Countries across the globe are scrambling now to respond this morning to President Trump's sweeping new round of tariffs. Those took effect yesterday and raised import taxes to the highest level since the Great Depression. In Japan, leaders there say the US promised to fix a mistake that collected more tariffs from the country than intended. Tokyo's trade negoti negotiator says Trump officials agreed to avoid stacking the tariffs and to refund the companies that had already been overcharged. Meanwhile, in S ...

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 ...

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Stagflation fears are rising, but smart investors see opportunity, not panic. In this episode of Stocks in Translation, Pennington Partners & Co. president and chief investment officer Christopher Wolfe joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to break down everything you need to know about stagflation in the current market, and how investors and companies can ...

Fed officials voice concern over US economic uncertainty and rising unemployment: Here’s your Evening Briefing https://t.co/SIKEr5jWKx ...

Well, earning season is showing us whether economic uncertainty is having an impact on companies and consumers. But do the results reflect what the recent macro data is signaling. Let's bring in JP Morgan asset management chief global strategist David Kelly and Bonson Group chief investment officer David Bonson.David's welcome. Uh David Bonson, Palanteer. We're going to get the results pretty darn soon.You argue it's run too far, but does this market need names like Palunteer to defy gravity if the market's ...

America’s remarkable run of economic growth may be slowing. Recent data point to weaker output as tariffs, economic uncertainty, curbs on migration and attacks on institutions such as the Federal Reserve take their toll https://t.co/wlBYNpNf3b ...

Economic Data Accuracy - The US economy's unpredictability is concerning given its size and sophistication [1] - BLS (Bureau of Labor Statistics) data revisions show a downgrade in actual job growth [1] - The US economy created approximately 818,000 fewer jobs in the 12 months leading up to March 2024 [1] - Inaccurate employment data leads to inaccurate GDP assessments [2] - Bad data is a fixable problem that requires prioritization and effort [3] Market Implications - Sophisticated capital markets can react to real-time data and make informed decisions [3] - The combination of inaccurate employment and GDP data could be problematic for the economy [2] Data Collection & Reporting - There is a need to prioritize fixing the data collection and reporting systems [3] - Existing systems and SAS tools should be leveraged to improve the accuracy of employment data [3]

All right. So, folks, you may not care about the Federal Reserve or interest rates, but you may want to buy a home. And what the Fed does could influence the bond market, which could influence mortgage rates.And guess what. We got new numbers on pending home sales for the month of June. Diana Ols.>> Well, Brian, pending home sales in June dropped just less than 1% from May and we're down 2.8% from June of last year. These counts are based on signed contracts for existing homes. So, people out shopping in Ju ...

So, you've said you don't think the Federal Reserve should be in a rush to cut interest rates. Why is that. So, I've been describing today's economy as like driving through fog.Um uh just some examples. Um there's a tax bill being um uh discussed, but no one actually knows what's going to end up in it and when it's going to pass. Um we've talked about tariffs, but I don't know, maybe you know better than I do, but I couldn't tell you what the tariff rate on Europe is going to be six months from now.Sure. Um ...

Core Insights - New analyst coverage is essential in navigating heightened economic uncertainty, providing updated insights into company fundamentals and risk exposures [2][3] - Recent initiations of coverage on companies like KALA BIO, Graham Corporation, Arq, and Hawkins reflect the growing need for sharper analysis amid inflationary pressures and weakening demand [3][10] Analyst Coverage Importance - Analysts possess specialized knowledge that offers critical insights into a company's financial health, growth potential, and industry trends, which are often difficult for individual investors to acquire independently [4] - New coverage typically indicates a higher investor inclination towards a stock, as it suggests that the company holds potential value [5][7] Value Creation by Analysts - Analysts create value for companies by initiating coverage, acting as intermediaries with extensive access to relevant data, which helps mitigate inefficiencies in the market [6] - Stocks chosen for new coverage usually reflect a positive outlook envisioned by analysts, often leading to more favorable ratings compared to continuously covered stocks [7][8] Market Impact of New Coverage - New analyst coverage can lead to immediate stock price volatility, with positive ratings attracting bullish sentiment and driving share prices higher, while negative ratings may trigger sell-offs [9] - Favorable coverage from multiple analysts can enhance investor confidence, leading to sustained upward momentum in stock valuations [9] Recent Stock Performances - KALA BIO shares increased by 96.1% over the past three months, with a narrowing loss per share estimate for 2025 [10][15] - Graham Corporation shares rose by 75.2% in the same period, with an increasing EPS estimate for fiscal 2026 [10][16] - Arq shares gained 57%, with an unchanged EPS estimate indicating improvement from the previous year's loss [10][17] - Hawkins shares saw a 25.6% increase, despite an unchanged EPS estimate indicating a year-over-year decline [10][18] Screening Criteria for Investment - Stocks with increased analyst coverage and improving average ratings are prioritized, alongside other parameters such as price and average daily volume [12][13]