Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter marked a period of extremes. The stocks fell after the “Liberation Day” tariff announcement in early April and rebounded following the pause in tariff implementation. Enthusiasm for artificial intelligence (AI) themed stocks and robust corporate earnings results lifted global and U.S. indices to new highs. Against this back ...

The market's gearing up uh for this decision. Maybe we'll stay with this J. You want to talk over this.You can do that. Absolutely. Happy to do it.All right, let's keep looking at pictures. That's a great idea. But joining us now, and we'll get a shot of her later with her take on the market, just so you know it's really her, not someone imitating Jenny Johnson.Really is the CEO of Franklin Templeton. Has $1.6% trillion dollars in assets under management. That might be bigger than uh the UK.No, I'm kidding. ...

The stock trades at an incredibly low forward price-to-earnings multiple of just 12.It's been a tough year for Lululemon Athletica (LULU 1.51%) stock. It has been in a free fall as tariff-related headwinds and other economic challenges have been weighing on its business. Not only has the company been experiencing a slowdown, but investors have also been worried upcoming quarters could be even worse.As a result of the bearishness and all the adversity it has been facing, Lululemon's stock has not only fallen ...

The apparel brand is in one of its largest drawdowns ever.Things have gone from bad to worse for Lululemon (LULU 1.51%). Increased competition and changing consumer trends in the United States have triggered a major growth slowdown for the apparel brand, and the stock is now off close to 70% from all-time highs. At a price of $160, the stock is at one of its lowest levels in years.Shareholders of Lululemon are feeling the pain. At the same time, its valuation is now close to its lowest level ever. Does that ...

The tempo of these meetings has picked up noticeably, right. Uh the Madrid meetings, this is the fourth time in four months that the two sides have met. We've had Geneva, London, Stockholman, and then now Madrid.It seems to be building towards potentially a Trumpi uh summit or at least a meeting even if it is on the sidelines of uh of uh of APEC in in Seoul uh next month, right. Uh if you believe that to be the case, uh both leaders are going to want to be able to uh publicly talk about uh big deliverables ...

Tariffs troubles are impacting the company.Shares of luxury furniture company RH (RH 3.46%) sank after the company lowered its full-year guidance due to the impact of tariffs. The stock is down more than 40% for the year.Let's take a close look at the company's recent results to see whether investors should buy the dip or stay away.Tariff troublesIt's been a difficult environment for furniture companies, as a pull-forward in demand from the COVID-19 pandemic, together with low housing turnover due to high i ...

now and get to Peter Tuckman who is the senior floor broker at Trademass. Thank you so much for joining us. Absolute pleasure.I'm glad to be here. All right, so we did start off with a record highs and then we sort of erased those gains and we're on the back foot as we closed out the session ahead of this very important meeting tomorrow. What happened.Just a bit of money coming off sitting on sidelines. Yeah, it was kind of drifted just in the absence of the gas on the pedal, it's just going to pull back a ...

House Republicans extended a maneuver they engineered earlier in the year that effectively strips Congress of the power to disapprove of President Trump's tariffs. ...

贸易政策与汇率影响 - 美国财政部长Scott Bessent预计中美互惠关税问题将在11月前解决 但警告贸易逆差收窄可能引发美元走强的意外市场后果 [1][3] - 若关税导致中国减少购买美国商品或转移供应链 资本流动可能推动美元升值 对美元敏感股票构成利空 [2][6] - 美元走强将挤压苹果和耐克等跨国企业的海外收入 因其外汇收益兑换为美元时减少 [3] 行业影响分析 - 半导体和工业等出口密集型行业在盈利复苏阶段可能面临利润率压力 [4] - 以国内业务为主的企业如Point Bridge America First ETF成分股可能因全球竞争对手受挫而受益 [6] - 新兴市场股票面临美元走强带来的流动性收紧和资金外流风险 影响iShares MSCI新兴市场ETF等投资标的 [5] 金融市场传导机制 - 美元过快过强升值将使出口企业和新兴市场暴露型企业成为连带受损方 [7] - 汇率波动而非关税本身将成为重塑企业赢亏格局的关键因素 投资者需对冲外汇风险 [6][7] - 地缘政治与货币走势高度关联 贸易逆差改善可能伴随金融市场的连锁反应 [3][7]

US retail sales showed surprising strength during the back-to-school season – a sign that Trump’s tariffs haven’t yet cowed shoppers as the Federal Reserve weighs a decision on cutting rates.Excluding cars, retail sales rose 0.7% in August from the previous month– far above estimates of a 0.4% rise, the Commerce Department said Tuesday. Overall retail sales increased 0.6%.The upbeat report defied projections of a spending slump last month as hiring slowed and inflation picked up. Consumers have continued to ...