RT Pio (@piovincenzo_)I'm not a real estate guru butif you're expecting serious rate cuts to happen in the next 12 monthsdoesn't it make sense to buy the house now, in a less competitive, higher interest rate environment?And then just refinance in 12-24 months? ...

🇺🇸 NEW: Treasury Secretary Scott Bessent says the Fed could cut interest rates by September, or sooner, if Trump’s tariffs continue showing little inflation impact. https://t.co/KbvReZ3Cqh ...

Fed chair Jay Powell said yesterday that President Trump's tariffs had lifted inflation forecasts and were keeping rates on hold. Joining us now for more on the Fed and the US economy, David Malpass, former World Bank president and now distinguished fellow of international finance and inaugural fellow of global business and infrastructure at Purdue's Business School. David, great to have you with us. Hi Melissa, good to be on. Um, where do you think rates would be had it not been for the tariffs? Would we b ...

Market Overview - In 2025, markets are experiencing high volatility, with NASDAQ and S&P 500 indices reaching all-time highs despite uncertain economic indicators [1][2] - Analysts anticipate clearer monetary and tariff policies in the second half of the year, along with solid earnings reports, particularly in the tech sector driven by AI [2] Company Insights - **CME Group**: - Operates the largest derivatives marketplace, benefiting from increased trading volumes in volatile markets [5] - Stock has risen over 40% in the last 12 months and over 18% in 2025, showing signs of recovery after a pullback [6][7] - **Goldman Sachs**: - A leading global investment bank that thrives in volatile markets, generating revenue from expanded bid-ask spreads and increased trading activity [9][10] - Stock is up 23.8% in 2025, with bullish momentum but potential for a short-term pullback [11] - **MarketAxess**: - Operates an electronic trading platform for corporate bonds, expected to benefit from increased trading volumes as credit market volatility rises [13][14] - Stock is down 1.5% in 2025 but has shown a 3.1% increase in the last three months, indicating a potential breakout [15][16]

New Zealand house prices rose for the first time in three months, adding to signs of a modest recovery as interest rates fall https://t.co/29Gp9aSolU ...

Market Overview - U.S. stock markets experienced a successful June, with the Dow, S&P 500, and Nasdaq Composite increasing by 4%, 5.7%, and 5.7% respectively, closing at record-high levels for the first half of 2025 [1] - Despite this success, the first half of 2025 marked the weakest performance for the indexes since 2022, with potential catalysts for the second half including a U.S.-China trade deal, anticipated interest rate cuts by the Fed, and reduced recession fears [2] Imaginary Portfolio - An imaginary diversified portfolio was created, consisting of five stocks that each gained over 50% in the first half of 2025, with further upside potential indicated by favorable Zacks Ranks [3][4] Company Highlights Jabil Inc. (JBL) - Jabil is benefiting from strong momentum in capital equipment, AI-powered data center infrastructure, and digital commerce, with a focus on product diversification [7] - Expected revenue and earnings growth rates for Jabil are 5.9% and 18.5% respectively for the next year, with a 9% improvement in the Zacks Consensus Estimate for next-year earnings over the last 30 days [9] Howmet Aerospace Inc. (HWM) - Howmet Aerospace is experiencing growth in the commercial aerospace market, supported by robust build rates and recovery in wide-body aircraft, along with strength in its defense aerospace business [10] - Expected revenue and earnings growth rates for Howmet are 8.5% and 29% respectively for the current year, with a 0.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [11] CVS Health Corp. (CVS) - CVS Health is investing in technology to reduce costs and enhance customer experience, with improved Medicare Advantage star ratings aiding its position [12] - Expected revenue and earnings growth rates for CVS are 3.5% and 12.6% respectively for the current year, with a 2.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [14] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has strengthened its logistics and auction capabilities, with expectations for year-over-year growth in retail unit sales [15][16] - Expected revenue and earnings growth rates for Carvana are 32.1% and over 100% respectively for the current year, with a 7.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [17] NRG Energy Inc. (NRG) - NRG Energy operates in the energy and home services sector, producing electricity from various sources and expanding operations through both organic and inorganic initiatives [18][19] - Expected revenue and earnings growth rates for NRG are 2.6% and 17% respectively for the current year, with a 2.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [20]

Core Viewpoint - Realty Income Corporation, known as "The Monthly Dividend Company®," is currently attracting attention due to its favorable dividend yield and strong fundamentals in a volatile market environment [1][2]. Company Overview - Realty Income operates as a Real Estate Investment Trust (REIT) with a portfolio of over 15,600 commercial properties, utilizing a triple-net lease model that provides predictable cash flow [4][5]. - The company has a strong focus on tenants with solid financial health, with approximately 40% of its annualized rent coming from clients with investment-grade credit ratings [6]. Dividend Performance - Realty Income boasts a dividend yield of 5.57%, which is higher than the industry average of around 4% [2]. - The company has a robust dividend increase track record, being a member of the Dividend Aristocrats, having increased its dividend for at least 25 consecutive years [7]. - The annual dividend is $3.22, with a high dividend payout ratio of 292.73%, indicating a commitment to returning value to shareholders [3][7]. Market Position and Economic Factors - Realty Income's stock price is currently trading below its highs, presenting an opportunity for income-seeking investors [2]. - The company maintains a high occupancy rate above 98%, reflecting strong demand for its properties [10]. - The stock's price-to-AFFO multiple is reasonable compared to historical averages, suggesting limited downside risk in the current higher-rate environment [12]. Interest Rate Impact - Realty Income's performance is inversely related to interest rates; lower rates would enhance the attractiveness of its dividend yield, potentially increasing stock value [9][18]. - The company has a fortress balance sheet with a strong A-level credit rating, and over 90% of its debt is at a fixed rate, providing protection against rising interest rates [10][11]. Future Outlook - Analysts have set a 12-month price target of $61.15 for Realty Income, indicating a potential upside of 5.77% from the current price of $57.82 [9][13]. - The combination of a strong dividend yield and potential capital appreciation suggests a total return in the double-digit range over the next year [14].

Federal Reserve Chair Jerome Powell said housing costs may not get more affordable, even after the central bank lowers its influential interest rate. https://t.co/zMGl6n27Li ...

DANI: HERE IS WHAT YOU NEED TO KNOW. THE PRESIDENT TRUMP'S TAX BILL FACES REPUBLICAN RESISTANCE WITH A VOTE SCHEDULED TODAY. NO DELAY THE PRESIDENT SELECT -- STICKS TO HIS JULY 9 TARIFF DEADLINE THREATENING JAPAN WITH LEVEES UP TO 35% AND THE BIGGEST BANKS ON WALL STREET BOOST THEIR DIVIDENDS AFTER PASSING DEFENSE STRESS TESTS.MOMENTUM STARTS TO WANE. ALL-TIME HIGHS AND THEN WE FELL YESTERDAY. A BIG ROTATION INTO VALUE STOCKS THAT CONTINUES INTO THE FUTURE SESSION THIS MORNING.S&P HIGHER BY ABOUT 1/10. RUSS ...

tradfi assets. >> A follow up this morning to a question we asked during the first Trump administration are the president's social media posts criticizing Fed Chair Jay Powell and the central bank driving down interest rates. Senior economics reporter Steve Liesman is here and looking at the bond rally and presidential pressure on Powell.Stupid mule, I guess is the latest salvo. >> I didn't see that one. >> You didn't see stupid.>> Last night or. Last week. Last week we looked at all of them.Maybe we. Maybe ...