LKS BROTHERS BLOG

Walmart Inc. (WMT) is slated to release its third-quarter fiscal 2026 earnings before market open on November 20, 2025, around 7:00 AM ET, followed by a conference call at 8:00 AM ET. Analysts forecast revenue of $168.6 billion (up 4% YoY) and EPS of $0.54, driven by strong e-commerce growth and grocery dominance amid a resilient yet pressured consumer landscape. This report serves as a key bellwether for U.S. consumer health, potentially triggering broad market moves with op

The U.S. Census Bureau will release October's housing starts data, expected at approximately 1.35 million annualized units, reflecting a decline amid elevated interest rates and economic headwinds. Building permits are forecasted around 1.45 million, providing early signals on future construction activity. Shortly after, the Philadelphia Fed's November manufacturing index is anticipated at about 10, indicating potential contraction risks from tariffs that could inflate constr

Nvidia Corporation (NVDA) is scheduled to release its third-quarter fiscal 2026 earnings after market close on November 19, 2025, around 4:00 PM ET, in what could be a pivotal moment for the AI sector and broader markets. Analysts project explosive growth driven by surging demand for AI chips like the Blackwell series, with revenue expected at $54.6 billion (up 80% YoY) and earnings per share (EPS) at $1.23. This report is the "something so big" event dominating discussions,

The Federal Reserve is set to release the minutes from its October 28-29, 2025, Federal Open Market Committee (FOMC) meeting at 2:00 PM ET on November 19, providing detailed insights into policymakers' deliberations on economic conditions. These minutes are expected to shed light on views on persistent inflation at 2.5-3%, partly influenced by tariffs, cooling labor markets, and the potential for a December rate cut, with markets pricing in a 60% chance of a 25-basis-point (b

As investors eye indicators of consumer strength heading into the holiday season, September's Retail Inventories Ex Autos MoM data is set to release, with expectations of a +0.2% rise, offering insights into inventory builds amid preparations for peak demand. This metric is crucial as tariffs threaten to inflate prices for imported tech goods by 10-20%, potentially curbing spending and pressuring Q4 retail growth. Concurrently, National Vision Holdings' Investor Day in Duluth

Microsoft Ignite in San Francisco (running through November 21 with a pre-day on November 17) and Rockwell Automation's Automation Fair in Chicago (November 17-20). Microsoft Ignite will spotlight AI, cloud computing, and cybersecurity advancements, with expected announcements on Azure updates and enterprise tools. Meanwhile, Automation Fair focuses on industrial IoT, automation tech, and supply chain resilience strategies against global disruptions. These events, drawing tho

The Empire State Manufacturing Index, surveying about 200 manufacturers in New York State, provides an early read on national trends. For November, the median forecast hovers around 10.7, signaling continued expansion above the zero threshold but reflecting a slowdown from peaks like August's 11.9. New orders and shipments are expected to edge higher, but employment and prices paid indices may rise due to tariff-induced cost spikes on imported materials. Analysts warn that ta

As November 2025 unfolds, the U.S. economy stands at a critical crossroads, marked by decelerating job growth and escalating tariff threats that are reshaping growth projections for 2026. Weekend analyses highlight October's subdued labor market data—impacted by the ongoing government shutdown—with private estimates showing only 42,000 jobs added, far below the expected 150,000. Tariffs are projected to drag 2026 GDP down to 2.5-2.9%, tying into broader global slowdowns where

45th day on November 13, 2025, initial optimism for a swift resolution is waning, with weekend negotiations at risk of stalling over partisan divides. Lawmakers' efforts to end the impasse—triggered by funding disputes since October 1—face hurdles, as a Senate proposal to extend funding into 2026 was rejected by Republicans, amplifying fears of prolonged economic damage. This ongoing crisis, the longest in history, has already cost $16 billion in lost federal wages, spurred f

As economic uncertainty intensifies amid the prolonged U.S. government shutdown and weakening job data, gold prices have surged to a three-week high, reaching above $4,100 per ounce on November 11, 2025, marking a nearly 3% daily gain and contributing to a 57% year-to-date rally. Investors are flocking to precious metals as safe-haven assets, fueled by expectations of a Federal Reserve rate cut in December to combat potential tariff-driven inflation. This rally underscores br

