Market Overview & Investment Strategy - The S&P 500 closed at a record high to finish the first half, with the Arc Innovation ETF up nearly 24% year to date, indicating a potential bull market [1] - The market has been "climbing a wall of worry," suggesting a durable bull market that persists despite controversies like tariffs and Fed-President tensions [2][3] - Interest rates are likely to decrease, and the market is broadening out beyond just a few concentrated stocks, signaling a healthier bull market [3][4] - Productivity is expected to increase, driving inflation down lower than anticipated during the early stages of recovery [8] Economic Factors & Policy Impact - Deregulation is considered a significant factor in unleashing economic activity [5] - The economy has experienced a "rolling recession," with housing and manufacturing sectors yet to fully recover [6] - Recovery is anticipated with decreasing interest rates, deregulation, and potential tax cuts, including immediate expensing of capital goods [7] Tesla & Elon Musk - Elon Musk is refocusing on transforming transportation, space exploration, addressing health issues with Neuralink, and introducing humanoid robots [11][12] - SpaceX has $22 billion in government contracts, solidifying the US lead in space exploration [13] - Autonomous travel regulations are expected to move to the federal level to maintain US leadership in the field [15] Healthcare Innovation - Significant deregulation is occurring within healthcare, with a focus on curing diseases and eliminating chronic conditions [15] - Neuralink's progress is considered miraculous, contributing to advancements in healthcare [15]

everything wood should be. >> All right, welcome back everybody. We've got a lot of ground to cover with our next guest equity and credit markets, emerging markets, the fed currencies, real estate and why he expects a correction in the S&P 500.Joining us right now is Rob Citroen. He is the founder and portfolio manager at Discovery Capital Management. That's a hedge fund that invests in public and private markets with a particular focus on emerging markets.And by the way, they manage, I'm told, around $3 bi ...

US Treasury yields fell to the lowest level in two months before Federal Reserve Chair Jerome Powell speaks Tuesday, amid growing political pressure to cut interest rates https://t.co/Jp1pWSbzv6 ...

Bank stocks are on a tear on both sides of the Atlantic, and lower interest rates are a common theme https://t.co/edJ7OyG2Kp ...

New Bank of Japan Board Member Kazuyuki Masu indicated that he backs Governor Kazuo Ueda’s gradual and cautious approach for raising interest rates. https://t.co/p9mVfiOdCG ...

When you look at trade negotiations right now, could they actually change the outcome of the European economy. Well, I think that there's going to be a very relevant factor. And if you see, for instance, if you watch our our predictions, they are different alternatives, different different scenarios according to the different outcomes that we might have.I hope that, you know, the negotiations will be finalized. So at least this, you know, will deliver a little bit of predictability because now, you know, th ...

第一周，部分船司降价，MSK降至3100美金，船司最终落地均值3400（折盘2400点）。 第二周,MSK开舱2900美金,目前船司报价均值折盘2300点。 消息面 相关新闻 6/30 卡塔尔外交部：加沙地带停火谈判尚未重启。当地时间6月30日，卡塔尔外交部发言人马吉德·安萨里表示，加沙地 带停火谈判尚未重启。相关各方正在进行接触，旨在尽快确定新一轮谈判的日程和方案。安萨里在当天举行的外交部记者 会上说，卡塔尔正在向有关方面施加压力，把停火谈判与向加沙地带提供人道主义援助脱钩。安萨里指责以色列阻止人道 主义援助进入加沙的行为导致当地人道主义灾难持续恶化。安萨里还表示，卡塔尔正在推动相关方就伊朗孩问题恢复谈 判,希望就该问题达成一项更全面的协议。 6/30 伊朗武装部队：已准备好应对任何新的侵略行为。 | | | | | | | 研究中心能化团队 | | 2025/7/1 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 合约 | | 昨日收盘价 | 涨跌 (%) | 基美 | 昨日成交量 | 昨日持仓量 | | 持仓变动 ...

Perpetual funding rates reveal interesting trends for top altcoins as $BTC kicks off the seasonally weak third quarter on a dull note. By @godbole17.https://t.co/1ODFIkNHOU ...

Monetary Policy - The report suggests Trump's argument for lower interest rates has some validity [1] - The report mentions a specific interest rate target of 1% [1] Economic Commentary - The report implies the Federal Reserve's independence is crucial [1]

G10 FX Strategy: Two Banks and Two Dollars | 27-Jun-2025 We expect USD/CAD to decline this year as Fed and Bank of Canada policy expectations diverge. However, CAD is likely to underperform other G10 currencies due to energy market and immigration dynamics. US Rates Strategy: Add Vol Surface Flatteners | 27-Jun-2025 We suggest buying 1m10y vs. 6m10y vol given cheap valuations. We maintain our 0QU5 call fly to play for a further repricing of the Fed's trough rate. Euro Area Rates Strategy: Dutch Pension Refo ...