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Ahead of the busy spring travel period, it's quickly become more expensive and inconvenient to fly. With war dragging on in the Middle East, rising fuel prices are increasing costs for airlines and forcing some to steer clear of the region. Meanwhile, a partial government shutdown in the U.S. is causing long lines at busy air-travel hubs as TSA employees quit or call in sick. Host Luke Vargas speaks to aviation reporter Benjamin Katz and airlines reporter Alison Sider to consider whether there's an end to the disruption in sight. And check out WSJ's Take On the Week for an in-depth conversation on oil and the broader energy markets from an investor's perspective. Further Reading: Airfares Have Doubled on Some Flights. The Sticker Shock for Spring Travel Is Upon Us. European Airlines Extend Middle East Flight Suspensions Airlines Offer Glimpse Into Operations as Middle East Conflict Weighs on Fuel Prices Airline Executives Urge Congress to End Partial Government Shutdown Learn more about your ad choices. Visit megaphone.fm/adchoices
If you have sticker shock at the grocery store, you’re not alone. In Seattle, the cost of groceries is about 30% higher today than before the pandemic. Those high prices are straining family budgets and causing many people to change how they shop. Today, creative hacks for putting food on the table now that your dollar doesn’t go as far as it used to. GUESTS:Rebecca Chobat, Dollar Tree DinnersJames McCafferty, Director of Western Washington University's Center for Economic and Business ResearchThank you to the supporters of KUOW, you help make this show possible! If you want to help out, go to kuow.org/donate/boomingnotes.Booming is a production of KUOW in Seattle, a proud member of the NPR Network. Our editor is Carol Smith. Our producers are Lucy Soucek and Alec Cowan. Our hosts are Joshua McNichols and Monica Nickelsburg.Support the show: https://kuow.org/donateSee omnystudio.com/listener for privacy information.
Swanny reacts to the eye-popping $514 get-in price for Clemson at Duke and revisits his conversation with Tim Bure about just how tough Cameron Indoor has been for the Tigers historically. Can Brad Brownell's group reset after the Virginia Tech loss and steal one in Durham? Plus, baseball opens at Doug Kingsmore with a weather-forced doubleheader, recruiting realities in the NIL era, and why Clemson's pitch on the trail may need to evolve.
In this episode, Marcos Lopez shifts gears from our recent debate on the technicalities of swapping shocks to the literal "shocks" currently rattling the automotive industry. We dive into a market defined by soaring prices and the disappearance of the entry-level vehicle, alongside a deep dive into the legal tug-of-war over the Scout brand's revival. From the friction of tariffs and supply chain snags to the surprising consumer pivot toward hybrid reliability, this discussion explores how global pressures are making the road ahead feel a lot bumpier than a set of worn-out dampers.#AutomotiveIndustry #CarMarket #ScoutLawsuitFollow & Support:Apple Podcasts: https://podcasts.apple.com/us/podcast/life-tech-and-sundry/id1527317641Spotify: https://open.spotify.com/show/0LufzYND0SqKOGyogIyutL?si=hmb3VXH2T-yZchJ8_-LF_QYouTube: Just search @LTSnco in any search bar or YouTube to find us.IG: https://bit.ly/IG-LTSLTS on X: https://bit.ly/LTSTweetsBuy Me Coffee: https://www.buymeacoffee.com/LTS2020
The price tag for a new Rays ballpark in Tampa tops $2.3 billion, so who will pay? Tampa Bay Business Journal Editor-At-Large Ashley Kritzer joins us with the latest on the stadium saga and other local business stories.
The price tag for a new Rays ballpark in Tampa tops $2.3 billion, so who will pay? Tampa Bay Business Journal Editor-At-Large Ashley Kritzer joins us with the latest on the stadium saga and other local business stories.See omnystudio.com/listener for privacy information.
Greg Brady spoke to Greg Layson, Automotive News Canada about why car prices have risen so sharply post-pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices
Greg Brady spoke to Greg Layson, Automotive News Canada about why car prices have risen so sharply post-pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices
There is a major typographical error on every Wisconsin property tax bill that people are seeing this week. The numbers are correct — they are higher, but the people responsible for the higher property taxes aren't listed on the bill. We'll explain how the line that lists the name of your local school district should be replaced with “Here's the cost of 15 years of Republicans running the Legislature.” Also: Cherita Booker outlines some more great events happening around our state this week. Mornings with Pat Kreitlow is powered by UpNorthNews, and it airs on several stations across the Civic Media radio network, Monday through Friday from 6-9 am. Subscribe to the podcast to be sure not to miss out on a single episode! Get more from Pat and UpNorthNews on their website and follow them on X, Facebook, TikTok and Instagram. To learn more about the show and all of the programming across the Civic Media network, head over to civicmedia.us/shows to see the entire broadcast lineup. Follow the show on Facebook, X, and YouTube. Guest: Cherita Booker
On the Wednesday, Dec. 10 edition of Georgia Today: The Georgia State Election Board rejects proposed new rules for paper ballots; a Democrat flips a Republican state House district in Georgia; small business owners face sticker shock on health insurance plans.
