logo
This Week: Are Tariff Price Hikes Finally Here?

This Week: Are Tariff Price Hikes Finally Here?

What's Happening: On Wednesday, the US Bureau of Labor Statistics will release inflation data for May, the first inflation reading taken entirely after Trump's tariffs went into effect. In April, consumer prices rose 2.3 percent, just under the economists' consensus.
Delayed Impact: Forecasters are calling for a mild uptick in prices, if that. Many fashion and beauty brands have announced price increases, often to be implemented on select products over the summer rather than right away. This gives consumers a bit of time to acclimate to their new, more expensive reality. And it builds in room to change course on the off chance Trump calls the whole trade war off in the meantime.
Rock and a Hard Place: This strategic approach to price increases is savvy, but for many brands also borne out of a lack of options. After raising prices so much in the post-pandemic years, companies are worried they'll lose customers by hiking further, even if they have a good reason.
Questioning Reality: Whether consumers believe prices are rising can have a big impact on inflation, so all those early warnings from brands may become a self-fulfilling prophecy even if Trump doesn't announce a single new tariff.
There are also growing questions about the numbers themselves. Last week, economists raised questions in the financial press about whether inflation data could still be trusted, noting hiring freezes and layoffs had curtailed the government's ability to conduct its massive monthly survey of consumer prices. What to Expect at The Business of Beauty Global Forum 2025
What's Happening: On June 9 and 10, The Business of Beauty holds its third annual gathering in Napa Valley. A second class of entrepreneurs will also receive The Business of Beauty Global Awards.
In the News: Speakers include Hailey Rhode Bieber, fresh off her $1 billion deal. Tracee Ellis Ross will share her observations on the needs of the Black and texturised hair community at a time when DEI is under siege.
Global Perspective: Founders from international brands including Beauty of Joseon, Ultra Violette, Byoma and Nykaa will address challenges and opportunities in the global beauty market. Attorney Lindsay Toczylowski will speak on her efforts to help her client, Andry José Hernández Romero, the Venezuelan makeup artist currently detained in an El Salvador prison.
See for Yourself: If you won't be in Napa Valley, catch these speakers and more on the livestream.
The Week Ahead wants to hear from you! Send tips, suggestions, complaints and compliments to brian.baskin@businessoffashion.com.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

China's July exports top forecasts amid rush to meet Trump tariff deadline
China's July exports top forecasts amid rush to meet Trump tariff deadline

Yahoo

time2 minutes ago

  • Yahoo

China's July exports top forecasts amid rush to meet Trump tariff deadline

BEIJING (Reuters) -China's exports beat forecasts in July, as manufacturers made the most of a fragile tariff truce between Beijing and Washington to ship goods ahead of a looming deadline later this month. Outbound shipments from the world's second-largest economy rose 7.2% year-on-year in July, customs data showed on Thursday, beating a forecast 5.4% increase in a Reuters poll and June's 4.8% growth. Imports grew 4.1%, following a 1.1% rise in June. Economists had predicted a 1.0% fall. China is facing an August 12 deadline to reach a durable tariff agreement with the U.S. administration, after Beijing and Washington reached framework agreements in May and June to reduce non-tariff barriers such as rare earth minerals and technology to avoid further escalating their trade war. Without a deal, global supply chains could face renewed turmoil from U.S. duties snapping back to triple-digit levels that would amount to a bilateral trade embargo. Trump said on Tuesday the U.S. was close to a trade deal with China and that he would meet his Chinese counterpart Xi Jinping before the end of the year if the world's two largest economies could come to an agreement. China's July trade surplus narrowed to $98.24 billion from $114.77 billion in June. Separate data from the U.S. Commerce Department's Bureau of Economic Analysis on Tuesday showed the U.S. trade gap with China shrank to its lowest in more than 21 years in June. Chinese government advisers are stepping up calls to make the household sector's contribution to broader economic growth a top priority at Beijing's upcoming five-year policy plan, as trade tensions and deflation threaten the outlook. And top leaders have vowed to step up regulation of aggressive price-cutting by Chinese companies that is pushing prices ever lower. But economists warn that reversing the current deflationary slump will be far more difficult than during the last round of supply-side reforms a decade ago, as the downturn now poses a broader threat to employment, which Chinese leaders have emphasised is a core component of social stability. Reaching an agreement with the United States — and with the European Union, which has accused China of producing and selling goods too cheaply — would give Chinese officials more room to advance their reform agenda. However, analysts expect little relief from Western trade pressures. Export growth is projected to slow sharply in the second half of the year, hurt by persistently high tariffs, President Trump's renewed crackdown on the rerouting of Chinese shipments and deteriorating relations with the EU.

