Interest Rate Expectations - Financial markets anticipate the Federal Reserve will maintain a "wait and see" approach to interest rates this summer [1] - The market expects the Federal Reserve to begin cutting borrowing costs by September [1]

Poland’s move to cut interest rates this month could be a start of a cycle likely to be continued with two more 25 basis point cuts later this year if data allows, according to policymaker Ludwik Kotecki https://t.co/3jEsPee6Nr ...

The so-called big beautiful bill facing a final house approval vote in the coming hours. Joining us now is Treasury Secretary Scott Bessant. Mr.. Secretary, thank you so much for joining us. We're we're going on more than six hours now where Minority Leader Jeff is speaking. What What are you hearing.What's your expectation for when and whether this could pass. Uh, well, it's going it's going to going to pass and my expectation is that we'll get a vote around 130 today. Got it.You have said that this isn't ...

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].

When we see such a positive jobs report, 147,000 jobs and a lower unemployment level, what is this. What is driving this. Good morning.Thanks for having me. Look, you know, as you said a moment ago, you know, this report was better than 78 out of the 79 forecasts that came into into the Bloomberg consensus range, the Bloomberg forecast. And so what we see is an economy that continues to defy it, continues to defy expectations, continues to defy, you know, all the doom and gloom that's out there, whether it' ...

wouldn't cut rates right away, but I'd have my finger near the trigger. >> All right, Steve, stay with us. >> Let's bring in the rest of our panel, the Brookings Institution's Wendy Edelberg, the Manhattan Institute's Allison Schrager, and our own Mike Santoli.Great to have you all with us. Wendy, let's start off with you. What's your take on the report. What's your take on that asterisk that Steve brings up in terms of the growth from the federal government in terms of job ads.>> Yeah, Steve makes a great ...

Government Debt Management Strategies - When countries face excessive debt, governments are likely to devalue their currency and lower interest rates [1] - Devaluing currency is a subtle method for governments to reduce wealth, as it makes goods cheaper in markets and stimulates the economy [2][3] - Lowering interest rates is stimulative [3] Risks and Alternatives - Devaluing currency reduces buying power because the value of the currency is less [3] - Balancing the budget is an alternative to devaluing currency for offsetting debt problems [4]

You tend to announce your pick for successor to Jay Powell earlier than then, say, or as early as, say, the summer or the fall. Well, I do something about who it's going to be. Yes.I don't know. Hey, give me a break. I do.She'd be a good candidate. Anybody would be Jay Powell. You know, he's closing is unfortunate because he keeps the rate way up.I think it's Trump derangement syndrome personally. But, you know, we have a very strong country with we're the strongest country. Look, our country right now is a ...

Expectations are growing for Malaysia’s central bank to cut interest rates at its policy meeting on July 9, which is also the deadline for countries to reach trade deals with the US to avert swingeing tariffs. https://t.co/GGfjaodhWh ...

Market Trend & Dollar Impact - A weaker dollar generally supports stocks, benefiting companies with overseas sales [2][3] - Approximately 40% of S&P 500 sales are outside the US, making a weaker dollar a positive factor [3] - Multinational corporations may find a cushion in overseas earnings due to the weaker dollar, especially if domestic conditions are uncertain [4] Economic Outlook & Valuation - The US economy experienced an average growth of 1% in the first half of the year [6] - Market valuations are considered expensive by traditional metrics, but low oil prices and interest rates support high valuations [7][8] - Key risks to watch include spikes in interest rates, oil prices, and unemployment, as these could negatively impact valuations [9] Employment & Monetary Policy - The employment backdrop has been softening for over a year, indicating a bifurcated economy with some companies needing to conduct layoffs [11] - A glacial slowdown in employment is anticipated to lead to rate cuts [12] - The current economic situation is not expected to result in a recession similar to 2007 [12]