Janelle Marte with Bloomberg. How are officials interpreting the latest CPI report. So some components came in lower than expected but core inflation was still at 3%.So at this moment are what what are you learning about the drivers and also what are do you view that the risks are greater that the Fed makes a mistake on employment or inflation. So okay so the September um CPI report we didn't get PPI after that which is which is important for translation into what we look at which is PCE inflation but we ca ...

Group 1 - The Federal Reserve's interest rate decision is critical for market stability, with expectations of a 25 basis point cut at each available meeting, which would help manage government debt servicing costs [2][3] - The current economic environment shows a divergence in performance between profitable and unprofitable companies, particularly within the Russell 2000 index, with unprofitable companies outperforming [5] - The ongoing concern of inflation remains, despite not reaching the highs seen in the past few years, which poses a challenge for central bankers in balancing price stability and full employment [6][7] Group 2 - Tariffs are contributing to a one-time price shock in goods, and their impact on consumer prices is significant, with households facing an average cost of $1,000 due to tariffs, while benefiting from tax cuts of approximately $2,000 [8] - The reliance of smaller companies on variable rate debt financing is notable, with 30% of Russell 2000 companies depending on this type of financing, indicating potential vulnerabilities in a changing interest rate environment [4]

RT Bloomberg Opinion (@opinion)@JonathanJLevin @GregDaco @AllisonSchrager The two top questions for Fed policymakers, according to @GregDaco:1⃣ Is the pass-through of tariffs going to be a one-time shock?2⃣ What’s happening on the employment front?https://t.co/P24la0jgKR ...

With the market already pricing in a quarter percentage point cut, my next guests are now focusing on the potential end of quantitative tightening. So joining us now are Michael Schumacher, head of macro strategy over at Wells Fargo, and Ross Mayfield, investment strategist over at Baird. Thank you gentlemen both for being here.Michael, we're going to start with you. This is probably one of the more telegraphed rate moves that the Fed has seen and the markets are playing it that way as well. What exactly do ...

Market Outlook & Investment Strategy - Markets are near record highs and have been on an upward trajectory since post "liberation day" lows [1] - Seasonal factors suggest a potentially strong market run between now and Thanksgiving [2][5] - A substantial amount of money market cash, almost $4 trillion, remains on the sidelines, presenting both opportunity and risk [4] - Investors' unease and the "wall of worry" can sometimes drive markets higher [6] - Sticking with winning tech stocks is a viable strategy, but periodic profit-taking and volatility should be expected [8] Economic Indicators & Fed Policy - The market anticipates the Fed will likely hedge its bets due to incomplete economic data, potentially leading to another rate cut this year [9] - Recent CPI data was encouraging, rising as expected but less than anticipated [10] - Private data from companies like Blackstones, credit card companies (Visa), and Bookingcom provides valuable insights [11][12] Earnings Season & Company Performance - The current earnings season has been impressive, with strong margin stories [3] - Companies have been running more resilient, leaner, and meaner, potentially due to tariffs [3] - Earnings are coming in very strongly, with 87% beating on earnings and 83% on revenues, exceeding the 5 and 10-year averages [9]

Core Insights - Adidas' CEO indicated that U.S. retailers are ordering less product due to uncertainty surrounding tariffs, leading to widespread discounting [1][3] - Third-quarter sales in North America fell by 5%, with shares dropping over 10%, despite global revenue reaching a record of 6.63 billion euros ($7.73 billion) [2] - Adidas expects U.S. tariffs to reduce operating profit by 120 million euros this year, with the most significant impact anticipated in the fourth quarter [4] Sales Performance - North American sales decreased by 5%, and even after adjusting for currency effects, it remained the worst-performing market for Adidas [2][6] - Global revenue grew by 3%, reaching a quarterly record of 6.63 billion euros ($7.73 billion) [2] Retailer Behavior - Retailers are cautious and ordering less upfront, leading to increased flexibility with discounts to clear excess inventory [3] - The discounting trend is negatively impacting Adidas' full-price sales, as consumers are drawn to lower-priced competitors [3] Pricing Strategy - Adidas has raised prices on more expensive items while keeping prices stable for cheaper products to avoid alienating sensitive customers [5] - The price of the popular Samba sneaker increased from $90 to $100, although the visibility of these price increases to consumers is still uncertain [5] Supply Chain Adjustments - To mitigate the impact of tariffs, Adidas has reduced sourcing from China to the U.S. and implemented price hikes and supply chain changes [4][6] - A strong euro against the dollar resulted in a 300 million euro hit to quarterly sales, although North American sales adjusted for currency were up 1% [6]

