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Tehillah Niselow speaks to Chief Economist at Momentum Investments, Sanisha PackirisamySee omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Siphamandla Mkhwanazi, FNB Senior Economist, about South Africa’s consumer index having climbed to its highest in 6 years. He shares what’s driving this surge and what it could mean for the economy going forward. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
In this week's final Macro Mondays of the year, Lisa Aziz joins James Brodie and Ed Hayden-Briffett to break down the shifting dynamics behind market sentiment before the show returns on January 12th. Weakening consumer confidence, falling engagement with political headlines, and growing uncertainty are reshaping trading behaviour. Markets have become far less reactive to rapid-fire news flow, while sentiment indicators show a steady cooling in risk appetite.The team breaks down how choppy pricing, tightening margins, and fluctuating demand have defined the year so far. They also explore why AI-linked equities remain volatile, how bond yields are spiking, and which sectors are seeing stronger momentum heading into early 2026. Key highlights include:✅ Market fatigue dominates Q3 trading✅ Trump social media engagement halves from Q1 to Q3✅ Average shares, likes and replies drop sharply across the board✅ Political headlines lose pricing power across major asset classes✅ Traders increasingly hedge rather than take directional bets✅ Lower volatility around US political risk vs previous years✅ Shifts in intraday flows show reduced reaction to macro news✅ Market pricing stabilises despite inconsistent political messaging
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
The latest wave of delayed government data is finally in, and it's helping the CRE community reestablish a clearer view of the economy heading into 2026. Join Omar and Cole as they interpret new banking, retail, PPI, and sentiment indicators, translating them into implications for capital availability, demand, and development pipelines. Key Moments:01:12 Quarterly Banking Profile insights05:49 Commercial real estate lending trends10:36 Retail sales and economic indicators13:02 Producer Price Index analysis15:07 Federal Reserve's Beige Book highlights22:42 Consumer Confidence and GDP Nowcast28:11 Upcoming data releases and final thoughts Resources Mentioned:FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profileUS Bureau of Labor and Statistics Producer Price Index - https://www.bls.gov/pPI/US Census Bureau Advance Retail Trade Report - https://www.census.gov/retail/sales.htmlFederal Reserve Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htmThe Conference Board US Consumer Confidence Index - https://www.conference-board.org/topics/consumer-confidence/index.cfmGDP Now - https://www.atlantafed.org/cqer/research/gdpnowUS Commercial Real Estate Transaction Analysis – Q3 2025 - https://www.altusgroup.com/insights/us-commercial-real-estate-transaction-analysis-q3-2025Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property
Join 'Einstein on Wall Street' as he delivers a forensic breakdown of today's market activities from the New York Stock Exchange floor. Today's episode covers market movements, the AI sector's resilience, and robust consumer confidence as evidenced by strong retail numbers. With critical economic data and upcoming Federal Reserve decisions in focus, discover how these elements shape market trends and investor sentiment. Stay informed and engaged with expert insights and analysis to navigate the financial landscape effectively. Follow Peter on Instagram: @einsteinofwallst 00:00 Welcome to the Show! 00:43 Daily Market Wrap-Up 00:52 Market Analysis and Trends 01:11 AI and Economic Indicators 02:12 Consumer Confidence and Spending 02:59 Fed's Upcoming Decisions 03:15 Market Performance and Predictions 04:01 Final Thoughts and Encouragement 04:25 Closing Remarks All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.
At the end of each week, Mike Hosking takes you through the big-ticket items and lets you know what he makes of it all. Consumers: 7/10 Confidence at a 6-month high. School lunches: 3/10 This is the stupidest story of the week. Four days it lasted – we've become myopic. We fixate on triviality. It's got a small village idiot vibe to it, don't you reckon? Social media ban: 6/10 Mainly for effort, because it's not real, it's not practical – it's got idealism all over it. Pete Hegseth: 3/10 Between the narco boats and the Signal report, what odds are you running that he doesn't make Christmas? Rates caps: 7/10 Move of the week from the central government. If local government just stopped whining for a moment and asked themselves who the architects of the mess actually are and why, they might not have as much to moan about. LISTEN ABOVE FOR MIKE HOSKING'S FULL WEEK IN REVIEW See omnystudio.com/listener for privacy information.
