August 7, 2025 08:47 PM GMT US Inflation Monitor | North America CPI Preview: Tariffs continue to lift inflation Core CPI at 0.32% m/m (3.04% y/y), showing more signs of a tariff push. Core goods inflation rises as car prices inch up. Services inflation moves sideways, with weaker healthcare but higher airfares, hotels and car insurance prints. Headline at 0.25% m/m, 2.76% y/y, NSA Index: 323.218. Exhibit 1: Core CPI inflation and contributions 0.28 0.31 0.27 0.29 0.21 0.45 0.23 0.06 0.24 0.13 0.23 0.32 -0. ...

Romania is poised to keep borrowing costs unchanged ahead of an expected surge in inflation from a wave of tax hikes designed to help curb the budget deficit. https://t.co/myuv5v149n ...

to get us started. You know, 15sec elevator pitch. What does the Council of Economic Advisors do first of all.So, where do you see inflation, whichever measure you want to use, the CPI, the PC. Where where do you forecast inflation on a year-over-year basis at the end of this year. So, I don't have an I don't have a forecast for the end of the year in part because we're still waiting for policy details to be fully fleshed out.Right now, part of that is the fact that trade negotiations are ongoing, right. We ...

Core Insights - Lassonde Industries Inc. reported strong financial results for Q2 2025, with sales reaching $742.4 million, a 17.8% increase from $624.7 million in Q2 2024 [2][5] - The company experienced a gross profit of $195.7 million, representing 26.4% of sales, which is an increase from $175.7 million in the same quarter last year [2][5] - Operating profit rose to $54.4 million, up from $50.0 million in Q2 2024, while profit attributable to shareholders increased to $34.3 million, resulting in an EPS of $5.03 [2][5][8] Financial Performance - Sales increased by $117.8 million, with a 10.1% rise in sales volumes in Canada, driven by favorable selling price adjustments and a better sales mix [5][9] - Adjusted EBITDA for the quarter was $84.4 million, a 13.1% increase from $74.6 million in Q2 2024 [2][8] - The company reported an adjusted EPS of $5.47, down 4.5% from $5.73 in the previous year [2][8] Market Dynamics - The growth in sales was attributed to sustained market share gains in Canada and continued growth of U.S. brands, despite challenges in the U.S. private label market [3][9] - Lassonde anticipates a sales growth rate slightly above 10% for 2025, driven by the full-year impact of Summer Garden results and increased volumes from the "Buy Canadian" sentiment [9][10] Operational Insights - As of June 28, 2025, total assets increased to $2,324.9 million, a 2.1% rise from $2,277.8 million at the end of 2024, primarily due to higher accounts receivable and inventories [8][9] - Long-term debt stood at $651.1 million, with a net debt to adjusted EBITDA ratio of 2.03:1, reflecting a $173.6 million increase from December 31, 2024 [8][9] Strategic Initiatives - The company is focused on capital investment initiatives, particularly in New Jersey, to enhance its reach in the North American food and beverage market [3][9] - Lassonde plans to continue its multi-year strategy, with capital expenditures estimated to reach up to 7.0% of sales in 2025 [16][17] Dividend Information - A quarterly dividend of $1.10 per share was declared, payable on September 15, 2025, to shareholders on record as of August 19, 2025 [20]

Uh Natasha, starting with you. What's the reality here for American consumers. We hear that these companies are going to be absorbing the cost, but but give us a gut check here.So, uh my colleagues and I at the budget lab at Yale have been tracking all of these moves that we've seen in tariff rates over the course of the last many months. What we've concluded based on our models is that consumers are going to see a price increase on the order of magnitude of about $2,400 annually. And actually, when you thi ...

President Trump's efforts to remake the global economy entered a new phase today as US import taxes, otherwise known as tariffs, reached their highest level since the Great Depression. Joining us now, NBC News senior business correspondent Christine Romans and University of Michigan professor of economics and public policy Justin Wolfers. Welcome back from vacation, Justin.Uh Christine, how are the markets reacting to this. Well, you've got stocks down a little bit today, but really it's been a resilient re ...

With stocks mostly rangebound and heading into a challenging seasonal stretch, what is the best strategy right now for investors. Sarah Malik is head of New Equities and Fixed Income, CIO and chair of New's investment committee joins us now. It's nice to see you. >> Good to see you, Scott.>> So, we have an undeniable pause. Is it just that. Do we need to reverse ourselves lower or where do we go from here and why.Well, Scott, we are leading to low liquidity in late August and as you mentioned, September is ...

From @WSJopinion: Tariffs are taxes, and someone always has to pay. But Powell and his colleagues seem obsessed with the inflationary effects of these particular taxes in a way they never have been with any other taxes, writes @DonLuskin. https://t.co/jkFRSJLjHV ...

The cost of food has risen faster than overall inflation in the last year. https://t.co/MOt9mfH3ZC https://t.co/MOt9mfH3ZC ...

Well, let's go from chips to the credit markets. Wall Street's watching closely as the Treasury hits the market with its latest 30-year bond auction. Investors are parsing demand for long-term debt amid rising deficits, shifting rate expectations, and of course, the economic outlook is uncertain.Rick Santelli joins us now from Chicago. Rick, what do you have. >> Yeah, you know, there is a lot to unpack there.Let's start at the beginning and let the charts do some talking. If you look at twos and tens since ...