>> JAY POWELL WITH THIS IS RATE CUT AS AN IS NEXT MONTH. THE U.S. GOVERNMENT TAKES OFF 5% STAKE IN INTEL WERE AT A .9 BILLION DOLLARS AND STUCK INVESTORS BRACE FOR NVIDIA IN EARNINGS. SHARES AND OFFSHORE WIND DEVELOPMENT PONCHO LOWEST ON RECORD AFTER PRESIDENT TRUMP'S ADMINISTRATION ORDERS WHICH RUSSIAN TO HALT AND ALMOST FINISHED OFFSHORE WIND FARM.GOOD MORNING. LET'S TAKE A LOOK AT HOW THE KEY MARKETS ARE FARING. THINGS INSIDE LIKE A LITTLE BIT.S&P FUTURES DOWN 15 BASIS POINTS. THE CHINESE AUTHORITIES ARE ...

💥BREAKING:ODDS OF A FED RATE CUT IN SEPTEMBER JUST SURGED TO 87.4%. 🚀 https://t.co/t3Oa1ls9fM ...

JOUMANNA: GOOD MORNING, THIS IS HORIZONS MIDDLE EAST & AFRICA. ASIAN STOCKS AFTER JAY POWELL SIGNALS AN INTEREST RATE CUT COULD COME AS SOON AS NEXT MONTH, DESPITE DIVISIONS OVER CHALLENGES IN INFLATION IN THE JOBS MARKET. THE U.S. GOVERNMENT TAKES A 10% STAKE WORTH $8.9% BILLION IN A BID TO REINTEGRATE INTEL AND BOOST DOMESTIC CHIPMAKING.EARNINGS AHEAD, IN THE SPOTLIGHT AS WE LOOK AT SOME COMPANIES RELEASING RESULTS THIS WEEK. I AM BACK IN DUBAI AFTER TWO WEEKS OFF. WE HAVE A LOT TO TALK ABOUT TODAY ESPECI ...

Industrial metals and iron ore rose after Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole symposium, where he signaled the central bank would likely cut interest rates next month https://t.co/ENYXKbUDaB ...

Economic Recovery - New Zealand retail sales unexpectedly increased in the second quarter, indicating a potential economic recovery [1] - Lower interest rates are starting to support household spending [1]

🚨 UPDATE: There is now a 75% chance of a rates cut in September. https://t.co/2OlNyb25DT ...

Inflation has direct and indirect effects on real estate, and on this real estate investment trust's business as a whole.Core U.S. inflation rose by 0.3% month over month in July, its highest increase in six months. That put the trailing-12-month inflation rate at 2.7%.The Motley Fool has studied inflation, and it's a fascinating look at the prices we pay. In the past, the S&P 500 has performed well when inflation was within its current range. But, be careful. When inflation runs hot and prices increase too ...

Monetary Policy Stance - The Fed is under pressure to cut rates but is seeking more data before committing [1] - The Fed is subtly shifting expectations towards a rate cut, acknowledging a shifting balance of risks [2] - The shifting balance of risks may warrant adjusting our policy stance [2] - A rate cut in September is not guaranteed, and the August labor market numbers will be critical [12][13] Labor Market Analysis - The labor market appears to be softening, with a slower pace of hiring due to decreased immigration [3][4] - The labor market is weak enough that the Fed doesn't foresee substantial inflation increases from second-round effects [5][6] - The balance of risk on labor is tilting to the downside, even as inflation risks are to the upside [3] Inflation Concerns - Core inflation remains well above the 2% target, and has not budged downwards [6] - There was no mention of the fact that we haven't seen a downward adjustment in inflation [7] - Tariffs are expected to push inflation up, but the Fed is primarily concerned with inflationary expectations feeding into wages [5][10] - The Fed will do what it takes to keep inflationary expectations anchored [10] Fed's Framework Review - The Fed is revisiting its framework, acknowledging that the previous framework was designed for low inflation, the opposite of the current problem [14][15][16][17] - The Fed is moving back to its old framework [17] Chair Powell's Legacy - Chair Powell is likely to get less credit than he should for navigating the Fed through difficult times towards a soft landing [19] - Chair Powell has displayed immense calm and equanimity amidst external pressures [20][21]

Ethereum set a new all-time high, breaking its previous 2021 record after Jerome Powell signaled the Fed would cut interest rates. https://t.co/4zqeWqg5VE ...

Interest Rate & Yield Curve Impact - Potential Fed rate cuts as early as September could steepen the yield curve, benefiting banks' net interest income [2] - Rate cuts of 25 to 50 basis points between now and year-end, and potentially further next year, are anticipated [5] Loan Growth - Consumer loan growth, particularly in credit cards, has been robust over the last two years [3] - Corporate lending has been modest, but commercial and industrial lending has shown a pickup in the last 6 to 8 weeks [4] - The industry could see loan growth exceeding 4% on an annualized basis in the current (third) quarter [4] Regional vs Money Center Banks - Regional banks benefit more from a steeper yield curve because they generate 65% to 70% of revenues from net interest income (spreads) [6] - Money center banks like JP Morgan and Bank of America generate closer to 55% of revenues from spreads [6]