Let's get the take for for your state of the market right now. Given what we saw with the jobs report, given what we saw with the firing of the Labor Department's chief statistician, is this a cause for concern with regard to how investors should treat the current market environment. >> Yes, we do think it is a cause for concern.We think that the market in the long term is going to continue to go higher but there are going to be concerns related to the deficit to the tariffs and particularly with this emplo ...

Market Overview & Economic Factors - Markets anticipate a potentially pivotal week with major tech earnings, a Federal Reserve meeting, jobs report, economic data, and trade deals influencing market direction [2] - Monday's trading day exhibited tepid price action and lower volatility, but expectations are for increased volatility in the coming sessions [5] - The U S housing market is experiencing its worst spring selling season in 13 years, impacting related industries [25] Sector Performance - Industry groups showed more decliners than advancers, with real estate investment trusts, materials, and utilities down over 1%, while energy stocks gained over 1% due to higher oil prices, and tech and consumer discretionary sectors also performed positively [8] - Semiconductor space significantly outperformed the broader market, rising approximately 16% [9] Individual Company Highlights - Figma's IPO is anticipated to be large and is scheduled to price on Wednesday and begin trading on Thursday under the ticker AIG [3][4] - UBS analyst raised their price target on AMD to $210 from $150, maintaining a buy rating, with AMD closing up approximately 43% at $173 [10] - Tesla's stock increased by about 3% following Morgan Stanley's forecast that the self-driving vehicle market will reach $200 billion by 2030 [12] - JP Morgan upgraded Nike from neutral to overweight, raising its price target from $64 to $93, advising clients to buy [12] Earnings & Outlook - Cadence Design reported revenue of $128 billion, slightly above expectations of $125 billion, with adjusted EPS of $165 versus estimates of $156 per share, and raised its 2025 revenue outlook to 13% growth [14][15] - Whirlpool's second-quarter net sales missed estimates at $377 billion versus $385 billion, with ongoing EPS also missing consensus at $134 versus $161, and the company maintained its full-year revenue outlook at $158 billion [22][23] - Whirlpool anticipates full-year cash from operating activities of approximately $850 million and free cash flow of $400 million, revised down from a previous range of $500 million to $600 million [23] Risks & Challenges - Opendoor's stock fell 79% after postponing a shareholder vote on a reverse stock split due to recent stock price volatility [16][17] - Gilead shares declined 27% due to potential risks to its HIV preventative franchise following reports of plans to dismiss an advisory panel [18] - Duolingo's shares decreased by 65% after Citizens expressed caution regarding upcoming results, citing third-party data suggesting slowed engagement since April, and lowered the price target to $450 from $475 [20][21]

As investors worry about the latest round of tariff announcements, maybe this war footing and so forth, but there's another concern maybe can take off the list or push down a little bit. My next guest says inflation is slowing way more than the markets think. Let's bring in Matt Mskin.He's the co-chief investment strategist at Manulife, John Hancock Investments. Matt, it's great to see you. And this is precisely the moment you just heard Jimmy and others have talked about this, like is the hard data going t ...

All right, a new red flag in the housing market. Mortgage delinquencies. It's a sign of bigger trouble ahead.That's the question this morning. Diana Ol joins us right now with more. Diana, good morning. Good morning, Becky.Yeah, mortgage delinquencies are still historically low because home values have gone up so much in the last 5 years. But early this year, they began to rise just on FHA loans, which are generally used by lower income borrowers. But now, we're seeing something new.In May, a significant ju ...

Economic Outlook - The economy is growing, with unemployment at 42% [3] - The economy is growing at an estimated rate of 15% to 2% [3] - Sentiment has increased from very low levels, but remains depressed [3][4] - The current monetary policy allows for timely responses to economic changes, with careful monitoring of data [7] Inflation & Tariffs - Inflation has cooled to roughly 2% despite tariffs [1] - There are concerns that tariffs could lead to demand destruction and slower growth, potentially keeping inflation low [7] - The likelihood of lower inflation due to tariffs is uncertain, requiring several months of cool inflation data to confirm [7] Housing Market - The housing market faces both short-term and long-term challenges, including a housing shortage and high rates [4] - Restoring price stability and maintaining a strong labor market are seen as the best approaches to support the housing market [5] Job Market - Overall labor force participation, wages, and job creation are at healthy levels [5] - There may be a very slow, continued cooling in the job market, but it is not currently troubling [6] Monetary Policy & Rate Paths - Rate paths are data-dependent and subject to high uncertainty [9][10] - Rate paths involving cuts suggest an expectation that cuts will become appropriate [9]

Welcome to Wealth. I'm Ally Canel and this is Yahoo Finance's guide to building your financial footprint. Our community of experts will give you the resources, tools, tips, and tricks you need to grow your money.On today's show, policy whiplash causing investor fatigue. One portfolio manager explains where to find opportunity and how you can position for the summer. And the majority of Americans are concerned about how tariffs could impact their finances.We have tips to help consumers navigate the current e ...

Core Viewpoint - Alpha Pro Tech, Ltd. reported a modest increase in sales for the first quarter of 2025 despite ongoing challenges in the housing market and economic uncertainty, with a focus on growth in the Building Supply segment and a strong performance in synthetic roof underlayment sales [2][6][7]. Financial Performance - Consolidated sales for Q1 2025 were $13.8 million, up 2.5% from $13.5 million in Q1 2024 [6][7]. - Net income for Q1 2025 was $613,000, representing a 6.4% increase from $576,000 in Q1 2024, with earnings per diluted share rising to $0.06 from $0.05 [12][22]. - Gross profit decreased slightly by $25,000 to $5.4 million, with a gross profit margin of 39.0%, down from 40.2% in the previous year [10][11]. Segment Performance - The Building Supply segment saw sales increase by $132,000, or 1.6%, to $8.4 million, driven by a 21.8% increase in synthetic roof underlayment sales and an 89.3% increase in other woven materials, although housewrap sales fell by 20.9% [7][8]. - The Disposable Protective Apparel segment's sales rose by $208,000, or 4.0%, to $5.5 million, attributed to a 12.0% increase in disposable protective garments, despite a significant decline in face mask sales [9]. Market Conditions - The housing market showed continued weakness, with single-family housing starts down 4.7% compared to Q1 2024, impacting housewrap sales [2]. - Economic uncertainty and inventory levels from previous excessive purchases affected face mask sales, with expectations for demand to improve as inventory normalizes [4]. Strategic Outlook - Management remains optimistic about growth in the Building Supply segment, citing a strong pipeline of business opportunities, while acknowledging ongoing uncertainties in housing starts and the broader economy [4]. - The company is well-positioned competitively due to sourcing products from India, which currently faces lower tariff rates compared to competitors sourcing from China [5].