All right. So, Lauren, I was just mentioning um our Fed survey, our CNBC exclusive Fed survey. It shows the Fed funds rate at 3.89% by the end of this year.Do you see a similar picture playing out with the Fed cutting rates pretty significantly this year. That is our base case expectation this year that the Fed would cut one to two times because frankly that's what the Fed has told us so far. And our expectation for the meeting this afternoon is that the Fed will do as much as it can to do as little as poss ...

Lowe’s (LOW) FY Conference June 11, 2025 01:30 PM ET Speaker0 Well, good afternoon. Thank you all for joining us. My name is Brian Nagel. I'm a senior equity research analyst here at Oppenheimer covering consumer growth and ecommerce. So this is day three of our twenty fifth annual Oppenheimer consumer growth and ecommerce conference. So, again, thank you all for joining us. I am very pleased to have with us our next presenting company, Lowe's, and three of the company's executives. That's CEO, Marvin Ellis ...

Senate Republicans are expected to propose revisions to key tax and healthc care policies in the President Trump backed budget bill this week as lawmakers rush to get the bill done by July 4th. Congress members and key White House officials are expected to meet as early as Thursday. Joining us now on this, we've got Kevin Brady.He is former chair of the House Ways and Means Committee and architect of President Trump's original tax cuts. It's great to have you on this morning, Congressman. Thank you so much ...

Investing in a post-globalization world with reconfigured global trade necessitates a careful assessment of market opportunities and risksBALTIMORE, June 9, 2025 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, released its midyear outlook for global financial markets for the remainder of 2025. Underpinning the outlook for the next six months is an accelerated trend toward deglobalization, a tariff-driven reconfiguration of global trade, an expected broadening o ...

A recent Charles Schwab client survey showed that retail investors are concerned over the latest shifts in trade policy with 60% of clients expecting equity volatility to return this summer. For more, let's welcome in now Joe Maza, Charles Schwab, head of trading and derivatives strategist. Joe, it's always great to see you on the show.So, maybe start there, Joe, big picture because I know you you survey those Schwab customers and and you want to get a sense of how they're feeling. when it does come to clie ...

J P M O R G A N Global Emerging Markets Research 05 June 2025 Emerging Markets Outlook and Strategy for 2H25 US policy uncertainty still drives EM: move OW EM FX, stay UW EM sovereigns, MW local rates and corporates Key topics Macro developments Top trading themes See page 54 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that co ...

Core Insights - The logistics and trucking sector has experienced significant fluctuations in expected trade policy over the past three months, highlighting the importance of companies like Ryder System [1] Group 1: Industry Impact - The variability in trade policy has pronounced effects on the logistics and trucking sector, indicating a need for companies to adapt to changing conditions [1] Group 2: Company Focus - Ryder System has over fifteen years of experience in making contrarian bets based on macro views and stock-specific turnaround stories, aiming for outsized returns with a favorable risk/reward profile [1]

McCormick & Company (MKC) 2025 Conference June 03, 2025 02:30 AM ET Speaker0 Okay. Good morning, everybody. I'm Steve Powers. I'm the Head of Deutsche Bank's U. S. Consumer Packaging Goods Research, and I'm thrilled to welcome everybody to the twenty second installment of our Global Consumer Conference here in Paris. And I am equally thrilled to welcome McCormick and Company back to the conference. As many of you know, McCormick is a global leader in flavor across consumer focused spices, seasonings and con ...

FOMC Minutes of the Federal Open Market Committee A joint meeting of the Federal Open Market Committee and the Board of Governors of the Federal Reserve System was held in the offices of the Board of Governors on Tuesday, May 6, 2025, at 8:30 a.m. and continued on Wednesday, May 7, 2025, at 9:00 a.m.1 Review of Monetary Policy Strategy, Tools, and Communications Committee participants continued their discussions related to their review of the Federal Reserve's monetary policy framework, with a focus on the ...

Core Viewpoint - Archer Daniels Midland Company (ADM) is facing significant challenges due to a dynamic market landscape, weak conditions, tariffs, and trade policy uncertainty, particularly in its Ag Services and Oilseeds unit [1][4]. Financial Performance - ADM's shares have declined by 19% over the past year, underperforming the Consumer Staples sector's increase of 5.9% and the S&P 500 index's increase of 10.7% [2]. - The stock's decline is more pronounced than the Agriculture - Operations industry's dip of 1.8% [2]. Segment Performance - The Ag Services and Oilseeds segment is experiencing headwinds from market dislocations, increased cost inflation, and lower margins in the Crushing subsegment due to elevated industry capacity and competitive meal exports from Argentina [4]. - In the Refined Products and Other segment, biodiesel margins are negatively impacted by biofuel and trade policy uncertainty, weak oil demand, and higher crush capacity [5]. Market Challenges - Ongoing price weakness in main feed ration commodities and compliance with evolving regulations are significant deterrents for the company [6]. - Management has noted signs of weakening customer demand, particularly in carb solutions, leading to reduced volume expectations for certain markets and products [7]. Earnings Outlook - Management has not provided a segment operating profit outlook for future quarters due to tariff policy uncertainty and macroeconomic conditions [8]. - For 2025, adjusted earnings per share are projected to be between $4 and $4.75, with expectations leaning towards the lower end [8]. - The Zacks Consensus Estimate for 2025 EPS has decreased by 4% to $4.07, and for 2026, it has dropped by 4.6% to $4.61 [9]. Strategic Initiatives - Despite current challenges, ADM is implementing strategies to return to growth by managing productivity, innovation, and aligning with trends in food security and health [11]. - The company is focusing on strengthening internal controls, improving operational performance, and simplifying its portfolio to enhance core competencies [11].