泰国央行将关键利率下调至2022年以来最低水平，在泰铢坚挺以及政治不确定性笼罩之际，给脆弱的经 济提供支撑。 泰国央行货币政策委员会周三一致投票决定将1天期回购利率下调25个基点至1.25%，这是14个月以来 的第五次降息。调查显示24位经济学家中有23位预测到了这一结果，只有一人预测会维持利率不变。 泰铢在政策决定公布后回吐涨幅，目前报1美元兑31.528泰铢。 进一步放松货币政策可能对这个东南亚第二大经济体至关重要，泰国经济遭受了一系列冲击，包括美 国"对等关税"、南部各省严重洪灾、与柬埔寨的边境冲突等。 泰国央行将关键利率下调至2022年以来最低水平，在泰铢坚挺以及政治不确定性笼罩之际，给脆弱的经 济提供支撑。 泰国央行货币政策委员会周三一致投票决定将1天期回购利率下调25个基点至1.25%，这是14个月以来 的第五次降息。调查显示24位经济学家中有23位预测到了这一结果，只有一人预测会维持利率不变。 泰铢在政策决定公布后回吐涨幅，目前报1美元兑31.528泰铢。 进一步放松货币政策可能对这个东南亚第二大经济体至关重要，泰国经济遭受了一系列冲击，包括美 国"对等关税"、南部各省严重洪灾、与柬埔寨的边境冲 ...

The dollar index (DXY00) on Tuesday fell to a 2.25-month low and finished down -0.21%.  The dollar was under pressure from Tuesday's Fed-friendly US economic reports on Nov payrolls, Oct retail sales, and Dec S&P manufacturing activity that bolster the outlook for the Fed to keep easing monetary policy. The dollar is also under pressure as the Fed boosts liquidity in the financial system, having begun purchasing $40 billion a month in T-bills, effective last Friday.  Finally, the dollar is also being und ...

The S&P 500 Index ($SPX) (SPY) today is down by -0.14%, the Dow Jones Industrials Index ($DOWI) (DIA) is down by -0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.03%.  December E-mini S&P futures (ESZ25) are down -0.12%, and December E-mini Nasdaq futures (NQZ25) are up +0.04%. Stock indexes are mixed today, with the S&P 500 falling to a 2.5-week low.  The broader market is under pressure on US economic concerns after today’s financial reports showed the Nov unemployment rate rose to a 4-year h ...

Dec 16 (Reuters) - Artificial intelligence is expected to remain the centerpiece of investment strategies, global brokerages outlined ​in their outlook for 2026, with the benchmark S&P ‌500 index on pace to post another year of gains. "We think fears ‌of a collapse in the AI narrative are overdone and expect economic expansion to continue for yet another year," Barclays strategists said. Still, risks loom: inflation surprises, lofty valuations and tariff tensions ⁠could spark corrections, ‌even as analy ...

Oppenheimer Asset Management’s John Stoltzfus expects the S&P 500 to rally 18% next year, becoming the most optimistic forecaster among those tracked by Bloomberg for a third year running. The strategist expects the benchmark to trade around 8,100 points by end-2026 on the back of robust economic growth and monetary policy easing. His bullishness proved prescient this year, too, with the S&P 500 now about 3% away from his end-2025 target. Most Read from Bloomberg “We remain positive on stocks and regard ...

Group 1 - The article discusses the undervaluation of Lennar (NYSE: LEN) shares and suggests that the worst times for the company are over, with expectations of monetary policy easing [1] - The author emphasizes the importance of understanding the underlying value in financial statements and the potential for investment opportunities in the housing sector [1] Group 2 - The article does not provide specific financial data or performance metrics related to Lennar or the housing industry [2]

Core Insights - The article discusses the undervaluation of Lennar (NYSE: LEN) shares and suggests that the worst times for the company are over, with expectations of monetary policy easing [1] Group 1: Company Analysis - Lennar is highlighted as being seriously underestimated in the market, indicating potential for growth [1] - The article suggests that the current economic conditions are improving, which may positively impact Lennar's performance [1] Group 2: Market Context - The discussion includes a broader context of monetary policy easing, which is expected to benefit the housing market and companies like Lennar [1]

Chinese sovereign bonds are luring buyers as speculation grows that the nation’s central bank will ease monetary policy before the end of the year to support the economy in the face of trade risks https://t.co/0vFcOnyy4K ...