Scott Hoyt joins the podcast to provide a look into the holiday retail season and to discuss the state of the U.S. consumer more broadly. The team reviews the downbeat data on consumer confidence, the labor market, inflation and housing, and contemplates the implications for consumer spending this Christmas. The team remembers to take a listener question on income inequality and the mood gets even darker. Happy Thanksgiving everyone!Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NBC's Rory O'Neill reports on how much Black Friday has changed and how much people will spend this year
Alphabet (GOOGL) and Nvidia (NVDA) stole the show when it came to market movers, though Sam Vadas and Marley Kayden explain how economic data, discussions around the next Fed chair, Ukraine peace talks and China all play into underlying price action. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
AP's Lisa Dwyer reports on a drop in consumer confidence.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Consumer confidence in the U.S. has fallen sharply, with Americans reporting growing pessimism about business conditions, labor markets and household incomes. As inflation and job losses weigh heavily on workers, spending expectations for major purchases are declining even as the holiday shopping season ramps up. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company:https://aurn.com/newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices
Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news bond markets are ramping up their defensive posture, especially in the US, as American economic data fades further.But first up today, there was a GlobalDairyTrade Pulse powder auction today and prices slipped again. They were down -1% from the prior full event a week ago for SMP and dived a rather sharp -4% for WMP. This will keep downward pressure on pay-out forecasts for the current season, especially the WMP result.In the US, the ADP weekly employment report said a net -13,500 US jobs were lost last week, the largest weekly drop since ADP started releasing their weekly data. The pace of payroll shrinkage seems to be rising in the US.American retail sales growth slowed to +4.3% in September from the + 5.0% rise in August. On a monthly basis, retail sales rose +0.2%, half the expected +0.4% increase and suggesting the weakness is concentrated recently. Observers will be watching the weak car sales component, especially.Producer prices rose +2.7% in September from a year earlier, exactly as expected.Pending home sales fell -0.4% in October from year-ago levels, the second consecutive monthly dip, and the eighth of 2025. However they did record a seasonal rise from September.The latest factory survey from the Richmond Fed covering the mid-Atlantic states was quite negative.And the Dallas Fed services survey was downbeat too, although the contraction there was at a slower pace than in October.So it will be no surprise to learn that the Conference Board's consumer sentiment survey was also quite negative, falling sharply and mirroring the similar University of Michigan survey. Perceptions of inflation rose, to 4.8%.And traditional Thanksgiving travel plans are being scaled back. They were expecting a rise this year, but the economic situation and uncertainties about disruptions are seeing an unexpected rise in cancellations, so a decline is now anticipated.Across the Pacific in South Korea, consumer sentiment is rising. Their central bank's survey revealed a Composite Consumer Sentiment Index at the highest reading since November 2017. Their renewed confidence follows a major trade agreement with the US and stronger-than-expected economic growth.In Taiwan, retail sales rose +1.9% in October from the same month a year ago, a bounce-back from the -1.6% dip in September. Meanwhile their industrial production expanded sharply again, up another +14.5% on that same year-on-year basis, although the pace of expansion seems to be slowing a bit even if it is strong.The UST 10yr yield is now under 4.00%, down -5 bps from this time yesterday to 3.99% as a defensive mood takes hold.The price of gold will start today at US$4138/oz, and up +US$42 from yesterday.American oil prices have fallen -US$1 from yesterday to be just on US$57.50/bbl, with the international Brent price now just on US$62/bbl.The Kiwi dollar is holding at just under 56.1 USc, and little-changed from yesterday. Against the Aussie we are up +10 bps at just under 87 AUc. Against the euro we have dropped -20 bps to 48.5 euro cents. That all means our TWI-5 starts today at just under 60.8, and little-changed if soft.The bitcoin price starts today at US$86,996 and down -0.3% from yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.2%.Today, the RBNZ will review the OCR and issue its final Monetary Policy Statement of the year. Join us from 2pm when we will start our full coverage.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.
