Concerns about tariffs among businesses globally have continued to rise significantly over the last six months, according to a new report. The most recent edition of GlobalData’s Tariffs Sentiment Polls report shows that 37% of 444 businesses polled are significantly more concerned about tariffs than they were six months ago. The figure represents the first notable slowdown in rising concerns for nearly half a year, with it having remained in the mid-50s since April. Despite that, it shows that busines ...

Consumer confidence in the UK has declined in September as inflation continues to strain household budgets, new data from the British Retail Consortium (BRC) and opinion polling group Opinium shows. The survey indicates growing pessimism about the economy and personal finances, amid fears that rising costs — especially food inflation — will persist and hamper retail and saving behaviour. Sentiment across the economy and households The BRC-Opinium Consumer Sentiment Monitor, which surveys 2,000 UK adul ...

So, with the markets holding at all-time highs, the IPO market booming, and the Federal Reserve possibly entering a rate cut cycle, although that is not guaranteed, what's the trade. Let's get right to the floor show. Northern Trust Asset Management, chief investment strategist, Joseph Tanius is with us right now.1.3% trillion in assets under management under your roof there. Let me get right to it, Joe. Um, can you give me the temperature gauge you see for the markets going forward to see four records, Dow ...

U.S. inflation has been above the 2% target for years and in the last three months has moved further away from it. Nevertheless, the Federal Reserve is planning to ease monetary policy through rate cuts. At the same time, spendingAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for ...

TOKYO (AP) — Japan’s central bank kept its key interest rate unchanged at 0.5% Friday, in a decision that was widely expected, given recent inflation trends that have stayed above target. The Bank of Japan issued its decision on the overnight call rate after a two-day meeting by its policy board. “Japan’s economy has recovered moderately, although some weakness has been seen in part. Overseas economies have grown moderately on the whole,” it said in a statement. The U.S. Federal Reserve cut its policy r ...

Japan's benchmark Nikkei 225 index rose 1.19% to another fresh record high for a second consecutive day, ahead of the Bank of Japan's rate decision.The central bank is slated to conclude its two-day policy meeting, where it is widely expected to keep policy rates steady at 0.5%, according to Reuters poll of economists.In a Sept. 12 note, HSBC analysts also agreed with the consensus, and forecasted that the BOJ will raise rates by 25 basis points at its October meeting.Japan's core inflation rate fell to its ...

The "bond king" is wary of what's ahead for US stocks. Jeff Gundlach said he saw hotter inflation and a weak US dollar affecting assets in the US. He gave three of his top investment ideas to hedge against looming risks. Wall Street's "Bond King" is souring on the US stock market. Jeff Gundlach, the DoubleLine Capital CEO and famed fixed-income investor known for his frequently bearish takes on the economy, said he saw a number of concerning trends unfolding in the market that made him wary of US s ...

然而，大宗商品市场的资金流向却讲述了一个截然相反的故事。据彭博宏观策略师Simon White分析， 大宗商品资金流入在2025年大部分时间里持续上升且步伐加快，这一模式此前曾出现在2020/21年和 2009年通胀快速上升之前。当前金属价格的上涨警示通胀可能在未来6-9个月内跟随上升。 通胀领先指标正在发出越来越强烈的信号，显示价格压力即将加速。如果大宗商品投资者的判断正确， 他们可能迎来丰厚回报，正如2020-22年通胀上升期间彭博大宗商品指数大涨130%一样。 大宗商品市场：最接近通胀的风向标 当主流市场为通胀的终结而欢呼时，一群被称为"通胀交易员"的投资者正通过大宗商品市场发出截然不 同的警示。 美联储今日凌晨意外降息，而此时金融环境并未收紧，经济也无即刻危险。这一举动，叠加不断走低的 美债收益率和屡创新高的股票市场，似乎共同描绘出一幅通胀已被驯服的图景。 综合制造业、货币和大宗商品数据的通胀领先指标在过去几年中坚定地保持在2%以上，目前正在以加 快的步伐上升，该指标领先CPI约3-6个月。其他通胀领先指标也显示相同趋势，运费价格正在上涨，化 肥价格同样上升，后者领先食品CPI。 最令美联储担忧的是， ...

The S&P 500 Index ($SPX) (SPY) today is up +0.35%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.03%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.70%.  September E-mini S&P futures (ESU25) are up +0.23%, and September E-mini Nasdaq futures (NQU25) are up +0.58%. Stock indexes are moving higher today, with the S&P 500 and Nasdaq 100 posting new record highs.  The prospects for additional Fed easing are lifting stocks today on speculation the Fed will tilt toward supporting the labor market, desp ...

all takes us to our talk of the tape. How do you want to be positioned with stocks here at all-time highs. Joining me now is Goldman Sachs's Mina Flynn.Mina, it's great to have you on the show in from the private wealth uh department. What What are you telling your clients at this point now that we have seen such a strong meltup in stocks. Absolutely.Um we're encouraging our clients to continue to stay invested and with incremental capital to really look to put that to work over a 6 to 18month time period. ...