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X @CoinMarketCap
CoinMarketCap· 2025-09-19 21:00
💡 Key Takeaways:🔹 Rate cuts confirmed—risk appetite likely to increase🔹 Coinbase, MetaMask, Tether all hinting at token-related catalysts🔹 Stablecoin competition intensifies (Circle, Tether, Ethena, Hyperliquid)🔹 ETH underperforms BTC—watch rotations🔹 TradFi indexes at ATHs—crypto could be lagging but coiledStay informed, stay ahead: https://t.co/m9V93IFH0p6/6 ...
Wall Street Roundup: We Need To Talk About Intel
Seeking Alpha· 2025-09-19 17:10
Company Insights - Intel's stock surged 23% after announcing a co-development deal with Nvidia, which includes a $5 billion investment from Nvidia, marking a significant turnaround for Intel, which had been perceived as lagging in the AI sector [6][8][10] - FedEx reported a 3% revenue increase and a 6% profit increase, attributed to cost-cutting initiatives, although it faces macroeconomic headwinds such as tariffs and potential declines in consumer demand [8][20][21] - Tesla's stock rose 26% over the past month, with Elon Musk's recent purchase of over $1 billion in Tesla stock signaling confidence in the company's future [10][12][14] - Caterpillar's stock has increased 77% since its April lows, benefiting from the demand for machinery related to AI infrastructure build-out [14][16][18] Industry Trends - The Federal Reserve's dot plot indicates expectations for two rate cuts this year, with a 92% chance of a cut in October and an 80% chance of a 50 basis point cut by December, reflecting market sentiment on economic conditions [8][19] - The inflation rate remains around 3%, higher than the Fed's target of 2%, indicating persistent inflationary pressures in the economy [8][19] - Darden Restaurants experienced an 8% drop in stock price after missing expectations, highlighting the impact of tariffs on costs and the need for innovation in pricing strategies [20][21][23]
X @Kraken
Kraken· 2025-09-19 16:15
@OllieLeeech Rate cuts 🤔 Rate boosts! 🤩Upgrade to Kraken+ to get up to 4.75% APR on your $USDG holdings for the next 3 months.➡️ https://t.co/jqoAhIRDHWCancel anytime. Subscription benefits vary by region. Other fees may apply. Geo restrictions apply. ...
Friday's Market Playbook: Triple Witching, Xi/Trump Call, Fed Speak
Youtube· 2025-09-19 13:19
Market Overview - Stocks are starting the day higher, continuing the trend from all-time highs, with increased trading volumes expected due to triple witching [1][2] - Triple witching involves the expiration of stock index futures, stock index options, and single stock options, which may lead to volatility [2] Federal Reserve Insights - A significant number of Federal Reserve speakers are scheduled to provide insights on interest rates, with discussions indicating potential rate cuts [3][4] - Fed member Neil Kashkari anticipates two more rate cuts this year, while James Bullard suggests a neutral Fed funds rate as low as 3.25% [4] Economic Data Releases - Key economic data releases are expected next week, including GDP and durable goods on Thursday, and incoming outlays on Friday [5] US-China Relations - Upcoming discussions between Xi Jinping and Donald Trump are anticipated to focus on trade deals, including the TikTok deal and the role of companies like Nvidia and Apple [5][7] - The negotiations may impact market perceptions, particularly regarding trust in China as a trading partner [7][8] Stock Market Activity - Recent inflows into stocks reached $294 billion, marking the third highest inflow year on record, indicating strong market enthusiasm [10]
RBC Capital Market's Lori Calvasina releases 2026 S&P 500 price target of 7,100
Youtube· 2025-09-18 21:58
Lori Ter owns the Carolina Panthers. And to use a football analogy, you know, sometimes you're a little bit tired. They put the smelling salts under the guys.It kind of perks him back up. He said in that soundbite, maybe that the 25 or 50 basis points, I said it, I know, doesn't matter that much whether you get one or the other, but it's the I think he said it might keep the market buoyant. It doesn't hurt the market buoyant. >> No, it doesn't hurt the market.But I mean, going back to your comment earlier, ...
