Look, the stock market's near all-time high. It's being led by tech companies. No one wants to get out of a position when quickly.We don't know when we could have super intelligence and there could be a lot of returns that come on the back of that. At the same time, you know, businesses need certainty, right. Whether you're a tech company or any company.And when you have a president and a cabinet who seem to be making policy changes somewhat arbitrarily and very company specific, it's not capitalism. It's n ...

So, normally when I'm on the stage, I would greet all of you with ladies and gentlemen in a very formal Polish voice as an MC. But today, this stage is so different from the others have I have ever stood on because I'm here today not as the MC but as a speaker. And my name is Fonta.And depending on the day, you might also find me as an MC, a host, a reporter, an interpreter, a sales logistic officer, a marketer, or a business student. A long list, isn't it. I have done many, many jobs at the same time.And m ...

We haven't really talked about the Bank of England decision yet. Yesterday, an astounding two rounds of voting. This also coincides with a bank cycle, a vote that was also a split vote.Seems like monetary policy is not clear on what to do here. Now, I think uncertainty is one of the key words that we're hearing all around at the moment. Bank of England yesterday, they really couldn't decide.It was a very, very finely tuned decision, as Andrew Bailey has it afterwards with, you know, you had quite of the Mon ...

company's CEO, to be able to get from the Trump administration. All right. Let's continue to talk a bit about macro and tariffs and all other things.Jim O'Neill, former UK Treasury minister, former Goldman Sachs Asset Management chairman, joins us now. Why don't we start off on tariffs particularly on this news in terms of India. You know Jim I mean it's a moving target on so many different countries, whether it's India or Brazil or others.What are your latest thoughts. >> Well, it seems to be having a go a ...

Joining me now, the Democratic mayor of Lancing, Michigan, Andy Shore. Also with us, the Republican mayor from Rochester Hills, Brian Barnett. Good to have both of you here.Mayor Barnett, I think one of your biggest trading partners is indeed Canada. So, talk about that and what this uh could mean for your city. Well, thanks for having me.I I think uh you're right. Obviously, in in I think all of Michigan, uh by far and away, our biggest trading partner is our neighbor. Uh we're closer to Canada here in my ...

Just hours before President Trump's trade deadline was set to take effect today, he signed an executive order announcing sweeping new tariffs for dozens of countries countries as well as formalizing the trade deal frameworks that his administration had already negotiated with a handful of nations. These new rates range from 10% to as high as 41% and they're scheduled to take effect on August 7th, next week. In an exclusive phone interview with NBC News, Trump said that it was too late for other countries to ...

2 Months of no fed meetings$DXY testing the 100 markPowell said September cut is not a guaranteeMarkets do not like uncertainty.FOMC tho loves to catch late shorts with reversalsand obliterate late longs with liquidation cascades.imo, August chop, scalpers paradise.Run in September. ...

Thank you, Mr. . Chairman. Um, you took out the word or the notion that uncertainty has diminished from this statement.Does that mean uncertainty has increased. And I'm just wondering, the administration has struck several deals with uh large trading partners where it seems like we now know what the rate is going to be. Does knowing that rate add to your certainty to change policy or do you need to wait to see the economic effects.So um essentially the the the statement in the in the um in the in our statem ...

German Economy & Sentiment - German economy sentiment is powered by expectations of a deal with the US and reduced uncertainty about tariffs [1] - German government's debt package, including an infrastructure fund and tax incentives, is expected to boost investment [2] - Investment goods producers are showing improved data, indicating a positive impact from domestic factors [2] Trade & Tariffs - A stable 15% tariff deal between Europe and the US would be something German exporters could live with, avoiding a massive negative impact [3][4] - While not ideal for Europe, a 15% tariff deal would be an improvement compared to recent months, given the threat of higher tariffs [5] - Exports will become more difficult compared to the pre-Trump era [4] Investment & CapEx - Changes in tax incentives, prospects of higher infrastructure investment, and increased defense spending are currently driving CapEx [7] - Uncertainty is causing companies to postpone projects; a trade resolution could unlock pent-up CapEx spending into 2026 [6][8] - The reliability of the US government in upholding trade deals remains a key concern for investment decisions [8]

All right. So, one of the reasons it seems like your stock's moving back is that you you lowered your fullear profit guidance. Can you give us a sense what was the real catalyst for that.Is it tariffs. Is it the stronger euro. What's the biggest factor.Uh, we actually didn't change our guidance. What we do is we guide at constant currency. And as you know, the euro's been particularly strong versus other currencies this year.And uh all we did was uh mark our guidance to market. So, um, we took the number do ...