Inflation

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Fed rate cuts will stoke inflation, so invest in alternative and non-U.S. assets – JP Morgan's Kelly
KITCO· 2025-08-11 18:17
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...
The retail trade earnings setup. JPMorgan's Chris Horvers breaks it down
CNBC Television· 2025-08-11 18:00
Recurring theme from retailers that have reported thus far. Some have raised prices because of it, including ELF last week. The National Retail Federation warning last week that the direct result of tariffs will be higher prices and fewer capital expenditures.But my next guest is staying positive into earnings. Joining me now is Chris Horver, retail analyst at JP Morgan. Chris, it's great to have you on the show.And let's start right there. What what is sparking the positivity. Well, it's a little bit of wh ...
X @Investopedia
Investopedia· 2025-08-11 18:00
Major U.S. equities indexes were little changed in recent trading ahead of key corporate earnings and inflation data due later in the week. https://t.co/fYIrE3rsVE ...
🚨David Friedberg: "Socialism will sweep over this nation"
All-In Podcast· 2025-08-11 17:34
My prediction will ring truer than any of us hope. Socialism will sweep over this nation. I fear to cancer and it's going to be worse than what we saw with woke stuff. People are stagnant in wage growth. No one in the United States, including wealthy people, who haven't taken significant notice of the increased cost of groceries and the increased cost of buying home goods. Everyone's rent goes up every year. There was this Tik Tok rant that went viral this week about this woman that's like, "Why does my ren ...
Bitcoin trades near record high, why tariff inflation 'won't derail the economy'
Yahoo Finance· 2025-08-11 15:36
I'm the finance executive editor Brian Singer taking a look at a live shot of the opening bells on Wall Street on this Monday morning. CF Industries ringing the bell at the NYC Doro Arc Acquisition Corp. Sounds like a stack getting things underway over at the NASDAQ. Uh now the rally of course rages on in what is becoming somewhat old hat in 2025.Stocks have entered a new week of trading hovering around at record highs. Markets are rallying around the notion the Fed slashes interest rates in September to ju ...
Intel CEO to visit the White House, undervalued areas of the market to watch
Yahoo Finance· 2025-08-11 14:48
Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get you to the three things you need to know today.First up, US stock futures higher ahead of key inflation data out this week. Estimates showing core CPI rose 3% year-over-year in July. Stocks are hovering meantime around all-time highs after last week's gains with the Nasdaq closing at a fresh record on Friday.Plus, the trade truce deadline with China is looming. The US and China still working to negotiate a deal before Tu ...
X @Balaji
Balaji· 2025-08-11 13:34
From @ryanmcmaken in 2022:"It took some time for the official numbers to catch up with reality. The regime’s official numbers had long understated even the moderate levels of price inflation in earlier periods, but after the mid-80s, the gap between official inflation and estimated real inflation grew considerably.Efremov summarizes the divergence, noting that in 1988 official inflation was 0.6 percent but 6 percent in the real marketplace. By 1989, official inflation was 2 percent, but it was really 8 perc ...
X @The Economist
The Economist· 2025-08-11 11:20
America will pay the price for Trumpian tariffs. Growth was underwhelming and inflation disappointingly high in the first half of the year. But the full toll of the dismal new policy will be felt over the long term https://t.co/b9vpS9EvATPhoto: AP https://t.co/luhF2gGaJ7 ...
Three Rate Cuts Expected in 2025? ETFs in Focus
ZACKS· 2025-08-11 11:01
Group 1: Interest Rate Cuts - Federal Reserve Governor Michelle Bowman is considering three interest rate cuts this year due to concerns about the job market and the U.S. economy [1] - Bowman voted against the Fed's decision to keep interest rates unchanged last month, advocating for a 0.25% cut in the benchmark rate [1] Group 2: Inflation and Tariffs - Bowman indicated that price increases from tariffs are likely to have a one-time effect, suggesting that short-term inflation spikes can be tolerated [2] - San Francisco Fed President Mary Daly noted that while tariffs will push inflation higher in the short term, the effect is not expected to be lasting [5] Group 3: Labor Market Concerns - Bowman expressed skepticism about the accuracy of monthly jobs data, citing declining survey response rates and changes in immigration and business creation patterns [3] - New York Fed President John Williams acknowledged that the job market remains "solid" but is concerned about downward revisions in hiring [5] Group 4: Growth Stocks and ETFs - Growth stocks tend to perform better in a low-rate environment, as lower borrowing costs make them more appealing to investors [6] - A list of top-ranked growth-based exchange-traded funds (ETFs) was provided, including Vanguard Growth ETF (VUG) and Invesco S&P 500 Pure Growth ETF (RPG) [7]
MSNBC Highlights — Aug. 10
MSNBC· 2025-08-11 10:00
We have new details this morning on President Trump's new crackdown on crime in a city he loves to criticize in his own backyard, our nation's capital, our home, Washington DC. As part of his new week-long campaign, some 450 federal law enforcement officers from various agencies were stationed across the city last night in hightra areas. And Trump announced on social media that tomorrow he will hold an event at the White House that will quote essentially stop violent crime in DC, which he claims has become ...