Macro Economy - The 10-year Treasury yield initially went to 4% first, briefly hitting a 52-week low of 388% in April, before rising again to around 415% [2][3] - The labor market weakened, with monthly job additions declining from over 100,000 to an average of around 17,000 in the past 6 months, and the unemployment rate rising from 4% to 46% [5] - Despite initial market concerns, the Trump administration's policies have overall been favorable for stocks, with the NASDAQ up over 21%, the S&P up almost 17%, and the Dow up almost 14% for the year [7] - S&P 500 earnings growth for 2024 is expected to be slightly lower than anticipated, around 10% instead of 12%, but earnings expectations for 2025 and 2026 have gradually climbed back to levels above initial forecasts [13][15] Market Performance & Outlook - The market initially reacted negatively to potential tariffs, with the S&P falling 21%, but quickly rebounded after the tariffs were reduced or postponed [8] - The "One Big Beautiful Bill Act" (OBBBA), particularly the immediate expensing of capital investments, could be a significant catalyst for earnings growth in 2026 [9] - Earnings growth is considered the most important determinant of stock direction, and the earnings growth outlook has improved over the past 12 months [17][18] - Earnings expectations for 2026 are now nearly 14%, higher than the initial projection of 12%, setting a high benchmark for market performance [16] Federal Reserve & Interest Rates - The Federal Reserve's actions, particularly cutting short-term interest rates, have influenced the tenure, which has touched the 4% level multiple times [2] - There is a lack of consensus on the number of rate cuts needed from the Federal Reserve, even among members of the open market committee [4] - Labor market weakness has allowed the Fed to remain accommodative [6]

JUST IN: 🇺🇸 President Trump could choose new Fed Chair by first week of January — CNBC61% chance Trump chooses former Coinbase advisor Kevin Hassett, according to Polymarket 👀 https://t.co/fMXAC2y7CD ...

Leadership Change - New Fed Chair expected to be named by the first week of January 2026 [1] Policy Impact - Potential shift in monetary policy direction with the replacement of Jerome Powell [1]

The market seems pretty good to us. Tactically. I think the one thing that gets us and I'm sure you've all talked about this, everyone complained only seven stocks going up most of this year.It really wasn't true. We disagreed with that. And now you have a day like yesterday with techs down 2%, but then you peel back the onion.There were more 52 week highs on the NYSE yesterday than the day before. The number of stocks above their 50 day and 200 day moving average were higher yesterday than the day before. ...

Core Viewpoint - U.S. Federal Reserve Governor Stephen Miran is expected to stay on the Board of Governors until the Senate confirms the next Fed chair nominated by President Donald Trump [1] Group 1 - Stephen Miran's term is set to expire, but he indicates a willingness to remain in his position [1] - The confirmation of the next Fed chair is contingent upon President Trump's nomination and subsequent Senate approval [1]

RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)JUST IN: 🇺🇸 Federal Reserve scheduled to inject $6.8 billion into the market tomorrow at 9:00 AM EST. https://t.co/42UytyfA7h ...

#Bitcoin – What’s Next?The Big Sunday Report: All You Need to Know:🚩 TA / LCA / Psychological Breakdown: Bitcoin has been in a bear market since September, and nothing has changed since then. I said in September that we would not bottom in 2–3 months, not in 4–5 months, no. It will take at least 12–14 months to fully bottom out, with a price target in the 60k region for BTC, which is going to happen. As always, people tend to believe that markets will react or move fast, not understanding the importance of ...

Hey everyone and thanks for jumping back into the macroverse. Today we're going to talk about the most recent CPI report. We're going to discuss how it has dropped to 2.7% and expectations that we might have based on further rate cuts and of course how it affects markets like Bitcoin.If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse. com. Link is in the description below.Again, ...

From @WSJopinion: As President Trump’s beauty pageant to select a new Federal Reserve chief grinds on, spare a thought for the booby prize Jerome Powell has left for his successor, writes Joseph Sternberghttps://t.co/o3usuppCYH ...

PRESIDENT WAS REALLY TALKING ABOUT >> HI, EVERYBODY. WE WANT TO >> HI, EVERYBODY. WE WANT TO TAKE YOU NOW TO WASHINGTON, TAKE YOU NOW TO WASHINGTON, WHERE THE PRESIDENT IS SIGNING WHERE THE PRESIDENT IS SIGNING AN EXECUTIVE ORDER EASING AN EXECUTIVE ORDER EASING RESTRICTIONS ON CANNABIS. HE IS RESTRICTIONS ON CANNABIS.HE IS TAKING QUESTIONS NOW IN THE TAKING QUESTIONS NOW IN THE OVAL OFFICE. LET'S L LISTEN IN. OVAL OFFICE.LET'S LISTEN IN. >> NOW. BRACING FOR THEIR >> NOW. BRACING FOR THEIR PREMIUMS TO SKYRO ...