Expectations are growing for Malaysia’s central bank to cut interest rates at its policy meeting on July 9, which is also the deadline for countries to reach trade deals with the US to avert swingeing tariffs. https://t.co/GGfjaodhWh ...

Market Trend & Dollar Impact - A weaker dollar generally supports stocks, benefiting companies with overseas sales [2][3] - Approximately 40% of S&P 500 sales are outside the US, making a weaker dollar a positive factor [3] - Multinational corporations may find a cushion in overseas earnings due to the weaker dollar, especially if domestic conditions are uncertain [4] Economic Outlook & Valuation - The US economy experienced an average growth of 1% in the first half of the year [6] - Market valuations are considered expensive by traditional metrics, but low oil prices and interest rates support high valuations [7][8] - Key risks to watch include spikes in interest rates, oil prices, and unemployment, as these could negatively impact valuations [9] Employment & Monetary Policy - The employment backdrop has been softening for over a year, indicating a bifurcated economy with some companies needing to conduct layoffs [11] - A glacial slowdown in employment is anticipated to lead to rate cuts [12] - The current economic situation is not expected to result in a recession similar to 2007 [12]

Fed chair Jay Powell said yesterday that President Trump's tariffs had lifted inflation forecasts and were keeping rates on hold. Joining us now for more on the Fed and the US economy, David Malpass, former World Bank president and now distinguished fellow of international finance and inaugural fellow of global business and infrastructure at Purdue's Business School. David, great to have you with us. Hi Melissa, good to be on. Um, where do you think rates would be had it not been for the tariffs? Would we b ...

New Zealand house prices rose for the first time in three months, adding to signs of a modest recovery as interest rates fall https://t.co/29Gp9aSolU ...

DANI: HERE IS WHAT YOU NEED TO KNOW. THE PRESIDENT TRUMP'S TAX BILL FACES REPUBLICAN RESISTANCE WITH A VOTE SCHEDULED TODAY. NO DELAY THE PRESIDENT SELECT -- STICKS TO HIS JULY 9 TARIFF DEADLINE THREATENING JAPAN WITH LEVEES UP TO 35% AND THE BIGGEST BANKS ON WALL STREET BOOST THEIR DIVIDENDS AFTER PASSING DEFENSE STRESS TESTS.MOMENTUM STARTS TO WANE. ALL-TIME HIGHS AND THEN WE FELL YESTERDAY. A BIG ROTATION INTO VALUE STOCKS THAT CONTINUES INTO THE FUTURE SESSION THIS MORNING.S&P HIGHER BY ABOUT 1/10. RUSS ...

So, we listed a bunch of factors there. The market seems to be shrugging it off, at least right now in the pre-market. Futures are higher.In your mind, what's the biggest one of those things that investors should be mindful of and could potentially impact this market in a negative way. So, first and foremost, we obviously have to acknowledge there's a lot of the risk that have been reduced over the last couple of months, both relates to geopolitics, fiscal uncertainty, trade uncertainty. I think when we loo ...

Monetary Policy & Inflation - ECB Governing Council member Mario Centeno indicates policymakers remain cautious despite inflation reaching the 2% target [1] - The ECB is not in a hurry to further reduce borrowing costs [1] Euro & Trade - Discussion includes the euro exchange rate and the importance of a potential trade deal [1] - Topics covered: profile for investment in the euro-area, uncertainty, and trade deals [1] - Mentions the euro as a global reserve currency and a stronger fiscal union [1] Economic Outlook - Discussion of the euro-area neutral rate, growth, and the labor market [1]

Poland will likely keep interest rates unchanged after policymakers turned cautious, citing loose fiscal policy and global price risks https://t.co/9JheNe3y6U ...

Brazil has raised interest rates on farm equipment financing, threatening to constrain a much-needed recovery in tractor sales https://t.co/8p5Pr7cNQn ...

So from our standpoint um as you will have seen a solid majority of FOMC participants do expect that it will become appropriate uh later this year to begin to reduce rates again. And so um and u that will depend though as Christine just mentioned on the incoming data. We'll be monitoring particularly what does show up in terms of of inflation or what does not show up and also carefully watching the labor market.you know, there we watch very carefully for signs of of unexpected weakness. We see a gradual coo ...