Economic Policy - Innovation is the best way to improve the economy [1] - Protectionism harms the economy [1] Market Trends - India's rupee falls to a new record low against the US Dollar [1]

The UK economy is holding up better than feared in the face of tariffs and taxes thanks to its powerhouse services industry https://t.co/XadyQ27IdK ...

So, I want to get right into the nitty-gritty here with our chief data analyst, Steve Cornaki. Steve, thanks so much for being here. Sure.Happy to do it, Morgan. So, Steve, I want to dive into this poll. What exactly did you learn.Yeah, I mean, look, we we checked um his approval rating at 43% in this poll, and I guess there's a couple ways of looking at that, right. I mean, historically speaking, if you're a president, you don't really want to be in the low 40s. It's not a great number historically speakin ...

Market Performance & Trends - The market showed mixed performance with the Dow experiencing a loss of 0.5% or 220 points, while NASDAQ and S&P 500 achieved record highs, gaining 6 basis points and approximately 0.3% respectively [2] - The technology sector, represented by XLK ETF, reached a record high after four weeks, driven by Oracle's over 30% gain [3] - AI is increasingly seen as a key driver for stock market performance, exemplified by Oracle's shares closing up nearly 40% [6] - Strategists are becoming increasingly bullish, raising price targets based on the theme of capex spend [6][7][9] - There's a disconnect between risk-on signals (stocks hitting records, tight credit spreads) and risk-off signals (gold hitting records), potentially due to a weaker dollar and concerns about institutional credibility and volatile politics [13][14] Company Specifics - Broadcom's market capitalization increased by over $100 billion, with its stock up 60% year-to-date [4] - Oracle's stock price has almost doubled year-to-date, up 97%, increasing its worth by approximately $230 billion [5] - AT&T is focused on expanding its fiber network to 60 million households by the end of the decade, requiring a build of approximately 30 million more [34] - AT&T plans to ramp up fiber build to about 4 million a year by the end of next year [35] Economic Outlook - The market is climbing a "wall of worry," with AI capex spend accelerating and not heavily dependent on interest rates [10][11] - Inflation is still a concern, with opinions divided on whether the worst-case scenario has been avoided [15][16] - AT&T's customers are still actively purchasing products/services and paying bills, but there is some stress in the consumer space due to rising costs [50] Investment Strategies - Exposure to the AI theme is crucial, with a preference for software, technology, and communication services [24] - Diversification is recommended by allocating to value stocks internationally and inflation-sensitive parts of the US market, such as domestic banks [25][26][27] - For fixed income investors, a shorter duration and credit tilts are advised, as current yields may be at risk of shifting higher [28][29]

[Music] What if I told you that you could work four hours a week and sustain yourselves and your family? Would you believe me? Would you believe me? Maybe. Maybe. Right. We can increase wealth by reducing the cost of living and actually using technology to make these kinds of changes and we have to. You cannot job our way out of the current situation. It's not possible. So do you have a vision in for your life? By show of hands, who has a vision for your life? Who does? You know where you're going to. You h ...

The US jobs market just got another reality check. The labor department just said we had 911,000 fewer jobs between April 2024 and March 2025 than first reported. Now, this is just a preliminary estimate.However, it is one of the worst downward revisions that we've seen since the financial crisis. Now, these revisions don't reflect today's conditions. They go back around a year or so and use more comprehensive data points such as tax records as well as business openings and closings.However, if you combo th ...

for a look at the economy, the consumer, the Fed, and so much more. We can go a million places this morning. Joining us in an exclusive interview is Wells Fargo CEO Charlie Sharp, and we're thrilled to have you at the table on this 30th anniversary week of Squawkbox, no less.Great to be here, and congratulations to you. 30 years of anything's an accomplishment. Thank you.So, the big question is the state of the economy. uh your uh colleague, former peer or peer, former colleague Jamie Diamond says the econo ...

Indonesia plans to inject about 200 trillion rupiah into the economy to help boost growth, according to its newly-appointed finance minister https://t.co/LmlCWYy5iq ...

Economic Prediction - Lee Kuan Yew, considered a China bull, predicted China's economy would surpass Japan's by 2040 [1] - However, he also anticipated Japan's GDP per capita would be 10 times higher than China's [1] Historical Context - The prediction of China surpassing Japan was made in 1999 [1]

Steve, it's good to see you. Get specific with us now about what people say they care about the most when it comes to economic issues. >> Yeah, Hi.Our NBC decision desk poll ran a bunch of economic concerns by people and said which one is the most important to you. You see here there's unemployment on the list. There's government debt, student loans, and yet overwhelmingly here 45% said inflation and the cost of living is the top economic concern to them.And we saw this across age groups. Cali, >> given how ...