Jim McTague reports that the economy in Lancaster County, Pennsylvania, is strong, suggesting it mirrors the greater US economy despite reports of low consumer confidence, observing robust traffic at tourist destinations like Kitchen Kettle Village, a shopping locale established in 1954, with spending largely supported by well-off boomers. Local entrepreneurs are experiencing great success—a dealer selling eclectic electric lamps in Park City Mall is already earning $4,500 per week at the start of the holiday season, and high volume at Costco, where the Amish are major buyers, further indicates available disposable income. McTague concludes that the real economy on Main Street is strong and likely headed for a blockbuster Christmas season. 1954
PREVIEW Measuring Local Economy Amid Low Consumer Confidence Jim McTague Jim McTague visited Kitchen Kettle Village in Lancaster County, observing lots of tourists and entrepreneurs with business seemingly going well. This local economic activity, where people appeared hungry and eager to spend money, contrasts with national reports stating that the consumer confidence number is at an all-time low.
Is the "Red Week" finally over? In this episode, we analyze the recent market volatility and why I believe a rebound is coming next week. I explain my recent decision to sell NVIDIA (NVDA) and Tesla (TSLA) near the top and reveal the strategy behind accumulating cash for the next big move.We also break down the key economic data coming this Thanksgiving week, including the crucial PCE Inflation numbers and Retail Sales. Plus, I share my top stock picks for high-risk growth, from the 4 candidates: BigBear.ai, Plug Power, and Rigetti Computing.In this video:
More than 100 companies are being warned by the competition watchdog in a crackdown on online pricing. If you're not on your toes, it can be a tricky and expensive world to navigate for consumers at a time when money is tight and many are feeling the squeeze. Fortunately, the Sky News Money blog has launched its Consumer Rights Week - where the team is helping customers with disputes and offering tips to save your hard-earned cash. Do you know your rights and are you getting bang for your buck? Niall is joined by the Money blog's Jess Sharp. Producers: Tom Gillespie and Emily Hulme Editor: Mike Bovill
Former Sunrise host and current Economic Director at Compare the Market, David Koch, joined Luke Bradnam on 4BC Breakfast to offer insights on Westpac's home loan rate increase. Koshy predicts that expected interest rate cuts are now unlikely due to persistent inflation and robust job growth.See omnystudio.com/listener for privacy information.
Stocks are up. Consumers are cautious. We unpack the widening gap between Wall Street's rally and Main Street's reality, from falling consumer confidence to rising credit card balances. And how you should approach it from an investment perspective.
Commonwealth Bank shares dived despite record a quarterly profit of $2.6 billion, with a positive consumer sentiment number surprising all market watchers.See omnystudio.com/listener for privacy information.
In this episode of The Voice of Retail, host Michael LeBlanc sits down with Elisa Swern, National Consumer Markets Leader at PwC Canada, to unpack the insights behind PwC's newly released 2025 Canadian Holiday Outlook—a comprehensive view into how consumers plan to shop, save, and celebrate amid an uncertain economy.Elisa shares her journey from family retail roots to leading PwC's national consumer practice, explaining why she thrives on the constant change and curiosity that define the consulting world. She outlines how PwC's “human-led, tech-enabled” approach helps retailers navigate transformation across strategy, digital, and risk—leveraging a global network of experts while staying grounded in local insight.Together, Michael and Elisa dive deep into the holiday forecast. PwC's research reveals a 10 percent year-over-year decline in planned consumer spending, driven by persistent affordability pressures and shifting generational priorities. Gen Z and millennials expect to cut back the most, with Gen Z spending intentions down 34 percent, reflecting record youth unemployment and new life-stage costs such as rent and transportation. Still, Canadians remain committed to family gifting and holiday traditions—just with more focus and less self-indulgence.The conversation moves to the Made-in-Canada movement, where PwC finds continued momentum in consumer intent to buy local and pay more for domestic goods—particularly among Gen X and boomer shoppers. Elisa notes that while intent often outpaces action, this “national tailwind” offers retailers a meaningful way to connect with values-driven consumers.Turning to the omnichannel experience, Elisa and Michael agree that “stores never went away.” In-person shopping remains central to holiday discovery, with 56 percent of Canadians citing the ability to see and touch products as a top reason to visit stores. They discuss how leading brands are merging the tactile with the digital—using tools like smart fitting technology and AI-driven recommendations—to blend convenience with connection.Finally, they explore the emerging role of AI in consumer shopping, from intelligent assistants helping gift-givers to retailer-side personalization platforms integrating seamlessly with these tools. Elisa highlights the opportunity—and risk—of intermediaries reshaping retail discovery, while also noting the growing demand for transparency, data security, and supply-chain resilience across Canada's retail landscape.Get your copy of the report here: The Voice of Retail podcast is presented by Hale, a performance marketing partner trusted by brands like ASICS, Saje, and Orangetheory to scale with focus and impact. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fifth year in a row, the National Retail Federation has designated Michael as on their Top Retail Voices for 2025, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
