US dollar volatility may have settled down in recent weeks, but analysts at Goldman Sachs see plenty of reasons to think it may start trading as a “riskier” currency again https://t.co/AsrkK69OTg ...

Short-term volatility in Europe’s natural gas market dropped to the lowest level in nearly four years as ample supply overshadows concerns about potential demand spikes across the globe https://t.co/gbK86tZwdo ...

M&A Market Dynamics - Oppenheimer upgraded Microsoft to outperform with a $600 price target, citing AI revenue as a major driver [1] - Early in the year, M&A activity was hindered by market volatility, making it difficult to finalize deals [4][5] - Antitrust scrutiny is perceived to be more pragmatic under the current administration compared to the previous one [6][8] - The current administration is seen as more willing to negotiate and find solutions to get deals approved, contrasting with the prior administration's approach [9] - The market has stabilized from a volatility perspective, leading to expectations of increased M&A activity [9][11] Antitrust and Regulatory Environment - The previous administration was viewed as employing outdated antitrust theories and hindering deal-making [7] - The approval of the T-Mobile deal with Sprint by the current administration is cited as an example of a pragmatic approach that benefits consumers [8] - The Hewlett Packard deal for Juniper, approved with divestitures, demonstrates the current administration's willingness to negotiate [9] - Anti-corporate sentiment was perceived to have influenced antitrust decisions in the past [11][12] - While the current administration is populist and aims to protect consumers, it is also taking a pragmatic approach to antitrust [12][13]

Volatility is your friend. ...

Trade and Tariffs - The market is showing fatigue towards tariff headlines, anticipating room for negotiation in trade talks [2] - The market expects potential trade deals, preferring them over high tariffs, leading to current calmness [3] - Average tariff levels are expected to be slightly higher, but not reaching the high levels seen in early April [5] - Uncertainty remains regarding how much tariffs will be passed on to corporations versus absorbed by consumers, impacting consumer spending patterns [10] Monetary Policy and Fiscal Outlook - The Federal Reserve's September decision will heavily rely on the jobs report [7][8] - Tariffs are seen as a revenue source to fund additional spending, potentially leading the US Treasury to issue more short-term debt to keep funding costs down [13] - Aggressive rate cuts by the Fed could lead to higher back-end yields, advocating for curve steepness [19] - The market is closely watching the private sector's willingness to buy government bonds, as they are now the primary price setters [14][15] UK Gilts Market - Concerns persist regarding the UK's fiscal situation and funding, especially with slowing growth [20] - Stability and the Bank of England's proactive rate cuts could make gilts attractive [22]

Bitcoin volatility hits historic lows near all-time highs, but analysts warn Q3-Q4 could bring "fireworks" as ETF inflows create supply squeeze.Read more: https://t.co/72wf7WWn7a ...

Bitcoin Volatility Hovers Near Historical Low, but 'Beware the Quiet,' Analysts Warn► https://t.co/0kXe3bSSOB https://t.co/0kXe3bSSOB ...

INSIGHT: 🇯🇵 The yield on Japan's 30-year government bond has surged over 30 basis points in three days, surpassing 3%. This upswing may add to volatility in Treasury notes, potentially hurting risk assets, including BTC.Writes @godbole17https://t.co/xVQDzc85lV ...

With that, let's bring in Matt Powers, managing partner of P Advisory Group. Matt, great to have you here. Why don't we start off with your word of the day.Hey, Frank, thanks for having me. Yeah, word of the day is confusion. You know, markets are are staring down that confusing mix of uncertainty, tariff threats, and no clear details.And the Fed's set to release their minutes tomorrow and earning season's about to kick off. So, it's a it's a recipe for volatility. And right now, I mean, if this makes any s ...

Bitcoin faces 20-month low in volatility and monthly transactions as ETFs set new cumulative inflow record https://t.co/2k6qV0eqO0 ...