This week I share one of the most offline kinds of marketing that this SEO loves because it leverages a revenue stream that is easy to forget and costly to ignore.Last week's episodehttps://www.confessionsofanseo.com/podcast/written-in-the-logs-googleothers-gemini-alignment-season-5-ep-48/Test Semantic Software on Wordpress - Apply here: https://vizzex.ai/Tools that I use and recommend:Indexzilla -https://www.indexzilla.io (indexing technology)GSC Tool -https://bit.ly/gsctoolSEO in ATX - SEO as a serviceYoutube Channel -Confessions of An SEO®https://g.co/kgs/xXDzBNf -------- Crawl or No Crawl Knowledge panelInterested in supporting this work and any seo testing?Subscribe to Confessions of an SEO™ wherever you get your podcasts. Your subscribing and download sends the message that you appreciate what is being shared and helping others find Confessions of an SEO™An easy place to leave a review https://www.podchaser.com/podcasts/confessions-of-an-seo-1973881You can find me onCarolyn Holzman - LinkedinAmerican Way Media Google DirectlyAmericanWayMedia.com Consulting AgencyNeed Help With an Indexation Issue? - reach out Text me here - 512-222-3132Music from Uppbeathttps://uppbeat.io/t/doug-organ/fugue-stateLicense code: HESHAZ4ZOAUMWTUA
The sermon centers on the costly yet glorious path of discipleship, revealing Jesus as the suffering Messiah whose journey to Jerusalem, suffering, death, and resurrection fulfills divine prophecy and establishes the foundation for eternal life. It confronts the disciples—and by extension, all believers—with the stark reality of spiritual sticker shock: the Messiah's mission involves humiliation and sacrifice, not earthly triumph, challenging human expectations and exposing the danger of prioritizing worldly desires over God's sovereign will. The call to follow Jesus demands radical self-denial, a willingness to embrace suffering as a faithful imitation of Christ, and a complete reorientation of life toward eternal values, grounded in the paradox that losing one's life for Christ leads to true gain. The sermon underscores that the ultimate motivation for such costly discipleship is the certain, future glory of Christ's return and the eternal reward promised to those who remain faithful, culminating in the transfiguration as a foretaste of that coming kingdom.
In this episode of The Liquidity Event, AJ and Shane regroup after a failed recording attempt and dive straight into Thanksgiving chaos, rising ACA premiums, and the political fight over healthcare subsidies. Shane shares his 35% insurance shock while AJ breaks down what subsidy cuts mean for millions of Americans. They also explore the push to privatize federal student loans, Google's plan to run AI models in space, and why real estate inheritances are a wealth-management minefield. The episode wraps with estate-planning talk, holiday-table conversations no one wants to have, and a reminder that the U.S. tax and policy machine rarely chooses the simplest path. Key Timestamps: (00:00) Recording chaos, travel mishaps, and Thanksgiving greetings (02:01) Epstein's accountant and the episode's finance lineup (03:05) Holiday plans: Mexico City, Palm Springs, and stove-top traditions (04:27) Notion, favorites tracking, and the Clueless digital closet dream (08:51) What AJ and Shane are grateful for this year (14:22) ACA subsidy expiration and national healthcare fallout (14:59) Shane's 35% health-insurance surge and enrollment nightmare (19:41) Student loan privatization and servicer failures (26:15) Google's Project SunCatcher and AI computing in space (29:48) $5M inheritance question and real-estate-heavy estate planning
Clark shares a warning about booking any future travel, whether it's a cruise, rental house, tour or flight - and has two specific guidelines to help protect your money. Also - Vehicles have become increasingly expensive. The average cost for a new automobile has reached an all time high. Know the Clark smart strategies for car buyers. Travel Booking: Segment 1 Ask Clark: Segment 2 Clark Smart Car Buying: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Why You Should Never Pay for Travel with a Debit Card Travel Insurance Checklist: 5 Types of Coverage To Consider InsureMyTrip Review: Why We Like It and How to Use It Elliott Report: Home Report: The Average Price of a New Vehicle Cars Archives - Clark Howard / How To Buy a Used Car How To Find a Trustworthy Mechanic Clark.com resources: Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
There's a political power play across the country to redistrict for control of Congress. Purplish explores if it could actually happen here, and whether it should. Then, what do car prices say about a possible "silent recession" in Colorado? Plus, a freshman at Lafayette's Centaurus High School lands in the top ten of the National Civics Bee finals.
