Kelly Evans
@KellyCNBC
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CNBC anchor of "The Exchange" and “Power Lunch.” Come help babysit anytime. On Instagram “realkellyevans.” Sign up for my newsletter - link below!
Joined August 2019
FIVE of the next seven weeks in our school district are four (or three!) day weeks.
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Are bonds overreacting to the pop in claims last week? (with the 10yr going sub-4%) Nancy Lazar saying don’t read too much into it…
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Cogent reminder from economist Stephen Stanley as we see the huge downward payroll revision:
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Job growth is weak but does not feel recessionary. Private payroll growth low but stable for 4 months around breakeven, consumption indicators improved in July, earnings season was good, and financial conditions are getting quite easy. You could make the case this is the trough.
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FUTURES TRADERS: Get 40% off all evals, no activation fees, end-of-day drawdown in our live-market PRO+ accounts…and still daily PRO payouts!
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Gonna be fun when higher healthcare premiums hit on top of the whammy from utility bills & auto/home insurance already Key Q is spillover beyond the exchanges/govt plans Seems HC stocks at a turning point (as discussed in Cembalest this AM) but at what cost to the public?
$UNH - Margin recovery could be huge in 2026 with the average ACA preliminary rate requesting a +20-30% increase! $CI currently asking for a 35% rate increase followed by $CNC at 27%, $UNH at 26% and $OSCR at 21%. I think the market could be underestimating earnings growth
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Billions flow into “homeless advocacy” groups — but what really comes out? CRC examines how taxpayer and philanthropic dollars are fueling politics, not solutions.
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“The 3 month average job gain is now just 35k, versus the 6 month average of 81k, and the 12 month average of 128k. This is coincident with a US economy whose GDP growth was just 1.25% in the first half of 2025.” - @pboockvar
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SHEIN’s on-demand model leverages real-time data to create what customers want, reducing overproduction and waste while improving efficiency in fashion.
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NEWSLETTER: The implosion of the health insurers. $CNC $MOL $HUM $UNH $ELV
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But "institutional overhaul" can mean a lot of different things. Bond yields are waiting for more clarity.
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Spritz Vibe. Limited Edition. Frosted over & fresh for the season, Spritz Vibe Sparkling Snowball Frost Limited Edition is here! CELSIUS. LIVE. FIT. GO.
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Our usage went down 10% last month Our bill went UP 20% (Unit cost jumped to 21c per kwh for some reason) From PSE&G
@KellyCNBC watching the piece on energy prices. I'm in Indianapolis my electric bill this past month was $228. We've had price increases two years ago and we're getting another one next year. It's getting insane new HVAC and Windows triple pane/UV block put in 4 yrs ago.
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Yellen: I don't talk to Secretary Bessent. He has undone everything I worked on at Treasury. Bessent: "I couldn't even tell you what Secretary Yellen's China policy was, aside from consuming beer and mushrooms." via @bobdavis187
https://t.co/yPANW6cLx3
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Ultimate Q: will the tariffs continue to be--and increasingly be--absorbed in foreign profit margins, or not.
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