Market Outlook - The current market sentiment is characterized by complacency, but a meltup is considered more likely than a drop, with a bullish scenario having a 50-55% probability [2][4] - The S&P 500 is projected to reach 7,000 by the end of the year and potentially 7,700 by the end of next year, with a meltup scenario suggesting a rise above 7,000 [5][4] Economic Indicators - Recent inflation numbers have been cooler than expected, contributing to a positive market outlook [1] - The economy has shown resilience, with real GDP growth exceeding 3% in the last two quarters, indicating strong economic performance despite labor market issues [9][10] Interest Rates and Employment - Anticipated rate cuts by the Federal Reserve are viewed as unnecessary, as they may not significantly stimulate demand or job creation [6][7] - Labor market challenges are attributed to supply-side issues, including immigration and the retirement of baby boomers, rather than a lack of demand [10][9] Trade and Tariffs - The administration is reportedly rushing to finalize trade deals before potential Supreme Court rulings on tariffs, which could impact market stability [15][18] - A significant amount of revenue from tariffs, estimated between $350 billion to $450 billion, could lead to complications in the bond market if companies seek refunds [19]

not willing to make a movie inside the United States and we should have a tariff on movies that come in. [Music] US President Donald Trump has renewed his threat to impose a 100% tariff on all films produced outside the US. A move that could append the international film industry and hit Britain especially hard.Here at the BFI London Film Festival, Black is Beautiful, a UKUS co-production, is celebrating bold storytelling and crossatlantic collaboration. But the red carpet glamour comes amid a backdrop of c ...

President Trump is in Japan this morning. It's the second stop on his nearly week-long trip to Asia. Today, the president will meet with the Japanese prime minister, who's the first woman to hold that office.The two leaders are expected to discuss defense spending and trade, the latter of which tops the agenda for each stop on Trump's Asia tour. So far, the president completed the first leg of his trip in Malaysia, landing in Koala Lampur to a red carpet welcome and a dance party that you see there before a ...

Core Insights - Ross Stores, Inc. is preparing to announce its third-quarter results, with an expected profit of $1.38 per share, reflecting a 6.8% decrease from the previous year's $1.48 per share [2] - For the full fiscal year 2025, analysts project an EPS of $6.19, down 2.1% from $6.32 in 2024, but anticipate a rebound in fiscal 2026 with a 10% year-over-year increase to $6.81 per share [3] - The stock has gained 8.6% over the past 52 weeks, underperforming compared to the S&P 500 Index's 16.9% and the Consumer Discretionary Select Sector SPDR Fund's 18.7% returns [4] Financial Performance - In Q2, Ross Stores reported a 4.6% year-over-year increase in topline revenue to $5.5 billion, aligning closely with market expectations, while EPS dropped 1.9% year-over-year to $1.56, exceeding consensus estimates by 2.6% [5] - The company’s performance may face challenges in upcoming quarters due to high tariffs imposed on textiles and garments from Asian countries [6] Analyst Sentiment - Analysts maintain a "Moderate Buy" consensus rating for Ross Stores, with 14 "Strong Buys" and six "Holds" among 20 analysts, and a mean price target of $163.75 indicating a potential upside of 4.5% from current levels [7]

Thailand’s exports rose the most in three years in September, shrugging off tariffs imposed by US President Donald Trump https://t.co/i1zDH2JOZm ...

You have top trade negotiators for the U.S. and China say that they have come to terms on a range of fairly contentious points. Those soybeans were always going to be on the market. It's a global market.The three leading suppliers are Brazil, Argentina and the U.S. And I believe that we have brought the market back into equilibrium. And I believe that the Chinese will be making substantial purchases again. Anticipating that we will get some kind of a deferral on the rare earths export controls that the Chin ...

Inflation isn't giving the Fed a reason not to cut rates this week, but tariffs could create some trouble, says @johnauthers. Plus what the Gipper really had to say about those pesky tariffs (via @opinion) https://t.co/G6HcYtUH2M ...

🇺🇸 🇨🇳 LATEST: Treasury Secretary Scott Bessent says the US has reached a "substantial" trade framework with China, potentially removing the need for Trump's 100% tariffs. https://t.co/mumLIcdGh9 ...

Landing in Malaysia in apparently good spirits, President Trump tonight hopeful he'll strike a new trade deal with China during his whirlwind trip this week to Asia. >> United States is having its golden age. >> Treasury Secretary Scott Bessant feeling new optimism ahead of Trump's highstakes meeting with Chinese President Xi Jinping Thursday in South Korea.>> I believe we've reached a very substantial framework. You're not anticipating the 100% tariffs. >> Uh, no, I'm not.And I'm also anticipating that we ...

on again offagain fight with Canada after a television ad got under his skin. First, he called off trade talks with Canada earlier this week because of the ad from Ontario's government using a 1987 speech from Republican President Ronald Reagan on the dangers of tariffs and protectionism. Last night, Trump posted on social media that he planned to hike tariffs on imports of Canadian goods by an extra 10% because the ad wasn't pulled off the air immediately and ran Friday during the first game of baseball's ...