Group 1: Economic Environment - The May 2025 Personal Consumption Expenditures (PCE) inflation report indicates core PCE inflation rose approximately 0.22% month over month and 2.68% year over year, reinforcing expectations for the Fed's hawkish stance [1][11] - Treasury yields have increased, with the benchmark 10-year yield climbing from roughly 3.35% to about 3.45%, reflecting market reactions to persistent inflation data [2][11] Group 2: Financial Sector Performance - Financial institutions, including banks and insurance companies, are expected to see increased profitability due to higher lending rates and improved net interest margins in a high-rate environment [4][5] - The S&P 500 Financials Select Sector SPDR (XLF) has risen 9.1% year to date as of June 30, indicating strong performance in the financial sector [5] Group 3: Investment Opportunities - Stocks such as Nelnet, Inc. (NNI), Pagaya Technologies Ltd. (PGY), and United Fire Group, Inc. (UFCS) are highlighted as viable investment options due to their strong earnings momentum and favorable growth rates [3][11] - Nelnet (NNI) has an expected earnings growth rate of 59% for the current year, with a Zacks Rank 1 and a VGM Score of B [8] - Pagaya Technologies (PGY) shows an expected earnings growth rate of 195.2% for the current year, also holding a Zacks Rank 1 and a VGM Score of B [9] - United Fire Group (UFCS) has an expected earnings growth rate of 8% for the next year, with a Zacks Rank 2 and a VGM Score of B [10]

RT Bloomberg Live (@BloombergLive)ICYMI: “Most developing countries have 1-2% insurance penetration rates… Most developed markets we’re talking maybe 40%... that gives you a sense of what happens when you do have these catastrophes,” Insurance Development Forum’s @eiyahen #SustainableBizSummit.⏯️https://t.co/KYgEwkIyl9 ...

That's very high. It's funny you mentioned chairman pal because uh he is joining some of his counterparts in a panel discussion at the ECB central banking forum in Portugal. Not pal chairman.Here is what chairman Powell had to say just a few moments ago. Chair, would the Fed have cut more by now if it weren't for the tariffs. So I I do think that I think that's right.where in effect we went on hold when we when we saw the size of the tariffs and where and essentially all all inflation forecasts for the Unit ...

Denmark’s central bank wants local lenders to tap more of its one-week loans and provide added cash to clients to help reduce short-term interest rates https://t.co/7xtIBk26mS ...

Welcome back. President Trump is ramping up his pressure campaign on Federal Reserve Chair Jerome Powell, urging him to cut interest rates by a lot. The president's latest demand came in a handwritten letter held up by White House press secretary Caroline Levit at a press briefing yesterday.You see her there. Trump penned a message to Powell in Sharpie on a list of world central bank rates, writing in part, quote, "Jerome, you are as usual too late. You have cost the USA a fortune." The president has repeat ...

Federal Reserve Chairman Jerome Powell speaks at a European Central Bank forum on Tuesday morning. The panel focuses on the macroeconomy amid policy shifts. It takes place in Sintra, Portugal. Other panelists include: Andrew Bailey, Governor of Bank of England; Christine Lagarde, President of European Central Bank; Chang Yong Rhee, Governor of Bank of Korea; and Kazuo Ueda, Governor of Bank of Japan. Powell's commentary comes after the U.S. Federal Reserve once again held interest rates steady at its policy ...

RT Bloomberg Opinion (@opinion)@skgreen @MaryEllenKlas @DavidMDrucker “People get upset because the national debt is up to $37 trillion, and the bond markets are jittery and interest rates are high,” says @DavidMDrucker. But nobody wants to do anything about entitlements.Tune in for more 🎥https://t.co/X7WR4OX8dP ...

The S&P 500 closing at a record high to finish the first half. The Arc Innovation ETF trading now near a 52- week high, up nearly 24% year to date. Joining us right now, first on CNBC's Arc Invest chief investment officer and CEO, Kathy Wood, good morning uh to you as we uh set up for the second half here, Kathy, I think there's a lot of folks who are trying to figure out how have things already run.Um what's baked into the cake and what isn't in your mind. Well, I think we have been um climbing a wall of w ...

everything wood should be. >> All right, welcome back everybody. We've got a lot of ground to cover with our next guest equity and credit markets, emerging markets, the fed currencies, real estate and why he expects a correction in the S&P 500.Joining us right now is Rob Citroen. He is the founder and portfolio manager at Discovery Capital Management. That's a hedge fund that invests in public and private markets with a particular focus on emerging markets.And by the way, they manage, I'm told, around $3 bi ...

US Treasury yields fell to the lowest level in two months before Federal Reserve Chair Jerome Powell speaks Tuesday, amid growing political pressure to cut interest rates https://t.co/Jp1pWSbzv6 ...