Federal Reserve Chair Jerome Powell outlined how the central bank is viewing the labor market after it cut interest rates last week for the third straight time, with a fresh jobs report due out on Tuesday. Powell spoke at a press conference after Federal Reserve policymakers voted to lower the benchmark federal funds rate by 25 basis points to a range of 3.5% to 3.75%, amid signs of a weakening labor market and emerging risks to the half of the Fed's dual mandate that focuses on promoting maximum employment ...

Traders on the prediction market platform Kalshi place the odds of President Donald Trump selecting Kevin Warsh to succeed Federal Reserve Chairman Jerome Powell at 42%, a 27 percentage point increase this week. Kevin Hassett remains the frontrunner to lead the world’s most powerful central bank, holding a 50% chance despite a 20-point drop.The trading volume, or the total dollar amount wagered on this market, is a little over $10.2 million. TRUMP SAYS HE’S CHOSEN NEXT FED CHAIR AS AFFORDABILITY PRESSURES R ...

美联储主席鲍威尔的任期目标与继任问题 - 美联储主席杰罗姆·鲍威尔强调其剩余任期内的核心目标是确保经济状况良好 即控制通胀和维持强劲劳动力市场 具体希望将通胀率控制在2%并保持劳动力市场强劲[1][2] - 鲍威尔的任期将于2026年5月结束 其本人拒绝讨论个人政治遗产及任期结束后是否留任美联储理事会 并称目前专注于完成主席任期内的剩余工作[4] - 关于继任者问题 鲍威尔拒绝置评 而前总统特朗普已公开表示正在物色下一任美联储主席人选 并称其两位主要候选人是前美联储理事凯文·沃什和国家经济委员会主任凯文·哈塞特[4][6] 美国政治对美联储的影响 - 当被问及特朗普公开物色新主席是否影响其工作时 鲍威尔直接回答“没有”[6] - 特朗普阐述了对下一任美联储主席的期望 寻求一位在利率政策上“诚实”的人选 并认为美国的利率应该是全球最低的[8]

收购要约与交易结构 - 派拉蒙提出以每股30美元的全现金要约收购华纳兄弟探索公司全部资产 这被公司称为“更优越”的收购方案 [2] - Netflix此前已与华纳兄弟探索公司达成协议 以每股27.75美元的现金加股票交易方式收购其影视工作室和流媒体平台HBO Max [2] - 派拉蒙的收购目标包括华纳兄弟探索公司的全球网络部门 该部门包含CNN和其他有线电视资产 而Netflix目前仅计划收购工作室和流媒体部门 [5] 反垄断监管挑战 - 反垄断法律专家指出 无论Netflix还是派拉蒙的收购方案 在流媒体业务方面都将面临类似且重大的反垄断审查挑战 [1][3][4] - 尽管派拉蒙在流媒体市场份额小于Netflix 但其市场份额仍足够大 导致合并后的公司会受到监管机构的密切关注 [5] - 监管审查不仅限于美国 欧盟和其他司法管辖区的监管机构也会审查此次收购 不同地区的监管要求可能存在差异 [15] 市场定义与竞争分析 - 在评估交易对传统新闻媒体的影响时 法院可能会将X、Substack和播客等新媒体平台纳入整体市场定义中进行权衡 [6] - 从技术性反垄断角度看 交易在新闻业务方面引发的问题可能小于流媒体业务方面 [9] - 相关市场可能被定义为更广泛的媒体市场 而不仅仅是传统媒体 [9] CNN在交易中的角色 - 前总统特朗普公开表示 任何收购华纳兄弟探索公司的交易都必须包含CNN 并批评了CNN的管理层 [10] - 专家建议 如果Netflix希望交易获得批准 可能需要考虑将CNN纳入收购范围 甚至可以在交易完成后将其出售 [12][13] - 派拉蒙同时控制CBS新闻和CNN 将在传统媒体领域获得强大的市场份额 [6] 交易时间线与流程 - 此类大型并购交易通常需要1到2年时间才能获得监管批准 [14] - 在获得批准后 通常还有一段时间来完成交易的交割 [14]

President Donald Trump said Friday that he is focusing on two candidates to chair the Federal Reserve next year, with former Fed Governor Kevin Warsh and National Economic Council Director Kevin Hassett the leading contenders. Trump was interviewed by The Wall Street Journal and said that Warsh is at the top of the list, adding that he and Hassett are at the forefront of the decision."Yes, I think he is. I think you have Kevin and Kevin. They're both – I think the two Kevins are great," Trump said. "I think ...

