Market Trends & Economic Outlook - The market is closely monitoring the Treasury's 30-year bond auction amid rising deficits and uncertain economic outlook [1] - Inflation metrics appear to be trending upward, with CPI and PPI data due next week [3] - Initial jobless claims are at a low level of 226,000, indicating a tame labor market [4] - Productivity remains solid at 2.4% despite a negative revision [4] Interest Rates & Bond Market - The 30-year bond auction caused a spike in rates, tailing by two basis points, indicating a higher yield [2][3] - Short-end yields are slightly higher, reflecting expectations of less aggressive easing [4] - Fed fund futures show a slightly decreased probability of a rate cut in September, still at 90% [4] Dollar Index - The dollar index is slowly turning up after a significant break following the jobs report [5] - The dollar index is struggling to gain speculative interest as long as it remains below 100 [6]

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, a tale of two American economies.Is it slowing down. President of the Minneapolis Federal Reserve Neil Kashkari thinks maybe and the Fed might have to cut interest rates soon. >> What are the ultimate effects of tariffs going to be on inflation.And what I'm realizing is we may not know the answer to that for quarters or a year or more. But Disney's CFO Hugh Johnston sees another picture. Are Americans spending on fun.>> ...

Why is it that you think there is a new structural regime for benchmark rates that's going to make it a lot more difficult to get them lower over the next ten, 20 years. So it's a great question, Lisa. So let's cast our minds back briefly to the early 2000, to Ben Bernanke and to the famous savings glut hypothesis.So back then, the Fed was hiking, but long term Treasury rates weren't going up. And Bernanke said is because there's a glut of global saving. All of this money coming from China and Saudi into th ...

Labor Market Analysis - The labor market is weaker than headline unemployment suggests due to sluggish hiring and declining labor supply, potentially influenced by immigration policies [1][2] - Businesses are not firing, but hiring is slow, contributing to the weakness in the labor market [1][2] - BLS data may require updates in practices, technology, and funding to maintain confidence in the numbers [4][5][9] - Alternative data sources and trends over three, six, or nine months should be considered to assess the labor market, rather than over-relying on any single data print [10][11] Monetary Policy and Economic Outlook - Prospects for future GDP growth have slowed from initial estimates of 225%-250% to 125%-150%, impacting treasury yields [17] - The ten-year treasury yield is influenced by supply and demand factors, future growth prospects, and deficits, with concerns about the amount of treasuries being sold [18][19] - The market anticipates a potential rate cut in September, but it is not a certainty due to conflicting factors such as above 2% inflation and sluggish growth [20][21][22] - The Fed faces a conflict between its dual mandates of employment and inflation, potentially requiring a serious look at cutting rates by 25 basis points in September [24][25] Fed Independence and Treasury Market - There is a strong culture of independence at the Fed, and the onus is on the chair to uphold that ethic [14] - Concerns exist regarding the weakening dollar and upward pressure on rates due to factors like firing a statistician and the rest of the world looking elsewhere [16] - The US is running a $2 trillion deficit, adding to concerns about the supply and demand of treasuries [18]

Financial Performance - Revenue for the second quarter of 2025 reached $172.3 million, an increase of 8.8% year-over-year[13] - Net loss for the second quarter was $(11.0) million, a 99.3% change year-over-year[13] - Adjusted EBITDA for the second quarter was $1.5 million, representing a 1.0% increase year-over-year[13] - Year-to-date revenue totaled $317.3 million, up 10.4% compared to the previous year[14] - Year-to-date net loss was $(15.5) million, a (0.4)% change year-over-year[14] - Year-to-date Adjusted EBITDA was $(7.3) million, a 15.7% increase year-over-year[14] Operational Highlights - Sales volume for the second quarter reached $12.3 billion, a 29.9% increase year-over-year[13] - Transaction closings for the second quarter totaled 2,070, up 15.0% year-over-year[13] - The number of investment sales and financing professionals as of June 30, 2025, was 1,640, a decrease of (5.0)% year-over-year[13] Market Trends - Private investors dominate the U S commercial real estate market, accounting for 59% of dollar volume[34] - Transactions in the $1 million to <$10 million range constitute 66% of the total[16]

JUST IN: 93% chance the Federal Reserve cuts interest rates in September.Multiple rate cuts incoming! 📈Bullish for Bitcoin! 🐂 https://t.co/a3XWNtR86j ...

RT Watcher.Guru (@WatcherGuru)JUST IN: 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Bank of England cuts interest rates by 25bps to 4%. ...

BREAKING: 🇬🇧 Bank of England cuts rates to 4% 👀 ...

The Bank of England cut interest rates to the lowest in over two years in a closer-than-expected decision https://t.co/tRXGBLyZLM ...

💥BREAKING:🇬🇧 BANK OF ENGLAND CUTS RATES TO 4%FED MUST BE NEXT! ...