RT Andrew Sentance (@asentance)The grim backdrop for the forthcoming Budget: UK GDP growth is projected to be just 1.1pc this decade, the lowest for 100 years, and about half the long-term average of over 2pc. Raising taxes will just weaken growth further, so reining in spending is the only long-term solution. https://t.co/X91gCd2LdE ...

Market Sentiment & Earnings Season Outlook - The market anticipates volatility surrounding the Magnificent 7 earnings releases, with sentiment being a key driver [2][3][4] - Focus is shifting from spending to profitability, particularly looking ahead to 2026 [4] - The market needs "Goldilocks" capex from the Mag 7, indicating a desire for increased capital expenditure with high returns [5][6] Areas of Froth & Speculation - Froth exists in profitless companies and hyper-growth proxies, but not necessarily in the Mag 7 [7] - Speculation is evident in areas like gold miners and nuclear energy [8][14] - Many stocks are up 100% or more in 6 months [7] Individual Stock & Sector Performance - Genova's stock reaction to good earnings is not necessarily a negative sign, especially considering its 100% year-over-year increase [10][11] - Verdive's strong performance (revenue up 28%, operating margins beat by 200 basis points, orders up 60%) highlights the potential disconnect between fundamentals and stock reaction [12] - Industrial companies like Eaton, Quanta Services, and Rockwell are attractive long-term investments [14] AI & Data Center Growth - Data center spending is expected to grow significantly (potentially 100% in the next 18 months), making exposure to related stocks desirable [9]

Customers with access to such loans spend at least 20% more relative to those without access, even as the sticker price stays the same https://t.co/iTc0yEyP4T ...

The US envoy to NATO said he expected “big” spending pledges from allies on Wednesday for Ukrainian weapons purchases to help counter Russian air strikes https://t.co/F9p7bvQbYQ ...

We're joined on Bloomberg TV and radio by Republican Senator Rand Paul of Kentucky. Senator, it's great to have you back on Bloomberg. Welcome.Thanks, Robert. Absolutely. I'm going to start with the government shutdown, which is, of course, driving so much of the conversation here in Washington, D.C. And you're in a unique situation. You're standing alone among Republicans in the Senate.Are you. The last debt and deficit hawk among Republicans in the upper chamber. Feels that way sometimes.Yeah. You know, t ...

LIVE NOW - How to Get Rich and STAY Rich: The Art of Spending Money | Morgan HouselHow do you spend money in ways that actually make life better?@morganhousel, authoring his new book, The Art of Spending Money, joins us to explore all things making and spending money.We cover:- The income hedonic treadmill.- Why money’s best use is buying independence.- A practical path to financial freedom.- When to spend vs save.- Helping kids without spoiling them.Essential episode for everyone, from crypto investors to ...

The UK’s Conservative Party promised to slash spending on welfare, foreign aid and the civil service in a bid to re-establish its credentials as a sound steward of the economy 15 months after being ejected from power https://t.co/1ZMROBx8pQ ...

RT Mark Mitchell, Rasmussen Reports (@honestpollster)Reminder:The median American is 5 times less capable of paying their share of total debt than just 18 years ago.Insane spending is part of it...But so is the Fed propping up markets and big corporates decoupling from American labor. ...

Market Trends & Inflation - The Treasury market's tenure is hovering below a key level of 425 basis points (425%) [1] - Inflation remains sticky, with year-over-year core PCE inflation at 290 basis points (290%) [1][2] - Core PCE inflation is holding at slightly below 300 basis points (300%), well above pre-COVID levels, while the target is 200 basis points (200%) [2] Monetary Policy & Labor Market - The Fed should pause any aggressive easing strategy unless the labor market deteriorates [3] - Initial claims were at 218000, indicating a tame labor market [3] Treasury Market & Dollar Index - Treasury yields are up seven basis points (700%) on the week in a two-year and about five basis points (500%) in a 10-year [4] - Since the Fed's easing on the 17th, the dollar index is up about 160 basis points (160%) [4] Economic Sentiment - University of Michigan sentiment shows some deterioration [3]

Just a few days uh remain before the government shuts down unless Democrats and Republicans can come to an agreement uh on federal funding. Joining us now, Wisconsin Republican Senator Ron Johnson. And um Senator, it's good to see.I don't know what before that guy wrote that book, A Perfect Storm. I don't know what we used to use. Um but we do use it now.And there are some people that think we're looking at something close to that. when you listen to Schumer or listen to Senator Schumer, listen to Democrats ...