So the history of tariffs, I mean, we've got precedent. You know, I don't know the answer to this. You look back at Smoot-Hawley and various tariffs over the last hundred years.Is there a trend line or. Okay. Yeah, there's a red line.Tariffs are terrible. As you joined the central bank. You're out of the fiscal policy business. Okay, You're out of the partisan business.People take the job extremely seriously. So I'm not going to with the president and Congress, in their wisdom, can pass whatever tariffs the ...

All right, President Trump signing an executive order Thursday that will allow tariffs on auto and other imports from Japan to be coming in at much lower rates, 15% versus the 25 to 27 1.5%. Uh joining us right now to talk about this is Commerce Secretary Howard Lutnik and SE Secretary Lutnik, thank you for being with us today. Let's walk through how this kind of played out and what the specific details are in this agreement. All right. So the Japanese in order to buy down their tariff rate, so they had a 2 ...

Jobs report comes in weak.The Fed cuts interest rates multiple times in 2025.Home sales volume returns.$OPEN revenue surges higher.Keep it simple, folks. ...

Group 1: Investment Opportunities - The article emphasizes the importance of purchasing quality stocks at discounted prices, particularly dividend stocks, to maximize yield [1] - It highlights three S&P 500 dividend stocks that are currently down significantly from their highs, presenting potential buying opportunities [2] Group 2: Verizon Communications - Verizon Communications is noted for its stable dividend yield of 6.2%, which has been raised annually for the past 18 years, despite a nearly 30% decline from its late-2019 peak [5][6] - The company has a substantial debt load of $124 billion, resulting in annual interest payments of approximately $6.6 billion, but it is still capable of funding its dividend [7][8] Group 3: Accenture - Accenture, valued at $158 billion, generated $65 billion in revenue last fiscal year, with a net income of $7.7 billion, showcasing its diverse business model that includes both consulting and managed services [9][10] - The stock has decreased by 36% from its peak due to market fears regarding tariffs and rising interest rates, but the company reported an 8% year-over-year revenue increase last quarter [12][13] Group 4: Lockheed Martin - Lockheed Martin's stock has fallen 26% from its October high, primarily due to reduced orders for F-35 fighter jets, although this segment accounts for less than one-third of its total revenue [14][15] - The company is still expected to achieve revenue growth, projecting around $74 billion for 2025, and has maintained a solid dividend yield of 2.9%, having increased its dividend for 22 consecutive years [18][19]

Wall Street strategists say investors are becoming more concerned about said independence as President Trump seeks to impose his will on the central bank. Jp morgan analyst wrote to clients that, quote, Markets have become more concerned over Fed independence as there are signs of a Fed inflation trade. Goldman Sachs analyst also noted growing concerns around Fed credibility.Let's get Morgan Stanley's take. Joining us now is Mike Wilson, who is the firm's chief U.S. equity strategist and CEO. Mike, thanks f ...

Market Overview - U.S. stock futures showed mixed movements following a mixed session on Wednesday, with major indices experiencing fluctuations [1] - The Dow Jones index decreased by 25 points or 0.05% to 45,271.23, while the S&P 500 rose by 0.51% to 6,448.26, and the Nasdaq Composite increased by 1.02% to 21,497.73 [7][8] Economic Indicators - The yield on the 10-year Treasury bond was at 4.20%, and the two-year bond yield was at 3.60% [3] - U.S. job openings fell by 176,000 to 7.18 million in July 2025, below market expectations of 7.4 million [6] - New orders for U.S.-manufactured goods declined by 1.3% month-over-month to $603.6 billion in July [6] Company Performance - Alphabet Inc. Class C shares surged over 9% following a favorable U.S. court ruling in the DOJ antitrust case [5] - Apple Inc. shares increased by about 4% due to the ruling preserving a significant revenue stream [5] - Campbell's Co. shares rose by 7% after reporting better-than-expected earnings [5] - Macy's Inc. shares jumped more than 20% after raising its FY2025 guidance [5] - American Eagle Outfitters Inc. saw a 24.30% increase in premarket trading after a successful second quarter [18] - Salesforce Inc. shares dropped by 6.61% after issuing third-quarter sales guidance below estimates [18] - Hewlett-Packard Enterprise Co. shares rose by 2.98% after posting strong earnings and raising fiscal 2025 guidance [18] - BrilliA Inc. shares skyrocketed by 155.87% following the announcement of a cash dividend [18] - Biodesix Inc. shares increased by 37.37% after a substantial insider purchase by a major shareholder [18] - Neonode Inc. shares plummeted by 76.53% despite announcing expected revenue from a patent settlement [18] Sector Performance - Most sectors on the S&P 500 closed negatively, with industrials, energy, and materials stocks experiencing the largest losses [4] - Communication services and information technology stocks performed well, leading to a mixed settlement in U.S. stocks [4]

So, let's get to Steve Leeman, who is with one of the potential Fed picks, who seemed to have gotten more popular uh as time has been going by and and even before he was mentioned, we had talked about him and and talking about cuts way before that. Uh Chris Waller, hi Steve. >> Yes, we had uh Joe and I am joined by Fed Governor Chris Waller, who because he's right here, he's my pick right now.Thanks for joining us, Governor Waller. Um I want to start off with what uh is is among the most interesting things ...

The interest rates in the US are too high right now given the the health of the economy. If you have an economy that's changing rapidly for the better, it will produce more goods. Uh and that that is not getting uh accommodated uh within the Fed's policies.So the US should have a lower yield curve because the economy is so strong. That's not part of the Fed's model. Central banks tend to say no if things are really good then we raise rates.That's the reverse of what the the what should be going on. Final po ...

And lawmakers returned to work on Capitol Hill today. They've got several pressing issues to tackle after their August recess. That includes the House, which took an extended break following Republican leaders concerns about members pushing for a vote on a resolution to force the Justice Department to release the Jeffrey Epstein files. Prior to their break, House Speaker Mike Johnson contended that by September, the DOJ would be more able to give transparency on the files, making a resolution to compel thei ...

Let's start with the euro. We've heard from Isabel Schnabel at the ECB talking about inflation risks. We get inflation data a little bit later out this morning.But what are you seeing in the euro that's of interest. Well, I think what's interesting is the fact that it's really seen through a lot of the potential threats to its strength. It's still trading near 20, 21 levels.You've got this extreme political insurgency in France, you know, with a possible government collapse next week. You've got the far rig ...