Economic Activity - India's economic activity slowed in November [1] Trade - Shipments to the US declined amid higher tariffs [1]

US-Pakistan relations are on the rise as Trump hits India with high tariffs, upending more than two decades of US policy aimed at improving relations with the world’s biggest democracy https://t.co/rLyjMAXNTo ...

South Korea’s early exports continued to grow in November, supported by sustained demand for semiconductors even as steep US tariffs on autos weighed on trade momentum https://t.co/SYrF6h7kA9 ...

Economic Sentiment - Voters' views of the economy have worsened, with 76% rating national economic conditions as "not so good" or "poor" [1] - 60% of voters rated their personal financial situations as "not good" or "poor" [2] - A majority of 61% disapprove of President Trump's handling of the economy, with only 38% expressing approval [2] Responsibility for Economic Conditions - A nearly two-to-one majority (62% to 32%) of voters believe Trump is more responsible for the current economy than Biden [5] - Democrats are significantly more likely to blame Trump compared to Republicans, with a 40-point difference [5] Economic Policy Impact - By a 31-point margin, more voters believe Trump's policies have hurt rather than helped them, similar to sentiments towards Biden's policies at the end of his term [7] - Voters are critical of tariffs, with 63% disapproving of the Trump administration's handling of them [10] Inflation and Cost of Living - A majority of 52% believe inflation is "not at all" under control, with only 18% saying it is completely or mostly under control [10] - Grocery costs are a significant concern, with 85% reporting increases compared to the previous year [11] - Utility bills and healthcare costs have risen for 78% and 67% of voters, respectively, while two-thirds reported increased housing costs [14] Gas Prices - Voters reported some relief in gas prices, with 54% indicating price increases and 30% noting decreases [14]

Market Trends - A significant reversal occurred on Wall Street, with the Dow erasing a 700-point gain and the NASDAQ dropping 2% amid concerns over the Federal Reserve's monetary policy [2][16] - Strong earnings reports from companies like Walmart and Nvidia were insufficient to maintain market momentum, indicating underlying market fears [2][16] Retail Sector Insights - Retailers are entering the holiday season with a 4% increase in on-hand inventory compared to last year, but a sharp decline in incoming inventory is expected [5][6] - Retailers are attempting to stabilize prices during the holiday season, although there may be pricing pressures in 2026 due to earlier inventory pull-forwards [7][9] - Specific sectors, such as home goods and furniture, are experiencing rapid price increases due to previous tariff impacts [8] Consumer Behavior and Pricing - Retailers are expected to adopt dynamic discounting strategies, with potential for deeper discounts as the holiday season progresses [12][13] - Walmart's CFO noted a growing disparity in wage growth between low-income and high-income consumers, impacting overall consumer behavior [32] - Food prices remain 25% higher than five years ago, but recent tariff removals may provide some relief for consumers [35][46] Company Performance - Gap reported third-quarter results exceeding expectations, raising its full-year operating margin and net sales outlook [47] - Ross Stores also beat earnings expectations for the third quarter and raised its full-year earnings outlook, indicating optimism for the holiday season [48] - Intuit's fiscal first-quarter results surpassed expectations, although its second-quarter guidance fell slightly short of Wall Street's forecasts [49]

[music] [music] Hello and welcome to Ask for a Trend. I'm Josh Whipton. For the next half hour, we are breaking [music] down the trends of today that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on [music] what you need to know to get ahead of the curve. Here are some of the trends we're going to be diving right into. A stunning reversal on Wall Street Thursday.[music] Dow industrials erasing a 700 point gain. The NASDAQ sinking 2%. Strong results from Walmart, Nvidia, [music] n ...

I I'm genuinely trying to figure out if he's blaming the word affordability on Democrats, saying they somehow made it up and it doesn't mean what it means. Um or if he's saying that nobody was complaining about affordability uh until a Democrat I I it's very confusing. Also very confusing that he was saying all that at the Saudi investment forum.Anyway, the public isn't blaming Democrats for the cost of living and the economy right now. Now, even if even if the president wants to say they are at fault, 76% ...

Apparel retailer Gap said Thursday its comparable sales rose 5% during the fiscal third quarter, driven by strong revenue at its namesake brand after its viral "Better in Denim" campaign with girl group Katseye. Putting aside pandemic-related spikes, the rise in comparable sales is the strongest growth for Gap since its fiscal 2017 holiday quarter and is well ahead of Wall Street expectations of 3.1%, according to StreetAccount. In an interview with CNBC, CEO Richard Dickson said the company hasn't needed t ...

Core Viewpoint - Polar Power, Inc. reported a significant decline in net sales and a net loss for the three months ended September 30, 2025, primarily due to reduced demand from its largest telecommunications customer and geopolitical factors impacting sales [2][10][20]. Financial Performance - Net sales decreased by 74% to $1.3 million compared to $4.9 million in the same period last year [2][10]. - The company experienced a gross loss of $2.26 million, a decrease of 259% from a gross profit of $1.42 million in the previous year [14][20]. - Operating expenses decreased by $0.22 million, but were offset by a $0.45 million impairment of right-to-use assets, leading to a net loss of $4.08 million compared to a net income of $0.01 million in the same period last year [2][20]. Sales and Market Dynamics - Sales to the largest U.S. telecommunications customer accounted for 63% of total net sales, up from 46% in the previous year, indicating increased reliance on this customer [11][12]. - The company's backlog increased to $5.3 million from $1.2 million, showing signs of improvement and diversification in sales [6]. Cost Structure and Margins - Cost of sales increased by 1% to $3.53 million, with cost of sales as a percentage of net sales rising to 277.5% from 71% in the previous year [13][14]. - The gross loss as a percentage of net sales was (177.5)% for the quarter, compared to a gross profit percentage of 29% in the same period last year [14]. Operational Adjustments - The company has reduced sales and marketing expenses by 21% to $198,000, and R&D expenses decreased by 9% to $157,000, reflecting cost-cutting measures [15][16]. - General and administrative expenses decreased by 16% to $807,000, primarily due to a reduction in staff [17]. Strategic Outlook - The CEO highlighted that geopolitical uncertainty and restructuring in the telecom sector have impacted short-term sales, but recovery in the telecom sector and growth in microgrids and EV charging are expected to provide a more sustainable growth platform [9]. - The company is focusing on diversifying its product offerings into microgrids, electric vehicle charging, and foreign military markets to broaden its market opportunities [8].

Market Drivers - The current stock market is significantly influenced by three main factors: tariffs, interest rates, and AI [1] Analyst Background - The author has an average stock return of over 30% from articles over a one-year period and has experience as a Credit Manager for a mid-sized publicly traded bank [2] - The portfolio consists of 50-75% deep value stocks, primarily in small caps [2]