Kim Kahn
speaker
3,204 appearances
100 recordings
1 series
first heard Nov 2025
last heard yesterday
Kim Kahn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 100 in all, peaking in Aug 2026 with 23.
Appearances
David Russell, head of market strategy at TradeStation, said diesel prices are the biggest concern.
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concern because it's an input cost for so many goods and services, and the rise in prices threatens to drive up non-core inflation in the coming months.
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Pantheon Macro Samuel Toom said simply there's no disinflation in this report.
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As Treasury yields climbed, so did expectations for a Federal Reserve rate hike next week.
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Odds of a quarter point hike rose to seventy percent, the highest level in more than a month.
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Diane Swank, chief economist at KPMG, says regardless of what the CPI shows Friday,
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The components that feed into services inflation and the PCE measure of inflation were hot and persistent.
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That is yet another reason that the Fed will need to raise rates, she said.
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The bond market is already in disarray and would be much harder on the economy if the Fed fails to act.
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Also on the economic front, Anthropic's economics team has released an interactive model estimating how artificial intelligence could reshape the US economy by twenty thirty.
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In the modest case, AI's economic footprint resembles that of the internet.
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GDP ends up just one point six percent above a no AI baseline, and unemployment stays within normal historical ranges.
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The substantial scenario assumes AI autonomously handles about half of all knowledge work by twenty thirty, pushing GDP eight point three percent above the baseline to thirty six trillion versus roughly thirty one trillion today, while total unemployment settles around four point six percent.
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The extreme scenario is that AI becomes more productive than humans across nearly all knowledge work tasks, and recursive self-improvement drives rapid adoption.
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Annual GDP growth could hit fifteen percent, doubling the economy roughly every four and a half years and lifting GDP thirty-two percent above baseline to forty four point four trillion dollars.
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But the gains would be lopsided, knowledge worker unemployment would climb well past typical recessionary levels, those workers' wages could fall by more than ten percent, and capital share of GDP would jump nearly fifteen points to fifty five percent.
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Among active stocks, Macy's is showing signs of a turnaround with Q2 growth across all three nameplates and improved profitability.
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CEO Tony Spring said the company remains focused on scaling what is resonating most with customers, exciting brands and assortments, and compelling events and experiences.
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JP Morgan upgraded Meta platforms to overweight from neutral and raise its price target to 820 from 640, saying the company is entering the early stages of monetizing AI beyond its core advertising business.
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Analyst Margaret Hoffman said Meta's Muse Spark 1.3 model is
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Showing 241–260 of 3,204 · page 13 of 161
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