RT apewood (@apewoodx)even if monetary were flat i still think htf trend is up. a shift hawkish because inflation moves out of control would be negative.the bigger signal i think will be read through that the ai capex bubble is slowing (ie some signal in price that the market no longer gives it credence). but to me the sora launch and major lab focus on content and video is another major tailwind to this macro tailwind, the gpus will melt ...

South Korea’s consumer inflation quickened as the impact of temporary cuts to communications fees faded and food prices rose, clouding the case for the central bank to lower borrowing costs later this month https://t.co/4eX2ZnwBhZ ...

[Music] Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into.Markets seem to be shrugging off this government shutdown. And at the end of Wednesday's session, all major indices did end the day higher. And salary matters, but it's not the only thing on ...

Joining us now is Afan Bash. She is founder and CEO of Rock Creek and it's great to have you back on the show. Welcome.>> Great to be with you. >> So, let's start right there because this has been a global bull market. Um, we focus so much on the US, but how do you see that versus the rest of the world.>> So, we had such low valuations in places like emerging markets that we were just talking about. And of course, you've had a number of companies that are in getting better. plus they're benefiting from infl ...

If investors are acting more like liquidity junkies than disbelievers, the risk to such speculative investing could be that the Fed can't provide more liquidity. The current healthy economy and inflation that remains well above the Fed's target rate suggest that risk shouldn't be ignored. The Fed is the Central Bank Investors seem to have forgotten that the Fed is the US's Central Bank and influences the overall economy via the banking system. When banks are hindering economic growth because they are restri ...

ToplineAmazon is consolidating its grocery brands into a $5-and-under essentials line, betting that value staples can attract cost-conscious shoppers and finally give it traction in the notoriously low margin grocery business.Close-up of Amazon Fresh grocery delivery bag on the front porch of a home, black and white, illuminated in stark light, in the San Francisco Bay Area, San Ramon, California, February, 2018. (Photo by Smith Collection/Gado/Getty Images)Getty ImagesKey FactsAmazon debuted Amazon Grocery ...

Core Insights - Conagra Brands Inc. shares increased by approximately 2% following the release of first-quarter fiscal 2026 results that surpassed earnings expectations despite inflationary pressures and cautious consumer spending [1] Financial Performance - The company reported adjusted earnings of $0.39 per share for the quarter ending August 24, exceeding the analyst consensus of $0.33 [2] - Revenue for the quarter was $2.63 billion, slightly above estimates of $2.62 billion, but down 5.8% compared to the previous year; organic net sales decreased by 0.6% [2] Future Outlook - Conagra reaffirmed its fiscal 2026 outlook, projecting organic net sales growth between -1% and +1%, adjusted operating margin of 11.0% to 11.5%, and adjusted EPS between $1.70 and $1.85, aligning with the analyst consensus of $1.78 [3]

Federal Reserve Chair Jerome Powell speaks during a news conference following a two-day meeting of the Federal Open Market Committee at the Federal Reserve on September 17, 2025 in Washington, DC.If any doubts remained about whether the Federal Reserve will be lowering its key interest rate later this month, the budget loggerheads a few blocks away in the nation's capital may have cemented the move.Particularly if the impasse stretches out past a few days, Chair Jerome Powell and his fellow central bankers ...

Looking at the price of gold, it seems clear that investors are clamoring for real assets. Although inflation is lower today, I maintain the view that it will inevitably remain above target levels until "real debt" burdens (mostly public) are reduced. Even better areHarrison is a financial analyst who has been writing on Seeking Alpha since 2018 and has closely followed the market for over a decade. He has professional experience in the private equity, real estate, and economic research industry. Harrison a ...

OTTAWA, Oct 1 (Reuters) - The Bank of Canada expects to release baseline projections for the economy and inflation with its monetary policy report in October, its summary of deliberations released on Wednesday showed. The central bank had stopped giving definitive estimates for Canada's economy from the second quarter and instead opted to lay out a range of projections based on how U.S. tariffs impact the economy. Governor Tiff Macklem had based the decision to pause baseline estimates on extreme uncer ...