Brian Stewart

to customers so you might see a a rush of higher prices or um and this isn't tariff related related but you've seen companies put in um

um extra extra pricing for the eggs you know as as egg prices have um gone up so you do see companies find ways to pass these costs on to consumers so the whether or not a company can do that is going to be based on their individual business so it's really going to be kind of company specific and so if you look at like budweiser in general it seems like so far they've been pretty successful

um extra extra pricing for the eggs you know as as egg prices have um gone up so you do see companies find ways to pass these costs on to consumers so the whether or not a company can do that is going to be based on their individual business so it's really going to be kind of company specific and so if you look at like budweiser in general it seems like so far they've been pretty successful

um extra extra pricing for the eggs you know as as egg prices have um gone up so you do see companies find ways to pass these costs on to consumers so the whether or not a company can do that is going to be based on their individual business so it's really going to be kind of company specific and so if you look at like budweiser in general it seems like so far they've been pretty successful

And you can also see that kind of filtering through to the consumer level in the Conference Board Consumer Confidence Index report. The inflation expectations, consumers' inflation expectations jumped to 6% from just over 5% in the previous month. Just as a reference, the Fed is looking to keep inflation about 2%. So you have consumers sort of seeing a 3%. predicting a 3X to the Fed's benchmark.

And you can also see that kind of filtering through to the consumer level in the Conference Board Consumer Confidence Index report. The inflation expectations, consumers' inflation expectations jumped to 6% from just over 5% in the previous month. Just as a reference, the Fed is looking to keep inflation about 2%. So you have consumers sort of seeing a 3%. predicting a 3X to the Fed's benchmark.

And you can also see that kind of filtering through to the consumer level in the Conference Board Consumer Confidence Index report. The inflation expectations, consumers' inflation expectations jumped to 6% from just over 5% in the previous month. Just as a reference, the Fed is looking to keep inflation about 2%. So you have consumers sort of seeing a 3%. predicting a 3X to the Fed's benchmark.

So consumers are becoming ready for higher inflation. So that might give some companies a green light to go ahead and raise prices. On an ending note, underline again the jobs data that's coming out. I think that's going to be critical, especially as you're looking for Fed policy. Like I said, the Fed is starting to find itself in a trap.

So consumers are becoming ready for higher inflation. So that might give some companies a green light to go ahead and raise prices. On an ending note, underline again the jobs data that's coming out. I think that's going to be critical, especially as you're looking for Fed policy. Like I said, the Fed is starting to find itself in a trap.

So consumers are becoming ready for higher inflation. So that might give some companies a green light to go ahead and raise prices. On an ending note, underline again the jobs data that's coming out. I think that's going to be critical, especially as you're looking for Fed policy. Like I said, the Fed is starting to find itself in a trap.

And so that'll be sort of the key to whether or not it has some inflation fighting room left to go.

And so that'll be sort of the key to whether or not it has some inflation fighting room left to go.

And so that'll be sort of the key to whether or not it has some inflation fighting room left to go.

Great to be here, Rena.

Great to be here, Rena.

Great to be here, Rena.

I think this past week was dominated by a few corporate earnings stories. Don't know that there was a firm direction given to the market by macro. I think we're still trying to feel out the Fed, feel out the administration, the Trump administration. So I think that the back and forth of individual stocks was kind of the news for the last week. And in general, the news was relatively good.

I think this past week was dominated by a few corporate earnings stories. Don't know that there was a firm direction given to the market by macro. I think we're still trying to feel out the Fed, feel out the administration, the Trump administration. So I think that the back and forth of individual stocks was kind of the news for the last week. And in general, the news was relatively good.

I think this past week was dominated by a few corporate earnings stories. Don't know that there was a firm direction given to the market by macro. I think we're still trying to feel out the Fed, feel out the administration, the Trump administration. So I think that the back and forth of individual stocks was kind of the news for the last week. And in general, the news was relatively good.

Putting out a few of the highlights, Applovin had a brilliant earnings report. It is benefiting from a focus shift to AI and e-commerce. It's a software platform that advertisers use to enhance the marketing in content. And so it's a good kind of B2B platform. play if you're kind of trying to get the temperature of the market in general.