The Chicago Fed introducing new labor market indicators this morning that com combine private sector data with official labor statistics for a real time view of hiring layoffs uh and other job information. And join us now Chicago Fed President Austin Goulby. We How you doing, Mr.. President. It's good good to have you on. We got some new data.I'm excited. And you know why I like it. because, you know, say what you will about, you know, the big kurfuffle with the the BLS firing and all that stuff.It did high ...

Group 1: Alternative Investment Managers - Fitch downgraded its outlook on large alternative managers to 'deteriorating' from 'neutral' due to concerns over U.S. trade policy, but noted the sector has performed well since the revision [1] - The SEC's Investor Advisory Committee recommended expanding investor access to private market strategies through registered funds, highlighting the investor protections and liquidity these vehicles provide [2] - Private equity groups warned about potential mis-selling as the sector opens to individual investors, citing intermediaries' lack of experience in assessing products and explaining liquidity issues [3] Group 2: Market Trends and Performance - International equities have seen a revival in 2025, with the Morningstar Global Markets ex-US Index up 25% year-to-date, compared to a 13% increase in the Morningstar US Market Index [4] - The SEC extended the deadline for private investment funds to comply with enhanced disclosure rules, reflecting ongoing regulatory adjustments in the sector [5] - The ETF industry is expected to benefit from lower interest rates, with a shift of assets from money market funds into ETFs anticipated as rates decline [7] Group 3: Private Credit and Business Development Companies - Private credit secondary transaction volume has surged globally since 2023, indicating increased activity in both limited partner-led and general partner-led transactions [9] - Business Development Companies have gained popularity as a means for investors to access loans, with their assets under management significantly increasing in recent years [11] - Blackstone appointed Katie Keenan as CEO of its real estate investment trust for individuals, following the death of the previous leader [12]

Market Overview - The Wall Street rally resumed after a brief period of volatility, driven by investor confidence following the Federal Reserve's interest rate cuts [1][6] - The S&P 500 reached an all-time closing high of 6,693.75 points, marking its 28th record close of the year [4][8] - The ongoing rally is primarily driven by technology stocks, with the S&P 500 being the biggest gainer this year [2][8] Investment Opportunities - Recommended S&P 500 stocks include Microsoft Corporation (MSFT), Analog Devices, Inc. (ADI), and Arista Networks, Inc. (ANET), all showing strong potential for 2025 [3][9] - Microsoft Corporation holds a market share of over 73% in the desktop operating systems market and has an expected earnings growth rate of 12.8% for the current year [10][9] - Analog Devices, Inc. has an expected earnings growth rate of 21.5% for the current year, with a Zacks Rank of 1 [12] - Arista Networks, Inc. is expected to have an earnings growth rate of 23.8% for the current year, also holding a Zacks Rank of 1 [14] Economic Factors - The recent rally is supported by optimism surrounding further rate cuts from the Federal Reserve, which recently cut rates by 25 basis points [6][8] - The S&P 500 has risen 12.5% so far this year, with a 3.5% increase over the past month [8]

Gold climbed to a fresh record, with traders weighing China’s plan to become a custodian of foreign sovereign gold reserves in a bid to strengthen its standing in the global bullion market. The People’s Bank of China is using the Shanghai Gold Exchange to court central banks in friendly countries to buy bullion and store it within the country’s borders, according to people familiar with the matter. The Asian nation is the world’s biggest producer and consumer of the precious metal, and the country taking ...

LIVE Dow Set to Open Up Ahead of Powell's Fed Speech Last Updated: Traders are pricing in a 73% chance that borrowing costs fall half a point by the end of 2025, according to the CME FedWatch tool. That likely implies further quarter-point cuts at the Fed's next two meetings, in October and December. The central bank lowered rates by a quarter of a point last week, although Powell described it as a "risk- management cut," which implies that policymakers will only carry on easing monetary policy if the labor ...

