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X @Bankless
Bankless· 2025-08-27 16:48
Interest Rate Impact - Decreasing interest rates may reduce Circle's interest income per dollar of reserves, potentially impacting profitability [1] - Financial commentators suggest that current interest rates are "restrictive," implying potential for rate cuts [1] - Interest rate cuts could stimulate economic growth, maintaining employment levels, lowering credit costs, and boosting crypto markets [2] Crypto Market Implications - Lower interest rates could lead to cheaper loans, increased liquidity, and higher demand for risk assets, benefiting the crypto market [2] - A potential economic upswing driven by rate cuts may increase demand for crypto-native stablecoins, especially those offering high DeFi yields [2]
A Terrific 12.2% Monthly Dividend From US Treasuries
Forbes· 2025-08-21 13:55
Core Viewpoint - The article discusses a strategy to achieve a monthly dividend yield of 12.2% through the iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW), which combines investments in long-term U.S. Treasuries with covered call options to enhance returns [12]. Treasury Market Overview - The U.S. Treasury market is under scrutiny as the national debt reaches $36 trillion, leading to higher yield demands from bond investors due to perceived credit risks [3][4]. - The current yield on the 10-year Treasury is 4.3%, which is lower than expected in a free market, attributed to government policies that have influenced bond supply and demand dynamics [5][6]. Policy Impact on Bond Yields - Former Treasury Secretary Janet Yellen's strategy of issuing short-term debt has suppressed long-term yields, with 75% of the deficit funded at the short end of the curve by 2024 [7][8]. - Current Secretary Scott Bessent continues this approach, funding 80% of the deficit with short-term debt, which aims to cap long-term yields and stabilize the bond market [9]. Investment Strategy and Yield Enhancement - The iShares 20+ Year Treasury Bond ETF (TLT) currently yields 4.6%, but the TLTW ETF enhances this yield to 12.2% by selling covered calls on TLT shares [10][12]. - Investing $100,000 in TLT yields $4,600 annually, while the same investment in TLTW increases the income to $12,200, demonstrating the effectiveness of the covered call strategy [12][13].
Jefferies' David Zervos: I'd coalesce the FOMC around the idea that policy is quite restrictive
CNBC Television· 2025-08-20 12:30
Let's talk markets, uh, Fed, interest rates, inflation, and so much more with a guy who you probably need to know even better than you may already. David Zervos is here. He's chief market strategist at Jeffre, CNBC contributor, and yes, now he is officially on the list of candidates being considered for the job of Fed chairman.So, good morning. Now, do you have to watch your words in a different way, do you feel like. I I I think that's probably fair to say.I would also say that uh you know I kind of have t ...
Mortgage rates are too high to get things moving again, says HousingWire's Logan Mohtashami
CNBC Television· 2025-08-19 13:15
Market Overview & Mortgage Rates - Single-family permits have been declining, impacting smaller builders disproportionately [1][2] - High mortgage rates are hindering housing market recovery; a rate of 6% is seen as a potential catalyst for improvement [2] - Housing market performance tends to improve around a 6% mortgage rate, but maintaining this rate is crucial [3] - Achieving sub-6% mortgage rates is challenging given current Federal Reserve policy and inflation levels [4] - Bond market anticipation has already factored in a 2% rate decrease from 8% in 2023 to 6% in 2024, even without Fed rate cuts [7] Housing Sales & Demand - New home sales remain near 2019 levels, indicating existing demand, but are sensitive to rate fluctuations between 6% and 7% [5] - Existing home sales remain low, while new home sales have been relatively stable since 2018 [5] - The market is missing approximately 1 million mortgage buyers compared to the peak of the last decade, which saw nearly 6 million total home sales [10] Economic Factors & Future Outlook - Residential renovation projects are slowing down, signaling a potential economic downturn [6] - Weaker labor data is needed to potentially drive mortgage rates lower under current Fed policy [8] - Improved mortgage spreads are a positive sign for the rest of the year and into 2026, potentially allowing for lower rates even without significant yield drops [9] - Historically, housing markets recover through wage growth, household formation, and eventual rate decreases [10][12] - Getting mortgage rates down to 6% and holding them there is necessary to stimulate single-family permits, housing construction, and job creation [12]
X @Crypto Rover
Crypto Rover· 2025-08-15 07:22
💥BREAKING:🇺🇸 FED CHAIR POWELL IS SCHEDULED TO DELIVER A SPEECH NEXT WEEK ON THE FED’S POLICY FRAMEWORK. https://t.co/qTxHKZx944 ...
X @Cointelegraph
Cointelegraph· 2025-08-13 17:30
🇺🇸 UPDATE: The probability of a U.S. Federal Reserve rate cut in September has risen to 99.8%. https://t.co/vfHn97vxPY ...
Trump Taps Miran for Fed Governor Seat Through January
Bloomberg Television· 2025-08-07 21:18
Yes, Bloomberg reporting was on the spot here, Mike, the idea of a fill in fed governor, we talked about this just yesterday. Why raid the council of economic advisors, though, for the job. Well, obviously, Myron and the president think it would be a more influential position to have him on the Fed, where he would be able to publicly criticized Fed policy if he doesn't like it and maybe help shape the policy going forward.The issue is he's got to leave the CIA. So if he does that, it seems logical that the ...
Citizen's Wealth: Markets were surprised by the jobs data in an environment with low volatility
CNBC Television· 2025-08-04 11:49
Let's start perhaps with the data side of things. Is there going to be a market fallout. It doesn't appear as though right now, but there is going to be a ripple effect and can we trust the data going forward.So, I think the next few days after you're seeing a considerable degree of surprise on Friday, you you very likely will see some market reaction. You're not going to solve this overnight because this is a revision off of several months of data. and the markets were caught by surprise in an environment ...
'Fast Money' traders talk Pres. Trump denying plans to fire Fed Chair Powell
CNBC Television· 2025-07-16 21:54
followed all the twists and turns for us today and got us up to speed with where we are. I mean, what a day. Grasso I'm just going to going to start right there.Do you think that this I know we're not all policy experts here but was this at all sort of strategic and attempt to like lob out the idea how markets reacted. Yeah. And then take it from there.>> He's done that before I think I think he he is good at doing that. That's part of his strategy I don't think that he the term is up in May 2026. So I don' ...
President Trump Weighs Options in Iran | Balance of Power: Late Edition 6/18/2025
Bloomberg Television· 2025-06-19 00:17
ANNOUNCER: THIS IS BALANCE OF POWER FROM D. C. JOE: WELCOME.THE WORLD WAITS FOR PRESIDENT TRUMP ON WHETHER TO JOIN ISRAEL OFFENSIVELY AGAINST IRAN. PRES. TRUMP: I LIKE TO MAKE A FINALS NAL DECISION ONE SECOND BEFORE IT IS DUE.JOE: WE TALKED TO MEGAN O'SULLIVAN. TYLER: THE CONFLICT SENDING OIL SURGING. WE HAVE A LOOK AT HOW THE INDUSTRY IS PREPARING.JOE: REPUBLICAN INFIGHTING INTENSIFIES. DEMOCRATS SHARPEN ATTACKS. >> REPUBLICANS HAVE MADE CLEAR THEY ARE WILLING TO THROW MILLIONS OF AMERICANS UNDER THE BUS S ...