Sticker Shock At The Grocery Store (11/17/25) by 96.5 WKLH
If you've ever flinched at the price of beef, coffee or chocolate lately, you're not alone. StatsCan says food prices are still climbing. And for many Canadians, the grocery bill is where the affordability crisis hits hardest. Prime Minister Carney said Canadians will judge his government by what they pay at the checkout. So what should Ottawa do?Our question: What's ONE thing the government should do to cut grocery prices? How are you cutting costs?
The Moneywise Radio Show and Podcast Tuesday, November 4th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management
Open enrollment is here and many folks are wondering how you pay for health insurance these days. A discussion with Vineeta and Esme Murphy on The WCCO Morning News.
The news to know for Thursday, October 30, 2025! We'll explain President Trump's announcement about nuclear weapons testing, made just before his highly anticipated meeting with the Chinese president. Also, sticker shock as Obamacare window shopping begins. And what to know about the latest interest rate cut. Plus: an unprecedented milestone for an American tech company, which major AI platform is now banning teens, and the "word of the year" that you probably won't understand if you're over the age of 15. Those stories and even more news to know in about 10 minutes! Join us every Mon-Fri for more daily news roundups! See sources: https://www.theNewsWorthy.com/shownotes Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://thenewsworthy.dashery.com/ Sponsors: Save 25% on your first month of subscription by going to dosedaily.co/NEWSWORTHY or entering NEWSWORTHY at checkout. Get 15% off OneSkin with the code NEWSWORTHY at oneskin.co/HAIR #oneskinpod To advertise on our podcast, please reach out to ad-sales@libsyn.com
Sam interviews Tim Cool of Smart Church Solutions to dig into a hidden but pressing crisis facing many North American churches: deferred maintenance. Too often, churches delay costly but necessary facility repairs until the problems become overwhelming. This pattern of neglect can saddle pastors with impossible burdens and even push congregations toward closure. Yet, church buildings remain vital assets for kingdom work, providing gathering spaces, anchoring communities, and making ministry possible. We'll explore both the challenges of sticker shock and practical strategies for churches to get ahead of the curve—budgeting wisely, prioritizing projects, and cultivating generosity that keeps facilities vibrant for generations. The post Many Churches Face Future Sticker Shock with Deferred Maintenance appeared first on Church Answers.
Today: our health and environment reporters talk about shockingly high costs for people buying health insurance on Colorado's exchange, and whether climate change is disrupting the schedules of the buds and the bees on Pikes Peak.See omnystudio.com/listener for privacy information.
"Window shopping" for 2026 Obamacare plans has begun, revealing significant premium hikes ahead of open enrollment on November 1. This sticker shock is due to the anticipated expiration of enhanced federal subsidies, which, if not extended by Congress, will cause many enrollees' costs to more than double. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.
Health Reporter Nathaniel Weixel from The Hill explains why Americans are facing higher ObamaCare premiums this year, with open enrollment kicking off amid a federal government shutdown stalemate. He breaks down what's driving the price hikes, how subsidies could offset costs, and what consumers should know before signing up.
Health Reporter Nathaniel Weixel from The Hill explains why Americans are facing higher ObamaCare premiums this year, with open enrollment kicking off amid a federal government shutdown stalemate. He breaks down what's driving the price hikes, how subsidies could offset costs, and what consumers should know before signing up.See omnystudio.com/listener for privacy information.
Daniel LaBroad is CEO of Ovation Health & Life Services. He tells us what you should expect when open enrollment begins.