Here's a question for you, about us: Are we chronic pessimists? Just when will it be a good time to buy a large household item? The ANZ Consumer Confidence figures came out Friday, and we have sunk again. Unlike business, which went up eight points while punters went down another two points. What about household items, like a fridge? We haven't felt good about that for any month in four long years. 48 months. Month after month we think it's not a good time to be sticking a bit of Samsung or Sub-Zero or Miele in your house. Yet how can business feel half-decent given the people they deal with are miserable? And how is it, as the bank pointed out, that the stats don't actually align with our mood? Spending is up – no, not by a lot, because this isn't a gold rush. But spending is up and the job ads are up. There are more jobs being advertised. My bet is when the unemployment stats arrive this week at 5.2% or 5.3% that will be it. It will get no worse. The layoffs are over. There are genuine, tangible, indisputable signs in the economy that things have turned. Call them whatever you want, flickers or green shoots or better days, but they are there. Like all economies, the tide doesn't rise and bring everyone with it. But it has to bring some, and some must be feeling better, or good, or (God forbid) upbeat. Is there a determination among some that we will simply not be happy? We refuse to accept the light at the end of that tunnel. Where once a trip to the seaside and an ice cream on a sunny day lifted the spirit, now we want the whole circus and a merch bag as well before we dare utter anything remotely upbeat. I have no doubt the tide has turned. I see too many data points, stats, and results to feel any other way. But New Zealand has caught a disease. You see it in Britain (they have it bad) and also Australia (but a bit less). There's a refusal to accept good news the way we used to. Where once the possibility was enough to lift a spirit, now you need a tsunami to bowl you over. The early bird, as always, will catch the worm on this. By the time we hit February or March of 2026 and a lot of people join the bandwagon, the early adopters will have been having a good time for months. It's only negative if it's actually factually negative. Being determined to be that way is a state of mind, not a reality. See omnystudio.com/listener for privacy information.
In a series of podcasts taped live at 2025's Money 20/20 in Las Vegas, host Lou Carlozo brings you the latest from one of the premier financial services conferences in the world. On this episode taped at the Venetian's Truth and Tonic, Lou casts with Dana Kalfas Bodine, Vice President of Marketing at Trustpilot. Dana shares findings from the just-completed Write a Review Week, where all U.S. businesses received unlimited review invitations, and discusses the role AI plays in how businesses and consumers can make better choices.
The News RundownSteve leads off with the latest tariff turmoil, as trade negotiations between the U.S. and Canada stall amid the Trump administration's response to an ad created and paid for by the Ontario government running in U.S. media whose key auto sector is endangered by Trump trade policies. They also explore luxury corporate earnings, where Hermès continues to shine, while. Gucci owner Kering struggles to regain footing. Meanwhile, Mattel falls short as retailers tighten orders ahead of the holidays.The discussion then turns to job cuts at Target, Amazon, GM, and Nestlé, revealing how automation, AI, and tariff pressures are reshaping corporate structures, before turning to Amazon's plan to replace up to 600,000 roles with robotics. They also cover ChatGPT's meteoric rise to No. 2 in product search, challenging Google and signaling a shift in how consumers discover products.Throughout, they underscore the precariousness of retail confidence heading into the holiday season — from Tractor Supply's cautious guidance to Deckers' HOKA sales slowdown.Blank Canvas Strategy: Finding Retail's 'New Earth'In the second half, Steve introduces "Blank Canvas Strategy"— a methodology for retailers to reimagine their businesses from the ground up, free from legacy constraints. Unlike Blue Ocean Strategy, which focuses on discovering compltey untapped markets, this framework helps brands reinvent their core business models before disruption makes them irrelevant.Steve urges leaders to recognize when their "planet" (current business model and