Thank you, Mr. . Chairman. Um, you took out the word or the notion that uncertainty has diminished from this statement.Does that mean uncertainty has increased. And I'm just wondering, the administration has struck several deals with uh large trading partners where it seems like we now know what the rate is going to be. Does knowing that rate add to your certainty to change policy or do you need to wait to see the economic effects.So um essentially the the the statement in the in the um in the in our statem ...

German Economy & Sentiment - German economy sentiment is powered by expectations of a deal with the US and reduced uncertainty about tariffs [1] - German government's debt package, including an infrastructure fund and tax incentives, is expected to boost investment [2] - Investment goods producers are showing improved data, indicating a positive impact from domestic factors [2] Trade & Tariffs - A stable 15% tariff deal between Europe and the US would be something German exporters could live with, avoiding a massive negative impact [3][4] - While not ideal for Europe, a 15% tariff deal would be an improvement compared to recent months, given the threat of higher tariffs [5] - Exports will become more difficult compared to the pre-Trump era [4] Investment & CapEx - Changes in tax incentives, prospects of higher infrastructure investment, and increased defense spending are currently driving CapEx [7] - Uncertainty is causing companies to postpone projects; a trade resolution could unlock pent-up CapEx spending into 2026 [6][8] - The reliability of the US government in upholding trade deals remains a key concern for investment decisions [8]

All right. So, one of the reasons it seems like your stock's moving back is that you you lowered your fullear profit guidance. Can you give us a sense what was the real catalyst for that.Is it tariffs. Is it the stronger euro. What's the biggest factor.Uh, we actually didn't change our guidance. What we do is we guide at constant currency. And as you know, the euro's been particularly strong versus other currencies this year.And uh all we did was uh mark our guidance to market. So, um, we took the number do ...

Career & Personal Development - The speaker initially aspired to be a doctor, influenced by her surroundings, but life led her to a different path [3][4] - The speaker transitioned from an accounting graduate aiming for corporate jobs to a teaching opportunity, initially met with apprehension [5] - The speaker experienced fear and responsibility when first teaching, concerned about making a difference for students [6] - The speaker emphasized the importance of continuous learning and adaptation in teaching, even when facing doubts [7][8] - The speaker balanced teaching with pursuing a PhD, highlighting the exhaustion and unexpected lessons learned [10][11] - The speaker found joy in teaching through personal growth, becoming stronger and more patient [12] - The speaker views teaching as believing in others' potential and recognizing potential within oneself [13][14] Teaching Philosophy - Teaching is not just about delivering knowledge but about believing in students before they believe in themselves [13] - Uncertainty should be embraced as part of the journey, as the best paths are often unexpected [15]

Career & Personal Development - College is more than academics; it's about self-awareness and enhancing the relationship with oneself [5] - It's crucial to stop, rethink, reassess, and recalibrate based on strategic thinking, taking advantage of broad opportunities [7] - Taking a break for reflection can reveal true skills and strengths, potentially leading to a career pivot [9][10] - Discarding a prestigious but unfulfilling identity can be challenging but necessary for personal fulfillment [11][12] - Reminding oneself of one's "why" and prioritizing long-term fulfillment over short-term validation is essential [14][15] - Overcoming the sunk cost fallacy is important to avoid continuing on a path that isn't the right fit [17][18] - Cultivating a childlike curiosity and a beginner's mindset can help in embracing new challenges [20][21] - Taking calculated risks and having anchors for stability are important when dealing with uncertainty [22][23] Decision Making & Strategy - Redefine your goals until they align with something you can be the best in the world at [25] - Avoid premature decisions; give new endeavors sufficient time before judging their suitability [27][28] - Make decisions with a neutral frame of mind, avoiding biases from temporary emotions [29][30] - Be open to unexpected opportunities and avoid tunnel vision, maintaining mental fluidity [31][32]

Uncertainty Surrounds Jay Powell & US Trade - Bloomberg Surveillance https://t.co/o5BrhEteBS ...

Trade & Investment - Certainty in trade deals is crucial for investment [1] - Global diversification can build a more resilient economy [1] Company Strategy - Siemens CEO emphasizes the need to stop uncertainty [1]

The price of wealth isn’t money.It’s boredom, patience, and uncertainty. ...

Economic Activity & Outlook - Economic activity increased slightly from late May through early July [1] - Five districts reported slight or modest gains, while two noted a modest decline [2] - Overall outlook was neutral to slightly pessimistic, with uncertainty remaining elevated [2] Labor Market - Employment increased very slightly overall, with cautious hiring attributed to economic and policy uncertainty [3] - Many expect to postpone major hiring and layoff decisions until uncertainty diminishes [3] - Layoffs were limited overall, but somewhat more common among manufacturers [4] Inflation & Costs - Prices increased across districts moderately or modestly, similar to the previous report [4] - Businesses reported modest to pronounced input cost pressures related to tariffs in all 12 districts [4] - Cost pressures are expected to remain elevated, increasing the likelihood of faster consumer price increases by year-end [6] - Many firms passed on cost increases to consumers through price hikes or surcharges, while some held off due to price sensitivity [5] - Raw material costs, especially for manufacturing and construction, were impacted by tariffs [5]

JPMorgan and Citigroup results show that deals and fundraising can still get done amid volatility and uncertainty, @PaulJDavies says (via @opinion) https://t.co/dIKQfd8ISU ...