That is the good news is that we were on a downward trend but uh the estimates that I've seen uh the impact of tariffs and of course there remains a huge um degree of uncertainty about exactly what is going to go into effect what will uh the court international trade court decision mean um I would expect inflation on a year-over-year basis uh this year to shoot up to at least 3% or slightly over because of the tariffs. So, um I definitely expect that we're going to see them impact pricing. And when you thin ...

Look, the better thanex expected inflation reports now have people thinking core PC is going to be like a tenth at the end of the month. It's extraordinary. And stocks have come roaring back to all-time highs.But my next guest says most people are still too overweight on equities. Let's bring in Rich Weiss. He's the chief investment officer of multi-asset strategies at American Century Investments, which has a cool 272 billion in assets under management.Uh Rich, it's great to have you here and and you're st ...

If we cut our interest by one point for years, we save 300 billion. If we cut it by two points, we save because it's pretty equivalent. We're going to save we're going to spend 600 billion a year. 600 billion because of one numpkull that sits here. I don't see enough reason to cut the rates now. And the the problem he's got is that and I explained to him, look, if inflation went up, cut your rates now. There's no inflation. We got it down. We got prices down. We got gasoline down. And you you'll keep it goi ...

I like long term cheap debt, but a lot of the debt comes through because Biden that's what he didn't do it. I'm sure he didn't know anything about it, but somebody approved short term debt. It's all over the place and it comes due starting very soon.And if we would lower the interest rates by one point, we pay about one point less. That's $300 billion a year. Can you believe at one point if it lowered by two points.We pay $600 billion a year, leases for years, ten years, 12 years, whatever we make it. But w ...

President Trump speaks from the White House about Fed Chair Powell and inflation. ...

Former Treasury Secretary Janet Yellen joins 'Money Movers' to discuss the economy, tariff impact on inflation and her market outlook. ...

Well, always you don't want to pay too much attention to one number, but part of the big issue here is what the tariffs are going to do to prices and uh and we just don't know how long the lags are going to be. So, think about the situation for a firm that's that's importing goods. Uh they may have a lot of inventories that in fact were not subject to the tariffs and in fact it's only the stuff that's going to come to them uh uh in the future that that's the problem.So, they're not going to necessarily rais ...

former Treasury official and Morning Joe economic analyst Steve Ratner. Steve, there has indeed been plenty of speculation about how Trump's tariffs will impact the country. So tell us, how does the economy look almost 5 months into Trump's second term.Yeah, it's interesting, Jonathan. I think uh all of us predicted that inflation would start to go up as a result of those tariffs, but yesterday there was a report that in fact it has really not yet gone up, or at least not yet gone up. So the commerce depart ...

The Phillips curve is an economic theory that inflation and unemployment have a stable and inverse relationship. https://t.co/RH9tMCzG49 ...

Core Insights - Martin Marietta Materials Inc (MLM) stock has experienced a decline of 11% since November 2024, despite reporting an operating margin exceeding 42% in 2024 [1] - The company trades at a premium valuation of 32 times earnings, resulting in a low earnings yield of 3%, compared to Meta's lower multiple of 23 times and higher revenue growth [1] - Historical performance shows vulnerability during economic downturns, with significant stock price drops during the 2008 financial crisis, the COVID-19 pandemic, and inflationary pressures in 2022 [1] Financial Performance - As of Q1 2025, Martin Marietta reported revenues of $1.35 billion, an 8% year-over-year increase, with projected FY26 revenues between $6.83 billion and $7.23 billion, indicating a growth of 5 to 10% [4] - The company has seen a notable increase in debt levels, rising from $3.95 billion at the end of 2024 to $5.41 billion as of March 31, 2025, with a debt to EBITDA ratio of 4.06, exceeding the industry median [3] Market Position and Demand - Martin Marietta benefits from stable demand driven by infrastructure expenditures, particularly from government initiatives like the U.S. Infrastructure Investment and Jobs Act (IIJA), which allocates $1.2 trillion for infrastructure projects over five years [2][6] - The company is one of the largest providers of construction aggregates in the U.S., which provides it with pricing power and economies of scale [2] Pricing and Revenue Growth - In Q1 2025, the average selling price of aggregates increased by 6.8% to $23.77 per ton, supported by organic price improvements and margin-accretive acquisitions, suggesting continued pricing momentum [7] Risks and Challenges - Weather-related risks pose a threat to operations, with historical disruptions from hurricanes and storms impacting production and revenue [5]