for more on the state of the economy and the the murky macro picture here. We are joined by Vincent Reinhardt, BNY investments chief economist, former Fed economist, do do you expect them to not cut in December, Vince, at this point. >> Oh, I I think they'll cut.And I think your conversation just now was exactly right. And you asked the right question, as did as did, Carl. Uh the answer, what has changed over the last couple months.Not a whole lot. We don't have a lot of data to support a a a changed outloo ...

Market Overview - The S&P 500 is experiencing a recovery after a significant drop, currently down about a third of 1%, while the Nasdaq is nearly flat, led by gains in Micron, Microsoft, and Nvidia [1] - Netflix, Google, and Amazon are under pressure, indicating mixed performance among tech stocks [1] Federal Reserve and Inflation - There is ongoing debate regarding the Federal Reserve's actions, particularly concerning inflation, with most members signaling that the fight against inflation is not over [2][3] - Current inflation rates are around 3%, and the consensus expects this to continue for the next 18 months, complicating potential interest rate cuts in December [4] Labor Market Insights - Jobless claims have not increased, suggesting the labor market remains stable despite some signs of weakness [8] - The unemployment rate for college graduates aged 22 to 27 shows a decline for women and an increase for men, raising questions about the impact of AI on job markets [9][10] Chinese Exports - Chinese exports have found new buyers in Asia, compensating for declines in the U.S. market, indicating a successful adjustment in trade strategies [11][12] - Exports to Europe, Africa, and Latin America have remained flat, highlighting the importance of Asian markets for China's export growth [12] AI and Corporate Earnings - The "Magnificent 7" tech companies are performing well, but earnings expectations for the broader S&P 493 have declined, indicating a need for these companies to benefit from AI advancements [15][16] - There is an expectation for a rebound in the economy next year, supported by fiscal policies that could add nearly a full percentage point to GDP growth [17] Inflation Predictions - Services are expected to show rising inflationary pressures due to increased input costs, which could impact the Consumer Price Index (CPI) significantly as services comprise about 60% of the CPI basket [20]

Key Points Data shows that 401(k) savers in their mid-40s to mid-50s don't have a ton of money socked away. If you feel you're behind on savings at that stage of your career, it's important to make changes. Adjusting your spending and taking advantage of the gig economy could lead to a much higher 401(k) balance. The $23,760 Social Security bonus most retirees completely overlook › By the time you reach your mid-40s to mid-50s, you may be in a pretty good position career-wise. At that point, you' ...

Let's continue that conversation with Muhammad Ali and this morning chief economic adviser at Aliance who I'm sure has been listening in. Muhammad, happy Friday. It's good to see you.Do you think this wave of unleashed data can be definitive. >> No. Um, you have deep divisions and you heard Steve say that you're likely to get three descents if they don't cut, four to five descents if they do cut.These are deep divisions getting deeper. They're getting deeper for three good reasons and one awful reasons. The ...

Market Overview - The current market is characterized as "sloppy," with mixed indices indicating potential consolidation or rollover [2] - Cautious stock selection is emphasized, focusing on avoiding negative market events [3] Growth Stocks - Growth stocks are viewed as a double-edged sword; their collapse would negatively impact the market, yet a rotation into other sectors could be healthy [4][5] - The technology sector, particularly represented by the ARK ETF, is under pressure due to concerns around tech valuations [5] Economic Indicators - The gold-silver ratio serves as an inflationary indicator, with recent highs in silver and its relationship with US dollar levels noted [7] - Predictions suggest silver could reach $75 to $85 per ounce, while gold could rise to $4,700 to $5,000 if silver experiences significant movement [8] - Energy and commodity prices are highlighted as traditional inflation measures, with spikes in sugar and cattle prices serving as potential inflation signals [8] Consumer Behavior - A shift in consumer behavior due to weight loss drugs may drive growth in associated stocks and alter spending patterns [11] Investment Opportunities - Investment opportunities are identified in sectors where AI is driving innovation, such as biotech and digital content [13] - The importance of taking profits as part of trade and risk management is emphasized, with a focus on adaptability to market cycles while maintaining optimism about long-term economic evolution driven by innovation [14]

Though we are getting limited amounts of economic data during the federal government shutdown, the official and private sector data we are receiving generally paints a positive picture for U.S. economic activity. For example, the official Consumer Price Index (CPI) numbers released in late October showed that inflation is persistent, but the monthly update came in a little lower than expected. Despite all the headlines around a soft start to the year for GDP growth, such as uncertainty around tariffs and ge ...

Romania’s central bank pushed back against any expectations of an early start to interest rate cuts, signaling an extended period of caution due to a worsening inflation outlook https://t.co/hswLG8SGTj ...

Tyson Foods ( TSN ) has faced lingering headwinds due to inflation. As a result, the stock has underperformed in terms of price appreciation. And despite seeing strong top- and bottom-line growth, their recent dividend hike shows headwinds remain.Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I enc ...

You could buy a loaf of bread with a cent back in revolutionary times. The life of a penny would have been sprightly then, but in recent years the coins have spent longer and longer lying around https://t.co/PGxGh3nbXM ...

Let's get right to Ron Baron. He is the chairman and CEO of Baron Capital, which has $45 billion in assets under management. Ron is joining us ahead of the 32nd annual Baron Investment Conference.And Ron, it is great to see you this morning. >> Great to see you, too. >> So, 32 years.We've been doing this for a long time. Not 32 years on Squawkbox talking to you on the morning of your annual investment, but a long time. >> Amazing.>> Um, and we're going to jump into the investment, but I want to ask you beca ...