Core Points - President Trump claimed victory over inflation, stating that the U.S. has "virtually no inflation" and that consumer prices are decreasing rapidly [2] - Federal data contradicts Trump's claims, indicating that inflation remains elevated, with the consumer price index at a 2.7% annual rate as of December 2025 [3] - Core CPI, which excludes volatile food and energy prices, is at 2.6%, indicating persistent inflation concerns for policymakers [4] Inflation and Tariffs - Trump's tariff policy is contributing to upward pressure on inflation, complicating claims of victory over inflation [5] - The average effective tariff rate in the U.S. is 17.5%, the highest since 1932, significantly up from around 2% at the beginning of 2025 [6] - Consumers are expected to pay an additional $1,300 to $1,700 in 2026 due to current tariff rates compared to pre-2025 levels [7] Consumer Price Trends - Mortgage rates have decreased to an average of 6.21%, down from over 7% in January 2025, translating to approximately $1,800 in annual savings on a $300,000 loan [10][11] - National rent index fell by 0.8% in December, with an overall decline of 1.3% year-over-year, now averaging $1,356 [12] - Car payments have increased, with the average monthly payment for new vehicles reaching $772, up from $754 at the end of 2024 [14][15] Energy and Grocery Prices - Gasoline prices have decreased by nearly 10% to an average of $2.81 per gallon since Trump took office [16] - Electricity prices have surged nearly 7% over the past year, driven by increased demand from data centers [18] - Grocery prices have risen by 2.4% year-over-year, with specific items like beef and coffee seeing significant price increases of 16% and 20%, respectively [19][20] Airfare Trends - Airline fares have declined by more than 3% year-over-year, supported by lower jet fuel prices [21][22] - The price data does not account for ancillary fees, which can significantly impact travelers' budgets [23]

Core Insights - The transition from renting to owning a home is becoming increasingly challenging due to rising monthly housing costs and mortgage payments, particularly in high-price cities [1][2] Summary by Categories Mortgage vs. Rent Analysis - In several cities, average monthly mortgage payments exceed rental costs significantly, indicating that buying a home can be substantially more expensive than renting [2] - In San Jose, mortgage payments are over three times the average rent, making homeownership a significant financial commitment [3] - San Francisco sees mortgage payments exceeding rent by over $2,000, prompting residents to reconsider the benefits of ownership [3] - Urban Honolulu has mortgages nearly double the cost of renting, reflecting the high price of prime locations [4] - In San Diego, monthly mortgage payments are just over $2,000 higher than rent, making renting a more affordable option [5] - Portland's mortgage payments outpace rent by over $1,300, reinforcing the practicality of renting for many residents [11] Specific City Data - Salt Lake City has an average monthly mortgage payment of $2,912, which is more than double the typical rent of $1,400 [6][10] - The average monthly mortgage payment in another unspecified city is $10,587, while the average rent is $3,330 [7] - Another city reports an average monthly mortgage payment of $7,061 against a rent of $4,880 [8] - A different area shows an average mortgage payment of $5,688 compared to a rent of $3,000, and another mortgage payment of $5,076 against a rent of $2,990 [9][12]

Economic Overview - President Trump has promised Americans they would "win" on daily prices and affordability upon his return to the White House in January 2025, with mixed results in cost changes despite lower inflation [1] - Consumers are feeling the impact of rising costs in six major areas, including rent, electricity, digital services, and medical expenditures, while gasoline and credit card interest have provided some relief [2] Energy and Utility Costs - Energy prices have shown marginal increases year over year, with gasoline prices decreasing while natural gas and electricity costs have risen [3] - Home power rates have increased by 5% year over year, contributing to higher monthly bills, particularly for homeowners using natural gas for heating or cooking [4] - The gasoline index is significantly lower than last year's level, with a reported decrease of 0.5% year over year, which may help offset rising rent and grocery costs for consumers [5] Rent and Shelter Costs - Rent and housing costs are on the rise, with the Bureau of Labor Statistics estimating a shelter index increase of over 3% last year, indicating continued upward pressure on lease renewals for 2025, albeit at a slower rate than during peak inflation [6]

Core Insights - Inflation remained elevated in September, with the consumer price index (CPI) rising 0.3% month-over-month and 3% year-over-year, up from 2.9% in August [1] - Core prices, excluding volatile food and energy costs, increased by 0.2% from the previous month and 3% year-over-year, both figures slightly below economists' expectations [2] Economic Impact - High inflation has imposed significant financial pressures on U.S. households, particularly affecting lower-income Americans who spend a larger portion of their income on necessities [3] - Food prices rose by 0.2% in September, with a year-over-year increase of 3.1%. The food at home index increased by 0.3% monthly and was 2.7% higher than a year ago, while the food away from home index rose 0.1% month-over-month and 3.7% year-over-year [4]

Core Viewpoint - Americold Realty Trust Inc. reported a decline in revenue and mixed earnings results for the quarter ended March 2025, indicating challenges in meeting market expectations [1][3]. Revenue Performance - Total revenue for the quarter was $628.98 million, down 5.4% year-over-year, and fell short of the Zacks Consensus Estimate of $669.39 million by 6.04% [1][4]. - Revenue from rent, storage, and warehouse services was $575.36 million, a decrease of 3.7% year-over-year, and below the average estimate of $597.90 million [4]. - Revenue from third-party managed services was $9.63 million, down 7.6% year-over-year, and also below the estimated $10.77 million [4]. - Global Warehouse services generated $320.78 million, a decline of 2.3% year-over-year, compared to the estimated $336.60 million [4]. - Revenue from transportation services was $43.99 million, representing a significant drop of 22.6% year-over-year, and fell short of the $58.85 million estimate [4]. Earnings Performance - The company reported an EPS of $0.34, which is an improvement from $0.03 a year ago, but did not deliver an EPS surprise as the consensus estimate was also $0.34 [1][3]. - Net earnings per share (diluted) were reported at -$0.06, compared to the average estimate of $0.05 [4]. Stock Performance - Over the past month, shares of Americold Realty Trust have returned -5.6%, contrasting with the Zacks S&P 500 composite's +11.3% change [3]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3].

Core Insights - Analysts project that Americold Realty Trust Inc. (COLD) will report quarterly earnings of $0.34 per share, reflecting an 8.1% decline year over year, with revenues expected to reach $669.39 million, a 0.7% increase from the same quarter last year [1] Revenue Estimates - Analysts expect 'Revenues- Rent, storage and warehouse services' to be $597.90 million, indicating no change year over year [4] - 'Revenues- Third-party managed services' are projected to reach $10.77 million, showing a 3.3% increase from the previous year [4] - 'Revenues- Global Warehouse- Warehouse services' are anticipated to be $336.60 million, reflecting a 2.5% increase year over year [5] - 'Revenues- Global Warehouse- Rent and storage' are expected to be $261.30 million, indicating a 3% decline year over year [5] - 'Revenues- Transportation services' are projected at $58.85 million, showing a 3.5% increase year over year [6] Depreciation and Amortization - Analysts estimate 'Depreciation and amortization' to reach $90.51 million, compared to $92.10 million reported in the same quarter last year [6] Market Performance - Shares of Americold Realty Trust have returned +4.1% over the past month, while the Zacks S&P 500 composite has increased by +10.6% [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [7]