JUST IN: 🇺🇸 September rate cut odds surge above 94%.Rate cuts incoming 🚀 https://t.co/ka24IJuVro ...

it's market fully pricing in that you will get a rate cut in September. If you analyze the report, you'll see that you had the uptick in services, but the concern for last month was about the good side of the report and that has moderated. Look, overall for me, it's simple.When we're thinking about inflation and tariffs, there's enough revenue growth, Steph, in the earnings that the companies are able to absorb it. Obviously, it's a little bit of a hit to profit margins, but that's okay because the revenue ...

With stocks mostly rangebound and heading into a challenging seasonal stretch, what is the best strategy right now for investors. Sarah Malik is head of New Equities and Fixed Income, CIO and chair of New's investment committee joins us now. It's nice to see you. >> Good to see you, Scott.>> So, we have an undeniable pause. Is it just that. Do we need to reverse ourselves lower or where do we go from here and why.Well, Scott, we are leading to low liquidity in late August and as you mentioned, September is ...

For more on these inflation headlines and what they might mean for markets, let's bring in PNC asset management chief investment strategist Young Ma who joins us here at Post 9. Great to see you. Welcome.Um you do think the market gets supported if if and when we get a rate cut maybe this year. Yes, I think so. I think that's important point of the market support right now is the expectation the Fed's going to cut rates at this point multiple times is what the market's expecting. That's one of the most impo ...

Market Trends - US stocks experienced an increase following Trump's announcement of chip tariff exemptions [1] - Data releases have strengthened expectations for a Federal Reserve rate cut in the coming month [1]

A slew of feds be scheduled for today as investors await President Trump's pick for the Fed. Governor Trump saying he will make a decision before the end of the week. Bloomberg's Michael McKee joining us now.Mike, we learned yesterday that one person has got best out of the race. Four candidates that we understand. What's the process going to be like to get this person in that seat. Well, the process is going to take a while because the person who goes to that seat is going to have to be confirmed by the Se ...

We have all been eagerly waiting for Alt season 2 officially begin and we have been waiting for what seems like almost forever. But I want you guys to understand that the longer that this takes, the better for all of us. Why.Well, because it means more liquidity is building behind this space that will flow into large caps and those altcoins that we hold. This is where we really do start to get rich. Now, in this video, I actually want to talk a little bit about what Tom Lee recently just told us because wha ...

The White House just released the crypto bulls and we have to talk about this because I do believe going into September this market is going to go absolutely crazy just like it did in July. We need to prepare right now because this window of opportunity in front of us is only going to last a short time. And what window of opportunity am I talking about.Well, if we think about crypto right now, on the day, it looks pretty good. But on the weekly, we still have a red C in front of us where this is giving us a ...

Market Concerns & Fed's Actions - The market is concerned about the deficit, tariffs, and the Fed's next move following the employment report [2] - The Fed should cut rates in September to stimulate the housing market and benefit the economy [2][3] - Market volatility is expected due to uncertainty about the Fed's actions [3][5] - The market is unsure if the Fed will "do the right thing" due to Powell's hawkish commentary [5] Investment Strategy & Sector Focus - Investors should recalibrate portfolios, taking profits in tech and diversifying into utilities, energy, financials, and gold [6][7] - Tech companies are trading at premium valuations and are vulnerable to market declines [6][7] - The energy sector is favored due to deregulation tailwinds and increased US energy exports [8][9] - The European Union is committing to buy approximately $750 billion of US energy [9] - South Korea is committing to buy approximately $100 billion of US energy [9] - Large oil companies like Exxon Mobile are trading at relatively low valuations and paying good dividends [9]

Monetary Policy Stance - The Fed decided to preserve flexibility amidst risks of both economic downturn and inflationary pressures from tariffs and economic strength [1] - The Fed's prudent action was to avoid excessive moves that could sacrifice credibility, as reversing such errors would be difficult [4] - A prior rate cut of 50 basis points led to a 75 basis point increase in the ten-year rate, impacting mortgage rates [2] - The market will reflect substantial economic weakness in rates, reducing the urgent need for rate cuts [8] Interest Rate Debate - There is debate regarding whether to have a 25 basis point rate cut in July, or two or three rate cuts this year [4] - The industry questions the merit of cutting rates to the 1% range, deeming it a dangerous idea given the current market and economic strength [4] - Dissenters within the Fed, appointed by different individuals, may see underlying economic weakness requiring preemptive action [6][7] Economic Outlook - The economy faces risks of a downturn, but if such an error is made, it is easily correctable [1][3] - Sacrificing credibility by moving excessively would be a much more damaging and difficult to reverse error [4]