Eye On The Market Fair Shakes
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Sep 2, 2025 Dive into the fascinating world of U.S. earnings and economic trends amid historic policy shifts. Explore how recent legislation has impacted corporate profitability, revealing a surprising resilience in Q2 results, especially in tech and consumer sectors. Unpack the contrasting narratives in media about economic health and the real implications of wage growth and AI on investment. Finally, navigate the complex political landscape of redistricting and its potential impact on the balance of power ahead of the 2030 census.
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Cable News Experiment On Bias
- Cembalest recounts a 2019 experiment watching nightly cable news and finding almost no positive coverage of the economy.
- He used that anecdote to illustrate partisan skew in economic reporting.
Stable Coincident But Weak Leading Signals
- Coincident indicators for growth look stable, but leading indicators like business optimism and capex trackers are weakening.
- That divergence may justify Fed rate cuts despite mixed signals.
Inflation Signals Complicate Fed Plans
- Core PCE inflation hovers around 3% with core goods inflation rising, hinting at tariff effects.
- Surveys of prices-paid are rising, historically making Fed easing less likely.