Brew Markets Turning Around: Can Nike Just Do It? & Gold Hits Another Record-High
Oct 1, 2025
Explore the implications of a government shutdown on economic data crucial for the Fed's decisions. Discover how Nike's new CEO is steering a turnaround, focusing on innovative retail strategies and successful collaborations, especially in women's athleisure. Learn the ins and outs of investing in gold, including options like ETFs and physical bullion, as market trends shift. Tune in for insights on the latest market movements and the future of major brands.
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Shutdown Clouds Fed Data Timing
- A government shutdown can delay key economic reports like the BLS jobs report and CPI, which the Fed uses to time rate cuts.
- Missing data may force the Fed to wait or act with less information, increasing market uncertainty.
Nike's Share Slump Sets Turnaround Stage
- Nike has lost category share and saw a 40% decline in its share price over five years before the new CEO returned.
- Early earnings show revenue gains in wholesale and modest overall revenue improvement amid turnaround moves.
CEO Returns To Implement 'WinNow'
- Elliot Hill returned as CEO after a long Nike tenure and launched the WinNow turnaround plan focusing on brand clarity and inventory cleanup.
- He emphasized re-entering wholesale partnerships and reorganizing stores to improve athlete-focused experiences.