TALK TO ME, TEXT ITA quiet weekend winds into a not-so-quiet question: what happens when your neighbor's choices flood your home? We unpack a striking D.C. case where a 76-year-old resident won a court order stopping secondhand cannabis smoke from seeping into her space. She wasn't chasing a payout; she wanted breathable air. The ruling affirms a growing legal view that your right to enjoy your home can trump your neighbor's right to light up, and it offers a blueprint for anyone dealing with odor, smoke, or other nuisances in apartments and townhomes.Then we pivot to the sticker shock sitting on your plate. From $17 egg sandwiches to $23 for seven tacos, we break down the why behind restaurant prices without drowning you in jargon. Think simple margin math, rising labor and input costs, and a tightrope operators walk to keep the doors open. You'll come away with a clearer sense of how menus are priced, why some items feel steep, and how to spot value without being overwhelmed by percentages.Finally, we taxi to the gate with Southwest's big change: assigned seats and a Wilma-style boarding flow that brings windows first, then middles, then aisles, layered with elite and priority groups. We look at what this means for overhead bin space, mid-cabin seats, and your pre-boarding strategy. If bin anxiety is real for you, we've got practical tips to keep your sanity intact and your essentials within reach.Hit play, trade your own shared-space stories, and tell us where your carry-on lives: overhead bin or under the seat? If this breakdown helped, follow the show, share it with a friend, and leave a quick review so more listeners can find us.Buzzsprout - Let's get your podcast launched!Start for FREE Thanks for listening! Liberty Line each week on Sunday, look for topics on my X file @americanistblog and submit your 1-3 audio opinions to anamericanistblog@gmail.com and you'll be featured on the podcast. Buzzsprout - Let's get your podcast launched!Start for FREESupport the showTip Jar for coffee $ - Thanks Music by Alehandro Vodnik from Pixabay Blog - AnAmericanist.comX - @americanistblog
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If you’re getting rid of that “gas guzzler” and investing in a more fuel-efficient or even an electric vehicle, you’re probably expecting to see some savings from buying less fuel. But Craig Wright says it’s not quite that simple.
On this episode of Kirk and Marianne we talk about a teenage letting his girlfriend pay for lunch leading into a TikToker potentially losing his job. Tune in to hear Kirk and Marianne discuss sticker shock, crabs, and more.
Sticker shock at the grocery store is all too common nowadaysMore and more grocery shoppers are experiencing sticker shock every single trip to the store.-The price of food, especially meat, fruit and vegetables has been going up.“For the last six to 12 months, the rate of inflation has fallen significantly, but that doesn't mean that prices are declining. They're just not going up as much,” Michael Swanson, chief agricultural economist at Wells FargoItems that have increased the most:Eggs, Meat, Frozen juice, lettuce, and chocolate To subscribe to The Pete McMurray Show Podcast just click here
“Is a sticker binding in fantasy football… even if it's the wrong player?”In this laugh-out-loud episode of The Ben and Skin Show, hosts Ben Rogers, Jeff “Skin” Wade, Kevin “KT” Turner, and Krystina Ray dive into one of the most brutal fantasy football blunders you'll ever hear. A backyard draft party, a high-stakes first pick, and one tragic mix-up: Brian Robinson instead of Bijan Robinson. The sticker was placed. The damage was done. And the bros? Absolutely ruthless.This segment is a masterclass in sports comedy and fantasy chaos. The crew debates whether the sticker should be legally binding, how different leagues handle mistakes, and what you do when your number one pick tanks your entire season before it begins. Skin even suggests the ultimate revenge: sabotage the league with terrible trades.
Plus: The Trump administration says immigrants seeking to live and work in the U.S. will now have their social media scrutinized for so-called “anti-American ideologies.” And, Elon Musk backpedals on plans to launch his political party. Caitlin McCabe hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Another muggy night in Chicago, but this week the whole crew is back together! The boys kick things off by recapping last week's laid-back night, complete with some outdoor drinks. With UFC 319 happening right here in Chicago, the guys debate whether it's worth going — but those ticket prices? Absolutely brutal. Instead, they keep things rolling with some fresh topics: The eternal debate: do you “turn up” or “turn down” the air conditioning? Robot dogs double-checking engineers' work Taylor Swift's brand-new album Some shocking husband-and-wife “rules” from way back in 1913 Training talk for the Chicago Marathon And of course, the episode wraps up with everyone's favorite segment: Feel Good Stories, sending things off on a positive note.
Marc and Kim's “In Other News” fires through a stack of quirky headlines. They start with the shocking cost of sorority life—where dues at schools like Alabama can run as high as $15,000 a year—sparking laughs and disbelief over paying steakhouse prices just to join. A lighter moment follows with Atlanta Falcons QB Michael Penix Jr.'s unfortunate font typo going viral, which Marc relates to his own last name woes. The crew cracks up over China's first-ever “World Humanoid Robot Games,” where robots clumsily play sports and collapse mid-match like a bad alumni game. Shifting gears, Marc blasts the Big Ten's floated idea of a 24-team playoff as a greedy money grab that just doesn't work in football. They wrap by dissecting a new study showing young people skipping traditional milestones like marriage, kids, and homeownership—blaming cultural shifts, feminism, and economic pressures, while Marc reminds listeners that, despite trends, family life is still worth defending.
