Monetary Policy - Federal Reserve 的 Michelle Bowman 表示通货膨胀接近目标，足以支持进一步降息 [1] - 劳动力市场正在走弱 [1]

I sat down with Jordi Visser (@jvisserlabs) to discuss the market reaction to interest rate cuts, the rise of retail investing, Oracle, bitcoin, and how AI will change the future.Enjoy!YouTube: https://t.co/NYea5iicdvApple: https://t.co/HEmDxYB7hKSpotify: https://t.co/Pruq8u0x2lTIMESTAMPS:0:00 - Intro0:46 - Fed cuts 25bps and the market reaction5:54 - Retail and the new generation of investing17:01 - Oracle up 40% and AI infrastructure24:45 - Bitcoin, AI, and the fourth turning34:51 - Areas where AI will br ...

🚨 NEW: The Federal Reserve signaled that it expects to deliver two more interest rate cuts later this year. https://t.co/hoc4TN5yBp ...

JUST IN: 🇺🇸 Jerome Powell says the Federal Reserve doesn't feel the need to move quickly on interest rate cuts. ...

Massive disparities across markets on total Fed interest rate cuts in 2025CME has 3 cuts at 94%Kalshi has 3 cuts at 63%Polymarket has 3 cuts at 58% https://t.co/0S8KtCwqJ3 ...

Monetary Policy & Interest Rates - The market anticipates a 0.25% interest rate cut by the Federal Reserve, influenced by signals from various Fed governors [2] - The Fed aims to loosen monetary policy to stimulate a struggling labor market, complicated by persistent inflation partly due to tariff policies [4] - The market is concerned that the Fed's independence is being undermined, potentially leading to a loss of control over inflation and impacting long-term interest rates [5] - The yield curve is steepening, indicating a decreasing difference between short-term and long-term borrowing rates, which could affect mortgage interest rates [7] Labor Market - The labor market shows signs of deterioration, with job openings falling below the number of job seekers [3] - There has been a notable increase in the black unemployment rate, signaling a potential broader weakening of the labor market [4] Tariffs & Inflation - The Trump administration's tariff policies are contributing to elevated inflation levels [4] - Uncertainty surrounding tariffs creates investment challenges, and consumer price increases may lag due to order placement and shipping times [13][14] - There is debate on whether American consumers can absorb tariff costs, considering COVID-era stimulus and elevated savings [16] Consumer Impact - Working-class individuals are facing pressure from a weakening labor market and rising prices for essential goods like groceries and housing [19] - Increased wealth from rising asset prices primarily benefits those with substantial stock market holdings and homeownership, not the majority of Americans [18]

LATEST: 🔥 While Bitcoin has remained relatively steady over the past 24 hours, the last few hours have seen it reclaim $116,500 as traders wait to see whether the Federal Reserve will announce interest rate cuts on Wednesday. https://t.co/TUCucfWGtr ...

RT smac (@0xsmac)not going to write a blog post with lots of charts on this but tldr is i think the bears are wrongto me their best argument is that the fed is behind the curve, the economy is cooling considerably and the market is expecting a ton of cuts ahead of this (i.e. the market believes the labor market is about to roll over and so we need 5-6 cuts over the next year + to soften the blow)last weeks revisions are something bears can hang their hats on with an assumption this is just the start and we' ...

📰 Topics like interest rate cuts, tariffs, job reports, and other economic data has dominated 2025 crypto price swings. Our latest insight takes a look at an easy way to quantify chatter about some of the most important topics to be more profitable. 👇https://t.co/NMhhRWBMfO https://t.co/6iDBniR6EV ...

Market Trends & Predictions - Expectation of interest rate cuts in September [1] - Anticipation of Crypto Spot ETFs going live in October [1] - Prediction of foundational crypto legislation delays by Fed, SEC, and CFTC until Q4 2025 [1] - Projected US pathway to trade on offshore exchanges like Binance live in Q4 2025 [1] - Expectation of market increase ("HIGHER") [1]