Tariffs

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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 ...
Citi's Scott Chronert: Q2 results showed strong beat, second half projections mostly intact
CNBC Television· 2025-08-11 15:48
>> Welcome back. S&P is coming off its best week since late June. Stocks are mixed as the market tries to add to some of those gains, as investors look ahead to some key data that's on deck later this week.Citi's U.S. Equity strategist, Scott Krone, is with us this morning. Just raised his target to 6600 from 6300. Happy Monday, Scott.Good to have you. >> Good morning Carl. >> Is this about an earnings season that's come in pretty strong. >> It's about earnings season that's coming pretty strong.The differe ...
X @The Economist
The Economist· 2025-08-11 15:40
The way MAGA paints it, Trump’s trade policy is a triumph, because other countries are eating higher tariffs, while US Customs rakes in nigh on $30bn a month.This a fundamental misunderstanding of trade https://t.co/2JyXDAyWyt ...
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 ...
President Trump set to speak at White House press conference
CNBC Television· 2025-08-11 14:41
The president is set to speak this hour on a busy morning for headlines when it comes to the semis. Let's get to Aiman Jabvers this morning from the White House. Hey, Aean.Yeah, Carl. That's right. We were expecting the president right at the top at 10:00.Looks like they're running a little bit behind here. And a whole lot to hear from from the president of the United States this morning. He's going to be talking about crime in DC and a new effort that they're putting in place here to use federal law enforc ...
X @Bloomberg
Bloomberg· 2025-08-11 14:05
The US relies on China for some key clean tech components. Here are the products that would be most affected by tariffs https://t.co/TbNjGG4D6F ...
X @Bloomberg
Bloomberg· 2025-08-11 14:02
Once a symbol of US-Canada harmony, Florida’s Windsor is seeing a Canadian exodus. Trump’s talk of tariffs and annexation has pushed longtime residents to sell https://t.co/TlHshm3Rj6 ...
Critical issue for Trump-Putin meeting will be securing 'unconditional ceasefire': Michael Froman
CNBC Television· 2025-08-11 13:23
President Trump and Russian President Putin planning to meet for peace talks in Alaska this Friday to try to attempt to end the more than three-year conflict with Russia and Ukraine. Joining us right now to talk about that and so many other issues that we need to get to. Uh Council on Foreign Relations President Michael Froman is here.He's of course the former US Trade Representative in the Obama administration. Good morning to you, Michael. Help us understand from your perspective whether you think a a dea ...
Cabot's Earnings Top Estimates in Q3, Sales Miss on Lower Volumes
ZACKS· 2025-08-11 13:06
Core Insights - Cabot Corporation (CBT) reported third-quarter fiscal 2025 earnings of $1.86 per share, a decrease from $1.94 in the same quarter last year [1] - Adjusted earnings were $1.90 per share, down from $1.92 year-over-year, but exceeded the Zacks Consensus Estimate of $1.80 [1] - Net sales for the quarter were $923 million, missing the Zacks Consensus Estimate of $962.3 million, and reflecting a 9.2% decline from the prior-year quarter [1] Segment Highlights - Sales in the Reinforcement Materials segment fell approximately 11.7% year-over-year to $573 million, with EBIT down around 5.8% to $128 million due to lower volumes in Asia Pacific and the Americas [2] - The Performance Chemicals division saw a 3.6% decline in sales to $320 million, while EBIT increased by about 3.6% to $57 million, driven by higher gross profit per ton despite reduced volumes [3] Financials - At the end of the third quarter, the company had a cash balance of $239 million, with cash flows from operating activities generating $249 million [4] - Capital expenditures for the quarter totaled $61 million, with $24 million used for dividends and $40 million for share repurchases [4] Outlook - The company reaffirmed its fiscal 2025 adjusted EPS guidance of $7.15 to $7.50, citing ongoing tariff uncertainty and global economic conditions affecting customer demand [5] - Results are expected to be at the mid-to-lower end of the guidance range, although improved demand in the fourth quarter could push results higher [5] - Despite macroeconomic challenges, the company anticipates earnings growth and strong operating cash flow, focusing on cost reductions and operational optimization [5] Price Performance - Cabot's shares have declined by 18.1% over the past year, compared to a 24.4% decline in the industry [6]
X @Crypto Rover
Crypto Rover· 2025-08-11 12:13
💥BREAKING:TRUMP SAYS TARIFFS ARE MAKING OUR COUNTRY STRONG AND RICH! https://t.co/xTVsyeeRW9 ...