The biggest question faces the stock market

This is ready -made meals from the morning summary today, which you can subscription To receive your inbox every morning along with:

The biggest question faces the markets at the present time is not when Nvidia (Nvda) The stocks will start ascending to each One day again.

Sorry for the bombing of your bubble.

The largest face stare in the face is …

Is American economic growth in the first half of the year a mere slowdown that settles at a short -term bottom while continuing to increase? This will be an example of economic flexibility in the face of uncertainty in the main policy of the capital. He said that the slowdown, I can argue, is almost its price to the stocks.

Or is the slowdown of economic growth emerging on a cliff in the recession, as companies and consumers stress their spending, as the tariff and Trump expansion are permeated to reduce taxes? I imagine the recession is not priced in stocks.

One of the CEOs of the adult consumer company told me about this week: “Things are slower.”

The CEO of the beverage company on the phone this week noted that the Trump tariff war caused them to rethink the spending plans for 2025 and 2026.

Bruch Kasman, JPMORGAN strategic expert, made some straw this week by calling the possibility of recession by 40 % for this year. To my knowledge, this is the second highest possibility of stagnation in the street behind the veteran predicament in BCA Research Peter Berezin- It is in 75 %.

Read more: What is the recession, and how does it affect you?

But comments like these not only exceed cocktails or in search notes that are difficult to obtain. They started on the surface on profit versions and large public companies calls. The market quickly moves to a price of more than a simple economic slowdown.

“The current environment, however, adds uncertainty to the request. We continue to work closely with our customers to help them adapt to this advanced market,” FEDEX (FDXIn his call, CEO Raj Supramami said on his call Thursday evening.

Another FEDEX employee mentioned the uncertainty in the “industrial economy”.

Fedex was similar on Friday.

As previously Nike (slipperyStocks on the same day.

Investors are exposed with a A cold splash of reality on Nike profit call: Do not turn a large ship in Nike overnight, especially against the background of a global trade war.

It seems that the focus on Nike’s guidelines for the next quarter. Sales are expected to decrease percentage in the middle of adolescence, which came in worse than estimates. The margins will also be under pressure again due to the customs tariff and aggressive discount to clarify slow methods.