|
|
|
|
|||||
|
|
|
Chicago, IL – July 21, 2025 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2592015/is-a-recession-coming-in-2025
Welcome to Episode #453 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.
This week, Tracey is joined by Zacks Chief Equity Strategist and Chief Economist, John Blank, to talk about their favorite topic over the last 3 years: Is the US economy in a recession and/or is one coming soon?
It’s half-way through the year already. US GDP is still positive, and is expected to be for the second quarter, even with the tariffs and trade war.
Employment is steady with the BLS survey averaging 146,000 new jobs a month over the last 12 months. The unemployment rate remains low at 4.1% in June, down from 4.2% in May. Even the weekly claims data is muted. It’s not getting worse, it’s not getting better. It is stable.
Yet John is concerned about the Leading Economic Indicators which saw its recession signal triggered in May. He’s also concerned about the average tariffs now being 18%, the highest since the 1930s.
The AI Revolution spending looks enormous, at $450 billion this year alone. But compared to the total economy, it’s just about 1.3% of it.
1. Fastenal Co. FAST
Fastenal recently reported earnings. It makes fasteners and is a bellwether for the manufacturing and construction industries. It beat again and has missed just twice in the last 5 years.
Fastenal shares are up 27.6% year-to-date. It now trades with a forward price-to-earnings (P/E) ratio of 41.2. A P/E over 20 is considered expensive. Fastenal also has a price-to-book (P/B) ratio of 13.7. A P/B ratio under 3.0 are usually values.
Earnings are expected to be up 10% this year. But you’ll pay a high price for those.
Shares of Fastenal are trading near new all-time highs. Is there more gas left in the tank?
2. NVIDIA Corp. NVDA
NVIDIA is busting out to new all-time highs again. Shares are up 29% year-to-date. NVIDIA now has a market cap of $4.1 trillion.
It’s more expensive now, than just a month ago. NVIDIA trades with a forward P/E of 40. But earnings are expected to jump 42% in fiscal 2026. The earnings growth is there.
NVIDIA also has a price-to-sales (P/S) ratio of 28.1. A P/S ratio over 10 is usually considered an expensive stock.
If you aren’t an owner of NVIDIA yet, is it too late to get in?
3. Cintas Corp. CTAS
Cintas makes uniforms. It reported earnings this week and beat. Cintas has beat on earnings every quarter for five years. That’s an impressive streak.
Shares of Cintas are up 21.5% year-to-date. It is trading near its all-time highs. Earnings are expected to jump 15.8% this year. But it’s not cheap. Cintas has a forward P/E of 44. It also trades with a P/S ratio of 8.5. A P/S ratio under 1.0 indicates a stock is cheap.
Is Cintas too hot to handle right now?
Tune into this week’s podcast to find out.
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
https://www.zacks.com/performance
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).
| 35 min | |
| 36 min | |
| 1 hour | |
| 1 hour | |
| 1 hour | |
| 1 hour |
Global Markets Fall After Fed Officials Express Diverging Views on Cuts
NVDA
The Wall Street Journal
|
| 2 hours | |
| 2 hours | |
| 2 hours | |
| 2 hours | |
| 2 hours | |
| 2 hours | |
| 3 hours | |
| 4 hours | |
| 4 hours |
Join thousands of traders who make more informed decisions with our premium features. Real-time quotes, advanced visualizations, backtesting, and much more.
Learn more about FINVIZ*Elite