Bitcoin has the only predictable monetary policy in the world.That is going to be worth tens of trillions of dollars over time. ...

🇺🇸 FOMC MINUTES: MOST FED OFFICIALS AGREE TO EASE POLICY MORE IN 2025.MORE LIQUIDITY = BULLISH 🚀 https://t.co/M1in8jp5yR ...

Federal Reserve's minutes from its September 16th to 17th meeting. Mike, what are the key headlines that we'll talk about. Well, the minutes say that almost all of the participants, which is fed speak for all but one, supported a quarter point cut at their September meeting Stephen.Myron, of course, the new governor was the only one who wanted a half point cut. But the minutes do suggest there were some more hawkish views. A few participants stated there was merit in keeping the federal Fed funds rate uncha ...

Monetary Policy Stance - The Federal Reserve's minutes from its September 16th to 17th meeting revealed that almost all participants supported a 0.25% (quarter point) cut at the meeting [1] - A few participants believed there was merit in keeping the federal funds rate unchanged [2] - Most participants judged that it would likely be appropriate to ease policy further over the course of the year [5] - Financial conditions suggested monetary policy may not be particularly restrictive, suggesting a cautious path ahead [5] Economic Outlook & Concerns - Hawks noted progress towards the Fed's 2% inflation target had stalled, raising the risks of inflation expectations rising [3] - Officials indicated their outlooks for the labor market were uncertain and they viewed downside risks to employment as having increased [4] - Indicators cited included low hiring and firing rates, concentrated job gains in a small number of sectors, and increases in unemployment for groups traditionally sensitive to a weakening economy [4] - Economists are pointing to inflation figures and suggesting the worst of the tariff passed through into inflation and prices is yet to come [7] - Others are still concerned about the weakening of the labor market and the idea that that suggests a weakening of the economy ahead [7] Balance Sheet Considerations - Market participants are suggesting that reserves are at the borderline for whether or not there's enough available [10] - A 0.01% (one basis point) jump in the effective Fed funds rate recently was seen by some as a sign that this is coming [10] - Participants felt reserves continued to appear abundant, and no changes were suggested [5][11]

Later today, investors are going to be parsing through the Fed's minutes for clues on the path of interest rates. Joining us right now with her take on the markets is Alicia Lavine. She's head of investment strategy and equities at BNY Wealth.And Alicia, thanks for coming in this morning. Great to be in. So, we mentioned earlier in the tease that we broke the winning streak we've seen for the markets, but we are still talking about all three of the major averages, less than 1% from all-time highs.So, I don' ...

The advance in Thailand’s currency will likely peter out as the nation's monetary authority still seems to maintain a dovish bias, strategists say https://t.co/kb2kbCjLEB ...

Federal Reserve Governor Stephen Miran on Wednesday sharply challenged the widespread view that tariffs are a significant cause of inflation, stating he sees no evidence in the data that they are a “material driver” of rising consumer prices.Tariffs Not A ‘Material Driver’ For InflationSpeaking at the MFA Policy Outlook 2025 conference, Miran outlined a data-driven case against the tariff-inflation link.He argued that if tariffs were a major factor, goods subject to import duties should show higher inflatio ...

Market Trends & Risks - US government shutdown creates data void, prompting bond traders to hedge against potential Fed pause or increased policy easing [1] Monetary Policy - Market anticipates potential for more policy easing than currently expected from the Fed [1]

We're back. Stocks are lower today after the S&P and NASDAQ both hit record highs earlier in the session. Here with where to invest right now, Annne Walsh, CIO of Guggenheim.Welcome. It's good to see you. Nice to see you, Scott.How broadly do you feel about the markets right now. What's what's your current view. We're at record highs.We'll just call it that. Right. So, it seems that valuations appear stretched and I think there is a lot of reason to be thoughtful with regard to equities.Um, but I would say ...

Core Viewpoint - Hedge fund billionaire Paul Tudor Jones warns that the financial markets in 2025 may be on the brink of a significant downturn, drawing parallels to the tech boom of 1999, but suggesting that the current environment could be even more volatile [1][2][3] Market Behavior - Jones emphasizes that the current investment climate mirrors the conditions leading up to the 2000 dot-com bust, with investor behavior reflecting a similar pattern of exuberance [2][3] - He notes that the greatest price appreciation typically occurs in the 12 months preceding a market peak, indicating that investors face a timing challenge [5] Economic Context - The Federal Reserve's potential for multiple interest rate cuts is highlighted as a significant factor, with the real interest rate approaching zero, creating incentives for investment [6] - Jones contrasts the current fiscal situation, with a 6% budget deficit, against the 1999 budget surplus, suggesting that the current fiscal and monetary combination is unprecedented [6] Asset Class Concerns - Jones identifies sovereign debt as the "biggest bubble," driven by global deficits and an easing monetary cycle [7] - He expresses concern over the interconnected financing in the AI sector, indicating a level of nervousness about the sustainability of such arrangements [8] Market Outlook - The end of the year is seen as a critical period for market performance, with institutional investors marking their positions [9][10] - Jones warns that while the current market conditions may lead to explosive gains, the potential for a sudden downturn remains, echoing historical patterns [12]