August 8, 2025 US Equities Weekly Rundown Global Banking & Markets Positioning, Flows, and Observations Across the Floor Prepared by Prime Brokerage. In evaluating this material, you should know that it could have been previously provided to other clients and/or internal Goldman Sachs personnel, who could have already acted on it. The views or ideas expressed here are those of the desk and/or author only and are not an official view of Goldman Sachs; others at Goldman Sachs may have opinions or may express ...

🇺🇸 The FED will start the money printers likely in Q4 + 2 Rate cuts are confirmedTrillions will flow into crypto market. and i promise you Our patience will be highly rewarded. https://t.co/9qrrXQm4Os ...

Core Insights - The upcoming week will feature significant economic indicators including Consumer Price Index (CPI), Producer Price Index (PPI), retail sales data, and consumer sentiment metrics [1][2] Economic Indicators - CPI and PPI are critical measures that will provide insights into inflation trends and pricing pressures within the economy [1][2] - Retail sales figures will be closely monitored as they reflect consumer spending habits, which are vital for economic growth [1][2] - Consumer sentiment data will offer an understanding of consumer confidence, influencing spending and investment decisions [1][2]

Summary of Key Points from the FOMC Meeting and Economic Outlook Industry Overview - **Federal Reserve and Economic Policy**: The July FOMC meeting indicated a hawkish stance regarding interest rates and inflation management, emphasizing the importance of the unemployment rate as a key indicator of economic health. Core Insights and Arguments - **Hawkish Tone of FOMC**: The July FOMC meeting raised the bar for potential rate cuts later in the year, with Chair Powell highlighting persistent inflation risks and the unemployment rate as a more accurate measure of maximum employment [6][8][37]. - **Tariff-Induced Inflation**: Powell acknowledged initial evidence of inflation due to tariffs, but noted uncertainty regarding the pace of tariff pass-through to consumer prices, indicating that the Fed remains data-dependent [6][18][22]. - **Labor Market Dynamics**: Powell stated that the Fed could still meet its maximum employment mandate despite slow payroll growth, as long as the unemployment rate remains low. This suggests a focus on the unemployment rate rather than payroll growth as a key metric [6][24][30][32]. - **Inflation Expectations**: The Fed's inflation target remains above 2%, with core PCE prices rising by 2.7% over the past year. The Fed expects inflation to remain firm in the coming months, with potential upward revisions to inflation forecasts [18][23][37]. - **Economic Growth Assessment**: The FOMC downgraded its growth assessment, indicating that economic activity moderated in the first half of the year, which could imply a dovish tilt in future policy decisions [10][12]. Important but Overlooked Content - **Dissenting Opinions**: The presence of dissenting opinions from Governors Bowman and Waller allowed Powell to adopt a more hawkish tone, focusing on the consensus view rather than reflecting a range of opinions [16][38]. - **Market Reactions and Predictions**: The market-implied probability of rate cuts has been influenced by upcoming employment and inflation data, with expectations that the Fed will remain on hold in 2025 unless significant economic changes occur [39][41][62]. - **Trade Recommendations**: Analysts suggest various trading strategies, including maintaining long positions in specific Treasury securities and monitoring the USD outlook, which is expected to decline unless labor market data surprises positively [66][62]. Conclusion - The FOMC's current stance reflects a cautious approach to monetary policy, with a focus on inflation management and labor market stability. The upcoming economic data will be crucial in determining the Fed's future actions regarding interest rates and overall economic strategy.

🚨 BIG WARNING TO CRYPTO HOLDERS.Rate cuts will come.Trillions to enter crypto soon.We will get filthy rich! https://t.co/Q8lBtyaWS0 ...

🇺🇸 FED did no Rate cuts as expectedTrump “ Hear they will cut rates in Sept ”Rate cuts are coming soon and marketwill pump hard in anticipation🚀 ...

Market Analysis & Prediction - Bitcoin is trading sideways between $116,000 and $120,000, indicating strong bull control [1] - The consolidation phase could trigger a breakout towards $175,000-$200,000 in the next 5-6 months, similar to patterns observed in 2017 and 2021 [1] - Short-term volatility is likely, but Bitcoin and U S markets remain extremely bullish for the next 6-9 months, with any panic potentially representing a major buying opportunity [2] Technical Indicators - RSI has reached 71%, indicating overbought territory, but could reach 85-90 levels in parabolic phases [2] - MACD is still strong, indicating continued momentum [3] - Resistance is projected at $125,000 based on Head and Shoulders pattern target [3] - Support levels are identified at $116,000 and $110,000 [3] Macroeconomic Factors - The "Big Beautiful Bill" signed by Trump is expected to inject massive liquidity into the market [4] - Markets have absorbed multiple war-related shocks and are still at All-Time Highs (ATH) [4] - Anticipation of 3-4 rate cuts of 25 basis points each (0 25%) over the next 6 FOMC meetings [4] - Global M2 money supply is rising again [4]

CLINTON, N.J., July 15, 2025 (GLOBE NEWSWIRE) -- Unity Bancorp, Inc. (NASDAQ: UNTY), parent company of Unity Bank, reported net income of $16.5 million, or $1.61 per diluted share, for the quarter ended June 30, 2025, compared to net income of $11.6 million, or $1.13 per diluted share for the quarter ended March 31, 2025. For the six months ended June 30, 2025, Unity Bancorp reported net income of $28.1 million, or $2.74 per diluted share, compared to net income of $19.0 million, or $1.86 per diluted share, ...

V i e w p o i n t | 11 Jul 2025 09:28:41 ET │ 11 pages US Economics What the Fed Said – Will tariff-related inflation show up? +1-212-816-0325 andrew.hollenhorst@citi.com Veronica Clark AC +1-212-816-8830 veronica1.clark@citi.com Gisela Young AC +1-212-816-8349 gisela.young@citi.com See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations. Citi Research is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies c ...

Kelly, the Fed minutes from the meeting in June on June 17th show that all participants view the view it as appropriate to maintain the Fed funds rate at 4 and a quarter to 4.5%. Now, the committee said it was well positioned to wait for more clarity on the outlook for inflation and economic activity. Also, a couple of participants they say noted that they would be open to considering rate cuts as soon as the next meeting that is July, but obviously that's the minority position here.participants note uh dow ...