CNBC's "Fast Money" Stocks Retreat From Records… And Bitcoin’s Fresh Record 7/11/25
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Jul 11, 2025 Megan Caselli, a CNBC correspondent, delves into the impact of President Trump's latest tariff escalations on the markets. She discusses how these tariffs are influencing inflation and corporate strategies, especially in the apparel and semiconductor sectors. The conversation shifts to Bitcoin's remarkable surge to new heights, alongside its long-term potential as a digital asset. The episode also highlights key earnings reports from major players like Levi's, showcasing strong growth amidst challenging market dynamics.
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Market Pause Amid Tariff Tensions
- Markets paused after record highs despite tariff tensions and inflation worries.
- Semiconductor stocks driving gains, signaling investor confidence in growth sectors.
Tariffs Raise Inflation, Fed Concerns
- Tariff increases on Canada and others raise inflation risks and complicate Fed decisions.
- Treasury sees tariff revenue rise but corporate taxes fall amid legislative changes.
Commodity Surge Fuels Inflation
- Industrial metal prices surge globally, reflecting supply-demand shifts and geopolitical factors.
- Rising commodity prices will feed through inflation stats, challenging supply chains and consumers.