Industry Overview - The Mortgage Bankers Association (MBA) forecasts an increase in total single-family mortgage origination volume to $2.2 trillion in 2026, up from $2.0 trillion in 2025, with purchase originations expected to rise by 7.7% to $1.46 trillion and refinance originations projected to increase by 9.2% to $737 billion [1] - Total mortgage origination volume is anticipated to grow by 7.6% to 5.8 million loans in 2026 from 5.4 million loans in 2025 [1] Technology and Innovation - MortgageFlex has launched a cloud-native Loan Origination System (LOS) called LoanQuest, which offers flexibility, scalability, and automation, aiming to redefine the origination experience for lenders [4][5] - Figure has developed an end-to-end DSCR origination platform that allows for quick eligibility determination and closing in as few as 5 days, enhancing efficiency in the DSCR loan market [6] Regulatory Updates - The mortgage lending sector is facing numerous regulatory changes, including updates from the CFPB and new cybersecurity requirements from Fannie Mae, necessitating financial institutions to stay informed on compliance [2] Market Trends - The DSCR loan market is experiencing significant growth, with over $2 billion in loans originated in January alone, highlighting the competitive edge for lenders who can close quickly [6] - The NAHB Housing Market Index improved to 37 in October, indicating a boost in builder sentiment due to lower mortgage rates, although it remains below the 2015-2019 average [14] Agency News - Freddie Mac and Fannie Mae are transitioning agency products into private label securities while assuring that any move away from conservatorship will minimize increases in mortgage rates [9][10] - Freddie Mac has introduced a "Refi Transition Report" and both agencies are focusing on the concentration of servicing in non-depository institutions [11] Economic Insights - The Federal Housing Finance Agency (FHFA) is seeking public feedback on its proposed Strategic Plan for FY 2026–2030, which includes overseeing Fannie Mae and Freddie Mac and managing U.S. Federal Housing Operations [12] - The U.S. Bureau of Labor Statistics is set to release consumer price index figures for September, which will inform the Federal Reserve ahead of its monetary policy meeting [16]

Industry Overview - Silver has experienced a significant upward trend, reaching an all-time high of $49.57 per ounce on October 8, 2025, with a notable increase of $3.32, or 7.2%, from $46.07 on September 28 [2] - The surge in silver prices is attributed to macroeconomic uncertainty, rising inflation concerns, and expectations of easing monetary policy from the Federal Reserve [1][9] Demand and Supply Dynamics - Industrial demand for silver, particularly in clean energy, solar panels, electronics, and electric vehicle manufacturing, has provided a robust boost to prices due to silver's superior conductivity and reflectivity [3] - Physical supplies of silver remain tight in major trading hubs, with increased deliveries to U.S. COMEX warehouses indicating sustained investor appetite [3][11] Company Performance - Compania de Minas Buenaventura S.A.A. (BVN) is expected to see a 4.4% earnings growth rate, with a 16.1% improvement in consensus estimates over the past 60 days [6] - Coeur Mining, Inc. (CDE) has a projected earnings growth rate of 361.1%, with a 6.4% increase in consensus estimates [7] - Fresnillo plc (FNLPF) is anticipated to achieve a 352.8% earnings growth rate, with a 13.2% rise in consensus estimates [8] Market Sentiment - The dual role of silver as both a precious and industrial metal has allowed it to outperform gold, benefiting from both safe-haven flows and global manufacturing trends related to the green transition [4] - Despite potential risks such as short-term corrections and liquidity swings, silver has established itself as a standout commodity on Wall Street this year [5][11]