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Falling energy prices may not solve the inflation problem

Falling inflation fears revived demand for non-yielding assets

(Bloomberg) -- President Donald Trump is preparing to impose tariffs and minimum prices on imported polysilicon, a bid to boost domestic production of the material as well as the US semiconductors and solar panels made from it.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Be

Vaibhav Global Ltd (BOM:532156) reports a 37% EBITDA surge driven by one-time tariff refunds and digital expansion, while navigating a cautious consumer environment in key markets.

During an interview with CNBC, Moynihan said inflation had been easing before picking up again due to the effects of tariffs and the war on prices, adding that those pressures are now beginning to subside.

Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.

On Holding's Q1 earnings beat, margin gains and strong DTC, Asia-Pacific and apparel growth supported a higher profitability outlook despite tariff pressure.

Amazon-owned Zoox is about to start scaling its robotaxi service after federal regulators last week cleared it to charge for rides in its driverless vehicles with no steering wheel or other human controls.

On Holding pairs 20%-plus sales growth and wider margins with premium valuation, tariff exposure and rising investment demands that raise execution risk.

FIGS heads into Q2 earnings with product innovation, global expansion and demand momentum in focus, while tariffs and freight costs may have pressured margins.

FLEX's Cloud and Power Infrastructure growth is fueling a stronger FY27 outlook as AI-driven demand boosts revenue, margins and expansion plans.

On Holding's 11.2% three-month gain reflects strong demand, margin expansion and global growth, but tariffs and valuation pose risks.

The Federal Aviation Administration certified Boeing Co.’s 737 Max 7 on Monday, clearing the smallest jet in the bestselling family for passenger service after nearly a decade of delays and safety reviews. FAA Approval Opens Path To Deliveries The approval...

Minneapolis Federal Reserve President Neel Kashkari said he believes it is time to “start slowly moving” interest rates higher to help bring down inflation to the Fed’s 2% target. During an interview on CNBC, the central bank official said he isn’t calling for a dramatic increase in rates, adding: “I don’t see evidence monetary policy is marginally restrictive right now, and I think we have more work to do to get inflation back down.

Americans are buying THC seltzers at Total Wine while Congress debates re-criminalizing them. RYTHM’s blowout quarter shows who’s winning.

Circle Internet Group (NYSE:CRCL) shares rose around 7% in pre-market trading after the stablecoin issuer reported second-quarter results in line with expectations, secured the first federal bank charter granted to a stablecoin company and raised parts of its full-year outlook. The company also announced that BlackRock, Visa and Mastercard will serve as validators for its upcoming blockchain network.

Soft jobs numbers like these used to start the rate-cut conversation, but this Fed is already looking to raise, and soon

The industrial equipment maker saw stronger-than-expected North American construction sales and continued momentum for AI-related infrastructure. A $392 million tariff refund also bolstered profits.

Investing.com -- Shares of Circle Internet Group jumped 7% in premarket trading on Wednesday after the stablecoin issuer reported second-quarter earnings in line with estimates and disclosed it had received the first federal bank charter awarded to a stablecoin company.

The Supreme Court forced Washington to return over a hundred billion dollars in tariff money, but Treasury Secretary Scott Bessent made a bold prediction about where that cash would actually land. Six months later, the numbers are in.

Activewear maker Delta Galil has reported an increase in Q2 profit, lifted by tariff refunds, a portion of which it will invest in its manufacturing and supply chain to drive future growth.

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.

Tesla and Waymo were just put on notice, with Amazon's Zoox receiving federal approval for its driverless vehicles. It will begin charging for its service soon.

Apple got an estimated $2.2 billion tariff refund last quarter. Amazon got $600 million. Nike got $300 million. But American consumers who paid higher prices as President Donald Trump’s tariffs filtered through the economy are getting almost nothing back.

Sacrificing additional transparency is a dangerous game to play.

The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up around 0.1%, as investors weigh stronger factory activity against the risk of higher borrowing costs. The ISM Manufacturing PMI jumped to 55.6 in July, its best reading since May 2022, which signals factories are busier, hiring is improving and cost pressures are easing. At the same time, the 10 year Treasury yield sits near 4.69%, which keeps...

Today Federal Reserve speakers: Fed governor Lisa Cook Economic data: the Energy Information Administration’s weekly petroleum status report, U.S. services PMI, global services PMI, ADP employment survey Earnings (a.

A U.S. appeals court has overturned a previous ruling and allowed Perplexity to use its AI shopping tools on Amazon's platform. This is the first federal appellate decision on how AI agents may access and operate on major online marketplaces. The ruling affects Amazon.com's control over third party tools on its marketplace and may influence future platform policies. Amazon.com, listed as NasdaqGS:AMZN, now faces a new legal backdrop for how AI driven services plug into its marketplace. The...

U.S. officials are preparing potential tariffs and a price floor on polysilicon that could affect Corning's position in solar and semiconductor related materials. Reports from China indicate possible import bans on certain data center components that may touch Corning's optical and data infrastructure business. These trade and policy shifts raise new questions for Corning's supply chains, costs, and customer demand beyond its recent earnings and partnership updates. Corning, traded on the...

A federal judge has set a March 2027 trial date for the antitrust challenges to Paramount’s acquisition of Warner Bros. Discovery.