Financial Disclosure & Investment Activities - Federal officials, including the president, are required to report purchases of certain asset types, such as bonds and stocks [1][2] - The disclosure included over 690 transactions starting the day after inauguration [6][9] - The report is a snapshot in time, not a picture of how things have evolved over time [8] Trump's Holdings & Business Interests - The individual purchased corporate bonds, which is unusual compared to the first term in office when municipal bonds were more prevalent [3][4] - The individual's business empire, including Trump Media and Technology Group (Truth Social) and crypto ventures, is likely generating significant income [5][6][7] - Business has apparently been successful during the second term, with activities including promoting golf courses abroad [7] Investment Strategy - It is unclear whether the individual is employing a buy-and-hold strategy or trading frequently [8] - The disclosure primarily shows purchases, suggesting a holding strategy rather than active trading involving frequent sales [9]

Financial Disclosure & Investment Activities - Federal officials, including the president, are required to report purchases of certain asset types such as bonds and stocks [1][2] - The disclosure included over 690 transactions starting the day after inauguration, indicating significant investment activity [6][9] - The report is a snapshot and doesn't show the evolution of holdings over time [8] - The disclosure primarily shows purchases, suggesting a buy-and-hold strategy rather than frequent trading [9] Trump's Business Empire & Income - Trump's business empire, including properties like Mara Lago and golf resorts, likely generates substantial income [5][6] - Trump Media and Technology Group, including Truth Social and crypto ventures, is a significant part of his net wealth [5][7] - Business ventures, including promoting golf courses, indicate financial success during Trump's second term [7] Asset Allocation - The disclosure reveals purchases of corporate bonds, which were not prominent in his first term [3][4] - He held municipal bonds when he ran for president the third time [4]

Hey, Ryan, I want to start with you. What do we know so far about this probe. What's the scope and what are the allegations.Not a lot, but I mean, this US Attorney's Office has a sort of history of getting the investig news of the investigation out there very quickly, which is not typically how these probes work, right. And I think that that's really the the headline here is that they are trying to get this narrative out there, sort of this idea that they're fudging the numbers. Now, we should say there was ...

Market Trends - Chinese bonds' selloff, pushing them near the bottom of Asian performance, is expected to slow down [1] - Bond yields are rising to levels that some investors might find appealing [1]

Let's turn back now to the broader market. The S&P 500 managing to squeeze out a record close today and all the major averages are higher for the month and the quarter led by tech stocks in the NASDAQ. But both of our next guests are somewhat downbeat about the next few months given these current levels.Joining me now is man Group chief market strategist Christina Hooper and Unlimited Fund CEO and CIO Bob Elliot. Welcome Christina. Uh, does the morning's PPI, wholesale inflation number change your outlook a ...

Market Reaction to Economic Data - Initial limited market reaction to hot PPI and tame claims data [1] - Market opinion diverges from Fed speak, prioritizing job numbers over inflation data [3][4] - Dollar index slid after weak jobs report and failed to recover, indicating market sentiment [4] Interest Rate Expectations - Two and ten-year Treasury yields initially rose following the hot PPI data, increasing by approximately 005% to 006% [2] - Market anticipates a rate cut in September, based on Fed fund futures [5] - Fed fund futures pricing of 55% or higher three to five sessions before a meeting typically leads the Fed to align with market expectations [4] Jobs Report Impact - Poor jobs report for July, including negative revisions, had a significant impact on the market [3] - Market reaction to the jobs report was more pronounced than the reaction to inflation data [3]

Market Outlook - Markets anticipate the Federal Reserve to cut interest rates in September following a disappointing jobs report [1] - Fidelity leaders discuss the likelihood of a rate cut in September and its potential implications for investors [1] - The discussion includes the potential impact of tariffs [1] Historical Analysis - The report examines historical data to understand the effects of rate cuts on the markets [1] Investment Strategies - The discussion covers the bond market and the 60/40 portfolio strategy [1] - The report identifies potential investment opportunities [1] Economic Factors - The report analyzes the relationship between rate cuts and inflation [1] - The future actions of the Federal Reserve are considered [1]

Global funds are piling into Argentine bonds after a peso slump sent local debt yields soaring https://t.co/JSjWKoxSWN ...

Bonds issued by the nations on Europe’s periphery are increasingly being seen as healthy alternatives to the debt of the continent's biggest economies https://t.co/nEEamv3Rd6 ...

Ukraine’s dollar bonds extended gains after the Kremlin confirmed plans for a meeting between the Russian and US leaders https://t.co/ZlpbQAro8X ...