This is the point to remember from today's morning memory, that you can register To receive in your reception box every morning with:
99% of the time, I have a good sense of economy before a gathering full of action such as the Milken conference.
Held every May, the unique conference brings together a multitude of characters ranging from the legend of the NBA Magic Johnson to invest Maven Ken Griffin.
You can just feel the money in the room.
Unlike recent milk conferences, this year's event will have a strong white house performance – with some slides, of course.
The two headliners on this front: Tesla (Tsla) CEO and Doge Master Elon Musk (which appeared last year) and Treasury secretary Scott Bessent.
NVIDIA (Nvda) CEO Jensen Huang was added to the list of speakers at the end of this week.
The Titan Rupert Murdoch media should also make a rare appearance among the various people of the Trump administration who walk in theaters.
I have once again a lot of live interviews really cool, as well as a few Opening offer Podcasts. So make sure you Connect on Yahoo Finance Monday morning!
Back to economy.
It happens more with the economy than the drop in GDP of 0.3% which temporarily struck the shares this week. It's just not that simple. Prices injure many companies (including Apple (Aapl) Up to $ 900 million in additional costs, we learned this week). But that does not hurt others, as conventional wisdom would hold.
Put everything and you have a very confusing investment canvas.
The best thing I can do is present what the main leaders in the world see and hear. From there, you make your own judgment on where the economy can go – because, honestly, I am not sure, and I suspect that the confusion will be exposed in my conversations this week in Milken.
Here is what the CEOs told me last week on Trump prices, markets and the American economy.
“If you look at the American company, the weakness of the volume in Q1 was concentrated in what we call future consumption packaging, which is much more predominant in supermarkets or … independent points of sale, rather than in convenience or in restaurants with fast service outside. Geopolitical reaction.”