Original Release Date: July 11, 2025As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Jenna Giannelli: And I'm Jenna Giannelli, Head of U.S. Consumer and Retail Credit Research.Andrew Sheets: And today on the podcast, we're going to dig into one of the biggest conundrums in the market today. Where and when are tariffs going to show up in prices and margins?It's Friday, July 11th at 10am in New York.Jenna, it's great to catch up with you today because I think you can really bring some unique perspective into one of the biggest puzzles that we're facing in the market today. Even with all of these various pauses and delays, the U.S. has imposed historically large tariffs on imports. And we're seeing a rapid acceleration in the amount of money collected from those tariffs by U.S. customs. These are real hard dollars that importers – or somebody else – are paying. Yet we haven't seen these tariffs show up to a significant degree in official data on prices – with recent inflation data relatively modest. And overall stock and credit markets remain pretty strong and pretty resilient, suggesting less effect.So, are these tariffs just less impactful than expected, or is there something else going on here with timing and severity? And given your coverage of the consumer and retail sectors, which is really at the center of this tariff debate – what do you think is going on?Jenna Giannelli: So yes, this is a key question and one that is dominating a lot of our client conversations. At a high level, I'd point to a few things. First, there's a timing issue here. So, when tariffs were first announced, retailers were already sitting on three to four months worth of inventory, just due to natural industry lead times. And they were able to draw down on this product.This is mostly what they sold in 1Q and likely into 2Q, which is why you haven't seen much margin or pricing impact thus far. Companies – we also saw them start to stock up heavily on inventory before the tariffs and at the lower pause rate tariffs, which is the product you referenced that we're seeing coming in now. This is really going to help mitigate margin pressure in the second quarter that you still have this lower cost inventory flowing through.On top of this timing consideration, retailers – we've just seen utilizing a range of mitigation measures, right? So, whether it's canceled or pause shipments from China, a shifting production mix or sourcing exposure in the short run, particularly before the pause rate on China. And then really leaning into just whether it's product mix shifts, cost savings elsewhere in the PNL, and vendor negotiations, right? They're really leaning into everything in their toolbox that they can.Pricing too has been talked about as something that is an option, but the option of last resort. We have heard it will be utilized, but very tactically and very surgically, as we think about the back half of the year. When you put this all together, how much impact is it having? On average from retailers that we heard from in the first quarter, they thought they would be able to mitigate about half of the expected tariff headwind, which is actually a bit better than we were expecting.Finally, I'll just comment on your comment regarding market performance. While you're right in that the overall equity and credit markets have held up well, year-to-date, retail equities and credit have fared worse than their respective indices. What's interesting, actually, is that credit though has significantly outperformed retail equities, which is a relationship we think should converge or correct as we move throughout the balance of the year.Andrew Sheets: So, Jenna, retailers saw this coming. They've been pulling various levers to mitigate the impact. You mentioned kind of the last lever that they want to pull is prices, raising prices, which is the macro thing that we care about. The thing that would actually show up in inflation.How close are we though to kind of running out of other options for these guys? That is, the only thing left is they can start raising prices?Jenna Giannelli: So closer is what I would say. We're likely not going to see a huge impact in 2Q, more likely as we head into 3Q and more heavily into the all-important fourth quarter holiday season. This is really when those higher cost goods are going to be flowing through the PNL and retailers need to offset this as they've utilized a lot of their other mitigation strategies. They've moved what they could move. They've negotiated where they could, they've cut where they could cut. And again, as this last step, it will be to try and raise price.So, who's going to have the most and least success? In our universe, we think it's going to be more difficult to pass along price in some of the more historically deflationary categories like apparel and footwear. Outside of what is a really strong brand presence, which in our universe, historically hasn't been the case.Also, in some of the higher ticket or more durable goods categories like home goods, sporting goods, furniture, we think it'll be challenging as well here to pass along higher costs. Where it's going to be less of an issue is in our Staples universe, where what we'd put is less discretionary categories like Beauty, Personal Care, which is part of the reason why we've been cautious on retail, and neutral and consumer products when we think about sector allocation.Andrew Sheets: And when do you think this will show