2 3 4 5 6 2021 2022 2023 2024 2025 2026 $/gallon Figure 1: Retail gasoline prices Source: AAA, J.P. Morgan Diesel Regular gasoline For the economic outlook, the simplest implication is the impact on energy prices. This is the principal reason we are revising up our CPI forecast (2026 4Q/4Q) from 3.2% to 3.4%. The impact on food and core prices is more debatable. Prices for fertilizers, which are disproportionately produced in the Persian Gulf region, are up substantially since the con- flict began. Futures ...

Atkore (NYSE:ATKR) FY Conference March 24, 2026 05:00 PM ET Company ParticipantsJohn Deitzer - CFOMatt Kline - VP of Treasury and Investor RelationsConference Call ParticipantsNone - AnalystNoneCable management systems. They're one of the leading players in the U.S. here. We have with us the CFO, John Deitzer, and we also have Matt Kline, Vice President of Treasury and Investor Relations. Thanks for joining us today.John DeitzerThank you, Justin. Appreciate everybody joining us here today as well.NoneI thou ...

The Bank of Nova Scotia (NYSE:BNS) FY Conference March 24, 2026 11:00 AM ET Company ParticipantsAris Bogdaneris - Group Head of Canadian BankingConference Call ParticipantsGabriel Dechaine - Managing Director and Senior Equity AnalystGabriel DechaineAll right. Welcome back to back. Aris Bogdaneris, Group Head, Canadian Banking, Scotiabank, welcome to the stage again.Aris BogdanerisGreat to be here.Gabriel DechaineBig Habs fan. You reminded me. Another game tonight. Let's start with the ROE, like, that every ...

Resilient by Design: Why the U.S. Economy Keeps Surprising | ETF Trends The current economic landscape is often defined by its loudest headlines: geopolitical strife, shifting central bank leadership, and the ghosts of sticky inflation. However, the challenge for disciplined investors lies in peering through this noise to discern the structural engines driving the U.S. economy. While uncertainty has undeniably increased following recent military actions in the Middle East, the underlying economic momentum s ...

Arun Mathew of Accel says we're in a "reinvention of work" as AI bolsters productivity but sees a fallout in the market with fewer winners in the next era. He speaks with Caroline Hyde and Ed Ludlow on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyK ...

Um, meantime, let's dig deeper into Chair F Powell's future at the Fed and the path of interest rates this year. Joining us now is Alan Blinder. He is a former vice chairman at the Federal Reserve, professor of economics and public affairs at Princeton.Uh, professor, thank you so much for joining us. We do appreciate your time. What did you make of the tone of the Fed today.Did you think they were hawkish. That's how the markets are reading this all. >> Yeah, I think the markets are reading it a little bit ...

Summary of Federal Reserve System Update - March 18, 2026 Industry Overview - **Industry**: U.S. Economy and Monetary Policy - **Key Focus**: Federal Reserve's dual mandate of maximum employment and stable prices Core Points and Arguments 1. **Economic Growth**: The U.S. economy is expanding at a solid pace, with real GDP projected to rise by 2.4% in 2026 and 2.3% in 2027, which is stronger than previous projections [2][4] 2. **Labor Market**: The unemployment rate remains stable at 4.4%, with low job gains attributed to a decline in labor force growth due to lower immigration and participation [2][3] 3. **Inflation Trends**: - Total PCE prices rose by 2.8% over the past year, with core PCE prices increasing by 3.0% [3] - Inflation expectations have risen recently due to higher oil prices from Middle East supply disruptions [3][5] 4. **Monetary Policy Stance**: The Federal Reserve decided to maintain the federal funds rate target range at 3.5%-3.75%, viewing this as appropriate to support employment and control inflation [4][5] 5. **Future Projections**: - The median projection for the federal funds rate is 3.4% by the end of 2026 and 3.1% by the end of 2027, unchanged from previous estimates [5] - The Fed is prepared to adjust its policy based on incoming data and evolving economic conditions [5][6] Important but Overlooked Content 1. **Impact of Oil Prices**: Higher energy prices are expected to push up overall inflation, but the duration and extent of this impact remain uncertain [5][6] 2. **Consumer Spending**: There are concerns that rising gas prices could divert consumer spending from other areas, potentially impacting overall economic growth [15][17] 3. **Historical Context**: The Fed is cautious about the long-term effects of repeated supply shocks (tariffs, COVID-19, oil price shocks) on inflation expectations and economic stability [48][49] 4. **Stagflation Concerns**: The Fed does not currently view the situation as stagflation, as unemployment remains close to normal levels despite inflation being above target [62][63] 5. **Communication Strategy**: The Fed has not made significant changes to its communication strategies, reflecting a lack of broad support for new ideas among committee members [51][80] Conclusion The Federal Reserve remains focused on balancing its dual mandate amid a complex economic landscape characterized by stable growth, persistent inflation, and external shocks. The outlook for inflation and employment will continue to guide monetary policy decisions in the coming months.

