Macy's, Inc. (M): Jim Cramer Highlights Market Negativity

We recently published a list of . In this article, we are going to take a look at where Macy’s, Inc. (NYSE:M) stands against other stocks that Jim Cramer commented discussed recently.

On Thursday, Jim Cramer, the host of Mad Money, discussed the recent turbulence in the stock market, pointing to the lack of clarity from the White House as a major contributor to the decline.

“President Trump has put himself in the awkward position of predicting pain and he’s delivering it to owners of stocks in a way that doesn’t have to happen.”

He emphasized that the current environment is defined by extreme uncertainty, which is impacting the market and business sentiment. Cramer’s first point centered around the lack of clarity, which he described as one of the biggest challenges facing the market. He warned that business activity would slow down, and hiring in the U.S. could be severely impacted unless clearer signals from the White House are provided.

Cramer predicted that the non-farm payroll report coming tomorrow would likely show weak numbers, marking the beginning of a series of disappointing economic reports. He pointed out that while most businesses oppose the tariffs, what truly worries them is the unpredictability of future actions from the administration.

Moving to his second point, Cramer highlighted the president’s continued threats to impose more tariffs. He stated that the uncertain timeline of these tariff hikes is creating significant anxiety in the business community. Cramer’s third point addressed the widespread caution in corporate earnings forecasts.

He explained that nearly every company reporting earnings during this period has been adopting a cautious outlook, even if their financial performance is strong. This cautious tone, according to Cramer, is largely driven by the fear and uncertainty surrounding the administration’s economic policies. Moving on to the fourth point, Cramer said:

“If we want the consumer who has enough money to keep spending, we need to maintain some degree of wealth effect. It’s not a subsidy, it’s capitalism. I think the consumer’s baffled by the president’s tariff policy.”

In his fifth point, Cramer warned that, in the current climate, saving might not be enough to sustain the economy. He emphasized that no one wants to be caught off guard, and the current environment is ideal for short sellers. Cramer pointed out that in such a volatile and uncertain market, companies are reluctant to go public, as they fear that the negative sentiment could hurt their valuation.