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We are seeing a slowing of the economy from the data, says Natixis' Jack Janasiewicz
CNBC Television· 2025-08-08 22:02
as the best performing stock in the S&P 500 this year. With a strong week in the books, markets now turn their attention to the July CPI report coming out on Tuesday. Can the numbers derail the recent rally.Let's bring in Jack Stewart. He's the lead portfolio strategist at Natixis. Jack, great to have you with us.What are your expectations. Do we actually start seeing inflation from tariffs show up. >> You know I think if you look at the most recent prints that we've had, we're seeing signs of it starting t ...
Retailers are quietly raising prices in response to tariffs, says Loop Capital's Anthony Chukumba
CNBC Television· 2025-08-08 18:29
Joining me now to discuss all this is Anthony Chakumba, consumer sector head at Loop Capital Markets. Anthony, you look at this and so many questions. The first one to my mind is what's the balance in the retail sector of people who are passing these incurred costs on in terms of rising prices and people who are just going to eat those costs and hit the bottom line.So what we have definitely seen is a lot of price increases and retailers are being very quiet about it because they don't want to incur the wra ...
‘In his own reality bubble’: Trump defending economy despite warning signs
MSNBC· 2025-08-08 17:55
SHOW ME A CARFAX COM. >> THE NUMBER OF AMERICANS NOW RECEIVING UNEMPLOYMENT BENEFITS IS NOW AT ITS HIGHEST LEVEL SINCE THE COVID 19 PANDEMIC, LABOR DEPARTMENT DATA SHOWS. JUST SHY OF 2 MILLION PEOPLE GETTING THOSE JOBLESS CHECKS.BUT PRESIDENT TRUMP IS STILL DENYING THAT LAST WEEK'S BAD JOBS NUMBERS WERE ACCURATE. SO TO BOLSTER HIS POINT, HE BROUGHT AN ECONOMIST FROM THE CONSERVATIVE HERITAGE FOUNDATION INTO THE OVAL OFFICE WITH LOTS OF CHARTS TO TALK NUMBERS WHAT THE WASHINGTON POST CALLS AN EIGHT MINUTE PE ...
Rate Cuts Incoming: What It Could Mean For Options - 8/7/25 | In The Money | Fidelity Investments
Fidelity Investments· 2025-08-08 17:54
_Before trading options, please read Characteristics and Risks of Standardized Options here: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document_ The markets had a rough week with concerns over a slowing economy. Poor jobs numbers, souring sentiment, and stubborn inflation have the market pricing in three rate cuts before the end of the year. While this typically should be good for markets, the reasons behind it are not. Tony discusses this macro backdrop and shares ...
X @OKX
OKX· 2025-08-08 17:32
Patience pays.Fixed terms = higher returns. So you can stay ahead of inflation, simply.𝐌𝐚𝐤𝐞 𝐲𝐨𝐮𝐫 𝐦𝐨𝐧𝐞𝐲 𝐰𝐨𝐫𝐤 𝐟𝐨𝐫 𝐲𝐨𝐮. https://t.co/nzueHGnzy1 ...
X @The Wall Street Journal
Trump’s Fed nominee would add a voice inside the central bank that is explicitly critical of the conventional wisdom around how tariffs might affect inflation and economic growth https://t.co/qiCXTuybKW ...
Schwab's Omar Aguilar: Equity market has fueled rally, but volatility in horizon
CNBC Television· 2025-08-08 16:51
Market Trends & Economic Outlook - Major indices are tracking to close the week higher, with the S&P and NASDAQ pacing for their third positive week in four, and the Dow on course for its second positive week in three [1] - The market has largely processed economic data, driven by the resilience of the economy and consumer spending [2] - There's a growing possibility of stagflation, with potential inflation increases alongside economic deceleration and signs of a softening labor market [3] - Inflation measures show signs of fatigue, with goods prices potentially driving inflation higher, increasing the likelihood of a stagflation scenario [4] - The market focuses on data trends, such as the direction of the labor market and unemployment rate, rather than specific data points [6] Investment Strategies & Sector Performance - Companies with strong profit margins and solid free cash flow yields are performing well, supported by capital expenditure and profit margin expansion [7] - Sectors not investing in AI or reducing labor face margin squeeze due to potential supply chain price increases, leading to negative outlooks [8][9] - International markets, particularly Europe, are showing strength due to stronger economies and a weaker dollar, presenting diversification opportunities [11][12] - MSCI World Index XUS is up about 18% this year, compared to about 8% for the S&P 500, signaling a rebalancing of capital flows [10] Data Quality & Market Reaction - Uncertainty in data is inherent, with revisions being common due to the dynamic nature of information gathering [5] - The market is adept at understanding data ranges and focusing on trends rather than specific data points [6] CPI & Fed Policy - CPI is expected to pick up, potentially causing a market reaction, and influencing the probability of a Federal Reserve rate cut in September [14][15]
How to Fix the Real Estate Market
Benjamin Cowen· 2025-08-08 16:22
Hey everyone, thanks for jumping back into the macroverse. Today we're going to talk about what needs to happen to actually improve the real estate market. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. Let's go ahead and jump in. Over the last few months, you'll see a lot of people call for the Fed to lower interest rates to make housing more affordable. Now, while it ...
X @Bloomberg
Bloomberg· 2025-08-08 15:30
With 25% inflation and dollars in short supply, Bolivians are turning to crypto to shop, save and survive https://t.co/K7djSvvOlC ...
Gold surges, Stephen Miran tapped by Trump to fill Kugler's spot
Yahoo Finance· 2025-08-08 15:00
Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures pointing to gains at the open. And the NASDAQ composite set to open at a new record high. It's the top performer this week, up nearly 3%.Even with the flurry of tariff headlines over the week, markets took it in stride, as they have been. But Bank of America's Michael Hartnett warning that investors are preparing for a pullback. In a new note, he says ...