Central Bank Independence - The president's actions, ranging from insults to attempted firing, represent unprecedented pressure on the central bank to lower interest rates [1] - The report questions the future of the central bank's independence in light of this pressure [1] Monetary Policy Implications - The analysis explores the potential consequences of the president's actions on the future direction of monetary policy [1]

Stocks are tracking for yet another record close. Here with her best ideas on positioning at these lofty levels is SoFi's head of investment strategy, Liz Thomas. Nice to see you. Nice to see you, too.Best positioning right now in the market again. We're we're going to have record close, we think, is where. Well, I've been talking about for a while investors needing to diversify their growth and momentum exposure.Obviously, we've had long periods of time where growth stocks, momentum stocks have led the mar ...

This market continues to rally on the idea that rate cuts are coming. It's really just momentum. Let's put it this way.Before Powell spoke at Jackson Hole, there was already about a 10% likelihood of a 50 basis point cut. I do think that the chairman is is not likely to admit that the inflation fight's over. Also, if you read through that FOMC statement, it basically says that stable prices are the key to maximum sustainable employment.That initial jobless claim seems to have overshadowed a bit the CPI prin ...

I want to talk about this note from Morgan Stanley today. They say even if the second half of September warrants caution, it is going to be a herculean task to interfere with strengthening AI visibility into 2026. Real Money simply cannot afford to have a tracking error at this stage of the year.Wolf today, the Mag 7 continue to outpace the other 493. They continue to favor that. It feels like the market does too.Although on obvious days like this with rates coming down and rate cuts on the horizon, you wou ...

Investors appear poised to shift their focus, worrying about economic growth, rather than whether inflation will allow the Fed to cut borrowing costs. ...

Core Viewpoint - The U.S. Federal Reserve is expected to implement a 25 basis point rate cut, which could positively impact the market, particularly benefiting four specific sectors [1]. Group 1: Home Builders - The recent decline in the 30-year mortgage rate is encouraging for home builders, as lower rates can attract prospective homebuyers and stimulate the housing industry [2]. - The Direxion Daily Homebuilders & Supplies Bull 3X Shares (NAIL) offers 3x exposure to home builders by tracking the Dow Jones U.S. Select Home Construction Index [3]. Group 2: Small Cap Stocks - Lower interest rates are anticipated to support a rally in small cap stocks, as these companies often rely on financing, and reduced rates will lower their financing costs [4]. - Traders can consider the Direxion Daily Small Cap Bull 3X Shares (TNA) for 300% exposure to the Russell 2000 Index, which represents small cap stocks [5]. Group 3: Emerging Markets - A weaker dollar due to easing monetary policy creates a favorable environment for emerging market assets, which are typically supported by the strength of local currencies [6]. - The Direxion Daily MSCI Emerging Markets Bull 3X Shares (EDC) provides 300% exposure to the MSCI Emerging Markets Index, encompassing large- and mid-cap securities across various emerging markets [7]. Group 4: Financial Sector - The financial sector stands to gain from lower interest rates, particularly companies that generate revenue from loans and financing, as lower rates can stimulate consumer borrowing [8]. - Traders may look at the Direxion Daily Financial Bull 3X ETF (FAS) for 3x exposure to the Financial Select Sector Index, which includes a broad range of financial services companies [9].

Massive rate cuts are comingQT will end soonTrillions will flow into cryptoWe will print hard in Q4 ...

the $BONK chart look like this 👀meanwhile:- the first BONK ETF in the US will go live tomorrow- we'll be entering a new era of rate cuts starting next week- $SOL is about to go parabolic due to turbo bids from DATs, which will provide tailwinds for the SOL eco- BONK has historically been the best SOL beta, with data showing it acts as a 3x levered bet on SOL during uptrends- everything is aligning for what's likely to be the most explosive period ever in crypto history- both retail and institutions will be ...

CPI Reaction and Outlook for Rate Cuts - Bloomberg Surveillance https://t.co/lmLAdFspzY ...

Live talking markets, CPI, rate cuts, SOL, LINEA and a lot morehttps://t.co/EYL8buBNDaFOMO HOUR (@fomohour):Making history.$REKT WORLD DOMINATION https://t.co/XMRUXXttM0 ...