market domain) becomes uninhabitable, and to begin building "Earth Two" — an alternative growth destination. Together, the hosts examine why incremental change doomed once-iconic retailers like Blockbuster, Sears, and Pier 1, and how others like Dick's Sporting Goods and RH (Restoration Hardware) succeeded by boldly innovating their business designs.They close by discussing how executives can carve out time, treasure, and talent for R&D, overcome the fear of cannibalization, and lead with the courage to disrupt themselves before competitors do.After the focused content discussion it's on to the most remarkable stories of the week, including Walmart's massive commitment to deploying 90 million supply-chain sensors to track pallets and fresh-food products.The episode wraps with what needs to be on everyone's radar screens. One recommendation: keep your eyes on "GU" the first U.S. store fromUniqlo's parent company, Fast Retailing. Located in New York's Soho neighborhood, Gu is a bright, energetic space with "eye-poppingly good prices" and strong shopper buzz. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
Ahead of Wednesday's earnings, Microsoft (MSFT) jumped Tuesday morning after restructuring its deal with OpenAI. As Kevin Green explains, it changes the stake Microsoft has in the company but adds clarity to OpenAI's future with Azure cloud. Speaking of clarity, Kevin later notes the tick higher in consumer confidence and more data to come that will create a clearer economic picture.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The latest consumer confidence data from the Conference Board shows a 6-month low, and while it may not be as bad as expected, there's still weakness beneath the surface. Yelena Shulyatyeva joins Diane King Hall to break it down. She says the numbers mask a tale of two consumers: those making $200,000+ are driving stock market-fueled optimism, while those earning $75,000 or less are losing steam. She also warns that the labor market is showing signs of vulnerability, with jobs becoming harder to find, and that a potential tariff shock could still hit consumers during the critical holiday shopping season.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
AP's Lisa Dwyer reports that consumers are slightly less confident about their economic future.
Invest like a bull. Think like a bear. Lance Roberts dives into the mindset of successful investors: staying bullish on opportunity, but thinking like a bear when it comes to risk. Learn how to stay optimistic without losing discipline, why emotional control outperforms market hype, and how blending bullish conviction with bearish caution can help you thrive through any cycle. * How to stay invested while protecting capital * Recognizing when optimism turns into speculation * Lessons from past market booms and busts * Why risk management is the true edge in investing
Invest like a bull. Think like a bear. Lance Roberts dives into the mindset of successful investors: staying bullish on opportunity, but thinking like a bear when it comes to risk. Learn how to stay optimistic without losing discipline, why emotional control outperforms market hype, and how blending bullish conviction with bearish caution can help you thrive through any cycle. * How to stay invested while protecting capital * Recognizing when optimism turns into speculation * Lessons from past market booms and busts * Why risk management is the true edge in investing
Send us a textThe guys catch with Elliot Eisenberg, the Bowtie Economist to talk all things economy, from tariffs to supply chain to consumer confidence. While Eisenberg says that the economy is at a B-, there are still things to be optimistic about. Check out his presentation, “Economic Crystal Ball: What the Trends Mean for Your Business," at PHCC CONNECT in Grand Rapids, Wednesday, October 28 at 8:00 am.Visit our sponsor at www.webstonevalves.comSubscribe to the Appetite for Construction podcast at any of your favorite streaming channels and don't forget about the other ways to interact with the Mechanical Hub Team! Follow Plumbing Perspective IG @plumbing_perspective Follow Mechanical Hub IG @mechanicalhub Sign up for our newsletter at www.mechanical-hub.com/enewsletter Visit our websites at www.mechanical-hub.com and www.plumbingperspective.com Send John and Tim your feedback or topic ideas: @plumbing_perspective
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc
Kerry Lutz and Anthony Saccaro break down the latest drop in consumer confidence and what it means for the economy. Rising unemployment has hit 4.3%, inflation remains stubborn, and the balance between jobs and wages is shifting. Saccaro explains how wage growth in a tight labor market fuels inflation, complicating the Federal Reserve's efforts. He sees a 20–25% chance of recession within the next 12 to 18 months, as economic cycles and consumer sentiment weigh heavily on future growth. The conversation also digs into national debt concerns, the looming threat of a government shutdown, and the need to cut government waste, while tax changes, tariffs, and regulatory rollbacks are explored for their impact on businesses, consumers, and the broader economy. Finally, Kerry and Anthony reflect on the importance of productivity, technology, and quality content — not only in financial planning but in shaping the economic future. Find Anthony here: https://anthonysaccaro.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5
