Asset Prices
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X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-11-16 21:43
RT Anthony Pompliano 🌪 (@APompliano)I sat down with @jvisserlabs this week to discuss the recent sell-off in asset prices, including why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordi believes capital could rotate over the next 12–16 months.We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment.Enjoy!YouTube: https://t.co/GdNBQM2qjWSpotify: https://t.co/Bv9 ...
Fed's Musalem Sees Labor Market Cooling, Urges Caution on Rates
Bloomberg Television· 2025-11-10 15:36
We have some news in Washington that we may be getting close to the end of the shutdown, which would release data. But just in case that doesn't happen. Based on what you know now, what do you think about the economy.Mike, good morning. Great to be here. I see an economy that is has been pretty resilient, where growth has been roughly around potential around 1.8% for four this year in spite of a lot of uncertainty. I see a labor market that has been around full employment is around, full employment with has ...
X @The Economist
The Economist· 2025-11-09 07:00
Economic Overview - The British economy is in a difficult situation [1] - Asset prices have been performing well despite the poor economic state [1]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-11-05 21:59
RT Phil Rosen (@philrosenn)The passive investing "everything bubble" could end up fueling a bigger crash than the AI boom.Veteran strategist Mike Green (@profplum99) joined me for the debut episode of FULL SIGNAL to discuss how inflated asset prices are masking risks in the economy, AI versus dot-com, criticisms of bitcoin and more.0:00 - Intro0:27 - Biggest risks in markets1:17 - Passive investing inflating asset prices3:34 - Tipping point to passive bubble?8:50 - Rising earnings mask weakness13:30 - AI vs ...
Why Fed Rate Cuts Aren’t Helping Most Americans
CNBC· 2025-10-28 16:02
The Federal Reserve is making loans cheaper. The federal funds rate is currently around 4.11%. By the end of 2026, this rate is expected to fall below 3.5%.Wall Street is excited, but middle class Americans aren't likely to benefit much from this decline in interest rates. Low rate and high liquidity environments benefit the guys who have money in markets, benefit the guys who already have the wealth. The top 0.1%: they have seen their wealth nearly double since 2020 to over $23 trillion.Stocks accounted fo ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-10-26 13:30
Market Outlook - Asset prices are expected to experience significant volatility this week [1] - The potential announcement of a US-China trade deal could drive market fluctuations [1] - A potential interest rate cut by the Federal Reserve (Fed) may contribute to market volatility [1]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-10-24 12:50
Inflation & Economy - Government reports inflation at 3%, lower than economists' expectations [1] Asset Market - Asset prices are cleared to go higher [1]
The New Weird Relationship Between The Job and Stock Market
From The Desk Of Anthony Pompliano· 2025-10-11 22:15
Why is the labor market weakening. Apollo's Torson Sllock, he took a stab at explaining the slow job growth. There are three reasons why job growth is slow.Lower immigration, AI implementation, and fewer government jobs. So the bottom line, he says, is that the weak labor market is not due to weaker labor demand, but rather to weaker labor supply. So this analysis by Torson is very, very important.Pay attention to it. It highlights three major trends that are unlikely to change in the near term. So that sug ...
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Anthony Pompliano 🌪· 2025-10-09 18:50
Market Trends - Weak labor market is expected to drive asset prices higher [1] - Bitcoin and Ethereum are leaving exchanges [1] Economic Analysis - Discussion on the state of the US economy [1]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-10-09 15:52
Market Trends - Lower labor market conditions correlate with higher asset prices, a reversal of historical trends [1] - The industry needs to immediately update its mental framework to adapt to this new dynamic [1]