up? Is it a third quarter story? A fourth quarter story?Jenna Giannelli: I think this is going to really start to show up in the third quarter, and more heavily into the fourth quarter, the all-important holiday season.Andrew Sheets: Yeah, and I think that's what's really interesting about the impact of this backup to the macro. Again, returning to the big picture is I think one of the most important calls that Morgan Stanley economists have is that inflation, which has been coming down somewhat so far this year is going to pick back up in August and September and October. And because it's going to pick back up, the Federal Reserve is not going to cut interest rates anymore this year because of that inflation dynamic.So, this is a big debate in the market. Many investors disagree. But I think what you're talking about in terms of there are some very understandable reasons, maybe why prices haven't changed so far. But that those price hikes could be coming have real macroeconomic implications.So, you know, maybe though, something to just close on – is to bring this to the latest headlines. You know, we're now back it seems, in a market where every day we log onto our screens, and we see a new headline of some new tariff being announced or suggested towards countries. Where do you think those announcements, so far are relative to what retailers are expecting – kind of what you think is in guidance?Jenna Giannelli: Sure. So, look what we've seen of late; the recent tariff headlines are certainly higher or worse, I think, than what investors in management teams were expecting. For Vietnam, less so; I'd say it was more in line. But for most elsewhere, in Asia, particularly Southeast Asia, the rates that are set to go in effect on August 1st, as we now understand them, are higher or worse than management teams were expecting.Recall that while guidance did show up in many flavors in the first quarter, so whether withdrawn guidance or lowered guidance. For those that did factor in tariffs to their guide, most were factoring in either pause rate tariffs or tariff rates that were at least lower than what was proposed on Liberation Day, right?So, what's the punchline here? I think despite some of the revisions we've already seen, there are more to come. To put some numbers around this, if we look at our group of retail consumer cohort, credits, consensus expectations for calling for EBITDA in our universe to be down around 5 percent year-over-year. If we apply tariff rates as we know them today for a half-year headwind starting August 1st, this number should be down around 15 percent year-over-year on a gross basis…Andrew Sheets: So, three times as much.Jenna Giannelli: Pretty significant. Exactly. And so, while there might be mitigation efforts, there might be some pricing passed along, this is still a pretty significant delta between where consensus is right now and what we know tariff rates to be today – could imply for earnings in the second half.Andrew Sheets: Jenna, thanks for taking the time to talk.Jenna Giannelli: My pleasure. Thank you.Andrew Sheets: And thank you as always for your time. If you find Thoughts to the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.
The Alan Cox ShowSee omnystudio.com/listener for privacy information.
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The game dudes reach way back into the NES catalogue and jam on Nintendo R&D1's 1987 SILVER […] The post Sticker Shock/Kid Icarus (NES) appeared first on NYEH Entertainment.
This week, an Altoona man shoots himself with a stolen gun, lasers are a great cat toy but bad dog toy, Jeff gets sticker shock from paying to have his Shadow 2's maintained, Andy practiced with Glocks to shoot CZ's well, gross motor skills, Jeff doesn't feel triggers, and much more! Get your "Try Hard" T-shirt! Subscribe on Patreon to get an extra episode every week! Listen on YouTube! Andy on Instagram - andy.e.605 Jeff on Instagram - jeff_the_monster_king MW Aktiv Wear - mw_aktiv_wear Not Another Shooting Show on Reddit
We'll also talk about prices, the supply chain, and the impact of tariffs on back-to-school shopping.
In this episode of Industry Insights, Senior Energy Industry Analyst Alisha Pinto breaks down the U.S. Department of Commerce's proposed tariffs on solar imports from Cambodia, Malaysia, Thailand and Vietnam. Learn how these anti-dumping and countervailing duties—some as high as 3,400%—could reshape the solar supply chain, impact electric cooperatives and open doors for domestic manufacturing. Tune in for insights on policy shifts, market responses and what lies ahead for the solar sector.
In this edition of Kim on a Whim, Kim Otto Webb questions the practicality of Lake St. Louis's new safety sticker program meant to alert first responders to household medical conditions like autism or epilepsy—suggesting that in a real emergency, officers may never notice them. The conversation turns to the absurdity of expecting social workers to handle high-risk situations, especially when many only work 9 to 5 and can't enter a scene until it's secured. Kim recalls the BLM riots and the abuse officers endured while defending communities, slamming the soft-on-crime policies of left-wing leaders and the juvenile justice system. From ineffective reform ideas to the disastrous “defund the police” crowd, the segment lays out a strong defense of law enforcement and the renewed respect they're receiving under a more supportive administration.
