their strategies in response to market conditions and competitive pressures, with Ford potentially benefiting from increased tariffs on competitors' products [5][6]

Core Viewpoint - Deckers Outdoor Corp. shares experienced a decline of over 11% following a disappointing annual forecast and concerns regarding U.S. tariffs impacting demand [1] Group 1: Financial Performance and Forecast - The company forecasts annual sales to be approximately $5.35 billion, which is below the consensus estimate of $5.45 billion [3] - Deckers expects total tariff-related expenses to be around $150 million, a reduction from earlier projections of $185 million [2] Group 2: Market Conditions and Consumer Behavior - Heightened uncertainty surrounding tariffs has led to concerns that increased import costs may compel retailers to raise prices, resulting in reduced discretionary spending by consumers [1] - CEO Stefano Caroti indicated that consumers are likely to remain "cautious" in the second half of the fiscal year as higher retail prices are implemented [3] Group 3: Strategic Responses - To mitigate margin pressures, Deckers has introduced selective price increases in July and plans further adjustments throughout the fiscal year [2][3]

Ontario Premier Doug Ford on Friday said his province would pause ads that showed former President Ronald Reagan criticizing tariffs, after President Donald Trump condemned the move and announced he would “terminate” trade talks with Canada.Ford, in a post on X, said the advertising campaign would pause on Monday so that trade talks can resume between the U.S. and Canada, noting the “intention was always to initiate a conversion about the kind of economy that Americans want to build and the impact of tariff ...

Core Points - Ontario Premier Doug Ford announced a pause on ads featuring former President Ronald Reagan criticizing tariffs to facilitate the resumption of trade talks between Canada and the United States [1][2] - The decision to pause the ad was made after discussions with Canadian Prime Minister Mark Carney, aiming to create a conducive environment for negotiations [2] - President Donald Trump terminated trade negotiations, citing that the ad misrepresented Reagan's speech and was edited without permission [2] - Ford emphasized that the intention of the ad was to spark a conversation about the desired economy in the U.S. and the effects of tariffs on workers and businesses [3] - The ad had successfully reached high-level U.S. audiences, and Ford directed his team to continue promoting their message during the World Series games [3]

Economic Indicators - Stocks surged following the CPI number for September, which came in slightly below expectations, indicating a potential easing in inflation concerns [1] - Inflation remains stubborn, running around 2.5% to over 3%, with no significant changes expected in the near term [2][8] Federal Reserve Actions - The Federal Reserve is expected to implement at least one more rate reduction, but caution is advised due to inflation not being at target and uncertain labor market conditions [5][6] - The Fed has various sources of information to assess economic conditions beyond CPI data, including direct consultations with business and community leaders [4] Housing Market Insights - Owner's equivalent rent is at its lowest since 2021, which may indicate potential disinflation in housing, although occupancy rates in multifamily dwellings remain high [6][7] - Tariffs are expected to lead to one-time price increases in various goods and services, contributing to inflationary pressures [8][10] Government Shutdown Impact - Previous government shutdowns have had a small negative economic impact, but longer durations could lead to greater effects and a significant snapback once resolved [13][14] - The 2018 shutdown reportedly cost the government $11 billion, highlighting the financial implications of prolonged shutdowns [15] Long-term Economic Challenges - The deficit is identified as a long-term challenge, with the need for politically unpopular measures such as program cuts or tax increases to restore budget balance [16][17] - Addressing current and prospective deficits is crucial for long-term economic stability, with potential growth from AI being a hopeful but uncertain factor [18]

特朗普在帖文中称，"他们这么做只是为了干扰美国最高法院及其他法院的裁决。"特朗普表示，关税对 美国的国家安全和经济至关重要。"鉴于其恶劣行径，美国与加拿大的所有贸易谈判即刻终止。" 美国白宫经济顾问哈塞特谈及加拿大贸易问题时表示，美方对缺乏灵活性的不满情绪日益加剧。 当地时间23日晚，美国总统特朗普通过社交媒体表示，"'罗纳德·里根基金会'刚刚发表声明称，加拿大 涉嫌欺诈性地使用了一则虚假广告，该广告中出现了（美国前总统）罗纳德·里根对关税发表负面言论 的内容。" 据央视新闻消息，当地时间24日，美国白宫经济顾问哈塞特表示，美国与加拿大的贸易谈判进展不顺 利，他认为美国总统特朗普对加拿大非常失望。 ...

