HomeIndustriesRetailFarmer’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

SHARE

ON AIR
4:30 pm
Market On Close
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
education
5:00 am
Liz Ann Live
REPLAY
5:30 am
The Wrap
REPLAY
7:00 am
Market Overtime
REPLAY
8:00 am
Market Overtime
REPLAY
8:30 am
Market On Close
REPLAY
education
10:00 am
Schwab 2026 Outlook
REPLAY
11:00 am
Fast Market
REPLAY
12:00 pm
Next Gen Investing
REPLAY
education
1:00 pm
Liz Ann Live
REPLAY
1:30 pm
The Wrap
REPLAY
3:00 pm
Market Overtime
REPLAY
4:00 pm
Market Overtime
REPLAY
ON AIR
4:30 pm
Market On Close
REPLAY
education
6:00 pm
Schwab 2026 Outlook
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Next Gen Investing
REPLAY
education
9:00 pm
Liz Ann Live
REPLAY
9:30 pm
The Wrap
REPLAY
11:00 pm
Market Overtime
REPLAY

Schwab Network's Newsletters

Daily insights for every investor