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Jenna Giannelli: And I'm Jenna Giannelli, Head of U.S. Consumer and Retail Credit Research.Andrew Sheets: And today on the podcast, we're going to dig into one of the biggest conundrums in the market today. Where and when are tariffs going to show up in prices and margins? It's Friday, July 11th at 10am in New York. Jenna, it's great to catch up with you today because I think you can really bring some unique perspective into one of the biggest puzzles that we're facing in the market today. Even with all of these various pauses and delays, the U.S. has imposed historically large tariffs on imports. And we're seeing a rapid acceleration in the amount of money collected from those tariffs by U.S. customs. These are real hard dollars that importers – or somebody else – are paying. Yet we haven't seen these tariffs show up to a significant degree in official data on prices – with recent inflation data relatively modest. And overall stock and credit markets remain pretty strong and pretty resilient, suggesting less effect.So, are these tariffs just less impactful than expected, or is there something else going on here with timing and severity? And given your coverage of the consumer and retail sectors, which is really at the center of this tariff debate – what do you think is going on?Jenna Giannelli: So yes, this is a key question and one that is dominating a lot of our client conversations. At a high level, I'd point to a few things. First, there's a timing issue here. So, when tariffs were first announced, retailers were already sitting on three to four months worth of inventory, just due to natural industry lead times. And they were able to draw down on this product.This is mostly what they sold in 1Q and likely into 2Q, which is why you haven't seen much margin or pricing impact thus far. Companies – we also saw them start to stock up heavily on inventory before the tariffs and at the lower pause rate tariffs, which is the product you referenced that we're seeing coming in now. This is really going to help mitigate margin pressure in the second quarter that you still have this lower cost inventory flowing through. On top of this timing consideration, retailers – we've just seen utilizing a range of mitigation measures, right? So, whether it's canceled or pause shipments from China, a shifting production mix or sourcing exposure in the short run, particularly before the pause rate on China. And then really leaning into just whether it's product mix shifts, cost savings elsewhere in the PNL, and vendor negotiations, right? They're really leaning into everything in their toolbox that they can. Pricing too has been talked about as something that is an option, but the option of last resort. We have heard it will be utilized, but very tactically and very surgically, as we think about the back half of the year. When you put this all together, how much impact is it having? On average from retailers that we heard from in the first quarter, they thought they would be able to mitigate about half of the expected tariff headwind, which is actually a bit better than we were expecting. Finally, I'll just comment on your comment regarding market performance. While you're right in that the overall equity and credit markets have held up well, year-to-date, retail equities and credit have fared worse than their respective indices. What's interesting, actually, is that credit though has significantly outperformed retail equities, which is a relationship we think should converge or correct as we move throughout the balance of the year.Andrew Sheets: So, Jenna, retailers saw this coming. They've been pulling various levers to mitigate the impact. You mentioned kind of the last lever that they want to pull is prices, raising prices, which is the macro thing that we care about. The thing that would actually show up in inflation. How close are we though to kind of running out of other options for these guys? That is, the only thing left is they can start raising prices?Jenna Giannelli: So closer is what I would say. We're likely not going to see a huge impact in 2Q, more likely as we head into 3Q and more heavily into the all-important fourth quarter holiday season. This is really when those higher cost goods are going to be flowing through the PNL and retailers need to offset this as they've utilized a lot of their other mitigation strategies. They've moved what they could move. They've negotiated where they could, they've cut where they could cut. And again, as this last step, it will be to try and raise price.So, who's going to have the most and least success? In our universe, we think it's going to be more difficult to pass along price in some of the more historically deflationary categories like apparel and footwear. Outside of what is a really strong brand presence, which in our universe, historically hasn't been the case.Also, in some of the higher ticket or more durable goods categories like home goods, sporting goods, furniture, we think it'll be challenging as well here to pass along higher costs. Where it's going to be less of an issue is in our Staples universe, where what we'd put is less discretionary categories like Beauty, Personal Care, which is part of the reason why we've been cautious on retail, and neutral and consumer products when we think about sector allocation.Andrew Sheets: And when do you think this will show up? Is it a third quarter story? A fourth quarter story?Jenna Giannelli: I think this is going to really start to show up in the third quarter, and more heavily into the fourth quarter, the all-important holiday season.Andrew Sheets: Yeah, and I think that's what's really interesting about the impact of this backup to the macro. Again, returning to the big picture is I think one of the most important calls that Morgan Stanley economists have is that inflation, which has been coming down somewhat so far this year is going to pick back up in August and September and October. And because it's going to pick back up, the Federal Reserve is not going to cut interest rates anymore this year because of that inflation dynamic. So, this is a big