Market Highlights and Insights: September 30th Edition In this episode of Dividend Cafe, host Brian Szytel from The Bahnsen Group office in New York City provides a concise market overview for Tuesday, September 30th. Despite a negative start, the market ended slightly positive with the DOW up by 82 points, S&P up by 27 points, and Nasdaq up by a third of a percent. Key economic updates include a slight increase in the Case-Shiller Home Price Index and better-than-expected new job openings, reflecting a balanced labor market. Brian also discusses the implications of current trade margins, tax rates, and capital expenditure focus on artificial intelligence. Additionally, he addresses a viewer question about proxy voting in index investments and the proactive approach The Bahnsen Group employs to ensure proper company stewardship. Brian wraps up by promising more economic insights in the next day's episode. 00:00 Introduction and Market Overview 00:38 Economic Calendar Highlights 00:59 Labor Market Insights 01:33 Consumer Confidence and Manager Meetings 01:59 Focus on Market Margins 02:50 Artificial Intelligence and Productivity 03:16 Proxy Voting and Index Investing 04:36 Conclusion and Next Steps Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Kevin Green runs through a slew of data that hit the wire a half-hour after markets opened. He notes a pullback in consumer confidence but points to a "goldilocks" JOLTS report showing a stabilizing jobs picture. However, Kevin says Friday's expected jobs report will be the most important piece to the labor puzzle, which remain in jeopardy due to a looming government shutdown. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Dr. Stephanie Guichard explains today's Consumer Confidence data, which came in lower than expected. There's no “clear trend,” she notes, but labor market woes may be adding more negative feelings. Consumers are also most worried about prices and inflation, with the second biggest factor being tariffs. She also talks about how confidence remains low even among top earners.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
AP correspondent Haya Panjwani reports on consumer confidence and jobs
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Phillip Argue thinks the internals of the market are saying risk-on despite some manufacturing, housing, and consumer confidence looking “pretty bad.” He thinks 4Q is going to be “a much better backdrop” despite September's historical volatility. He thinks a small pullback could happen in the last two weeks of the month but then sees upside from there. Phillip also notes that while a lot of attention is on spending on data centers and AI, the consumer remains 70% of the economy and needs to be factored in.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The Nasdaq hit a new record. Plus: Warner Bros. Discovery extends its rally and Boeing announces delays for its new jet. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Steve Dennis and Michael LeBlancs analyze the week's most impactful retail developments: a U.S. appeals-court ruling that may require massive Trump era tariff refunds new India duties; fast-moving shifts in de minimis thresholds; and mounting pressure on global supply chains, small businesses, and retailers alike. They analyze how these disruptions will disrupt importers like Tapestry and Lululemon, and shift the retail earnings divide—even as consumer confidence wavers and labor issues—like ICE raids—further muddy the waters.In the featured interview with two visionary luxury executives: Amit Kaswani, Chief Omnichannel Officer at Chalhoub Group, and Stacie Henderson Capece Minutolo, Chief Marketing Officer Americas at Tod's Group. Amit outlines Chalhoub's omnichannel-first game plan, including end-to-end logistics and loyalty ecosystems that reach millions—backed by AI-powered personalization, predictive analytics, and conversational commerce tools. He emphasizes how customer experience, augmented by technology, is a differentiator, not a replacement for human interaction.Stacie shares Tod's strategy in the Americas, targeting high net worth clients and next-gen shoppers through experiential storytelling, cultural relevance, and digital scale. She references campaigns like "Italian Diaries," where in-person luxury activations generate exponential online impressions. She also discusses Tod's AI governance framework—a cross-functional task force merging marketing, e-commerce, finance, and customer service to ensure innovation is purposeful and aligned.As both guest leaders gear up to speak at Shoptalk Luxe, which runs 27–29 January 2026 at the Emirates Palace Mandarin Oriental in Abu Dhabi, luxe.shoptalk.com+1, they tease the frameworks, case studies, and strategies they'll be presenting on global luxury, loyalty, and AI innovation.The episode closes with Michael and Steve spotlighting standout moments: GLP-1 weight-loss drug innovations, Google's Nano Banana image-generation tool, and the looming U.S. interest rate decision, crippling shutdown threats, and Simons' opening in Toronto's Eaton Centre, replacing Nordstrom. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM - America's middle class is feeling more squeezed - Houthi government confirmed that Prime Minister Ahmed Ghalib al-Rahwi was killed in an Israeli airstrike - China and India pledge to be 'partners not rivals'
