Political & Economic Analysis - The new bill is perceived as a reverse Robin Hood budget, transferring wealth from the poor to the rich [1][2] - Soft stagflation is anticipated, with rising inflation and a potentially softening labor market due to an economic slowdown [4] - Public opinion, even according to Fox News polls, is largely against the bill by 20 points, even before its effects are felt [7] - Democrats have an opportunity to capitalize on the bill's unpopularity and the Republican party's perceived lack of fiscal responsibility [8][10] - Economic populism is suggested as a counter-narrative to cultural populism, using the bill as an example [10] Midterm Elections & Political Strategy - The White House acknowledges potential blowback in the midterm elections, historically challenging for a president's first term [12][13] - The administration aims to fulfill campaign promises, including tax cuts, despite midterm election concerns [11][12] - Democrats are considering making JD Vance the face of the bill, particularly looking ahead to the 2028 presidential election, though focusing on Donald Trump and the Republican party as a whole may be more effective in the midterms [14][15][16] - The Republican party may struggle to credibly advocate for fiscal responsibility after Donald Trump's first term, during which the debt increased [8] - A past attempt to privatize social security under George Bush is cited as a cautionary tale of pursuing unpopular policies [17][18]

Speaking of the weak dollar, my next guest has three names that should benefit from that. Or maybe it's the whole market as we were just discussing. Michael Caneritz is here.He's the chief investment strategist at Piper Sandler. It's great to see you. You too.What What is the the sort of top level effect of a dollar being down 10%. I mean, is it supportive for stocks. What happens if it continues. What happens if it doesn't.I I think it's positive. I mean, at least that's what I've we've observed through mo ...

Group 1 - The article discusses Chevron Corporation's (NYSE: CVX) stock analysis and provides a preview for the company's Q1 earnings report [1] - The focus of the analysis is on actionable investment ideas derived from independent research [1] Group 2 - The company has a track record of helping members outperform the S&P 500 and avoid significant losses during market volatility [2] - The service offers a trial to assess the effectiveness of its investment methods [2]

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Shares of Centene (NYSE: CNC) have tumbled more than 20% after the healthcare giant stunned investors by withdrawing its full-year financial guidance. The move echoed a similar shock from UnitedHealth Group (NYSE: UNH) in May, deepening concerns about rising costs and mounting pressure across the health insurance sector. In pre-market trading on Tuesday, Centene stock dropped as much as 26% to $41.57. This followed a previous close of $56.65, where CNC shares had gained 4.3% in the prior session. CNC one-da ...

President Trump has returned to the White House after touring a new and controversial migrant detention facility in Florida, which conservatives are embracing as a symbol of the administration's immigration crackdown. The president, alongside Florida Governor Ronda Santis and Homeland Security Secretary Christy Gnome, visited the detention center that's become known as Alligator Alcatraz, and for good reason. The facility is situated on the site of an old airirst strip in the Florida Everglades, and that sp ...

[Music] I have a confession. I used to believe that superheroes had it all figured out. Like boom, bad guy gone.Boom, city saved. Boom, roll credits. But then I watched Avengers Endgame and grown men were crying, cheering.I mean, I was too. But I was also in the corner like actually what happens next. Because Thanos snapped away half of all life.The Avengers brought them back. Marvel paints it as the ultimate triumph. But my brain was like, yikes.I'm an economics student. I've participated in model economic ...

Group 1 - Sweetgreen Inc (NYSE:SG) stock has declined 4.5% to $14.21 after TD Cowen downgraded the restaurant chain to "hold" from "buy" and reduced its price target from $25 to $15, citing that same-store sales are unlikely to normalize until 2026 and that urban presence is pressured by competition and a plateaued return to office dynamics [1] - Sweetgreen is experiencing its worst single-day percentage drop since June 5, with shares down more than 56% in 2025 and wrapping up their third consecutive quarterly loss, marking the worst quarter since December 2022 [2] - Despite the downgrade, eight out of 14 brokerages covering Sweetgreen maintain "buy" or better ratings, with a consensus 12-month price target of $22.27, indicating a 57% premium to the current stock price [3] Group 2 - A shift in sentiment among options traders is noted, with a 50-day call/put volume ratio of 3.07, ranking higher than 95% of readings from the past year, which could present additional headwinds for the stock [4] - There is a notable increase in put options trading, with 5,057 puts traded, six times the intraday average volume, compared to 2,566 calls, indicating a bearish sentiment shift [5]

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Over the past couple of years, European and American luxury brands have faced falling sales in China—one of their key growth markets for decades—as mainland consumers grapple with an economy devastated by a collapse in real estate prices.In that same period, upstart domestic jewelry brand Laopu Gold has prospered with a growing range of gold rings, necklaces, bracelets and more aimed at the aspirations of a bruised middle class. Read more here: https://t.co/kKd6V75fu8📷: Lam Yik/Bloomberg ...