debate in the market. Many investors disagree. But I think what you're talking about in terms of there are some very understandable reasons, maybe why prices haven't changed so far. But that those price hikes could be coming have real macroeconomic implications.So, you know, maybe though, something to just close on – is to bring this to the latest headlines. You know, we're now back it seems, in a market where every day we log onto our screens, and we see a new headline of some new tariff being announced or suggested towards countries. Where do you think those announcements, so far are relative to what retailers are expecting – kind of what you think is in guidance?Jenna Giannelli: Sure. So, look what we've seen of late; the recent tariff headlines are certainly higher or worse, I think, than what investors in management teams were expecting. For Vietnam, less so; I'd say it was more in line. But for most elsewhere, in Asia, particularly Southeast Asia, the rates that are set to go in effect on August 1st, as we now understand them, are higher or worse than management teams were expecting. Recall that while guidance did show up in many flavors in the first quarter, so whether withdrawn guidance or lowered guidance. For those that did factor in tariffs to their guide, most were factoring in either pause rate tariffs or tariff rates that were at least lower than what was proposed on Liberation Day, right? So, what's the punchline here? I think despite some of the revisions we've already seen, there are more to come. To put some numbers around this, if we look at our group of retail consumer cohort, credits, consensus expectations for calling for EBITDA in our universe to be down around 5 percent year-over-year. If we apply tariff rates as we know them today for a half-year headwind starting August 1st, this number should be down around 15 percent year-over-year on a gross basis…Andrew Sheets: So, three times as much.Jenna Giannelli: Pretty significant. Exactly. And so, while there might be mitigation efforts, there might be some pricing passed along, this is still a pretty significant delta between where consensus is right now and what we know tariff rates to be today – could imply for earnings in the second half.Andrew Sheets: Jenna, thanks for taking the time to talk.Jenna Giannelli: My pleasure. Thank you.Andrew Sheets: And thank you as always for your time. If you find Thoughts to the Market useful, let us know by leaving a review wherever you listen. 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Changes to Trump's massive spending bill in the Senate raise red flags in the House as Republicans rush to meet July 4th deadline. Then, CBO analysis finds that Trump's spending bill will increase U.S. deficits by $3.3 trillion and cut healthcare for millions. Plus, Senate Republican Thom Tillis announces he won't be seeking re-election, shortly after Trump's attacks. Melanie Zanona, Leigh Ann Caldwell, Susan Glasser, David Drucker, Justin Wolfers, Brooke Masters, Scott Bok and Reed Galen join The 11th Hour this Monday.
Hour 1: BMitch and JP react to Haliburn's comments about returning in game 7 / Redskins photographer Scott Cunningham talks about his book RFK All Access / A Jayden Daniels rookie card sold for $500k
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Guest: Karon Liu, Toronto Star food reporter When one Toronto restaurant introduced a $25 cauliflower dish more than 10 years ago, it caused a bit of a stir at its eye-popping price. When Star reporter Karon Liu recently noticed the price of the same dish was now $41, it sent him to look at the steeply rising cost of meals out. It's a trend driven by food inflation, wage inflation, rent inflation and a host of other factors. And for many diners, it means eating out is becoming less and less of an attractive option. Which doesn't mean the restauranteurs are suddenly flush—the drop-off in diners means it's even harder for them to make up in volume what they might lose by cutting prices. PLUS: Our food writer's instructions on what to do if $41 is too steep a price for you
Today's Poll Question at Smerconish.com asks: Should retailers itemize tariff surcharges on customer bills? Listen to Michael explain the issue, then cast YOUR ballot at Smerconish.com, and please leave a rating and review of this podcast! The Daily Poll Question is a thought-provoking query each day at Smerconish.com on a political, social, or other human interest issue. Entirely non-scientific, it always begins a great conversation. Michael talks about it in this podcast each weekday.
If you've ever hesitated when discussing pricing or faced resistance from clients, this episode is a must-listen! Nikki walks you through the key mindset shifts and practical techniques to confidently communicate the value of your offer, handle objections with ease, and guide clients smoothly through high-ticket sales conversations. You'll discover: How to present high-ticket pricing in a way that resonates with your clients The power of pre-framing pricing discussions to avoid sticker shock Why asking about budget early can streamline the sales process How to position pricing around value and results rather than just features The importance of standing firm on your pricing—without over-explaining or discounting Whether you're a seasoned entrepreneur or just starting to sell high-ticket offers, this episode will give you the tools to present your pricing with confidence and close more deals. Tune in now to master the art of high-ticket sales! Episode Breakdown: 00:54 – Understanding sticker shock in sales conversations 01:56 – Pre-framing pricing discussions for smoother conversations 02:10 – Asking the right questions to uncover client budgets 03:30 – Common pricing mistakes that hurt your sales 07:21 – Using real-world examples to strengthen your pricing pitch 10:35 – Standing firm on your pricing without over-explaining 16:47 – Final takeaways & best practices for high-ticket sales Find Nikki: Nikki Rausch nikki@yoursalesmaven.com Facebook | Twitter | LinkedIn | Instagram Sales Maven Society Work With Nikki Discussion To download free Resources from Nikki: www.yoursalesmaven.com/maven