These donuts aren't just sugary treats. They're a taste of the US economy. This is the most popular donut.Yes. Our yeast rays. Okay, here we go.I'm going to give it I'm going to give it a shot here. That is fresh. Mellow Cream co-owner Chris Lson now grappling with the tariffs the company hasn't seen since they opened in 1932.The Trump administration's 19% tariff on Indonesia, making the palm oil they used to fry donuts a lot more expensive. It used to be closer from like $2,000 to $2,100 um weekly. Now it' ...

Fed cuts would immediately make borrowing cheaper on credit cards and auto loans, since those products are based on the short-term interest rates the central bank heavily influences. Mortgages are a different story, however. https://t.co/p93JFFvaJj ...

Market Analysis & Investment Strategy - The market has froth, but positive stories overwhelm it, making rational investments viable [2][3] - Insider buying in Eli Lilly (LLY) suggests a positive outlook, leading to a rerating of the stock [5][6] - The market in 2024 is not like the dot-com bubble of 1999-2000, as rational investments still exist [21][24] - Skepticism towards companies buying crypto on margin and consultant companies like Palantir is viewed as irrational; Palantir is considered cheap using the rule of 40 [14][16] Company Performance & Initiatives - Amazon's move to same-day grocery delivery is a disruptive initiative, potentially impacting Instacart, DoorDash, and Uber [3][4] - Charles Schwab experienced a 17% increase in net new assets month over month [7] - Cisco's AI-related orders from webscale customers exceeded $2 billion in fiscal year 2025, more than double the initial target of $1 billion [62] - Universal Technical Institute (UTI) reported weaker than expected new student starts, causing a stock plunge of nearly 19%, but year-to-date starts are up over 14% [27][28][31] Economic Trends & Inflation - Wage deflation, driven by automation and AI, is expected to impact hiring and layoffs in various sectors, including law, accounting, and advertising [109][112] - Companies are hesitant to hire due to the cost of labor and the potential for digitization and automation to replace human workers [103][110] - Amazon's expansion of same-day grocery delivery to 2,300 cities could impact competitors like DoorDash, Instacart, Kroger, and Target [105][106]

Monetary Policy - Peru's central bank maintained stable interest rates due to below-target inflation [1] - Policymakers are adopting a wait-and-see approach regarding election uncertainty and US tariffs' impact on growth and prices [1]

CNBC has learned the Trump administration currently considering now 11 individuals to replace Fed chair J Pal when his term expires in May. I think we're in a good spot right now for talking about bringing the rate down. In my view, if you're starting to worry about the downside risk of labor market, move now.Don't wait. People love to talk about long and variable lags. Why do we want to wait until we actually see it crash before we start cutting rates.So, I'm all in favor of saying maybe we should start th ...

The dollar is set for a toxic mix of a Federal Reserve cutting interest rates in the face of rising annual inflation, a damaging scenario last seen nearly two decades ago, according to Bank of America https://t.co/gQqdlvdJq8 ...

Interest Rate Cut Expectations and Market Impact - Treasury Secretary suggests the Fed should cut rates by 50 basis points next month, with an ultimate reduction of 150 to 175 basis points [1] - Small cap Russell 2000 saw the biggest gains, indicating potential rebound in out-of-favor groups and sectors if rates drop [2] - Market had previously priced in six rate cuts for 2025, but the S&P was significantly lower at that time [3] - Lower rates could benefit commercial real estate, which has been hurt by higher rates [6] - Lower rates lead to higher multiples and stock prices due to discounted cash flow [6] Labor Market and Economic Growth - Treasury Secretary's reasons for rate cuts include a softening job market [3] - There's a contradiction in the administration's stance on the job market revisions [4] - Unemployment is at 42%, higher than last year's below 4% [10] - GDP growth in the first half of 2024 was approximately 125% [10] - Tariffs of 15% or 30% on imports, especially from China, could weigh on growth [11] Investment Strategies - Equities are expected to continue to rally in a 150 basis point cut environment [14] - A barbell strategy is suggested, focusing on high multiple tech stocks and value stocks [14] - Financials and healthcare sectors are identified as potential areas for investment [15]

Monetary Policy Outlook - The market anticipates the Federal Reserve (Fed) will cut interest rates by 25 basis points at the September meeting [2] - The Producer Price Index (PPI) data reinforces expectations of a rate cut, focusing on the magnitude rather than the likelihood [2] - The Fed's decision to cut rates is primarily driven by concerns about employment, despite stalled disinflation [2] Dual Mandate Considerations - The Fed's weighting of its dual mandate (employment and inflation) depends on proximity to goals; with inflation closer to target, employment concerns gain importance [4][5] - Historically, the Fed tends to act more decisively when concerned about employment [4] - Some Fed speakers express reservations about inflation remaining a persistent problem [6] Risks and Uncertainties - Tariffs potentially seeping into prices could cause inflation to rise, complicating the Fed's policy decisions [8] - The Fed is willing to accept stalled disinflation to a certain extent, but dislikes it, tempering enthusiasm for rate cuts [9]

There’s now a 100% chance the FED will cut rates in September.Expect Bitcoin and Altcoins to go parabolic! https://t.co/e4St9gOaqG ...

Treasuries moved lower after a reading of inflation at the production level came in stronger than expected, prompting traders to pare bets the Fed will cut interest rates in September https://t.co/Sqp8ihu1FN ...