Why nuclear is the center of the stock market's energy trade in 2025
Why nuclear is the center of the stock market's energy trade in 2025

Yahoo

time2 minutes ago

  • Yahoo

Why nuclear is the center of the stock market's energy trade in 2025

Nuclear energy stocks have been on a tear in 2025. Shares in the space are far outpacing peers in the broader energy sector. AI and support from the Trump White House are big tailwinds for nuclear. Nuclear energy stocks got a big boost this week after US Transportation Secretary and interim NASA administrator Sean Duffy announced plans to expedite a nuclear reactor on the moon. The comments sent stocks such as Oklo, Nucor and Nano Nuclear Energy jumping, with the gains extending into Wednesday's session. But it's more than seemingly one-off comments that's boosting nuclear stocks this year, and the alternative power source has become the hottest energy trade out there in 2025. Nuclear power has come sharply into focus in recent years, with advocates including Tesla CEO Elon Musk and, more recently, the Trump White House. A quick look at the energy sector reveals that nuclear energy is outpacing its peers. The VanEck Uranium and Nuclear ETF (NLR) is up almost 50% year-to-date, compared to the Utilities Select Sector SPDR ETF (XLU), which is up 13%, and the Energy Select Sector SPDR ETF (XLE), which is down about 1% this year. Nuclear energy is riding the AI wave It's hard to examine the growth of nuclear energy stocks in 2025 without talking about the role of nuclear in the AI boom. AI demand has continued to skyrocket as companies have doubled down on capex plans in the space. Dizzying demand for data centers has created an equally enormous need for power. Goldman Sachs predicts that data center power demand will increase 165% by 2030. That's sparked a search for alternative power sources to support the continued growth of data centers and AI. "It was easy and fast to reactivate nuclear reactors to meet the growing demand for clean energy from data centers," said Alexander Lis, chief investment officer at Social Discovery Ventures. "Other energy sources were either less clean, like coal, or longer to build, like wind or solar." Lis added that his firm considers this demand to be sustainable, as "many big tech companies have already announced their plans to use nuclear energy for their data centers." Last September, Constellation Energy said it would reopen Three Mile Island, with Microsoft set to purchase the power power generated by the site. Eric Schiffer, chairman and CEO of The Patriarch Organization and a nuclear energy investor, echoed this sentiment, highlighting the role that it may play in helping the US achieve AI dominance. "China [is] far more equipped right now from an energy platform perspective," he stated. "Nuclear is a critical piece to ensure we're staying at pace. You can't lose this race over an energy constraint." An under-the-radar Trump trade Schiffer and others believe that Trump's focus on AI will benefit nuclear energy stocks in the near term. "The Trump administration's policy priorities to support AI advancement and the unleashing of American innovation has been centered around a deregulation focus and a markets-driven all-of-the-above energy strategy," said Jeff Le, managing principal at consulting firm 100 Mile Strategies. "It includes an audacious goal of quadrupling US nuclear energy capacity to 500 gigawatts by 2050." Le added that Trump's recent executive orders put "nuclear reactor licensing, fuel reprocessing, and domestic production, at the top of its 'Energy Dominance' agenda." The cumulative effect of already soaring demand for power from AI and Trump's turn away from renewables in the search for alternative power sources means nuclear has been a big winner this year. Importantly for investors, Schiffer thinks this bullish period will continue for another 18 months or so. Read the original article on Business Insider Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Private equity firms account for 35% of ClearView Wealth Limited's (ASX:CVW) ownership, while individual investors account for 32%
Private equity firms account for 35% of ClearView Wealth Limited's (ASX:CVW) ownership, while individual investors account for 32%

Yahoo

time2 minutes ago

  • Yahoo

Private equity firms account for 35% of ClearView Wealth Limited's (ASX:CVW) ownership, while individual investors account for 32%

Key Insights The considerable ownership by private equity firms in ClearView Wealth indicates that they collectively have a greater say in management and business strategy The top 2 shareholders own 51% of the company Institutions own 26% of ClearView Wealth Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. A look at the shareholders of ClearView Wealth Limited (ASX:CVW) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are private equity firms with 35% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Meanwhile, individual investors make up 32% of the company's shareholders. In the chart below, we zoom in on the different ownership groups of ClearView Wealth. Check out our latest analysis for ClearView Wealth What Does The Institutional Ownership Tell Us About ClearView Wealth? Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. We can see that ClearView Wealth does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see ClearView Wealth's historic earnings and revenue below, but keep in mind there's always more to the story. ClearView Wealth is not owned by hedge funds. Crescent Capital Partners Management Pty Ltd. is currently the largest shareholder, with 35% of shares outstanding. In comparison, the second and third largest shareholders hold about 16% and 6.1% of the stock. To make our study more interesting, we found that the top 2 shareholders have a majority ownership in the company, meaning that they are powerful enough to influence the decisions of the company. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There is some analyst coverage of the stock, but it could still become more well known, with time. Insider Ownership Of ClearView Wealth The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. Shareholders would probably be interested to learn that insiders own shares in ClearView Wealth Limited. In their own names, insiders own AU$5.8m worth of stock in the AU$295m company. It is good to see some investment by insiders, but we usually like to see higher insider holdings. It might be worth checking if those insiders have been buying. General Public Ownership With a 32% ownership, the general public, mostly comprising of individual investors, have some degree of sway over ClearView Wealth. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. Private Equity Ownership With a stake of 35%, private equity firms could influence the ClearView Wealth board. Sometimes we see private equity stick around for the long term, but generally speaking they have a shorter investment horizon and -- as the name suggests -- don't invest in public companies much. After some time they may look to sell and redeploy capital elsewhere. Next Steps: While it is well worth considering the different groups that own a company, there are other factors that are even more important. Take risks for example - ClearView Wealth has 1 warning sign we think you should be aware of. If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store