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Small Business Owner Optimism Just Hit a 6-Month Low—Here's Why
Investopedia· 2025-11-12 09:00
Small business sentiment fell again in October as the U.S. government shutdown and hiring difficulties raised worries among owners. Close Key Takeaways An end to the government shutdown may be coming just in time for small businesses, who are reporting hiring difficulties, slower sales and weaker profits amid the work stoppage, a closely watched survey of business owners showed. "The shutdown will be resolved by year-end, hopefully sooner, but until then our economic measures will show weak economic growth ...
There could be a buying opportunity in consumer packaged goods stocks, Jim Cramer says
CNBC· 2025-11-12 08:00
CNBC's Jim Cramer told investors why he thinks it might be a good time to invest in packaged good stocks that have been lagged as of late, naming companies including Procter & Gamble and Kimberly-Clark as undervalued winners in the sector."Right now, I'm concerned that we might be missing a bottom in a group of stocks that I haven't particularly cared for at all, especially in a long time," he said.Wall Street has largely soured on the packaged goods group for a while, Cramer suggested, saying there has bee ...
Consumer spending decisions will be driven by promotions, says The Conference Board CEO Steve Odland
Youtube· 2025-11-12 03:19
Joining me for more is Steve Oddland, president and CEO of the conference board. Steve, it's good to speak with you and that that stat takes me by surprise, especially given the NRF stat we saw where they suggested we could see the first trillion dollar Christmas or holiday season. Um, what are you seeing in your data and why.>> Yeah, well, the NRF stat is a little narrower than ours. Ours is all holiday spending on travel, on clothes, on parties, on food, the whole thing. And and it's expected to be down a ...
Small Business Optimism Drops as Profits Decline
PYMNTS.com· 2025-11-12 01:40
Optimism among America’s small businesses fell last month amid labor and profit headaches.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.That’s according to the October edition of the National Federation of Indepe ...
Thanksgiving Price Fight: Why One Cheap Turkey Dinner Doesn’t Mean Inflation Is Over
Investopedia· 2025-11-12 01:00
A shopper checks food prices at Walmart. A meal deal that fueled debate over inflation is sparking a discussion about how it's really measured. Jeffrey Greenberg / Universal Images Group via Getty Images Close Top Stories Stocks Slip in Early Trading After Monday's Big Gains Bitcoin Is Recovering After a Selloff Trump Promises a $2,000 Tariff 'Dividend' Why Warren Buffett Says He's Not Selling His Berkshire Stake Just Yet The cost of Thanksgiving dinner became a point of dispute last week after President Do ...
Judy Shelton: It's a mistake for the Fed to deliberately restrict capital access through high rates
Youtube· 2025-11-11 22:22
Fed policy makers remain divided over the need for more rate cuts this year. Joining us now, Independent Institute senior fellow Judy Shelton. She's a former Trump Fed board nominee and on set with us uh on this Veterans Day.It's good to see you. >> Good to see you. Thanks.>> Make some interesting points. are always uh always sort of uh compelling and that is that that even the 2% Fed target is well above what the dual mandate actually set when it was Humphrey Hawkins or whenever they decided we were going ...
Prices are steadying and wages are climbing, new DoorDash report shows
Fox Business· 2025-11-11 20:21
Americans are finally catching their breath. A new DoorDash report shows that after years of rising prices, families are spending smarter, small businesses are holding steady and paychecks are beginning to go further. The inaugural "State of Local Commerce" report, based on millions of DoorDash transactions, offers a look at how the U.S. economy is shifting on the ground. To track those shifts, DoorDash analyzed affordability trends through three of its key measures: the Everyday Essentials Index, the Chees ...
美国消费者脉搏调查:消费者显现疲软迹象-Thematic Alpha-US Consumer Pulse Survey Consumer Showing Signs of Weakening
2025-11-11 10:47
Consumer confidence in the economy and household finances has weakened as the government shutdown weighs on consumers and SNAP benefits are impacted. Consumers' near term spending plans have weakened modestly. Concern over the political environment is growing. November 10, 2025 05:00 AM GMT Thematic Alpha | North America US Consumer Pulse Survey: Consumer Showing Signs of Weakening M Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should ...
What End to Government Shutdown Means for FOMC & Markets
Youtube· 2025-11-11 07:00
Joining us now is Kathy Jones, chief fair fix income strategist at Schwab Center for Financial Research. Thanks so much for joining us for this Monday, Kathy. Um, so obviously we're tracking these developments around the potential for this end to the government shutdown.Now, what are you seeing as far as the reaction in fixed income today. >> Well, we're starting to see yields move up a little bit because, you know, ending the shutdown means you pick up in economic activity. Some of the some of the things t ...
Soloway: Government Reopening "Bull Trap," SMH & Bitcoin "Topping" Signals
Youtube· 2025-11-11 05:00
半导体行业技术指标预警 - 多家半导体公司股价创历史新高时,相对强弱指数出现重大负面背离,涉及美光、西部数据、希捷科技等公司 [2][3] - 半导体指数SMH目前处于200周移动平均线上方102%的极端位置,该水平在2021年和2024年出现后,指数分别回调45%和40% [4] - 英伟达市值接近5万亿美元,博通市值达1.65万亿美元,台积电市值巨大,这些公司在指数中占比过高,其股价回落可能拖累整体市场 [5] 人工智能相关经济风险 - 当前经济90%的国内生产总值增长由人工智能资本支出驱动,若剔除人工智能相关投资,经济增长几乎为零 [3] - 过去两年标准普尔指数75%的涨幅仅由人工智能交易和人工智能股票贡献,市场过度集中于此领域 [7] - 观察到人工智能公司之间存在交易往来,引发对真实需求与泡沫化增长的担忧,例如甲骨文公司在公布巨额订单后股价上涨45%,但目前已回吐全部涨幅 [20][21][22] 比特币与整体市场关联 - 历史数据显示比特币见顶可作为股市下跌的领先指标,2017年比特币12月见顶约六周后股市开始下跌,2021年11月比特币见顶后股市在12月下旬见顶 [11][12] - 加密货币属于最高风险资产类别,资金从该领域流出可能预示着整体市场开始去风险化 [13] - 当前时点距离比特币创下历史高点约六周,结合其他基本面因素,标准普尔指数和人工智能股票可能正面临短期顶部 [14] 对市场修正幅度与性质的预期 - 基于半导体行业的极端技术指标,预期股市可能出现持续至少一年的长期回调,而非短暂拉回 [15][16] - 比特币由于波动性更高,其跌幅可能达到40%至50% [16] - 预期市场不会出现崩盘式下跌,而是呈现震荡下行或横盘整理的格局,过程可能持续6至12个月,期间因投资者惯性"逢低买入"会出现多次反弹 [17][18] 潜在修正的催化因素 - 主要风险来自人工智能股票过高的估值,而非特定单一事件 [20] - 市场普遍预期美联储将通过降息救市,但目前通胀水平尚未降至允许美联储激进降息的程度 [23] - 若经济陷入负增长,结合当前通胀环境,美联储的政策空间将受限,这可能迅速改变投资者心理 [23][24]