SHERY: THIS IS THE ASIA TRADE. HAIDI: THE TOP STORIES THIS HOUR. PRESIDENT TRUMP SEEKING A DELAY FOR HIS PLANNED SUMMIT WITH XI JINPING, SAYING THE IRAN WAR MEANS HE IS NEEDED IN WASHINGTON.WALL STREET GETS A BOOST FROM A SURGE IN OIL PRICES ON HOPES OIL TANKERS MAY BE ABLE TO MOVE THROUGH THE STRAIT OF HORMUZ. NVIDIA'S CEO SAYS HE EXPECTS TRILLION IN SALES THROUGH 2027 FROM THE COMPANY'S FLAGSHIP AI PROCESSORS. SHERY: LEADERSHIP ON WALL STREET VERY MUCH INTERESTED IN THOSE TECH STOCKS BUT IT IS THAT RISK O ...

Crypto ETFs saw over $1B in inflows last weekThis marked three straight weeks of inflows totaling $2.7B-BTC led with $793M in inflows-ETH funds added about $315M-XRP saw $76M in outflows-Total crypto ETF assets are now near $140Bhttps://t.co/dm1VD9yUGJWatcher.Guru (@WatcherGuru):JUST IN: 🇺🇸 PresidentTrump says the Fed should hold a "special meeting" to cut interest rates "right now.""What's a better time to cut interest rates than now? A 3rd grade student would know that." https://t.co/HIzDjUfnmC ...

>> THE COUNTDOWN IS ON. EVERYTHING YOU NEED TO GET THE EDGE AT THE END OF THE MARKET DAY. THIS IS "THE CLOSE." ROMAINE: A BIG BET ON LOWER OIL PRICES LEADS TO AN EVEN BIGGER BET ON U.S. EQUITIES.HERE AT BLOOMBERG HEADQUARTERS IN NEW YORK, I ROMAINE BOSTICK. >> WE ARE KICKING YOU OUT TO THE CLOSING BELL HERE IN THE U.S.. A LOT OF GREEN ON THE SCREEN IF YOU ARE INVESTING IN EQUITIES.S&P UP MORE THAN 1%. THE BIG DRIVER IS THE FACT THAT WE SEE CRUDE DOWN 5%, WELL BELOW THAT $100 HANDLE. ALSO SEEING A BID IN YIE ...

Group 1 - The article predicts a surge in gold prices, estimating them to reach $6,200 per ounce by 2026 [1][2] - Factors contributing to this forecast include inflation and interest rates [1][2] Group 2 - The author, Ernest Hoffman, has extensive experience in market news and reporting, with a background in journalism [3]

Market Overview - The S&P 500 has experienced its third consecutive week of losses, but stocks are showing signs of recovery at the start of the new week [1] - Current market valuations are considered relatively expensive, leading to a cautious outlook [2] - The market has only pulled back 5% from its peak, transitioning from an upward trend to a sideways and now downward movement due to geopolitical tensions and weak economic indicators [3] Risks Identified - The primary risk is related to private credit exposure, which remains uncertain and could negatively impact the broader market [4] - Rising oil prices pose an inflationary risk that could undermine the benefits of recent fiscal stimulus measures [6] - The Federal Reserve's limited ability to cut interest rates in response to soft macroeconomic data exacerbates the situation [6] Market Predictions - Historically, midterm election years see a market pullback of around 15%, but the current stimulus may cushion potential declines [8] - A further market sell-off of 10-15% could occur if the Iran conflict persists without resolution [9] - The consensus earnings forecast for the S&P 500 in 2026 is approximately $35 per share, with current trading at about 22 times that figure [10] Investment Strategy - The focus is on high-quality companies with secular growth stories, particularly those leveraging artificial intelligence to improve operational efficiency [15] - Companies like Wesco and Ferguson in distribution, as well as Comcast and Airbnb, are highlighted as potential investment opportunities [16] - A defensive investment posture is maintained, with a preference for sectors like energy, staples, and utilities, while also considering cyclical value sectors if the market declines further [21] Economic Indicators - Oil prices have fluctuated around $95 per barrel, with potential implications for consumer spending and inflation if prices remain high [22] - The expected stimulus from tax refunds may be offset by rising gas prices, which could diminish the anticipated economic benefits [25] - The Federal Reserve is expected to maintain its current policy stance, with no immediate surprises anticipated in their upcoming communications [26]

🏦FED NEWS: TRUMP SAYS JEROME "TOO LATE" POWELL & FED SHOULD CUT INTEREST RATES "RIGHT NOW"Trump sounded off during a press conference that Jerome Powell and the Federal Reserve should cut interest rates, slamming their inaction by saying "a 3rd grade student" would know now is the best time to do it ...

Bond managers are doubling down on bets that central banks’ monetary policy will diverge, even as the inflation fear unleashed by the war in Iran boosts the case for higher interest rates. https://t.co/4I3z2WibUd ...

JUST IN: 🇺🇸 PresidentTrump says the Fed should hold a "special meeting" to cut interest rates "right now.""What's a better time to cut interest rates than now? A 3rd grade student would know that." https://t.co/HIzDjUfnmC ...

🇺🇸 TRUMP: The Fed should hold a special meeting and cut rates now.“It’s the perfect time to cut rates. Even a 3rd grader would know that.” https://t.co/yClDOGsXXG ...

Core Insights - The relationship between interest rates and stock valuations is critical, as higher risk-free returns from bonds can lead to lower stock prices [1] - The Federal Reserve's actions, including rate hikes in response to inflation and subsequent cuts to support employment, have influenced stock valuations, with the S&P 500 trading at a forward P/E of about 21, above its long-term average [2] - Recent uncertainty regarding the Federal Reserve's future actions may pose risks to stock market stability, as dissent within the Federal Open Market Committee (FOMC) increases market uncertainty [3] Federal Reserve Actions - The Federal Reserve has raised interest rates to combat inflation and is now cutting rates to maintain high employment levels [2] - The FOMC consists of 12 members, including the Fed Chair, and each member has an equal say in interest rate policies, which can provide confidence in the Fed's actions [4] - Dissent among FOMC members has been noted in recent meetings, with at least one dissenting vote in the last five meetings, indicating growing uncertainty in the committee's decisions [5] Dissenting Votes - Recent FOMC meetings have seen dissenting votes, with members advocating for both larger rate cuts and no cuts at all, reflecting differing views on monetary policy [6][7] - Prediction markets anticipate further dissent in upcoming meetings, which could impact market perceptions and stability [7]