Rate Cuts
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X @Easy
Easy路 2025-11-02 00:42
Basically trading this.I dont think it will be 6 years of down only, and think there will be pockets of opportunity.We'll have some bull market vibes in there, and the real wealth gathering opportunity similar to 2020 - 2021 will prolly be 2027 - 2029, then cool off again.But overall, i am never leaving this space, there is opportunity forever, and the crypto industry will only grow. I just wanna be able to deploy into new stuff, and have capital ready to do so.Easy (@EasyEatsBodega):My gameplan at the mome ...
Legendary investor Warren Buffett marks 3 straight years as a net seller of stocks with a new CEO about to take charge at Berkshire
Yahoo Finance路 2025-11-01 16:20
Berkshire Hathaway鈥檚 third-quarter earnings report on Saturday revealed Warren Buffett continued to sell more stocks than he bought with the legendary investor poised to step down as CEO by year鈥檚 end. The conglomerate sold $12.5 billion of stock in the latest period and bought $6.4 billion, marking the 12th consecutive quarter of net selling. More details on specific stocks will come in a separate regulatory filing later this month. Meanwhile, Berkshire鈥檚 cash hoard swelled to a fresh record high of $38 ...
Is Your Portfolio Diversified Enough to Handle Inflation and Rate Cuts?
The Smart Investor路 2025-10-30 09:30
Core Insights - Investors are navigating a complex environment characterized by elevated inflation and central banks cutting rates to support softening labor markets [1][4] - The article emphasizes the importance of diversifying portfolios to mitigate risks associated with inflation and interest rate changes [2][21] Impact of Inflation and Rate Cuts on Stocks - Inflation affects all sectors, but companies with sufficient pricing power, particularly in essential goods and services, can maintain shareholder value [3][5] - The Federal Reserve's rate cuts on September 17, 2025, are aimed at addressing labor market weaknesses, creating opportunities for rate-sensitive sectors like property and technology [4][10] Defensive Sectors and Companies - Essential services and goods are considered "recession-proof," making them attractive during economic downturns [5][6] - Companies like Sheng Siong and Nestl茅 can pass rising costs to consumers, protecting profit margins during inflation [6][7] - The healthcare sector, exemplified by Johnson & Johnson, can also manage rising costs effectively due to non-discretionary demand [8] Opportunities in Low Interest Rates - Low interest rates stimulate borrowing, benefiting property developers and REITs, which can access cheaper financing [9][10] - City Developments Limited (CDL) is highlighted for its diversified assets and strong demand for residential properties, recently divesting a stake for S$834.2 million [11][12] - Growth stocks, particularly in technology, are well-positioned to leverage low interest rates for expansion [13][14] Blue-Chip Stocks as Stability - Blue-chip companies like DBS Group and Unilever provide stability and potential for capital appreciation, even in bearish markets [15][16][17] - DBS Group's strong fundamentals and regional presence have sustained investor confidence, with shares surpassing S$50 [16] Building a Balanced Portfolio - Diversification is crucial, combining inflation-resistant sectors (consumer staples, utilities, healthcare) with rate-sensitive opportunities (tech stocks, REITs, property developers) [19][22] - A multi-scenario approach allows investors to be prepared for varying economic conditions, ensuring no single shock derails the portfolio [20][21]
X @Micha毛l van de Poppe
Micha毛l van de Poppe路 2025-10-29 19:50
The path is clear.#Bitcoin is about to go on a vertical move nobody expects.$ETH is about to follow through.Rate cuts are coming through in the coming period, as labor markets are getting weaker.I expect the actual move to occur in the coming days and a new ATH for $BTC in the next month. ...
X @Bloomberg
Bloomberg路 2025-10-29 16:32
Fed Meeting Today: Rate Cuts, Powell Speech, Live News & Analysis https://t.co/Wf1TeiSAvO ...
X @Ash Crypto
Ash Crypto路 2025-10-29 13:20
Market Expectations - The market anticipates significant interest rate reductions [1] - The market expects the Federal Reserve to cease Quantitative Tightening (QT) [1] - The market hopes for a US-China trade agreement [1] - The market predicts Bitcoin (BTC) and alternative cryptocurrencies (alts) to reach new All-Time Highs (ATH) [1]
X @Easy
Easy路 2025-10-29 12:30
The FedWatch (best place for accurate rate cut data)has us, cutting through ALL of next year.Not consistently, but currently multiple times in 2026.By December of 2026, it has us priced at a 85% chance of 4-7 rate cuts in total.This could mean anywhere from 1-3 cuts next year.LIVE RIGHT NOWhttps://t.co/gzkqGN1h1x馃攱by @yeetEasy (@EasyEatsBodega):WE ARE BACK(yes Im late, but its cause im streaming like 3x today)FOMC IS TODAYNEW YORK MAYORAL RACE IS GETTING CLOSECRYPTO MARKETS SELL OFF YESTERDAY, RIPPING TODAY& ...
What to expect from Wednesday's Fed meeting on rate cuts as layoffs at major companies continue
CNBC Television路 2025-10-28 21:54
Market Expectations & Fed Policy - The market anticipates the Fed will cut rates, pricing in a near certainty for a quarter-point cut, despite limited official jobs data due to a government shutdown [1] - Some anticipate a potential for 50 basis points (0.5%) of cuts tomorrow, although this is not a widely held view [3][4] - The market is betting that job cuts will prompt Fed cuts through the end of the year, with major indices setting intraday records [2] Employment Market & Layoffs - Amazon is officially cutting 14,000 jobs, and UPS has slashed payrolls by 48,000 this year, joining other companies like Target, Meta, and Starbucks [1] - The unemployment rate is expected to increase measurably over the next couple of quarters [3] - Corporate job cuts are a concern, particularly regarding their impact on consumer spending [7] Economic Indicators & Data - The absence of a month's worth of economic data due to the shutdown makes it difficult to assess the current economic situation [5] - Regional Fed surveys offer some insight into the economy [6] - Traditional measures of the relationship between the unemployment rate and the rate of change in the unemployment rate may not be reliable in the context of AI [6] Company Specific Analysis - UPS layoffs are attributed to a reversal of the pull-forward in goods demand experienced during the pandemic [8] - Amazon's layoffs are seen as a way to maintain capital discipline and continue investing in areas with the highest potential ROI, such as Nvidia and capex spend [9] - Companies may be cutting jobs to make gains in productivity [10]