Let's get back to the broader markets and talk about what to expect going into year end. All as the Dow tracks for its fifth positive quarter in a row. S&P NASDAQ pacing for their seventh positive quarter in eight.Joining us here this morning at Post 9, Deutsche Bank chief US equity strategist and global strategist Binky China. Binky, it's great to have you in. >> Thanks to you.So year end 7K >> and 10 year almost four and a half, right. >> That's right. >> Market can deal with that.>> Uh I believe so. Yeah ...

In shortAccording to IoT Analytics’ latest What CEOs Talked About report, tariffs and AI stood out as leading themes during earnings calls in Q3 2025, with discussions around data centers and agentic AI continuing to rise.A historical analysis shows that both geopolitical themes and digital themes have risen strongly in the last 5 years on the CEO agenda. The average mentions of leading technology themes nearly doubled over the last 5 years, with AI, software, and data centers the leading themes in Q3 2025. ...

Let me ask you about tariffs and where you think things stand uh what you expect to happen uh to the tariffs from a legal perspective and how how you're confronting them yourself at this point. >> Well, we had a huge announcement. Um the Trump administration announced that they're looking at 232 tariffs for heavy duty trucks.This is a really big deal for our country and for Ford companies like Packar and Ford. We make all of our heavy duty trucks in America. We have a lot of competition from overseas and a ...

Market Overview - The stock market is trading at or near record highs, indicating that bulls are in control and suggesting a potential for further upward movement [3][15] - The S&P 500 experienced a significant rally, increasing by 38% from its low in April 2025 to a record high in September 2025, driven primarily by technology and AI stocks [10] Economic Policies and Market Reactions - President Trump's return to the White House in January 2025 initiated a series of bold economic policies, including the most comprehensive tariff package in modern American history, which initially caused a sharp decline in stock prices [5][6][7] - The market rebounded after the tariffs were lowered and extended, with April 2025 being marked as "Liberation Day," showcasing the market's resilience and forward-looking nature [9] Federal Reserve Actions - The Federal Reserve cut interest rates for the first time in years, which is seen as a bullish sign for both Main Street and Wall Street, with expectations of further rate cuts [11] Geopolitical Factors - Geopolitical tensions, including ongoing negotiations with China and conflicts in Ukraine and the Middle East, did not deter market growth, highlighting the American market's adaptability [12] IPO and Small/Mid Cap Stocks - The IPO market has shown signs of improvement in 2025, with increased venture capital flow and a rise in new stock offerings [13] - Small and mid-cap stocks began to rally in Q3 2025 after a period of dormancy, with the Russell 2000 index showing a 9% increase year-to-date, primarily driven by the Fed's rate cut announcement [14]

LOS ANGELES (AP) — If it seems like its getting more expensive to replace a broken door, kitchen fixtures or upgrade a major appliance, you’re not wrong. The cost of home repair and remodeling projects is up compared to a year ago and running ahead of inflation overall, according to a report from data analytics company Verisk. The firm's latest Repair and Remodeling Index jumped 3.4% in the April-June quarter compared to the same period last year. That's a bigger annual increase than the 2.7% rise in inf ...

All right, your price target on Nike 75 bucks. The consensus is about $80.50%. Why are you less bullish than the rest of the of your peers when you say that you actually believe the turnaround's in full swing and you're seeing signs of real progress.>> Yeah, you know, the the main case for us is that, you know, a lot has been priced in here. You know, we've seen um you know, shares pretty much trading at 40 times for you know, next 12-month earnings um and then 30 times, you know, two years from now earning ...

Asia’s top two trading powers are showing signs of stress as US importers pay higher tariffs on their products https://t.co/Ygmh8Czf6V ...

Cleveland Fed President Beth Hammack told CNBC’s Squawk Box Europe on Monday that the U.S. central bank must keep a restrictive monetary policy stance to bring inflation down to its 2% target. “My forecast is that we’re going to remain above target for probably the next one to two years, and not really getting back down to our objective of 2% until the end of 2027 or early 2028,” Hammack said. At the same time, St. Louis Fed President Alberto Musalem said he is open to additional interest rate cuts, but emp ...

Key Points RH has rearranged its supply chain to adapt to existing tariffs. An additional 50% duty on imports of kitchen and bathroom furnishings, as well as 30% tariffs on upholstered furniture tariff will complicate its business further. CEO Gary Friedman thinks it will be harder for his competitors to deal with. 10 stocks we like better than RH › RH (NYSE: RH), the company formerly known as Restoration Hardware, is no stranger to the trade war, but things might be set to go from bad to worse. ...

One of the best performers in Britain’s midcap stock gauge has been helped by a growing US presence that's keeping it away from the glare of Trump’s tariffs regime https://t.co/dVvFhNJg51 ...