As the 2025 holiday season approaches, consumers are bracing for significant price increases driven by President Donald #Trump's escalated tariffs on imports, particularly from China. These tariffs, ranging from 10% to 20% on various goods, are expected to add billions to holiday shopping costs, affecting everything from festive decorations to essential medical technologies. Items like artificial #Christmas trees, imported mainly from China, could see hikes of up to 20%, whil

The United States federal government shutdown, which began on October 1, 2025, has now entered its 45th day as of November 13, marking it as the longest in American history and surpassing the previous record of 34 days set in 2018-2019. This prolonged impasse has inflicted severe economic damage, with federal workers missing an estimated $16 billion in wages and broader ripple effects including canceled flights, stalled research and development (R&D) in key tech sectors like

Week 11 on November 16, football fans are gearing up for a packed Sunday slate featuring high-stakes divisional clashes that could reshape playoff odds. Key matchups include the Cleveland Browns vs Baltimore Ravens at 4:25 PM ET on CBS and the San Francisco 49ers vs Arizona Cardinals at 4:05 PM ET on FOX, alongside other critical games like the Miami Dolphins at Washington Commanders (9:30 AM ET international game in Madrid) and Seattle Seahawks at Los Angeles Rams (4:05 PM E

As the United Nations Climate Change Conference (COP30) enters its fifth day in Belém, Brazil, on November 14, 2025, global leaders are deepening discussions on energy, industry, transport, trade, finance, carbon markets, and non-CO2 greenhouse gases. This pivotal session, part of the conference running from November 10 to 21, emphasizes mitigation strategies and sustainable systems shifts essential for combating climate change. With events like the Ministerial Dialogue on Re

Charles has taken to X (formerly Twitter) to call out Elon Musk directly, urging him to supercharge GrokImagine. The goal? Make it superior to Google Gemini's groundbreaking Veo3 video generator, so innovators can ditch competitors and fully embrace SuperGrok for next-level creativity and business tools. This viral plea isn't just tech drama—it's a rallying cry for American innovation, perfectly aligning with LKS Brothers' mission to turbocharge the U.S. economy through cutti

LKS Brothers stands at the forefront of driving sustainable growth for the U.S. economy. Founded by visionary leaders Charles and Patrick, LKS Brothers has pioneered a suite of cutting-edge products designed to protect, provide, and secure American businesses. As we delve into "Why LKS," it's clear that our mission transcends mere product development—it's about fortifying the backbone of the American economy through strategic solutions that enhance security, efficiency, and p

Key Themes: Deglobalization, Supply Chains, and Tariff-Driven Volatility Central to the discussions is the surge in uncertainty, with the U.S. Economic Policy Uncertainty Index spiking to levels like 687.94 on November 10, 2025, and global indexes hitting all-time highs amid trade tensions. Session 1 on trade will probe deglobalization risks, supply chain resilience, and implications for U.S. productivity, directly tying into President Trump's tariff hikes. Tariffs of 10-60%

The US economy is on the edge as key data releases loom. Tomorrow, November 14, 2025, at 8:30 AM ET, the Bureau of Labor Statistics (BLS) and the US Census Bureau will unveil October's Retail Sales figures and the Producer Price Index (PPI). These indicators, among the week's most awaited, could reveal consumer spending trends and wholesale inflation pressures, especially in the context of President Trump's proposed tariffs ranging from 10% to 60% on imports. Analysts anticip

Day 4 of the COP30 United Nations Climate Change Conference in Belém, Brazil, marks "Health Day," a pivotal focus on the intersection of climate change and public health. Hosted from November 10 to 21, 2025, in the heart of the Amazon region, the summit brings together world leaders, experts, and advocates to address escalating climate threats. The day's centerpiece is the Ministerial Health Plenary, scheduled from 9:00 AM to 11:00 AM local time, emphasizing the need for resi

The ongoing US government shutdown, now in its 43rd day and marking the longest in American history, may finally be nearing resolution. With the Senate having approved a crucial funding bill earlier this week, all eyes are on the US House of Representatives, which is expected to vote on the measure today. If passed and signed into law by President Donald Trump, this funding bill could reopen shuttered federal agencies and prevent further economic turmoil. The shutdown has alr