Inflation

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X @The Wall Street Journal
The Wall Street Journal· 2025-08-08 16:59
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 ...
X @Bloomberg
Bloomberg· 2025-08-08 13:14
Romania’s central bank kept interest rates unchanged as the country braces for an inflation surge from a series of tax hikes designed to curb the budget deficit https://t.co/38YGmpYRNT ...
X @Bloomberg
Bloomberg· 2025-08-08 12:24
Chile’s annual inflation unexpectedly accelerated for the first time since March after the central bank signaled it will gradually lower its borrowing costs over coming quarters https://t.co/SjiMnCBL96 ...
Simon: The consumer's never been more in control than they are right now
CNBC Television· 2025-08-08 11:57
Joining me now with his take is Bill Simon, the former Walmart U.S. CEO. Bill, it's great to have you with us. Can you help us make sense of whether or not from an overarching standpoint, the U.S. Consumer is in a good spot, given what we've seen with the inflationary picture that really, really came to a head over the course of the last, say, 3 or 4 years.>> Yeah. Good morning. It's really interesting time.The consumer's never been more in control than they are right now. They did suffer through really bru ...