A Fed rate cut could be coming soon. See how to make the most of today’s unusually high yields—including guaranteeing them for the future—before they slip away. https://t.co/PmmOrv2vNj ...

🔥 LATEST: FedWatch Advisors Founder & CIO Ben Emons (@Marcomadness2) shares Fed rate cut predictions through 2026 as all eyes turn to Jackson Hole. https://t.co/8q7Z8UPXGn ...

I'm not sure that it's the right time for a big new framework when you have an outgoing chairman. I would have thought that a new chairman should be providing a new framework when the new chairman arrives after the new chairman has consulted. So, this seems a rather odd timing for a major new uh framework announcement.If anything, the errors have been on the side of excessive transparency, excessive uh forecasting. At the moment, we have too many dot plots, too many forecasts, too much cacophony, and some o ...

Coinbase says a full altcoin season may be approaching, driven by rising institutional interest in ETH. Altcoin market cap is up over 50% since early July, with LDO gaining from ETH’s rebound and SEC support. A September Fed rate cut could boost retail inflows. https://t.co/QT3zq8A66P ...

Core Insights - Morgan Stanley (MS) shares reached an all-time high of $148.23 during a market rally fueled by optimism over a potential Fed rate cut, closing at $147.29 [1] - The latest inflation report indicated a core inflation increase of 3.1% year over year in July 2025, up from 2.9% in June [1] - Over the past three months, MS shares gained 12.4%, outperforming the S&P 500 Index's 8.8% rise and the industry's 11.3% growth [2] Performance Analysis - Morgan Stanley's wealth and asset management operations now contribute over 50% of total net revenues, a significant increase from 26% in 2010, projected to be 53.8% in 2025 [9] - The wealth management segment's client assets grew at a CAGR of 18.1% from 2019 to 2024, while the investment management segment's assets under management saw a CAGR of 24.7% during the same period [9] - The company's Asia region revenues increased by 28% year over year to $4.65 billion in the first half of 2025, driven by strong client activity [11] Strategic Developments - Morgan Stanley's partnership with Mitsubishi UFJ Financial Group aims to enhance profitability through a deeper alliance, including merged operations in Japan [10] - The company has a solid balance sheet with long-term debt of $320.1 billion and average liquidity resources of $363.4 billion as of June 30, 2025 [12] - Following the 2025 stress test, Morgan Stanley announced an 8% increase in its quarterly dividend to $1.00 per share and a multi-year share repurchase program of up to $20 billion [13] Challenges - Rising expenses have been a concern, with a five-year CAGR of 7.8% in overall expenses, despite achieving cost savings targets in previous years [15] - The reliance on trading revenues poses a risk, as trading revenues have shown volatility and are expected to normalize towards pre-pandemic levels [18] - Analysts project year-over-year earnings growth rates of 10.9% for 2025 and 8% for 2026, but rising expenses may impact profitability in the near term [20][21]

Market Performance - The S&P 500 and Nasdaq reached new closing highs, with the Dow gaining 483 points (+1.13%), S&P 500 up 72 points (+1.13%), Nasdaq increasing by 296 points (+1.39%), and Russell 2000 rising by 2.99% [1] - Year-to-date, Russell 2000 is up 2.3%, while the Dow is up 4.5%, S&P 500 is up 9.6%, and Nasdaq is up 12.3% [2] Federal Reserve Outlook - Markets are pricing in a potential Fed rate cut in September, with expectations of a reduction of either -25 basis points to a range of 4.00-4.25% or -50 basis points to 3.75-4.00% [3] Company Earnings Reports - CAVA Group shares fell by 22.5% after a mixed Q2 report, with earnings of 16 cents per share exceeding the consensus of 13 cents, but revenues of $281 million missed expectations of $287 million. Full-year revenue guidance was lowered to +4-6% from +6-8% [4] - CoreWeave shares decreased by 5.5% due to a larger-than-expected loss of 60 cents per share compared to the expected 23 cents, although revenues of $1.21 billion surpassed the forecast of $1.08 billion [5] Upcoming Economic Indicators - The Producer Price Index (PPI) report is expected on Thursday, which is often seen as a precursor to future consumer prices [6] - Presentations by Fed Chairs are scheduled for Wednesday, with earnings reports from Brinker International and Cisco Systems also anticipated [7]

Shep. We also seem to get confirmation of something that the treasury secretary has pretty much signaled he doesn't want the job at the fed. He likes where he is.Yes, he does. And the president made very clear that he had four candidates. He talked about the two Kevins.Kevin Warsh and Kevin Hassett as being contenders. But he made clear that Scott Bessant really wanted to stay in his role as treasury secretary. He was he was enjoying the job.And he made clear that, look, Scott Besson's name can come off the ...

Mortgage rates have dropped, but it's not likely tied to the latest Fed news. Here’s why waiting for a Fed rate cut could be a poor strategy for homebuyers. https://t.co/FgViI8SVoQ ...

Live Q&A: When will the Fed cut rates?Bloomberg journalists answer your questions about the double dissent, market reaction and the growing pressure from President Trump on Jerome Powell in a Live Q&A on July 31 at 11:30 a.m. EDT https://t.co/METERvzH7w ...

