It is time now for money power politics and the reason I'm in DC today. Today the Federal Reserve delivered its first interest rate cut of the year. The central bank only lowered rates by a quarter point this time, but officials also signaled two more cuts are coming this year. That might sound like good news, but all of this hints at something that until now still seemed avoidable. An economic slowdown. And it comes as Trump's Treasury Secretary Scott Besson calls for an independent review of the entire Fe ...

LATEST: 🐳 A long-dormant Bitcoin whale recently awoke and transferred 1,000 BTC, worth $116 million, a day ahead of the Federal Reserve's highly anticipated interest rate cut announcement. https://t.co/Ceze2tFSFt ...

One interest rate cut makes sense as insurance against the dangers that the jobs market is weakening too much. Going much further risks a mistake that America’s central bank cannot afford https://t.co/Oug0TZDAeP ...

There’s a case to be made that the expected interest rate cut this week from the Fed won’t be good for stocks and bonds and JPMorgan Asset Management's David Kelly is here to make it https://t.co/xlMvE2hYtb ...

Tomorrow, a Federal Reserve committee will meet to talk over a possible interest rate cut. But the big question is, will Lisa Cook join her fellow Fed governors for that meeting. For now, Cook remains on the board after a federal judge blocked President Trump's dismissal.And tonight, the Senate is expected to confirm Trump's latest appointment to the Fed board, Steven Myron. If the vote goes as expected, Myron will join the board in time for this week's meeting. He will not be replacing Cook though, in case ...

Market Risk - JPMorgan Asset Management 认为，如果美联储降息被认为是受政治压力驱动且与央行预测不符，将增加股票、债券和美元的风险 [1]

JUST IN: 🇺🇸 Federal Reserve is set to make its first interest rate cut this year - FTBullish 🚀 https://t.co/KEbISWEUHB ...

Market Performance - U.S. equities experienced a robust rally on September 11, 2025, with all three major indices closing at record highs, driven by optimism over a potential Federal Reserve interest rate cut [1][2] - The S&P 500 rose 0.9% to approximately 6586 points, marking a 17.69% increase year-over-year [2] - The Dow Jones Industrial Average surged 1.3%, closing above 46,000 for the first time, adding over 500 points [2] - The Nasdaq Composite climbed 0.7%, achieving a new record high, influenced by mixed performances among technology stocks [2] Economic Indicators - The Consumer Price Index (CPI) report for August indicated a headline annual inflation of 2.9% and core inflation steady at 3.1%, with a monthly rise of 0.4% in headline CPI [3] - Initial jobless claims reached a near four-year high, signaling a softening labor market, which reinforced expectations for a Federal Reserve rate cut [3] - Treasury yields eased in response to the economic reports, as traders anticipated the Fed's first rate cut of the year [3] Upcoming Events - The Federal Reserve's meeting on September 17, 2025, is highly anticipated, with expectations for the first interest rate cut of the year [4] - Key economic data releases are scheduled, including the Michigan Consumer Sentiment report and Retail Sales, Industrial Production, and Housing Starts [5] Corporate News - Oracle (ORCL) shares fell 3.6% after a previous surge of nearly 36% due to excitement over AI-related contracts [6] - Tesla (TSLA) gained 6%, while Apple (AAPL) rose over 1%, and Microsoft (MSFT) and Alphabet (GOOGL) saw slight increases [7] - Warner Bros. Discovery (WBD) shares soared 29% following news of a potential takeover bid from Paramount Skydance [8] - Synopsys Inc. (SNPS) plummeted 35.8% after missing earnings estimates, while GameStop Corp. (GME) rose 3.3% after beating expectations [10] Earnings Announcements - Adobe Inc. (ADBE) is expected to report earnings with a forecasted EPS of $4.21, a 10.50% increase year-over-year [11] - Other companies reporting include RH and RF Industries, with RF Industries expected to show a significant 200% increase in EPS year-over-year [11]

Core Viewpoint - Ray Dalio, founder of Bridgewater, suggests that gold may serve as a protective asset for investors amid unhealthy markets burdened with debt [1][2]. Group 1: Investment Strategy - Dalio recommends that a well-diversified portfolio should allocate between 10% and 15% to gold, as it tends to be uncorrelated with other assets and often appreciates during crises [2]. - He emphasizes the importance of questioning the ownership of money in a portfolio, especially in a world filled with debt and rising geopolitical tensions [3]. Group 2: Market Conditions - The S&P 500 and Nasdaq have seen increases of over 11% and 13% respectively this year, reaching record highs, supported by favorable inflation data that may lead to interest rate cuts by the U.S. Federal Reserve [4]. - Standard Chartered's CEO notes that while European market valuations are lower than those in the U.S., the underlying conditions are similar, with the UK and France facing significant market constraints [3].

Just your initial reaction to the data just under an hour ago. Yeah, I mean, listen, it's a pretty remarkable. I mean, you know, I always focus on the industry data to try and get a sense for what is the fabric of what's happening here.So if you look at the numbers, we got 22,000. But, you know, we talk about in the show all the time, 46,000 was in health care, not cyclical. You have a dynamic where if you strip out health care, you're running negative.What does that -24,000 jobs if you take the three month ...