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X @Easy
Easy· 2025-08-19 18:36
Market sell off in preparation for Jackson Hole Friday.Markets are essentially pricing in hawkish tone.In the most basic form of verbiage- Markets think rate cuts are no longer a guarantee for September- Powell speaks Friday, if he hints at all at no rate cuts. Market is front running the move, thus the sell off.- If Powell comes in soft and leans that rate cuts are likely, we turbo rip.If there are no cuts for September however it’ll be an ugly 4-6 weeks until we have clarity for October potential cuts.Mar ...
Tariff talks send gold lower: Prices retreat after hitting all-time highs
CNBC Television· 2025-08-11 12:52
Gold prices falling from a record high this after the White House announced plans to issue an executive order addressing what they're describing as misinformation about potential tariffs on gold bars. And joining us right now to discuss all of this is Ers Dur, principal uh at Zeus Industrial. Good morning to you.Uh help us understand what what what this either misinformation is or is not. Well, all I know is what we've been reading. So, let's see what the EO says.But if it is a 39% uh tariff on gold, that w ...
Former New Hampshire Gov. Chris Sununu on Trump tariffs: Uncertainty is driving supply chain issues
CNBC Television· 2025-08-06 11:32
Now for the latest on the Trump administration's global tariff fights and much more. We're joined by former New Hampshire Governor Chris Cenounu. Governor, let's talk through what we know at the moment.President Trump told us yesterday that he could be raising tariffs significantly on India as soon as today. I I think that's scaring everybody. Um the issue right now is all the uncertainty here is driving supply chain issues.That's what I hear all over the place. You hear that from who. From businesses. From ...
X @The Economist
The Economist· 2025-07-30 17:45
His diminishing power makes the country’s future increasingly uncertain https://t.co/E1nUPGW6G5 ...
SCHD: Built To Withstand Trumponomics
Seeking Alpha· 2025-07-18 13:15
Group 1 - The current economic environment is characterized by significant uncertainty affecting both equities and fixed income markets [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [2] - He has contributed to the institutionalization of the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]
How retailer Ralph Lauren deals with tariffs and uncertainty
Bloomberg Television· 2025-07-12 07:00
Cost Management Strategies - The company has a proven toolkit to manage cost headwinds, suggesting experience in navigating challenging economic conditions [1] - Diversified sourcing and strategic partnerships with suppliers are key strategies to manage costs throughout the supply chain [2] - The company possesses strong brand pricing power, allowing for selective pricing and promotional activities when needed [2] External Factors - Tariffs continue to evolve, creating uncertainty for the company [1] - Prior cost headwinds, such as increased cotton prices, have been successfully managed [2] Focus on Consumer - The company's primary focus is on engaging consumers through storytelling, products, and experiences [2]
Navigating your quarter-life crisis with confidence | Florian Kühn | TEDxKLU Hamburg
TEDx Talks· 2025-07-10 15:33
[Applause] Yeah, third session. Let's go. So, even though Nema introduced myself already a bit, I also want to give you somewhat of an in uh introduction about myself because I'm probably one of the less known speakers here tonight.Um, so I'm Flo. I'm 23 years old and as you know already I'm a recent graduate here from KLU. To give you some more of a background about myself.So I'm currently working as a product owner and as already said um we are trying to digitalize truck handling. Before that, um, I for s ...
X @Bloomberg
Bloomberg· 2025-07-04 08:04
Nassim Nicholas Taleb on how to live a good life in an age of uncertainty https://t.co/GxqJUcRB1H ...
Ferguson: Jerome Powell will stress uncertainty; it’s too early to consider cuts
CNBC Television· 2025-06-24 11:52
Roger Ferguson, Former Federal Reserve Vice Chairman and CNBC contributor, says Powell will highlight uncertainty. CEOs remain cautious, with many expecting mild recession; Fed remains divided on timing of rate cuts amid global risks. ...
Former Atlanta Fed Pres. Lockhart: Not ruling out the possibility of zero Fed rate cuts this year
CNBC Television· 2025-06-17 13:11
For more on the data in the Fed's policy meeting, we want to bring in Dennis Lockhart. He is former Atlanta Fed president and a distinguished professor of international affairs at Georgia Tech. Uh Dennis, what do you think of of Steve's analysis on this.The idea that yeah, the numbers are bad, but a lot of that was pulled forward. Yeah, I'll associate myself with Steve's analysis there. I think this the pull forward effect is probably showing up in the numbers which uh means that the committee is likely to ...