Report Industry Investment Rating - Not provided in the given content Core View - The passage states that the passage of the stablecoin - related bill in the US Senate, an increase in the probability of the Fed's interest - rate cut, disruptions in overseas copper mine production or transportation, and a decline in China's domestic electrolytic copper social inventory may lead to a rebound in copper prices. It is recommended that investors close their previous short positions at low prices and lightly go long on the main contract at low prices, while paying attention to relevant support and resistance levels [4]. Summary by Related Catalogs 1. Market Data 1.1 Shanghai Copper Futures - On July 17, 2025, the closing price of the active contract of Shanghai copper futures was 77,840 yuan, down 140 yuan from the previous day; the trading volume was 54,262 lots, a decrease of 6,664 lots; the open interest was 153,791 lots, down 6,666 lots; the inventory was 68,127 tons, a decrease of 8,103 tons; the average price of SMM 1 electrolytic copper was 78,020 yuan, down 40 yuan [2]. - The Shanghai copper basis was 180 yuan, up 100 yuan from the previous day; the spot premium or discount of electrolytic copper in Guangzhou was 65 yuan, up 5 yuan; in North China, it was - 120 yuan, up 20 yuan; in East China, it was - 15 yuan, up 25 yuan [2]. - The spread between the near - month and the first continuous contract of Shanghai copper was - 10 yuan, down 20 yuan; the spread between the first continuous and the second continuous contract was 20 yuan, down 10 yuan; the spread between the second continuous and the third continuous contract was 40 yuan, unchanged [2]. 1.2 London Copper - On July 17, 2025, the closing price of the LME 3 - month copper futures (electronic trading) was 9,678 US dollars, up 41 US dollars from the previous day. The total inventory of registered and cancelled warrants decreased by 122,150 tons compared to before [2]. - The LME copper futures 0 - 3 - month contract spread was - 58.71 US dollars, up 5.78 US dollars; the 3 - 15 - month contract spread was - 113 US dollars, up 9.23 US dollars. The ratio of Shanghai - London copper prices was 8.0430, down 0.05 [2]. 1.3 COMEX Copper - On July 17, 2025, the closing price of the active contract of COMEX copper futures was 5.498 US dollars, down 0.02 US dollars from the previous day. The total inventory was 241,814 tons, an increase of 3,550 tons [2]. 2. Company Production - Rio Tinto's copper production in Q2 2025 was 229,000 tons, a year - on - year increase of 15% and a quarter - on - quarter increase of 9%. Its annual production guidance for 2025 is 780,000 - 850,000 tons [2]. 3. Macro and Industry Situation 3.1 Macro - The US Senate passed a stablecoin - related bill allowing pension funds to invest in gold, digital currencies, etc. The import tariff pushed up commodity prices, causing an increase in the US consumer inflation rate in June. However, the US producer inflation rate in June was 2.3%, lower than expected and the previous value. The increasing expectation of Powell's early departure raises the expectation of the Fed's interest - rate cut, increasing the probability of a rate cut in September or December [4]. 3.2 Upstream - The import index of Chinese copper concentrates increased from last week. The port throughput and inventory of copper concentrates in China changed. The restriction on high - quality scrap copper exports in Europe, the Sino - US trade dispute, and the negative or rising spread between domestic electrolytic copper and scrap copper affect the scrap copper market, with expected changes in production and import volume in July and tight supply - demand expectations [4]. - Some copper smelters had production adjustments. Glencore's 200,000 - ton SBX copper smelter in the Philippines, the Namibian roweb copper smelter of Zhongkuang Resources, and Glencore's 350,000 - ton anode copper plant in Chile suspended production. The Kaooe Kakula copper smelter in Congo (Kinshasa) may be put into operation in June 2025 with an annual output of 500,000 tons. Several projects in China are in progress or planned [4]. - The weekly processing fee of copper in northern and southern China changed. The planned maintenance capacity of domestic smelters in July may decrease, and the production and import volume of domestic copper in July are expected to increase. The inventory of electrolytic copper in China's bonded area increased, while the social inventory decreased. The inventory of LME electrolytic copper increased, and the inventory of COMEX copper increased due to shipments to the US [4]. 3.3 Downstream - The daily processing fee of refined copper rods for power and cable in East China decreased. Some refined copper rod enterprises planned to reduce production and inventory in July, but new orders improved slightly. The operating rates of refined and recycled copper rod production, copper wire and cable production, copper strip production, and copper foil production changed, with different trends [4]. - Affected by factors such as the Sino - US trade situation and the traditional off - season, the operating rates of domestic copper enterprises in July may decline, except for copper foil [4]. 4. Trading Strategy - The report suggests that investors close their previous short positions at low prices and lightly go long on the main contract at low prices, paying attention to the support levels of 76,000 - 78,000 for Shanghai copper, 9,300 - 9,500 for London copper, and 5.0 - 5.2 for US copper, as well as the resistance levels of 80,000 - 81,000 for Shanghai copper, 9,800 - 10,000 for London copper, and 6.0 - 7.0 for US copper [4]