HomeMarketsEarningsFarmer’s Tariff/Inflation Picks: MKC, TJX & More

Farmer’s Tariff/Inflation Picks: MKC, TJX & More

“It’s earnings, earnings, earnings.” Karl Farmer sees companies lowering their full year estimates and “wouldn’t be surprised” if consumers and companies face higher prices. He discusses his expectations for rising inflation and how many times the Fed may cut rates this year. His stock picks include McCormick (MKC), TJX Companies (TJX), and more.

Market On Close

18 Jul 2025

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