Let's bring in SoFi's Liz Thomas and RS Asset Management's Carrie Firestone who as you see are here at Post 9 as well. Well, ladies, nice to see you. Nice to see you, too.Liz, what do you think about what you just heard. I think it sounds pretty optimistic and I got to say I too much so. No, not too much.So I I think you have to take a long-term view in order to hop on that optimistic train at this point not only in the year but at this level of valuations at this point where we're waiting for so much data ...

🇺🇸 JUST IN: Trump said tariffs have brought trillions into the U.S. without causing inflation. https://t.co/d4mE6HsxDk ...

Goldman Sachs also had a study that two thirds of companies have absorbed tariffs so far in corporate margins. Is it your expectation that some at some point that will end and potentially result in weaker growth as consumers push back against higher prices. I think it's going to be very company dependent.If the companies have the wiggle room in their margins to absorb and if they have a price sensitive customer, they'll probably absorb. But I think we are seeing more and more companies, as Mike mentioned, N ...

Consumer Behavior & Inflation - Consumers are actively seeking value due to perceived inflation across various categories, influencing their purchasing decisions [1][2] - Costco benefits from this trend as consumers prioritize value and positive experiences [2] - The trend of consumers seeking value and in-demand items/services is a key theme [4] Company Performance & Strategy - Costco's parking lots are consistently packed, indicating strong customer traffic [3] - Costco continues to attract customers by adding new offerings [4] - Uber is expanding its services within its "super app" to enhance value and increase user engagement, aiming for recurring revenue [5][6] Competitive Landscape - TJX (TJ Maxx) is positioned as a destination for branded apparel at a value, potentially benefiting from the downfall of other retailers or during economic downturns [6] - TJX is becoming a go-to place for consumers looking to save money, especially with rising prices [7] - Uber's pricing is becoming expensive compared to competitors like DoorDash [6]

The price of Bitcoin and other cryptocurrencies rose after a widely watched inflation gauge was cooler-than-expected in July.Read more: https://t.co/X2Eqfq4b8m ...

Federal Reserve Bank of Kansas City President Jeff Schmid said he favors keeping interest rates on hold for the time being to prevent robust economic activity from adding to inflation pressures https://t.co/IwLYyErjgw ...

Federal Reserve Bank of Richmond President Tom Barkin said uncertainty over the direction of the US economy is decreasing, but it’s still unclear whether the central bank should concentrate more on controlling inflation or bolstering the job market https://t.co/mpDncbjvgE ...

RT Bloomberg Opinion (@opinion)“The key issue this month again is gonna be what happens with this tariff passthrough,” says @JonathanJLevin. “But we’ll also want to try and understand what’s going on with underlying inflation.”Tune in for CPI Day 🎥https://t.co/2Xeig7Su8A ...

The number of contenders for the top job at the Fed appears to be growing. The Wall Street Journal reporting that President Trump's team is looking at two additional new candidates, former uh St. Louis Fed President James Bullard and Mark Summerland, former economic advisor uh to President George W.Bush. Joining us with his insights is Roger Ferguson, former Fed vice chairman as well as a CNBC contributor. Do you um have anything other than just personal feelings about these new candidates, Roger.Do you hav ...

Joining me now is Paul Christopher. He's head of global investment strategy at Wells Fargo Investment Institute. Great to see you.Thanks for being here, Paul. The question for you is uh I guess two things, right. One is why has that trend flipped.And two is how long is it going to last. >> Well, yeah, this the second question, that's your $64,000 question, but let me take a tackle the first one first. Uh we it's not unusual during a rally to see the market pause for a time when they start to get evidence of ...