had here today. Jeffrey's chief market strategist and CNBC contributor David Zervos is back. Always good to see you, Z.Welcome. Great to be here. What do you make of this uh inflation versus margin story in PPI today.You know, we had a big surprise last time, a lot of it revised away and then this big surprise to down. It's a volatile number and I the big numbers tomorrow, but it's great news. I think it feeds the narrative that many had hoped for.Uh, and it takes uh it takes us back to kind of where Steve ...

The US jobs market just got another reality check. The labor department just said we had 911,000 fewer jobs between April 2024 and March 2025 than first reported. Now, this is just a preliminary estimate.However, it is one of the worst downward revisions that we've seen since the financial crisis. Now, these revisions don't reflect today's conditions. They go back around a year or so and use more comprehensive data points such as tax records as well as business openings and closings.However, if you combo th ...

Stocks rallied Wednesday morning after a cooler-than-expected producer inflation report fueled interest rate cut bets and strategists across Wall Street raised their outlooks on the US stock market https://t.co/ZjRceTpeW7 ...

The data continues to tell the Fed to cut interest rates by 50 basis points in September. ...

Summary of InMode Conference Call Company Overview - **Company**: InMode - **Industry**: Medical Technology, specifically in energy-based, minimally invasive surgical aesthetic and medical treatment solutions Key Points and Arguments Market Conditions - The aesthetic market has been experiencing a slowdown since summer 2023, attributed to macroeconomic factors and softening demand [4][6] - InMode has a strong financial position, being debt-free with a solid cash balance, which allows it to navigate the current market challenges [9] Financing and Credit - Approximately 90% of InMode's capital equipment sales are financed through third-party leasing companies [6] - Rising interest rates have increased monthly payments for customers, leading to tighter credit conditions and more rigorous approval processes [6][7] Product Strategy - InMode has opted not to lower prices, believing it would be detrimental in the long run [16] - The company is expanding its product offerings to include lasers and other technologies, aiming to become a one-stop shop for customers [16][17] Market Penetration - InMode has achieved about 25-30% penetration in the plastic surgeon community but only 5-7% in dermatology, indicating significant growth potential in the latter [20][22] - The company is focusing on upgrading existing customers to newer technologies, which could enhance penetration further [22][32] Patient Demand - There has been a decline in patient demand over the last couple of years, impacting capital equipment sales [58] - Recent months have shown signs of stabilization in demand, although it remains below previous levels [61][63] International Growth - InMode has seen a return to double-digit growth in international markets, attributed to leadership changes and direct operations in countries like Germany and Japan [81][82] - The company is working with a distributor in China and is awaiting approvals for more products, which could enhance sales in that market [87][90] Tariff Impact - The company anticipates a 200-300 basis point headwind from tariffs, with ongoing supply chain adjustments aimed at mitigating this impact [64][70] - Future guidance on tariffs will depend on the success of these adjustments and potential treaties between Israel and the U.S. [69] Future Outlook - InMode is cautiously optimistic about achieving 5-6% revenue growth in the coming years, which would add $25-30 million to the top line annually [94][96] - The company expects new product launches to contribute positively to revenue growth [94] Additional Important Information - The aesthetic space is cyclical, and down cycles typically do not last more than two to three years [12] - The company is actively pursuing opportunities in women's health, which is seen as a significant growth driver [54][56] - InMode is also developing a standalone team focused on ophthalmology, which is expected to boost growth once FDA approvals are secured [53][54]

🇺🇸 TRUMP JUST POSTED THIS!BIG RATE CUTS ARE COMING🚀 https://t.co/PCsaV3JFJ2 ...

PPI coming in WAY below expectations.Inflation is not a problem.The Fed should have been cutting interest rates. ...

Inflation Trends - August PPI wholesale inflation decreased by 01% [1] - Excluding food and energy, PPI also decreased by 01% [1] - Year-over-year headline PPI increased by 26%, lower than the expected 33% [3] - Year-over-year PPI excluding food and energy increased by 28%, lower than the expected 35% [4] - PPI excluding food, energy, and trade increased by 28%, consistent with the previous reading [5] Market Reaction - Equities moved up after a significant revision of minus 911000 [6] - The mitigated inflation worry on the wholesale side contributed to the market's upward movement [6] Interest Rate Impact - Interest rates dropped to around 406% [7] - The 10-year Treasury yield decreased by three basis points [7] - The 2-year Treasury yield also decreased by three basis points to 352% [7]

US wholesale inflation unexpectedly declined in August for the first time in four months, adding to the case for the Federal Reserve to cut interest rates. https://t.co/oJ9XtXU2or ...

Amazing what happens when the interest rates start coming down https://t.co/QebrIKuc0S ...