"That is going to be a concern for the Bank of England"Bloomberg's @MorwennaConiam breaks down the latest UK inflation figures and what it could mean for rate cuts https://t.co/YT9rbrAEsp https://t.co/AdAN9PNyzi ...

Geopolitics and International Relations - Security guarantees for Ukraine are under discussion, with potential European troop deployment and US air defense support [1] - US Treasury Secretary indicates satisfaction with the current trade setup with China, where China is the biggest revenue line in the tariff income [1] - Tensions between the US and China seem to be easing, with customs duties on Chinese goods perceived as helping the US economy [1] - Trump called the Hungarian Prime Minister to discuss Ukraine, seeking to influence Hungary's stance on aid to Ukraine [1][2] Economic Policy and Market Trends - The market is closely watching Jay Powell's Jackson Hole speech for signals on rate cuts and the independence of the central bank [1] - Tariffs are seen as helping to keep a lid on bond yields, underpinning equity valuations, but the long-term impact remains a concern [1] - The U.K.'s CPI rose 3.8% year-over-year, adding pressure on the Bank of England to reconsider the pace of interest rate cuts [5] - The U.K. tech sector is valued at 12 trillion pounds, with consistent growth of around 13% [48] Company Specific News - Rio Tinto and BHP CEOs met with President Trump to discuss a copper project in Arizona, though the project faces legal and environmental delays [2] - Shares of a Chinese toymaker jumped in Hong Kong after posting a huge first-half earnings surge of more than 200%, driven by global demand for Labubu dolls [42] - Forterro, a U.K.-based tech unicorn, is on track to triple in size between 2022 and the end of 2025 [49] Wildfires in Portugal and Spain - Portugal has seen its biggest fire ever recorded, with about 24% of the country's territory burned, more than double the average of previous years [36] - Spain is experiencing the highest levels of CO2 emissions from wildfires in history [37]

Thailand’s central bank would need to see a “significant material deterioration” in its economic growth outlook, or face unexpected shocks, to justify additional rate cuts beyond the three reductions it has made this year https://t.co/yO2wgONFp2 ...

Mike, it's great to see you. So, a little bit of good, a little bit of bad here. The stock is going up.What was your read on the numbers. Yeah, the the miss was really small. Uh, you know, the same sort of sales missed by like 10 basis points and it was the best comp that they've had in about two years.A lot of the underlying metrics are showing, you know, better demand, not where we were, you know, many years ago during the pandemic, but but certainly a lot better than the post-pandemic era. And again, the ...

💥BREAKING:🇺🇸 U.S. TREASURY SECRETARY BESSEN SAYS FED CANDIDATES ARE “AN INCREDIBLE GROUP”SOUNDS LIKE RATE CUTS ARE COMING! 🚀 https://t.co/pk3W3pkNpi ...

What's your take on why long-term interest rates haven't gone lower. >> I think there's probably two things here that stick out to me. One is well, inflation still seems like it's there, right.We haven't gotten things back to 2%. And so there's just a risk of the Fed being caught off sides here if the Fed starts to cut more aggressively at a time when inflation might pick up. You can say, well, this time inflation's transitory.But we're dealing with potentially big macro adjustments. They might be costly. A ...

Rate cuts are coming in September.BULLISH FOR MARKETS! https://t.co/6G5smwZjbP ...

Market Outlook - US-China deal is anticipated [1] - Expectation of 2-3 rate cuts by the Federal Reserve [1] - Quantitative Easing (QE) is expected [1] Investment Strategy - Avoid being shaken out before a significant bull run [1]

Investment Recommendation - Zacks' equity strategist recommends buying JP Morgan and Citigroup stock in anticipation of potential rate cuts [1][2] - Both JPM and Citigroup stock sport a Zacks Rank number one strong buy [7] Macroeconomic Factors - Investor sentiment anticipates the Fed could cut interest rates in September following optimistic July CPI data [1] - Financials, specifically banks like JP Morgan and Citigroup, could benefit from lower rates and a steepening yield curve [2] Capital Strength and Shareholder Returns - JP Morgan and Citigroup performed well in the 2025 Dodd-Frank Act stress test, indicating strong capital positions [3] - JP Morgan's CCT1 capital ratio is 15%, and Citigroup's is 13.5%, both above the 4.5% minimum requirement [3] - JP Morgan has over $4 trillion in total assets and over $350 billion in shareholders' equity [4] - JP Morgan authorized a new $50 billion share repurchase plan and increased its quarterly dividend by 7% to $1.50 per share [4] - Citigroup authorized a $20 billion share repurchase plan and increased its quarterly dividend by 7% to $0.60 per share [4][5] Earnings Per Share (EPS) Revisions - JP Morgan's fiscal year 2025 EPS estimates have risen 5% in the last 30 days, from $18.53 to $19.50 [6] - JP Morgan's fiscal year 2026 EPS estimates are up 3% in the last 30 days, from $19.75 to $20.38 [6] - Citigroup's fiscal year 2025 and 2026 EPS estimates are up roughly 4% in the last 30 days, projecting over 27% annual earnings growth [6]

Let's turn back now to the broader market. The S&P 500 managing to squeeze out a record close today and all the major averages are higher for the month and the quarter led by tech stocks in the NASDAQ. But both of our next guests are somewhat downbeat about the next few months given these current levels.Joining me now is man Group chief market strategist Christina Hooper and Unlimited Fund CEO and CIO Bob Elliot. Welcome Christina. Uh, does the morning's PPI, wholesale inflation number change your outlook a ...