Investment Rating - The report maintains a bullish stance on U.S. Treasury duration and recommends staying long in curve steepeners [6][41]. Core Insights - The report highlights a dynamic labor market with slower private payroll growth but a low unemployment rate, indicating lower potential growth and equilibrium rates, which may lead to more Federal Reserve rate cuts [6][9][32]. - The employment report shows strength in state and local government jobs, particularly in education, which contributed significantly to overall payroll growth [10][11][22]. - The report suggests that as market-implied trough rates decrease, U.S. Treasury yields are expected to fall, supporting a bullish outlook on U.S. Treasury duration [35][41]. Summary by Sections Labor Market Analysis - The June employment report indicates slower private payroll growth, with a tighter labor market due to a decline in the labor force participation rate [9][32]. - State and local governments added 80,000 jobs in June, with education jobs accounting for 63,000 of these [11][12]. - The report notes that fewer teachers left for summer break than anticipated, which may have artificially boosted the seasonally adjusted figures [18][22]. Economic Outlook - The report emphasizes that lower potential growth will likely weigh on the equilibrium interest rate, suggesting that the Fed may need to cut rates more than currently expected [33][34]. - It is anticipated that the Fed's longer-run target rate may need to be adjusted downward over time [33][34]. Investment Strategies - The report recommends maintaining long positions in U.S. Treasury securities, particularly in the 5-year maturity sector, and suggests a UST 3s30s yield curve steepener [41][46]. - Specific trade ideas include maintaining long positions in UST SOFR swap spreads and SFRZ5 futures, with targets set for various instruments [46][49].

Goldman Sachs has lowered its forecasts for US Treasury yields, pointing to the increased likelihood that the Fed will cut interest rates sooner than previously expected https://t.co/MarU6yQGEn ...

Group 1 - Kraft Heinz shares are yielding above 6% based on its quarterly dividend, with an annualized dividend of $1.6 and a stock price as low as $26.57 [1] - Dividends have historically provided a significant portion of the stock market's total return, exemplified by the S&P 500 ETF performance from 1999 to 2012, where dividends contributed to a positive total return despite a decrease in share price [1] - The sustainability of Kraft Heinz's dividend yield is uncertain, as dividend amounts are typically influenced by the company's profitability [3] Group 2 - Kraft Heinz is classified as an S&P 500 company, highlighting its status among large-cap companies within the index [2]

Ghana’s domestic bond yields extended declines on Thursday after the West African nation reported inflation dropped to the lowest in more than three years. https://t.co/B3v0xhdVjF ...

Thinking about pushing some ETH over to Hydration to capture the 30% APY in the gigaETH incentivized LP. mostly just not sure I want to deal with moving crosschain, because I'm not sure how complicated it is to go from Base to Polkadot (or if there are strong liquidity routes that don't involved CEXs).tBTC yields are down from the first hour (lmao) but still ~25%, and my DOT rewards from last month have earned around $100 in the last 3 days from liquidity incentives.Will be rolling tomorrow's DOT reward int ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Company Overview - CNB Financial (CCNE) is a bank holding company headquartered in Clearfield, with a year-to-date price change of -3.46% [3] - The company currently pays a dividend of $0.18 per share, resulting in a dividend yield of 3%, which is higher than the Banks - Northeast industry's yield of 2.78% and the S&P 500's yield of 1.53% [3] Dividend Performance - The current annualized dividend of CNB Financial is $0.72, reflecting a 1.4% increase from the previous year [4] - Over the past five years, CNB Financial has increased its dividend two times year-over-year, with an average annual increase of 1.17% [4] - The company's current payout ratio is 30%, indicating that it pays out 30% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - CNB Financial is expected to see earnings growth in the current fiscal year, with the Zacks Consensus Estimate for 2025 at $2.64 per share, representing a 10.46% increase from the previous year [5] Investment Appeal - Dividends are favored by investors for various reasons, including tax advantages and reduced overall portfolio risk, which can enhance stock investing profits [6] - High-growth firms typically do not provide dividends, while established companies with secure profits are viewed as better dividend options [7] - CNB Financial is considered an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [7]

Core Viewpoint - Orchid Island Capital, Inc. (ORC) offers a high dividend yield of 20.3%, significantly above the industry average of 12.4%, and has increased its dividend three times in the past five years [1][9]. Dividend Yield - ORC is a specialty finance mortgage real estate investment trust (mREIT) that invests in residential mortgage-backed securities (RMBS) on a leveraged basis, providing favorable long-term returns and substantial dividend yields [3]. - Competitors AGNC Investment and Arbor Realty Trust have dividend yields of 15.8% and 15.5%, respectively [3]. Financial Position - As of March 31, 2025, ORC had $446.5 million in cash and cash equivalents, with no debt [4]. - The company has a share repurchase plan, with 2.7 million shares available for repurchase as of April 25, 2025 [5]. Market Conditions - The Federal Reserve has lowered interest rates by 100 basis points in 2024, and mortgage rates have slightly declined, with the average 30-year fixed-rate mortgage at 6.77% as of June 26, 2025 [7]. - Fannie Mae projects mortgage rates to reach 6.6% by the end of Q3 2025 and 6.5% by year-end [8]. Earnings Projections - Earnings for 2025 are projected to rise by 394.4%, with a year-over-year growth estimate of 266.67% for Q2 2025 [9][17]. - The Zacks Consensus Estimate for ORC's earnings in 2025 is $0.53, with a significant increase from a loss of $0.18 the previous year [19]. Valuation Analysis - ORC is currently trading at a forward 12-month price-to-sales (P/S) multiple of 2.47X, higher than the industry average of 2.35X [20]. - The company's share price has increased by 12.5% over the past three months, outperforming the industry average of 10% [14]. Strategic Focus - ORC maintains a focus on agency RMBS, which positions it well in the competitive market, with expectations of improved loan demand and net interest spreads as mortgage rates decline [10][11][22]. - The company generated a positive total return of 2.6% in Q1 2025, driven by its monthly dividend [12].

After a burst of drama in the House of Commons yesterday, UK gilt yields have eased for now. But in the long run, the Labour government faces making some hard choices - the question is whether it can make them stick. https://t.co/JzgLrU50PA ...

Core Insights - Delta Air Lines is expected to report a decline in quarterly earnings to $2.03 per share, down from $2.36 per share in the same period last year [2] - The projected quarterly revenue is $16.18 billion, a decrease from $16.66 billion a year earlier [2] - The company, along with Korean Air, is investing a total of $550 million in minority stakes in Canadian carrier WestJet [2] Dividend Insights - Delta Air Lines currently offers an annual dividend yield of 1.50%, translating to a quarterly dividend of $0.18 per share [3] - To generate $500 monthly from dividends, an investment of approximately $401,040 or around 8,000 shares is required, while $100 monthly would need about $80,208 or 1,600 shares [3][4] - The dividend yield can fluctuate based on changes in the stock price and dividend payments [4][6] Stock Performance - Shares of Delta Air Lines increased by 2.3%, closing at $50.13 [6]