Are brands prepared for a consumer base that's simultaneously more confident and more cautious? Agility requires not just reacting to current consumer behavior but anticipating the shifts to come. It also requires a deep understanding of the nuances within different consumer segments, particularly as generational behaviors diverge. Today, we're going to talk about the evolving landscape of consumer confidence, especially among Gen Z and Millennials, and what this means for brands navigating the current market. To help me discuss this topic, I'd like to welcome, Eric Miao, Chief Strategy Officer at Attentive. About Eric Miao Eric Miao on LinkedIn: https://www.linkedin.com/in/eric-miao-62313b9/ Resources Attentive: https://www.attentive.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
In this episode, we sit down with John Duncan, a former policymaker and political analyst. John provides a clear-eyed view of how federal policy, and a changing political environment, are shaping the housing market. He explains what policymakers in Washington can and cannot do to help with housing supply and affordability. We also discuss the impact of local regulations, and how you can influence change as a residential real estate professional. This conversation will give you the tools you need to understand the larger forces at work, and how they will shape your business. Watch our previous conversation with Jim Tobin and Ken Wingert from the National Association of Home Builders (NAHB)Jim Tobin and Ken Wingert from the National Association of Home Builders (NAHB):https://www.youtube.com/watch?v=VXmAdxhUO9c Connect with John on - LinkedIn. Learn more about Meridian Research Group at meridianresearchdc.com. You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/ Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com. Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/
Mixed Market Day and Economic Insights – August 26 In this episode of Dividend Cafe, Brian Szytel provides an update from The Bahnsen Group's Newport Beach headquarters on a quiet market day with moderate gains in the Dow, S&P, and Nasdaq. Despite negative durable goods orders, results were better than expected. The episode also discusses mixed data from the Dallas and New York manufacturing surveys, the impact of federal economic policies, the Federal Reserve's role in buying securities, and slight declines in home prices and consumer confidence. Key upcoming data includes the PCE inflation gauge set to be released on Friday. 00:00 Introduction and Market Overview 00:36 Economic Data Highlights 01:47 Federal Reserve and Inflation Discussion 02:50 Housing Market Update 03:29 Consumer Confidence and Market Takeaways 03:51 Upcoming Economic Events 04:09 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
In this episode, Alan Condon, Editor-in-Chief at Becker's Healthcare, joins Scott Becker to discuss how consumer confidence is affecting surgical volumes, a legal battle between HCA and AdventHealth in North Carolina, new CMS payment rules, and the alarming pace of hospital closures in 2025.
Market Recap: Modest Moves and Economic Indicators - July 29th In this episode of Dividend Cafe, Brian Szytel provides an update on market movements for Tuesday, July 29th. The S&P 500 ended its six-day winning streak with a slight decline while the Dow and Nasdaq saw modest changes. The bond market experienced a decrease in 10-year yields, and there are emerging expectations for a potential Fed rate cut in September. The episode also covers recent economic updates including better-than-expected consumer confidence, in-line job openings, and a slight dip in the Case-Shiller home price index. Brian also discusses the topic of corporate trustees in estate planning and the upcoming FOMC meeting and employment data releases. The day was relatively quiet overall, with marginal market movements. Listeners are encouraged to reach out with questions. 00:00 Introduction and Market Overview 00:41 Economic Indicators and Predictions 01:14 Consumer Confidence and Job Market 02:03 Housing Market Update 02:39 Corporate Trustee Discussion 03:18 Upcoming Events and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
We start with yesterday's shooting in Manhattan as authorities continue the search for a motive. The UK has said it will recognize a Palestinian state in September, unless certain conditions are met. We explain why there's been an upturn in consumer confidence. We reveal why the government is set to burn $9.7 million dollars in US-purchased USAID contraceptives. Plus, an update in the trial of a Colorado dentist accused of murdering his wife. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The latest Consumer Confidence report is out. It’s good news. The number beat expectations. Good news for the economy. See omnystudio.com/listener for privacy information.