Jobless Claims "Solid" & Philly Fed "Strong" Following FOMC Rate Cut
Youtube· 2025-09-18 13:30
Core Insights - Markets are showing positive trends with E-Minis up 0.5% and NASDAQ up 0.9% following the Federal Reserve meeting [1][2] - Jobless claims have decreased from 263,000 to 231,000, indicating a moderation back to normal levels [2][3] - Continuing claims are at 1.92 million, slightly below estimates of 1.95 million, reflecting solid employment data [3] - The Philadelphia Fed manufacturing index saw a significant increase of 23.2%, indicating strong expansion in manufacturing [4][6] - The Federal Reserve's recent meeting revealed a wide range of opinions among members regarding future rate hikes and cuts, with some members suggesting up to five cuts through 2025 [5] Economic Indicators - Jobless claims decreased to 231,000 from a previous high of 263,000, showing improvement in the labor market [2][3] - Continuing claims are reported at 1.92 million, which is lower than the expected 1.95 million, suggesting stability in employment [3] - The Philadelphia Fed manufacturing index increased by 23.2%, a notable rise compared to previous expectations [4][6] Federal Reserve Insights - Jerome Powell described the recent Fed meeting as a "maintenance cut," indicating a cautious approach to monetary policy [4] - There is significant volatility in Fed opinions, with some members advocating for rate hikes while others foresee multiple cuts in the coming years [5]
FSK KKR Capital: A Dividend Cut May Be Closer Than I Anticipated
Seeking Alpha· 2025-09-18 10:50
Group 1 - The recent weaker jobs report indicates a likelihood of multiple rate cuts by the end of the year [1] Group 2 - The article emphasizes the importance of due diligence for investors and encourages building portfolios of high-quality, dividend-paying companies [2] - The author expresses a long-term investment strategy focused on quality over quantity, aiming to supplement retirement income through dividends [2]
Jerome Powell: The Fed is in a 'meeting-by-meeting' situation with further rate cuts
Youtube· 2025-09-17 19:23
Steve Leeman, CNBC. Mr. . Chair, um, in the past during rake cut, you used the word recalibration and I wonder if you pointedly did not use it this time and in fact when you said policy is not on a preset course, did you mean to that as sort of the opposite of pre of of recalibration.Are we um meeting to meeting data point by data point. Are we in the process here of getting back to neutral. Thank you.So I think we are we're in a meeting bymeating situation. We're going to be looking at the data. You know, ...
Bank Stocks Hold Gains. Fed Sees Improved Growth, but More Rate Cuts.
Barrons· 2025-09-17 18:51
CONCLUDED Stock Market News From Sept. 17, 2025: Dow Gains After Fed Decision Last Updated: 4 hours ago Topics Memberships Subscribe to Barron's Tools Customer Service Bank Stocks Hold Gains. Fed Sees Improved Growth, but More Rate Cuts. By Martin Baccardax Bank stocks are moving higher in the wake of the Federal Reserve rate decision, which included forecasts for firmer growth with largely steady inflation. Goldman Sachs, the top-performing Dow stock of the year, was 0.8% higher at $790.44. That extends it ...
Lennar Q3 Preview: Will Fed Cuts, Falling Mortgage Rates Boost Warren Buffett-Owned Stock?
Benzinga· 2025-09-17 16:24
Homebuilding company Lennar Corporation LEN could highlight falling mortgage rates and the impact of a potential rate cut when the company reports third-quarter financial results Thursday after market close.Here are the earnings estimates, what experts are saying and key items to watch.Earnings Estimates: Analysts expect Lennar to report third-quarter revenue of $9.00 billion, down from $9.42 billion in last year's third quarter, according to data from Benzinga Pro.The company has beaten analyst estimates f ...