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
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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The @JFKairport–Beijing Capital route offers a seamless journey to a city where history meets modern life. Operated by @airchina, the flight connects you to imperial gardens, ancient city walls, and a vibrant skyline—an unforgettable start to your China adventure.
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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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One of the most popular light jets, the economical Citation CJ3 has a charter range of 3+ hours and a cruise speed of 478 mph. 134 CJ3’s are currently chartering in the US.
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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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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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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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Foreign exporters have so far absorbed 20% of the tariff costs.
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The biggest Q in all of this...to make it "work" for both the Treasury, the stock market (i.e. corporate America) and smaller businesses, AND the consumer... Is how much foreign exporters will actually cut prices. (If less than example above, this doesn't all "work")
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