I'm Julie Hyman, another Josh in the seat this week, just for live from our New York City headquarters.
And when I say time, time and in line data, so you take this kind of shorten the time frame, you take this week's data and you look at it if it were to come, mostly in line with consensus, volatility would come down.Although the story of today's markets is not really a story of today per se.We've got CP I, we've got PP I coming before that.The S and P 500 is flat.
Yeah, and it's one of the only things, as you said, that's really sort of moving today and it feels like those headlines start to stick out a little bit more, something like geopolitical conflicts on a day like today.It is not shocking, a quick, quick check.We're not seeing a lot of change a little bit of trend downward here, 3.91% is where we stand on the tenure.You saw, I was just looking at what's going on with the 10 year yield there hovering below 4%.
Yeah, I mean, here's the thing, if you get consensus on CP I uh on Wednesday of CO CP I, the consensus is 0.2 month over month, that's going to bring the three month run rate down to 0.7.How strong is the consumer really?And so with retail sales, you know, the things that I tend to look at the control group is the most relevant sub series that gets fed into GDP tracking within that the thing I like to look at is the restaurant spending.
And that's, that's really what creates that smooth ride that keeps investors uh invested in the market.It's, it's really what you'd like to see well, but that's not what we have seen necessarily over the past, over the longer run over the past couple of years.
Um And so it, it's a sign of the really strong technicals that we see within the, the core, high quality fixed income market right now.Uh A lot of corporate bond sales, um on the investment grade side, I believe specifically is that an area that you wanna overweight right now or get more into than you normally would.
It feels like over the last week, there's been a pretty wide and loud audience of people saying they think this is a buyable dip for NVIDIA.What stuck out to me was sort of the team highlighting again, this is a cyclical business and normally the cycle lasts longer than four quarters. Um They look at some of the other companies that tend to go up, you know, at this point in time when the, when the socks, when the Philadelphia semiconductor index has sold off.So they have like a whole basket of these stocks that they are looking at to benefit the most from the rebound right now.
They t more market domination coming up time now for some of the days trending ticker shares of BB Riley Cratering after the company suspends its dividend.Julie, I want to dig into the numbers a little bit here on that net loss.That's $14 to $15 per diluted share. Um So this is all kind of swirling if you will around the company, nobody likes the headline sec investigations, right when you're talking about an investment.
He said, never mind, I don't want to be there, but he is an investor in Truth Social, which is the Trump media and technology is the parent company of Truth Social. If that conversation comes back to X, it certainly hurts the overall story for true social and kind of the pitch of why you should be on it.I mean, the other thing I would say is that even ex Trump X is getting Trump here.
When you look at something like marathon digital or most of these Bitcoin miners, it doesn't move with Bitcoin anymore.And so at some point, you're just investing in different things here. I'm curious just what you make of the activist positions we've been seeing in the company and what it means for investors that own Starbucks shares.The, I, I think the anytime you have a company that is this big, this global, it's down 20% year to date.You're gonna get interest from a lot of global investors.Um, some of which can, can be blamed on uh, the current CEO, but I think a lot of it is structural, a lot of it industrywide.
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