Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.
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Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.
Is this your homework, Kevin?
The Nasdaq Composite led gains, up 2.8%, while the S&P 500 rose 1.7%. "Typical snap back day after an exagerated Fed Day move," Carson Group's chief strategist Ryan Detrick said, nodding to tech leading gains. Tech stocks were more than pulling their weight, leading the climb higher.
Wall Street Gains Momentum as Inflation Cools and Bond Yields Retreat
(Bloomberg) -- Tucked into Federal Reserve Chairman Kevin Warsh’s eventful press conference on Wednesday was a suggestion the US central bank could shift its approach to assessing inflation — a remark that’s sowing angst among some investors.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastChip Stocks Poised for Best Day Since April 2025: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionBond Yields at 19-Year High Send Warsh Credibilit
Federal backing still leaves major execution hurdles ahead
President Donald Trump said that his administration’s newly imposed U.S. tariffs are effectively the same as the tariffs the Supreme Court ruled illegal earlier this year. On Tuesday, in an interview with Fox News, Trump said, "It’s a shame that...
The market backdrop has become far more challenging than it was during the AI-led rally of the past few years. While the broader bull market remains intact, volatility has picked up as investors contend with elevated valuations, geopolitical uncertainty, questions surrounding the Federal Reserve’s policy path, and growing questions about whether the hundreds of billions of dollars being invested in AI infrastructure will generate sufficient returns. As a result, earnings reports have become far
The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unleashed a relief rally across global equities. This time, the catalyst was another proof yet that the artificial intelligence spending boom remains alive and well. A blockbuster quarter from Microsoft Corpo
Circle Internet Group (CRCL) issues USDC, a digital token backed by cash and short-term government securities and designed to maintain a value of $1. The company earns interest on the assets held behind USDC. Investors are watching whether Circle can retain more of that income as distribution costs ...
DoorDash just secured federal clearance to fly its own delivery drones commercially, but a persistent trust gap with the American public may prove harder to clear than any regulatory hurdle.
Investors are focused on guidance, AI and tariff-related commentary.
Corporate earnings from big U.S. companies and closely-watched jobs reports are among the key updates for Wall Street this week. The latest batch of profit updates and forecasts could help give investors a clearer picture of how and where households are spending money amid stubbornly high inflation. Bleach and household products maker Clorox and hotel operator Marriott International report their latest results on Monday.

Scott Melker discusses the Federal Reserve's latest decision to hold interest rates steady, examining Fed Chairman Kevin Warsh's remarks and how US stocks (^DJI, ^IXIC, ^GSPC) and crypto like bitcoin (BTC-USD) have reacted. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Scott Melker discusses the Federal Reserve's latest decision to hold interest rates steady, Meta (META) and Microsoft's (MSFT) increasing AI expenses, but only one stock is getting punished. Meanwhile, bitcoin (BTC-USD) continues to hover around $64,000, Melker explains why the cryptocurrency's resilience is a bullish sign despite the broader market uncertainty. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Coinbase stock attempts rebound ahead of Q2 report late Thursday. Bitcoin climbs on Fed news. Miners spike on Big Tech's AI spending.
(Bloomberg) -- It had been just six weeks since Federal Reserve Chairman Kevin Warsh vowed to reestablish the central bank’s reputation as an inflation fighter. But as he took to the podium to explain why the Fed again sat on the fence Wednesday — and held interest rates steady even as consumer prices keep rising far faster than its target, month after month — Wall Street analysts found the message far from reassuring.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middl
Investors who can handle the constantly shifting macro winds with patience and discipline will likely end up with winning returns.
By Karen Brettell July 30 (Reuters) - U.S. stocks gained on Thursday as Microsoft's forecast-beating results eased investor concerns about massive AI spending by companies, while 30-year Treasury
(Bloomberg) -- The US economy grew at a weaker-than-expected pace in the second quarter, though a pickup in consumer spending and solid business investment signaled underlying strength. Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapMeta’s Zuckerberg Defends AI Bets to Skeptical InvestorsTrump Says US Will Strike Iran Hard as War Esca
Stocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
The Centers for Medicare & Medicaid Services (CMS) announced Tuesday it will end the Medicare Part D Premium Stabilization Demonstration after the 2026 plan year, ending a federal subsidy program that has helped keep prescription drug premiums lower and could...
Federal Reserve Chairman Kevin Warsh praised the bond market’s recent rate moves on Wednesday. He may not feel that way now.
The market got a fresh batch of economic data, with new personal consumption expenditures and gross domestic product data released ahead of the opening bell. Inflation data came in cooler than expected. Core PCE, which excludes food and energy costs and is closely watched by the Federal Reserve, rose 0.1% from the month prior, below consensus estimates of 0.2% and the 0.3% increase seen in May. Headline PCE was roughly in line with expectations.
The Fed's primary inflation gauge, the core PCE price index, was a bit tamer than expected in June, while second-quarter GDP growth missed economist forecasts, though consumer spending accelerated and business investment was solid.