Welcome to Markets Desk, here's what's moving your money right now.
Ford shares surged more than twelve percent Thursday after the automaker posted better-than-expected adjusted earnings and lifted the lower end of its full-year profit guidance. The results signal Ford is managing costs effectively, though the underlying data points to consumers facing steeper prices at dealerships as tariff pressures filter through to sticker prices.
Shifting to labor, the U dot S dot jobs market is flashing what some analysts are calling its strongest signal in fifty-seven years, with jobless claims holding near historic lows. The catch is that new hiring has essentially stalled, painting a picture of a frozen labor market where workers stay put but opportunities to move aren't materializing, a nuanced dynamic the Fed will be watching closely.
And on the logistics side, FedEx raised its calendar two thousand twenty-six adjusted earnings per share guidance, a meaningful signal for investors with a long horizon. The company is navigating softer global shipping volumes by leaning hard into cost discipline and network restructuring, suggesting management believes the margin story holds even as top-line growth remains under pressure.
That's the tape. Markets Desk, signing off the floor.
