company's CEO, to be able to get from the Trump administration. All right. Let's continue to talk a bit about macro and tariffs and all other things.Jim O'Neill, former UK Treasury minister, former Goldman Sachs Asset Management chairman, joins us now. Why don't we start off on tariffs particularly on this news in terms of India. You know Jim I mean it's a moving target on so many different countries, whether it's India or Brazil or others.What are your latest thoughts. >> Well, it seems to be having a go a ...

Fed Expected To Cut Interest Rates In September https://t.co/e8INl5jN0i https://t.co/q8OmOiRvKP ...

The Dow, S&P, and the NASDAQ all about 2% from their highs. Savvita Subramanyan is the head of US equity and quantitative strategy at Bank of America securities and she joins us live this morning. Sevita, you were looking for a price target not much higher than where stocks are right here for the end of the year.But you do say there's upside risk to that. I do think so. I mean, look, I we're at a point that is frustrating because sentiment is not necessarily bearish or bullish based on all the things we loo ...

The housing market has been sluggish this year as buyers have faced high prices and interest rates, but home sales have been strong in these 10 ZIP codes across the Northeast and Midwest. https://t.co/JlVOy0a0bG ...

to see you. Yeah. Andrew.>> Me time. Thanks, Becky. Meantime, the state of the economy, the accuracy of data and the future of the fed, they are all the big topics of conversation right here at the Aspen Economic Strategy Group forum that's taking place.And last night I sat down with former Treasury Secretary and Fed Chair Janet Yellen. Here's what she had to say about what's going on. >> I think that perhaps the most recent data strengthens the case for some rate cut going forward.Of course, the markets ha ...

BREAKING🇺🇸 FED WILL CUT RATES IN SEPTEMBERODDS ARE NOW 94.1% 🔥 https://t.co/roaznsYVDx ...

Market Overview & Investment Strategy - The market experienced profit-taking after a recent rally, but negativity might be costing investors money [1][2] - The relentless drumbeat of negative news, particularly regarding tariffs, makes people feel insecure [5][6] - Companies are generally mitigating tariffs effectively [16] - There's an aversion to investing when stocks are on sale, even though companies are performing well [21][22] Company Specific Analysis - **Cotera Energy (Oil & Gas):** Despite strong free cash flow yield (better than any segment in the entire market), the stock struggles due to being an oil and gas company [29][32] - Cotera Energy's natural gas portfolio, particularly in northeast Pennsylvania, is underestimated and offers high returns on capital [34][35] - Cotera Energy is prioritizing debt reduction with a plan to retire a $1 billion term note, after which they will resume aggressive buybacks [47] - **Spotify (Music Streaming):** Despite a recent stock drop due to weaker-than-expected ad revenue growth (up 5% on a constant currency basis), the company's user base is strong, with 696 million monthly active users (up 11% year-over-year) and 276 million premium subscribers (up 12% year-over-year) [52][55][60] - Spotify is increasing premium subscription prices in several regions outside the US [67] - Spotify has increased its buyback authorization from $1 billion to $2 billion, with $1.9 billion still available [70] - **Mountain (Ad Tech):** The company reported better-than-expected revenue and earnings after going public at $16 in late May, running to $31 [80][81] - 97% of Mountain's customers have never advertised on TV before [85][86] - **Palantir (Software/AI):** Palantir's valuation looks high based on traditional metrics (over 200 times next year's earnings estimates), but it scores highly on the "Rule of 40" with a revenue growth of 48% and an adjusted operating margin of 46%, yielding a score of 94 [108][109][110] - Palantir had $1 billion in revenue this quarter [111]

As speculation mounts that the BOJ will raise interest rates later this year, there’s a growing risk that required payments to its deposit facility could put added strain on the bank’s finances https://t.co/7J4HJanEbo ...

And joining me now is the White House uh is from the White House rather is one of the president's top economic adviserss, Peter Navaro. He is a senior counselor to the president for trade and manufacturing. Mr.. Navaro, thank you so much for your time here on Meet the Press. Now, >> Gabe, nice to see you, sir. >> Um Mr.. Navaro, yesterday we talked to the previous commissioner of the Bureau of Labor Statistics, William Beach. He he was appointed and served in the first Trump administration. I want to play s ...

Uh, is the bull market intact. >> Yes. >> What is this then. Is this like a pause that refreshes. >> Yeah, pause that refreshes.And I think that the next leg of this bull market's going to come from a broadening out uh beyond just the AI story into three other thematics that are emerging and those are going to center on AI, delization, longevity, which we could talk a little bit about, and deregulation. And all what's unique right now about this setup is all four of those are interacting and communicating a ...