Canter Fitz published a salient outlook today but just to their traders. Couldn't get it into the public report./ “There is significant risk that we are going to be in a low GDP environment for the next few quarters as the tariffs slowly enter consumer prices and consumers are hit with this regressive tax,” the firm stated, emphasizing that the nature of tariffs could begin to weigh on consumer spending as costs gradually rise. On the macroeconomic front, Cantor Fitzgerald anticipates a combination of rising inflation and weakening growth over the next three months—a trend that may pressure corporate earnings. With profit margins failing to meet high expectations, the firm expects downward revisions in earnings estimates to continue as the economy slows.
In general it's a high valuation call but the one issue I have with it's reasoning is this: deep pullback unlikely because... The report suggests that the market's sensitivity to tariff-related developments is waning, with blended tariff rates likely to stabilize between 12% and 15% on all imports. Despite this, the investment institution warns that the economic impact of these tariffs is not yet fully reflected in consumer pricing. This is dangerously close to what the HF came back at me with. What if these assumptions are WRONG What if EU is looking at 20%-30%. What if they fight back?
judging by the close the Quants tightened up slightly that sell program. Bad close. DAY 7 SP 500 S&P 500 Index 6,243.73-24.83 (-0.40%)4:03 PM 07/15/25
FLS Flowserve Corporation-I'm Being a little cheap aiming for $1 more down $51.25 area..... Maybe at the open tomm. $52.66-0.31 (-0.59%)
With the DODGE cuts affecting aspects of Parsons business I'm going to wait till their earn call. I think they have their fingers in some nice pies. Maybe a clearing event though...
The first musician that i ever looked at the words on the record liner carefully and then read them over and over was Billy Joel.
Exactly. And that's why I said guidance will be measured... and also why I said the White House holds all the cards. Try to keep up Stoney.
2014? One remark? Which was misinterpreted?! And not one worthwhile news outlet even covered at the time but some forensic journalist digs up out of nowhere and OMG!!! .... this man is another Hitler. The extreme left nutso's live to propagate any statement that can be interpreted as off color in some way. "Of course he supports Trump.....". By all means... nail this man to a cross Stoney. Ignore all the philanthropic work he has done for all races and religions. Ignore the fact that he became a billionaire starting from nothing. Ignore the fact his parents were from the "Italians and Irish need not apply" era. I would say say "Are you really this stupid?" But in your case, you have been drinking the Kool-Aide inside the clueless bubble so long... I know you actually are when it comes to this type of stuff. That's why in my great benevolence you get a pass. I try to be merciful to those that know no better. Yeah... Ken Langone.... one more American Nazi. Give me a fucking break. You sound like a complete fool.
You people are so fucking stupid it's comical. You've been brainwashed Stoney, you're just too simple-minded to realize it. Ken Langone seconds before he gives the Nazi salute