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Late Payments and Lost Confidence: The Hidden Cost of Tariffs

Trade Credit & Liquidity Management

The survey included companies from the manufacturing, transportation, retail/wholesale, technology, and automotive sectors. businesses surveyed are paying their suppliers late due to tariff impacts, with a similar number (54%) reporting that customers are paying them up to 30 days late. growth forecast for 2025 from 2.7%

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Transcript: Apollo’s Torsten Slok

Barry Ritholtz

I, I disagree with his forecast for this year, which is 0% chance of recession. But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons. And this has raised a number of important questions in financial markets. Hey, I never put a 0% chance on anything.

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Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’

Barry Ritholtz

They’ve made forecasts, they’ve made predictions about what will and won’t happen, and none of it’s come true. And he’s this old British guy who was, you know, quite famous in England as a policy advisor and an economic forecaster. So number one on the New York Times list? We shared a wall.

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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

There are a number of people who have said, and I’ve been swayed in this direction, Hey, when you’re 20, 25 years old and you don’t need this money for 30, 40, 50 years, do you really need bonds to offset the volatility of equities? Some crazy number writing a monthly column for them. You can’t execute.

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Service sector slows, employment falls as tariffs take hold: ISM survey

CFO Dive

Finance, transportation, wholesale trade and eight other service industries grew in July while seven shrank, including food services and accommodation, construction and mining, the ISM found in a monthly survey. Anna Moneymaker / Staff via Getty Images Dive Brief: Growth in the U.S. Unemployment increased 0.1 percentage point to 4.2%.

CFO
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Transcript: Philipp Carlsson-Szlezak, BCG

Barry Ritholtz

He calls out a lot of people who get things wrong, especially the doomsayers who not only have been forecasting recessions incorrectly for, I don’t know, the better part of 15 years, most especially since CO. I grew up there, but in a, in a number of other countries as well. It’s very much point forecast driven.

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January Sees 467,000 New Jobs, Stable Unemployment Rate

CFO News Room

Growth in employment continued in leisure and hospitality, professional and business services, retail trade, and transportation and warehousing. The forecast unemployment rate was 3.9%, essentially equal to the actual. The number of unemployed persons, at 6.5 Number of Potential Job Seekers Unchanged. in December 2021.