Welcome to Advanced Insights, where we provide just what the show name suggests, advanced insights into some of the most exciting trends and topics in technology. For this opening episode, season three, it should be no surprise that I picked a topic that's simply moving at light speed across the technology industry, and that's the applications of agentic AI. I'm joined by AMD corporate fellow, Alex Starr, who leads applied AI at AMD, and we're gonna talk about the major shift that's happening inside enginee ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported revenue of $170 million, a 19.6% increase year-over-year, exceeding the projected $157 million [9][32] - Full-year revenue for 2025 was $839 million, reflecting a 14.6% growth compared to the previous year [10][34] - The net income for Q4 2025 was $199 million, marking a 48% increase from the previous year, while the adjusted net income for the full year was $217 million, with a margin of 25.9% [12][38] Business Line Data and Key Metrics Changes - All four business segments, including Private Client Services, commercial, alternative investment funds, and valuation, experienced double-digit growth [9] - Private Client Services accounted for 51.5% of total revenue for the year, with a healthy increase in the number of client groups generating over $250,000 in revenue [35] Market Data and Key Metrics Changes - The company expanded its client relationships, increasing the number of active client groups by 5.6% and client engagements by 10.6% year-over-year [36] - The average rate per hour increased by approximately 11% year-over-year, indicating the firm's ability to raise prices [36] Company Strategy and Development Direction - The company aims to focus on productivity, profitability, integration, and acquisitions as part of its 2026 strategy [13][16] - There is a strong emphasis on technology as a competitive advantage, with plans to implement AI and other technological solutions thoughtfully [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the business's performance, noting that recurring revenue growth in late 2025 was strong, with expectations to elevate revenue objectives in future calls [52][57] - The company anticipates a net loss in 2026 primarily due to non-cash equity-based compensation expenses, but expects continued revenue growth in core practices [42][43] Other Important Information - The company has a strong balance sheet with $258.5 million in cash and no third-party debt, providing flexibility for growth [40] - The company is actively pursuing acquisitions, with $33 million of projected inorganic revenue for 2026, and has already signed several deals [17][74] Q&A Session Summary Question: What is the outlook for revenue growth momentum? - Management indicated that the company operates conservatively and expects to elevate revenue numbers based on strong recurring revenue growth observed in late 2025 [52] Question: Is there any pushback on pricing due to AI? - Management acknowledged some pushback in competitive service areas but emphasized a focus on value-added services rather than commodity pricing [60] Question: What is the pricing contribution for 2026? - The company forecasts high single-digit pricing growth for 2026, with expectations to sustain this level [70] Question: How much of the projected inorganic revenue is from already acquired groups? - Approximately $15 million of the $33 million projected inorganic revenue is already secured from recent acquisitions [74]

Good afternoon everyone and uh thanks GIP for calling me to this wonderful event. It's it's it's an honor. Um and uh the theme of the talk is in uh on my first slide uh misallocation and economic growth but to motivate my talk let me begin with a picture and the picture is kind of self-explanatory but nonetheless let me go and explain it a bit.There's this young entrepreneur, small but has great ideas but is struggling for some money, struggling for finance. And then there is this big company uh the problem ...