June 9, 2025 04:01 AM GMT Global Economic Briefing | North America M Idea The Weekly Worldview: Economics and Markets How our views on the impact of tariffs on the US and the Fed's path matter for our strategists' views on rates. M In last week's Weekly Worldview, we summarized our key convictions from the Economics mid-year outlook; this week we think through how the economic views translated into asset allocation. In general, our strategists' views align closely to ours and, in particular, the timing of t ...

No, he did not have grounds. This is not an insurrection or anything like a true rebellion. I mean, the instance that has happened before was in 1965, when President Johnson, then the National Guard in Alabama, because Governor George Wallace made it very clear that he was going to allow the attack of civil rights, peaceful protesting, civil rights workers.And it was a truly dangerous situation. That's the last time this happened. And nothing here is in comparison to the fact the situation of the office.The ...

[Music] With the big monthly CPI print on Wednesdays, investors are going to be laser focused on any clues as to tariff related inflation. But stepping back, what is the biggest driver of moves in stocks and bonds. Jobs, CPI, or the Fed itself.Today, we're going to check the scoreboard. I'm Jared Blicker, host of Stocks in Translation. We're going to show two charts with each of the three big market movers going back to the start of the October 22 bull market.And we start with the S&P 500, America's benchma ...

The Senate is starting to discuss the Trumpbacked tax bill passed by the House of Representatives last month. One part of the bill that has brought appeal is a no tax on tips provision. The policy would exempt up to $25,000 in tips from federal income tax for people making less than $160,000 in 2025.But there are some risks that Americans should be aware of. here to explain. We've got the debtfree guys, David and John Autton Schneider, co-hosts of the Living Not So Fabulously video podcast as well.David, le ...

Group 1 - The marijuana sector is currently experiencing a downturn in trading, with companies facing challenges in market performance impacting their stock prices [1][2] - Federal reform and the rescheduling of cannabis are seen as crucial for the industry's growth and for creating a safer investment environment [2][3] - Companies are strategizing and remaining patient, with optimism for future gains keeping investors engaged despite current market conditions [3] Group 2 - Greenlane Holdings, Inc. focuses on the development and distribution of cannabis accessories and vape devices across multiple regions including the U.S., Canada, Europe, and Latin America [4][6] - The company renewed its distribution agreement with PAX, which enhances its portfolio and strengthens its market position in the growing cannabis vaporizer market [7] - Jushi Holdings Inc. is a vertically integrated cannabis company involved in cultivation, processing, retail, and distribution for both medical and adult-use markets in the U.S. [9]

Core Viewpoint - AGNC Investment has a high dividend yield of approximately 16%, but its stock price has been declining, raising questions about the sustainability of its payout and whether it is a good investment opportunity [1]. Group 1: Company Overview - AGNC is a mortgage real estate investment trust (mREIT) that primarily invests in agency mortgage-backed securities (MBS) guaranteed by Fannie Mae and Freddie Mac, which carry virtually no credit risk [1]. - The company has faced significant challenges due to rising mortgage interest rates and widening spreads between MBS yields and Treasury yields [2][3]. Group 2: Financial Performance - AGNC's tangible book value (TBV) has decreased by 45% from $15.75 at the end of 2021 to $8.70 per share by the end of 2023, and further declined to $8.25 at the end of Q1 2025 [4]. - The company has maintained its dividend payout despite a challenging environment, although this has impacted its TBV [10]. Group 3: Market Conditions - The Federal Reserve's aggressive interest rate hikes have contributed to higher mortgage rates, which have negatively affected AGNC's performance [2]. - The yield curve has been inverted, which is unfavorable for AGNC's income generation model, but it has recently flipped to a positive slope, potentially benefiting the company [7][8]. Group 4: Future Outlook - Fed Chairman Jerome Powell has indicated potential rate cuts, which could lower AGNC's short-term funding costs and improve MBS valuations, positively impacting TBV [5][6]. - If MBS-to-Treasury yield spreads narrow as banks re-enter the MBS market, AGNC could see a recovery in both its book value and share price, leading to potential total returns of 20% to 25% annually in the coming years [13][14]. Group 5: Investment Considerations - AGNC is characterized as a high-risk, high-reward income investment, with the current market conditions possibly turning in its favor after enduring the impact of higher interest rates [15]. - For income-focused investors, AGNC presents a high yield with strong potential upside, although it requires active management and understanding of associated risks [16].

NEWTOWN, Pa., June 06, 2025 (GLOBE NEWSWIRE) -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Humana Inc. (“Humana”) (NYSE: HUM), resulting from allegations of providing potentially misleading business information to the investing public. If you have non-public information that could assist in the Humana investigation, or if you are a Humana investor who suffered a loss and would like to learn more, you can provide your information HERE. You can also con ...

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Tempus AI, Inc. regarding possible violations of federal securities laws and other unlawful business practices [1][2] Group 1: Investigation and Claims - The investigation by Bragar Eagel & Squire, P.C. is on behalf of Tempus stockholders [1] - Spruce Point Capital Management published a report raising concerns about Tempus, including aggressive accounting practices and the background of several board members with troubled companies [2] - Following the report, Tempus's stock price experienced a significant decline during intraday trading on May 28, 2025 [2] Group 2: Company Background - Tempus AI, Inc. is publicly traded on NASDAQ under the ticker symbol TEM [2] - Bragar Eagel & Squire, P.C. is a law firm that represents individual and institutional investors in various types of litigation [4]

Prepare for the back half of 2025 during our annual midyear outlook conversation with Fidelity leaders. How can investors help protect their money? Are there opportunities in this climate? Where are the greatest risks? Our team is breaking it down for investors. Topics covered: • Stock & bond markets • Potential risks and opportunities • Trump administration policies: tariffs, taxes & deregulation • Federal Reserve & interest rates • Tech stocks, gold, & Bitcoin 00:00 Introduction 2:43: Where does the econo ...

Core Insights - SoFi Technologies, Inc.'s student loan-refinancing business is set for growth due to changes in federal student loan policies under the Trump administration [1][9] - The administration's stricter loan forgiveness criteria are likely to drive borrowers towards private lenders like SoFi for refinancing options [2][4] Company Positioning - As a digital-first financial services provider, SoFi is well-equipped to capitalize on the increasing demand for private student loan refinancing, offering competitive rates and flexible terms [3][4] - The company has seen a significant increase in student loan origination volume, with a 59% year-over-year surge in Q1 2025, indicating a shift in borrower behavior towards refinancing [5][9] Market Dynamics - Other financial firms, such as LendingClub and Navient, are also positioned to benefit from the changing landscape of student loan refinancing, as borrowers seek alternatives to federal forgiveness programs [6][7] - LendingClub is expanding its consumer lending presence, while Navient focuses on tailored solutions for borrowers affected by new federal policies [6][7] Financial Performance - SoFi's stock has declined by 11% year to date, compared to a 5% decline in the industry, indicating some market challenges [8] - The Zacks Consensus Estimate for SoFi's earnings has been increasing over the past 60 days, suggesting positive sentiment among analysts [12]