JOUMANNA: GOOD MORNING, THIS IS HORIZONS MIDDLE EAST & AFRICA. ASIAN STOCKS EDGING TOWARDS A RECORD FOLLOWING A TECH DRIVEN RALLY THAT PUSHED WALL STREET TO ITS 28TH RECORD HIGH OF THE YEAR. GAINS DRIVEN BY NVIDIA'S 100 BILLION DOLLAR INVESTMENT PLAN FOR OPENAI.FED CHAIR JAY POWELL IS SAID TO SPEAK LATER TODAY AFTER THE CENTRAL BANK NEW GOVERNORS STEPHEN MIRON MYRON MAKES HIS CASE FOR MORE AGGRESSIVE RATE CUTS. IN RECOGNITION OF AN INDEPENDENT PALESTINE IS ON THE RISE, BUT ISRAEL IS VOWING THERE WILL BE NO ...

REMINDER 🚨🇺🇸 POWELL WILL DELIVER A SPEECH TODAY AT 12:35PM ET.IF HE TALKS ABOUT MORE RATE CUTS, CRYPTO MARKET WILL EXPLODE. ...

Market Performance - The S&P 500 reached a record high for the third consecutive session, closing up almost 30 points or 0.4% [6] - The Dow Jones Industrial Average increased by more than 70 points or 0.2%, also marking a record high [6] - The Nasdaq composite rose about 160 points or 0.7%, achieving a record high as well [6] - The Russell 2000 index closed slightly below its record high but was still up by about 0.6% [7] Sector Performance - The Philadelphia Semiconductor Index increased by approximately 1.6%, indicating strong performance in the semiconductor sector [2] - Nvidia announced a plan to invest $100 billion in OpenAI to support the development of new data centers and AI infrastructure, which positively impacted its stock, closing up nearly 4% [9] - Oracle's stock rose over 6% due to its involvement with TikTok's algorithm security in the U.S. market [10] Economic Concerns - There are concerns regarding the potential lack of rate cuts that the market is anticipating, which could lead to a pullback in the coming weeks or months [3] - A 10% reduction in H-1B visas could cost the U.S. economy approximately $86 billion in GDP, but this has not significantly affected investor sentiment [5] Company News - Walmart is expanding its home delivery service to include refrigerated medications, claiming it can deliver 90% of prescription medications in 49 states [23] - Compass, a real estate firm, saw its shares drop by 15.7% after announcing a $4.5 billion stock deal to acquire Anywhere Real Estate, which includes brands like Coldwell Banker and Sotheby's International Realty [19][20]

Market Performance - Wall Street is experiencing its third consecutive day of gains, with major indices reaching record levels as investor optimism grows regarding corporate earnings and anticipated rate cuts [1] - The S&P 500 increased by 0.4% to 6,690 points, the Nasdaq 100 rose by 0.6% to nearly 24,750, and the Dow gained 0.1% to 46,350 [1][8] - The small-cap Russell 2000 also saw a rise of 0.3% [1] Technology Sector - The technology sector, represented by the Technology Select Sector SPDR Fund (XLK), has surged by 4% over the past three sessions, marking its strongest three-day rally since May [2] - For September, tech stocks have increased by 7.5%, positioning them for their best September performance since 2010 [2] Major Companies - NVIDIA Corp. (NVDA) and Apple Inc. (AAPL) have both risen over 3%, contributing to the combined valuation of the "Magnificent Seven" reaching a record $20.9 trillion [3] - The top 10 most valuable U.S. companies now have a market capitalization of $24.3 trillion, with Nvidia alone valued at $4.44 trillion [3] Precious Metals - Gold prices have increased by 1.5%, surpassing $3,700 per ounce, while silver has gained 2%, approaching the $44 level [3] Cryptocurrency Market - Risk sentiment in the cryptocurrency market is declining, with Bitcoin dropping over 2% to $112,000, and altcoins like Ethereum, Solana, and Cardano experiencing sharper declines [4] S&P 500 Performance - The top five gainers in the S&P 500 include Teradyne Inc. (11.23%), Moderna Inc. (7.30%), Super Micro Computer Inc. (5.47%), Oracle Corp. (5.29%), and Westinghouse Air Brake Technologies Corp. (5.20%) [6] - The sole loser in the S&P 500 is Kenvue Inc., which fell by 5.19% [7]

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