President Donald Trump is touting improvements in mortgage costs since he took office as he looks to address Americans' concerns about affordability amid persistent inflation in the economy. Trump spoke at a rally in Pennsylvania on Monday and blamed the Biden administration for high housing costs, saying that "America is winning again" because of his policies. The president also displayed a chart showing that annual total mortgage payments increased over $14,600 during former President Joe Biden's term, wh ...

Lululemon Athletica Inc. announced Thursday that CEO Calvin McDonald is stepping down early next year as the brand struggles to compete in the highly competitive sector. McDonald will step down on Jan. 31, 2026, but will continue to serve as a senior advisor to the company through March 31. Lululemon Chief Financial Officer Meghan Frank and Chief Commercial Officer André Maestrini will serve as interim co-CEOs as the board of directors looks for McDonald's replacement. The company said Frank and Maestrini h ...

核心观点 - Instacart被曝使用人工智能定价实验 导致不同顾客为相同商品支付的价格差异巨大 最高可达23% [1] - 非营利智库Groundwork Collaborative的研究表明 此类定价差异可能使一个家庭每年在食品上多支付1200美元 [2] - Instacart承认进行定价测试 但声称其为短期、随机 旨在帮助零售合作伙伴了解消费者偏好并确定可降价的品类 [6] 调查方法与发现 - 调查由Consumer Reports和Groundwork Collaborative进行 历时数月 [4] - 研究方法为组织数百名志愿者在Zoom通话中同时于Instacart平台搜索相同的18至20种商品 并截图记录价格 [6] - 测试覆盖了多家美国大型杂货零售商 包括Albertsons、Costco、Kroger、Safeway、Sprouts Farmers Market和Target [4] - 研究发现 在某些情况下 相同商品的价格差异高达23% [1] Instacart的回应与解释 - Instacart未否认报告指控 但解释其定价测试是短期、随机的 部分顾客可能看到略低价格 部分看到略高价格 [6] - 公司声称测试仅涉及10个零售合作伙伴中的一部分 [6] - Instacart将此类测试类比为零售商在实体店测试价格以了解消费者偏好 [11] - 公司举例说明 测试可能导致日常必需品（如牛奶、面包）价格略低 而对价格不敏感的产品（如精酿饮料、特色零食）价格略高 [11] - Instacart重申测试完全随机 不基于个人或行为特征以及供需关系 [12] - 对于Target平台的价格 Instacart解释其以Target公开价格为基础 然后增加额外费用以覆盖其运营和技术成本 [8] - Instacart表示 在Consumer Reports审查期间 公司正在测试应用这些成本抵消的不同方式 并且针对Target店铺的定价测试现已结束 [9] 相关方回应 - Target声明其与Instacart无关 不对Instacart平台上的价格负责 [8] - FOX Business已联系Albertsons、Costco、Kroger、Safeway和Sprouts Farmers Market寻求评论 [15] 行业背景与影响 - 批评者指出 这种定价差异发生在食品杂货 affordability 危机比一代人以来任何时候都更严重的时期 [2] - Groundwork Collaborative长期研究Instacart 包括其收购Eversight 该收购被认为为这些定价实验提供了技术支持 [3] - Instacart表示将继续与零售商合作 确保在线杂货购物的透明度 但批评者指出消费者对这些测试的发生毫不知情 [14]

Federal Reserve Chair Jerome Powell warned that the housing sector's struggles are likely to continue with interest rate cuts unlikely to move the needle significantly to address challenges with inventory and affordability. Powell spoke at a press conference Wednesday after Fed policymakers moved to cut the benchmark federal funds rate by 25 basis points for the third consecutive meeting. In his opening remarks, the chairman noted that "activity in the housing sector remains weak."During the question-and-an ...

Mortgage rates ticked higher this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market Survey, released Thursday, showed the average rate on the benchmark 30-year fixed mortgage increased to 6.22% from last week's reading of 6.19%. The average rate on a 30-year loan was 6.6% a year ago. HOME DELISTINGS SURGE AS SELLERS STRUGGLE TO GET THEIR PRICE "The average 30-year fixed-rate mortgage is well below the year-to-date average of 6.62%, providing some sense of balance t ...