The emerging divide among Federal Reserve officials over the outlook for interest rates is being driven largely by differing expectations for how tariffs might affect inflation, the minutes of the FOMC’s June 17-18 meeting showed https://t.co/JHdjAzYaF5 ...

Millions Of Student Loan Borrowers Could Face $3,500 More Per Year In Interest—Here’s Why https://t.co/QzA2JyrOom ...

Millions Of Student Loan Borrowers Could Face $3,500 More Per Year In Interest—Here’s Why https://t.co/RVRzARq33Y https://t.co/RVRzARq33Y ...

🇺🇸 NEW: Donald Trump says the Fed rate is 3% too high, costing the U.S. $360 billion per point annually, and calls for an immediate cut. https://t.co/6cOW4aX1d3 ...

What do you think about the effects of one big, beautiful bill now that we have it. And Steven was obviously a huge part of creating that legislation, now that we have that certainty and now that you can investors can calculate, put it in their models, is it a good thing. Well, I think the clarity, as you just referenced, is really the important thing for portfolio managers and for corporations, corporate executives thinking about capital spending decisions, dividend policies, things like that, all are enha ...

What To Expect From The Fed’s July Interest Rate Decision https://t.co/oBEMRTlMtW https://t.co/oBEMRTlMtW ...

Federal Reserve Leadership & Monetary Policy - The market is closely watching potential candidates to succeed Jerome Powell as Fed chair, including Hasset and Fed Governor Kevin Warsh [1][2][3] - The candidates are generally viewed as having similar thoughts on monetary policy, potentially limiting market impact [3] - The President believes rates are 3 percentage points too high [4] Monetary Policy Stance - The market views current monetary policy as restrictive, considering the balance sheet size relative to the economy's size pre-COVID [5][6] - The Fed funds rate was 100 basis points higher when the Fed previously cut rates [6] - PCE inflation was down 0.5 percentage points and unemployment was up 0.5 percentage points during the prior rate cut [7] Potential Rate Cut Controversy - A prior 50 basis point rate cut was perceived by some as being too close to the election [8][9] - A 25 basis point cut was considered more appropriate by some [8][9] - Candidates need a cogent reason for lowering rates, potentially using the balance sheet as justification [11] - Kevin Warsh has suggested using the balance sheet to push for lower rates [11]

Verizon Communications Inc. (NYSE: NYSE: VZ ) is one of those companies that suffered significantly from increasing interest rates since the post-pandemic years. Five years ago, VZ stock traded around the $60 level, but now it is in the low to mid $40s.Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC N ...

Core Viewpoint - JPMorgan is set to report its Q2 2025 earnings on July 15, with expectations of modest performance compared to previous quarters, influenced by various market factors and economic conditions [1][2]. Financial Performance - JPMorgan's Q1 performance was strong, driven by investment banking and trading, alongside growth in credit card and wholesale loans [2]. - The Zacks Consensus Estimate for Q2 revenues is $43.47 billion, indicating a 3.4% year-over-year decline [2]. - The consensus estimate for earnings per share (EPS) has been revised slightly upward to $4.49, reflecting a 2.1% increase from the prior year [3]. Estimate Revision Trend - The earnings estimates for the current quarter and the next have seen minor upward revisions, with current estimates at $4.49 for Q2 2025 and $4.47 for Q3 2025 [5]. - The average earnings surprise over the last four quarters has been 10.70%, with the company consistently outperforming estimates [5][7]. Factors Influencing Q2 Performance - Net Interest Income (NII) is expected to rise by 3% year-over-year, supported by stable funding costs [8]. - Investment Banking (IB) fees are projected to decline by 11.4% year-over-year, with a consensus estimate of $2.18 billion [12]. - Markets revenues are anticipated to grow in the mid-to-high single digits, with estimates for equity markets revenues at $3.15 billion and fixed-income markets revenues at $5.25 billion [14]. Asset Quality and Expenses - Non-performing loans (NPLs) are expected to increase by 17.3% year-over-year, with estimates at $9.14 billion [18]. - Non-interest expenses are projected to remain stable at $23.7 billion, influenced by expansion efforts and technology investments [16][17]. Market Position and Valuation - JPMorgan shares have outperformed the S&P 500 but lagged behind peers like Citigroup and Bank of America [21]. - The stock is currently trading at a forward P/E of 14.78X, which is below the industry average of 14.9X [22]. - The acquisition of First Republic Bank in 2023 is expected to bolster financials and support long-term growth [26]. Strategic Outlook - The company is focusing on expanding its footprint and capitalizing on cross-selling opportunities, despite facing challenges in fee income growth due to market volatility [28]. - Investors are advised to monitor management's comments on NII and IB business prospects during the upcoming earnings call [29].

🇺🇸 TRUMP SAYS FED POWELL IS TOOLATE IN CUTTING INTEREST RATES. https://t.co/ruQhKFdBMj ...