Group 1 - Nu Holdings Cl A has shown market leadership with a jump to an 83 Relative Strength (RS) Rating, indicating strong performance compared to peers [4] - The stock has a composite rating of 95 out of 99, suggesting it is among the top performers in its industry [1] - Analysts have noted that Nu Holdings is actionable on a rebound from its 50-day line, which is a positive technical indicator [1] Group 2 - The stock market is experiencing fresh highs, with Nu Holdings, MongoDB, and SoFi Technologies being highlighted as key stocks to watch [1][2] - Nu Holdings has earned an RS Rating of 71, reflecting its rising market leadership [4] - The stock is part of a flat base pattern, which is one of three positive chart patterns to look for in technical analysis [1]

Tom Williams / CQ-Roll Call, Inc via Getty Images Americans are growing more concerned about high prices. Key Takeaways Consumers expect inflation to get worse, according to surveys, but many economists and Fed officials are optimistic that it will ease. A relatively tame inflation report in September gave ammunition to inflation optimists, but some of its details pointed to sustained upward pressure on prices. Inflation in September was held in check by a surprisingly low increase in a key housing c ...

Core Insights - GE HealthCare reported third-quarter 2025 adjusted earnings of $1.07 per share, surpassing the consensus estimate of $1.05 [1] - The company experienced a decline in earnings from $1.14 a year ago, primarily due to tariff expenses [2] Financial Performance - Sales reached $5.14 billion, exceeding the consensus of $5.08 billion, with a year-over-year revenue growth of 6% reported and 4% on an organic basis [2] - Revenue growth was attributed to strong performance in the U.S. and the EMEA region [2] - Total company book-to-bill ratio was 1.06 times, with total orders increasing 6% organically year-over-year [3] - Net income margin decreased to 8.7% from 9.7% in the prior year, a drop of 100 basis points [3] - Adjusted EBIT margin fell to 14.8% from 16.3%, down 150 basis points, affected by tariffs but partially offset by volume and price benefits [3] Cash Flow and Operational Highlights - Cash flow from operating activities was $593 million, while free cash flow totaled $483 million [4] - The company reported robust orders with growth across all segments, driven by customer demand for differentiated solutions and a healthy capital equipment environment [4] Guidance - GE HealthCare raised its fiscal 2025 adjusted earnings guidance from $4.43-$4.63 to $4.51-$4.63, compared to the consensus of $4.53 [5] - The company reaffirmed an adjusted EBIT margin of 15.2%-15.4%, reflecting a decline of 110 to 90 basis points compared to the 2024 adjusted EBIT margin of 16.3% [5] - The guidance includes estimated tariff impacts of $265 million to adjusted EBIT and 45 cents to adjusted earnings per share [5] Stock Performance - GE HealthCare's shares were down 2.03% at $77.79 at the time of publication [6]

And I called Prime Minister Modi. I said, We can't make a trade deal with you. No, no, we must make a trade deal.I said, no, we again, you starting a war with Pakistan, we're not going to do it. Then I called Pakistan. I said, We're not going to do trade with you because you're fighting with India.They're strong people. I'll tell you what. Prime Minister Modi is the nicest looking guy.He's a killer. He's tough as hell. No, we will fight.I said, whoa. Is this the same man that I know. You say we're going to ...