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Watch CNBC's full interview with Council of Economic Advisers Chair Stephen Miran
CNBC Television· 2025-07-08 13:21
White House Council of Economic Adviserss Stephen uh Myron and um okay maybe now but they're going up any any time now. Uh Stephen, one of these CPI or PPI prints is going to be frightening because of tariffs. No, we've been waiting and waiting and you're telling me that that prices have actually been declining.Good morning. Thanks for having me. Yeah.So what we did was we looked through the details of the PCE inflation data and CPI2 and then at every good in those data we looked at its subcomponents and so ...
Uncertainty Has Frozen the Consumer, Says Daimler Truck North America CEO
Bloomberg Television· 2025-07-08 12:57
John, first of all to you, sir, there was that downgrade to guidance back in May. I understand you've got an update for us this morning. How have sales been trending ever since.Yeah, I mean, it's definitely a lot of uncertainty out there right now. A lot of people waiting for the dust to settle. I think people are just looking for certainty, whether it's tariffs or any other economic policy.Our customers are kind of in wait and see mode because they're end customers who generate freight moves. And ultimatel ...
Prising: Employers are cautious, tariffs are adding uncertainty to hiring plans
CNBC Television· 2025-07-08 12:08
Manpowergroup. Jonas. Good morning.Thank you for joining us. >> Good morning. Thanks for having me.>> All right. Why don't we start off with your take on the job market according to your data. June has been the worst hiring month of 2025.And then we get that stronger than expected jobs report. What's the real state of affairs. >> Well, the real state of affairs is that the labor market has been cooling for many months at this point.And the June labor market report showed us that the private sector employmen ...
Grab Holdings Needs More To Rerate
Seeking Alpha· 2025-07-08 11:29
Grab Holdings Limited (NASDAQ: GRAB ) is at the crossroads, with the near term narrative being dominated by sustained profitability indicators and monetizing metrices, including the fintech optionality. Share prices had reacted positively to a firstI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice P ...
Costco Is One of the Largest Consumer Goods Companies by Market Cap. But Is It a Buy?
The Motley Fool· 2025-07-08 10:17
Costco Wholesale (COST 0.47%) is one of the top consumer goods stocks on the stock market.Since its IPO, the stock is up more than 4,000%, and Costco has been about as consistent a performer as they come in the sector as it benefits from a number of competitive advantages.First, Costco is more resilient to economic downturns than the typical big-box chain. Most of Costco's revenue comes from groceries, a recession-proof category as consumers need to eat regardless of the state of the economy. Additionally, ...
X @The Economist
The Economist· 2025-07-08 07:00
For most of its first year, the government has stuck to a sensible diagnosis of Britain’s growth woes: that the main issues are on the supply side. But as growth has continued to falter, willingness to do more seems to be waning https://t.co/O8cqoT5nC4 ...
X @Bloomberg
Bloomberg· 2025-07-08 05:10
Vietnam’s central bank stands ready to take steps to curb inflation and support growth, as it warns about the impact of higher US tariffs on the economy and its currency. https://t.co/g0VdOcmxJ6 ...
X @The Economist
The Economist· 2025-07-07 23:40
Its economy is astonishingly dynamic. But, as Britain discovered after Brexit, elevated uncertainty can by itself be sufficient to suppress business investment for quite some time. And America is now an extremely uncertain country https://t.co/F2bZT3SypU ...
Buy These 4 Stocks as Analysts Spot Strength in Volatile Times
ZACKS· 2025-07-07 17:01
Core Insights - In the current economic climate, new analyst coverage is increasingly valuable for investors navigating volatility, with the Federal Reserve maintaining interest rates and signaling potential cuts in 2025, amid rising concerns about stagflation as GDP growth slows to 1.4% and inflation rises to 3% [1][2] Analyst Coverage Importance - New analyst coverage provides timely insights, updated models, and context on how companies may perform amid inflationary pressures, cost volatility, and weakening demand [2][3] - Analysts possess specialized knowledge and expertise, offering critical insights into a company's financial health, growth potential, competitive standing, and industry trends, which are often difficult for individual investors to acquire independently [3][5] - Coverage initiation on a stock typically indicates higher investor interest, as investors believe that the company under coverage holds significant value [4][6] Market Impact of Analyst Coverage - New analyst coverage can lead to immediate stock price volatility, with positive ratings attracting bullish sentiment and driving share prices higher, while neutral or negative ratings may trigger sell-offs [8] - Favorable coverage from multiple analysts can enhance investor confidence, leading to sustained upward momentum in valuation [8][10] Recent Stock Highlights - Recent analyst coverage on Karooooo Ltd. (KARO), OppFi Inc. (OPFI), QXO, Inc. (QXO), and United Fire Group, Inc. (UFCS) reflects analyst confidence despite economic uncertainty, with each stock seeing recent EPS estimate hikes [10] - Karooooo shares have gained 36.4% in the past three months, with a fiscal 2026 EPS estimate increase to $1.87, indicating 14.7% year-over-year growth [14] - OppFi shares have gained 73.2% in the past three months, with a 2025 EPS estimate increase to $1.23, indicating 29.5% year-over-year growth [15] - QXO shares have gained 78% in the past three months, with a 2025 EPS estimate improving to 39 cents from a loss of 12 cents [16] - United Fire Group shares have gained 9.4% in the past three months, with a 2025 EPS estimate increase to $3.50, indicating a 2.4% year-over-year decline [17] Screening Criteria for Stocks - Stocks with increased analyst coverage and improving average ratings are prioritized, with additional parameters including a stock price greater than or equal to $5 and an average daily volume greater than or equal to 100,000 shares [11][12]
What is the “High Heels Effect”?
20VC with Harry Stebbings· 2025-07-07 17:00
I'm a fan of this podcast called Modern Wisdom from Chris Williamson. He calls it the high heels effect and that is the majority of women will not date a man shorter than them. Distinctive what they say that dating apps show that majority of women will not date a guy shorter than them.Economically women are getting taller every year and men are getting shorter. When you hear people all the time say, "I know all these wonderful, attractive, high character women and they can't find a man." They can find a man ...