are the rate cuts priced in ...

>> I'm really I'm really happy to be back. And I read all the notes that we're going to talk about today. And I think the thing that's fundamentally really important to understand the strategist has a very tricky job.They obviously can't see the future, and they have to think big and they have to think about or shall I. What are things look like, you know, within the next six months, how do we end the year. What are some of the stumbling blocks that we might need to get past.And then what is like the chrono ...

Market Sentiment - The market anticipates the Federal Reserve to rapidly lower interest rates [1] - Rate cuts are perceived as imminent [1]

What do all these moves tell us about where we are in the markets right now, Tim. It tells us that the market is not only responding to momentum, but following the leadership of mega cap tech stocks who obviously from a from a mathematical perspective pull the indices up. But I thought today was interesting because I think we have a lot of breath out there, too.I mean, if you look at at what's gone on, small caps were up over 1%. So, they actually outperformed today. If you look at cost industrials, which h ...

Most Fed Officials Expect 2025 Rate Cuts Despite Tariff Inflation Concerns, Minutes Show https://t.co/U9PT3njd2v https://t.co/U9PT3njd2v ...

Most Fed Officials Expect 2025 Rate Cuts Despite Tariff Inflation Concerns, Minutes Showhttps://t.co/wj5KtixKf9 https://t.co/eIu1oG1usA ...

Market Sentiment & Trade - The market has absorbed tariff headlines well, with a 26% increase since Liberation Day despite existing uncertainties [1] - There's a prevailing sentiment that bad news isn't causing sell-offs, and good news is driving the market forward, despite trade deal uncertainties [2] - The market anticipates potential rate cuts and a recovery in EPS and GDP in 2026 [5] Macroeconomic Factors - Macroeconomic degradation, specifically in unemployment or core CPI, could impact how news is absorbed [3] - Increased pricing pressure is emerging, particularly affecting low-end consumers, potentially impacting philanthropic giving and smaller businesses [4] - Philanthropic giving and spending reflect sentiment about the future rather than past data [7] Economic Dynamics - Significant cash reserves exist on the sidelines from individuals and institutions, suggesting potential for increased money velocity [8] - The "fourth industrial revolution," largely US large-cap dependent, is expected to broaden out to other sectors [8] - About half of the S&P is performing better than the S&P itself, with 175 stocks up over 10% year-to-date, indicating broadening market participation [9] Potential Risks - The Build Back Better (BBB) initiative could exacerbate existing pressures on the low end of the consumer market [10]

rate cuts threaten circle's entire existence• $1.7B annual revenue, 99% from treasury yields• lose $441M per 1% rate drop• 65% chance september cuts incoming• tether prints offshore, immune to fed policy• circle's mica license worth nothing at 0% ratesregulatory wins don't fix broken revenue models ...

🇺🇸 ITS CONFIRMED: 2-3 RATE CUTS ARE COMING BEFORE THE END OF 2025.IF WE ALSO GET HINTS OF QE, I THINKMARKET WILL EXPLODE IN Q4 🚀 ...

Hello and welcome to the latest edition of Market Sunrise. We've got another packed show for you this morning. The question of the day is, will President Trump's big beautiful bill get passed before the July 4th holiday.Well, also coming up in today's show, we'll take a look ahead to the US unemployment report and how the tears of a finance minister moved the markets. Stick around too to hear more from our exclusive interview with the secretary general of the OECD. I asked him whether AI would take away our ...