The Earnings Impact of the New Tariff Re...

We discuss results from the big banks and evaluate what to expect from the coming quarterly reports. 

We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains. 

We discuss the Q2 earnings season and whether expectations may have been too low. 

Gideon Bornstein, Wharton Assistant Professor of Finance, discusses how ongoing tariff uncertainties and fluctuating consumer confidence are impacting retailers’ pricing strategies, supply chains, and economic outlooks, offering insights into what this means for the broader macro ... Show More

<p>Stocks closing higher after a Federal repeals court temporarily reinstating President Trump’s tariffs. What the back and forth means for equities, and how our traders are navigating the volatility. Plus Costco, Gap, Ulta, and more retailers reporting results. The details from ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1002655/open_sms">Send us a text</a></p><p>Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. </p><p><a href='https://www.linkedin.com/in/j ... Show More

What are the trends shaping consumer sentiment and behavior in 2025—and what are the implications for brands and retailers?See www.mckinsey.com/privacy-policy for privacy information 

<p>U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – and when&nbsp;–&nbsp;that might change.</p><p><br></p><p>Read more&nbsp;<a href="https://www.morganstanley.com/ideas?cid=mg-SM_CO ... Show More

🎙 OmniTalk Retail Podcast | Live from FMI 2025 🎙Chris Walton & Anne Mezzenga sit down with Katie Waeltz, VP of Category Management & Market Insights at Topco, to discuss the future of grocery, the shift in consumer behavior post-inflation, and the evolution of private label bra ... Show More

<p>As Black Friday approaches, our US Thematic and Equity Strategist Michelle Weaver explains why some US consumers will increase their spending and which industries could benefit.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Michelle Weaver:</strong>&nbsp;Wel ... Show More

<p>Stock market update for August 15, 2024.</p> <p><br></p> <p>Subscribe to the <a href="https://public.com/rundown/subscribe">⁠⁠⁠⁠Halftime Report⁠⁠⁠⁠</a>, our weekly newsletter breaking down the most important stories investors need to know. </p>