Core Insights - The ongoing discussions regarding the impact of tariff policies on markets and the U.S. economy are expected to continue, especially following President Trump's announcement of new tariffs on various goods, including pharmaceuticals, furniture, and heavy trucks [1][2]. Tariff Impact Analysis - The recent article from BNY Investments highlights the complexity of determining who bears the financial burden of tariffs, noting that the full impact has yet to be realized due to several factors such as timing delays and exemptions [2][3]. - Initially, domestic firms absorbed the tariff pressures, but evidence suggests that these costs are now being passed on to U.S. consumers, as indicated by the August CPI report showing a 2.9% increase year-over-year [4]. Investment Strategy Recommendations - Given the early stage of tariff impact assessment, advisors and investors are encouraged to consider adding actively managed funds to their portfolios, which can offer flexibility in response to changing market conditions [5][6]. - The BNY Mellon Concentrated Growth ETF (BKCG) is highlighted for its active management and stock selection process, focusing on sectors with growth potential over the next three to five years [7]. - BKCG's high-conviction growth strategy has yielded positive results, with a year-to-date NAV increase of 13.98% as of October 31, 2025 [8].

Good morning. So, you just lowered your price target after this earnings, but you kept an overweight rating. Explain the rationale there.Lowering the price target, but keeping the rating. >> Uh yeah. No, good morning and uh thanks for having me.Great to be here. Uh listen, quoting, you know, Elliot Hill himself, uh this is not a turnaround that's linear, you know, by any means. uh they never are, you know, especially in a competitive consumer space and especially in this athletic space uh which is an extrem ...

Christmas is less than a week away and joining us right now with some tips on what to serve on the table this year is Ray Isle, our old friend who's here from executive, he's the executive wine editor at Food and Wine. And uh Ray, you do this for us every year. >> I love doing this. This is great. Thanks for having me. I'm trying to get us, you know, a little tipsy at 6:20 in the morning. >> It's my job. It's what I It's what I do do for the world. >> I was actually thinking about it. How do you do your job ...

Let's get into it. Your word of the day is breath. What are you looking at.>> Well, you know, we've seen almost three years now where markets have been led primarily by mag 7, hyperscalers, big tech, and throughout the past few months, we've starting to see the market broaden out a little bit. And I really want to see that take place in 2026. >> We've seen financials, industrials, and and some AI adjacent starting to get involved in the game a little bit.>> All right. So, you're you're looking at for the ma ...

Group 1 - The retailer has made adjustments to its product assortment to maintain low prices for shoppers [1]

When the European Union increased tariffs on Chinese battery electric vehicles in 2024, the logic was straightforward: raise prices and imports will fall. Data suggest that has not happened https://t.co/4hO6Mwq6Jr ...

Malaysia’s exports grew slower than expected in November, as higher tariffs weighed on the Southeast Asian nation’s trade with the US. https://t.co/LJgBmq0RCX ...

NEW YORK (AP) — Stocks gained ground on Wall Street Friday for a second straight day, wiping away losses from earlier in the week. Technology stocks were once again the main force behind the market's broader moves, especially companies with a focus on artificial intelligence. Both the S&P 500 and the Nasdaq closed out the week with gains, despite several stumbles early this week. The S&P 500 rose 59.74 points, or 0.9%, to 6,834.50. It notched a 0.1% gain for the week. The Dow Jones Industrial Average ro ...

Mexico is ramping up tariffs on other countries, says @mihirssharma. Asia will see it as doing Trump's work for him (via @opinion) https://t.co/wOqcJE2auF ...

There are grinchy ways of getting around the American tariffs on Chinese goods. Dismembering Father Christmas and then shipping his head, limbs and torso to South-East Asia is one such ruse https://t.co/V7h9M29iV0 ...