当地时间23日晚，美国总统特朗普通过社交媒体表示，"'罗纳德.里根基金会'刚刚发表声明称，加拿大涉嫌欺诈性地使用了一则虚假广告，该广告中出现 了(美国前总统)罗纳德.里根对关税发表负面言论的内容。" 据央视新闻消息，当地时间24日，美国白宫经济顾问哈塞特表示，美国与加拿大的贸易谈判进展不顺利，他认为美国总统特朗普对加拿大非常失望。 美国白宫经济顾问哈塞特谈及加拿大贸易问题时表示，美方对缺乏灵活性的不满情绪日益加剧。 经常有读者朋友错过推送 特朗普在帖文中称，"他们这么做只是为了干扰美国最高法院及其他法院的裁决。"特朗普表示，关税对美国的国家安全和经济至关重要。"鉴于其恶劣行 径，美国与加拿大的所有贸易谈判即刻终止。" 经中美双方商定，中共中央政治局委员、国务院副总理何立峰将率团赴马来西亚与美方举行经贸磋商 来源央视新闻 | 17 | | 100 100 613 90万 103 3332 1875 | 70 A | | | 529. 465 449 344 | 6h. 105 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. | 工 | -65 1 ...

【导读】下星期，美联储降息，基本定了 低于预期的读数是个惊喜，尤其对那些对进一步降息仍有顾虑的部分美联储官员而言。尽管市场普遍预计美联储将在下周会议上下调借贷成本，这份报告 或将帮助决策者相信他们在12月也可以再次降息——在政府关门持续、其他官方数据缺失的情况下更是如此。 市场已经完全消化了年内剩余时间两次降息25个基点的预期。 大家好，今晚重磅数据出炉，影响下星期美联储降息！一起看看发生了什么事情。 9月美国核心通胀以三个月来最慢速度上升，令美联储维持下周降息路径。 10月24日晚间，根据美国劳工统计局（BLS）公布的数据，剔除波动较大的食品和能源后，核心消费者价格指数（CPI）较8月上涨0.2%。这主要受到住房 成本关键指标录得自2021年初以来最小增幅的抑制。 | 公制 | 实际的 | 估计 | | --- | --- | --- | | 消费者物价指数环比 | +0.3% | +0.4% | | 核心CPI月率 | +0.2% | +0.3% | | 消费者物价指数同比 | +3.0% | +3.1% | | 核心CPI同比 | +3.0% | +3.1% | 原定于10月15日发布的9月CPI报告因 ...

Core Viewpoint - The trade negotiations between the United States and Canada are facing significant challenges, with increasing dissatisfaction from the U.S. side regarding Canada's lack of flexibility [1] Group 1: Trade Negotiations - U.S. economic advisor Hassett indicated that the trade talks with Canada are not progressing well, leading to President Trump's disappointment with Canada [1] - President Trump expressed his frustration on social media, accusing Canada of using a fraudulent advertisement related to tariffs, which he claims misrepresents former President Ronald Reagan's views [1] - Trump announced the immediate termination of all trade negotiations with Canada due to what he described as Canada's "malicious actions" [1]

Core Insights - Procter & Gamble's Q1 earnings exceeded Wall Street expectations, with a profit of $4.75 billion or $1.95 per share, adjusted earnings at $1.99 per share, surpassing the expected $1.90 per share [1][2] - The company reported total revenue of $22.39 billion, higher than the anticipated $22.15 billion [2] - The company expects a reduction in tariff-related costs for FY2026, estimating $400 million in post-tax costs, down from a previous estimate of $800 million [2] Revenue and Sales Growth - The beauty segment, including brands like Head & Shoulders, Pantene, and Olay, saw a sales increase of 6% [2] - The men's grooming segment, led by Braun and Gillette, experienced a sales growth of 5% [2] - Procter & Gamble maintains a sales growth forecast of 1% to 5% for the fiscal year [3] Future Earnings Outlook - The company projects full-year earnings per share between $6.83 and $7.09 [3] - Analysts surveyed by FactSet predict an average full-year earnings per share of $6.97 [4]