Asian Equity Perspectives How will equity markets respond to tariff imposition and easing rates? Tariff imposition and easing monetary policy are likely to be important macro influences on Asian equity markets in 3Q. We continue to expect a moderately positive beta environment and emphasize alpha ideas, notably where idiosyncratic aspects improve risk/reward. We expect a 9% USD 12m price return, emphasize North Asian markets (China, Japan, Korea) and raise sector economic beta. Timothy Moe, CFA +65-6889-119 ...

🇺🇸 JUST IN: President Trump calls for Fed Chair Powell to step down.“Jerome Powell's been very bad for our country. We should have the lowest interest rate on earth, and we don't.” https://t.co/MM2jm07q3Y ...

New today, National Economic Council Director Kevin Hasset revealing the White House is looking into whether President Trump has authority to fire Federal Reserve Chair Jerome Powell. This comes after the president criticized Pal for not dropping the interest rate by three points. He did that while speaking to the press on Friday.Joining me now is Kevin Hasset's predecessor, Leil Brainer. He is former director of the National Economic Council under President Biden and distinguished fellow at Georgetown SARS ...

I'd like to bring in a true economics expert now, Ken Rogoff. Ken formerly, as I mentioned, served as the chief economist and director of research at the International Monetary Fund. He's a professor of economics at Harvard University. He's the author of multiple books, including the recently published Our Dollar, Your Problem, an insider's view of seven turbulent decades of global finance and the road ahead. Ken, welcome back to the show. Good to see you. Thank you, Ally. That was a great overview. I'm sti ...

For much of this year, bond investors were all but certain that the Federal Reserve would resume cutting interest rates by September. Lately, that confidence has been wavering https://t.co/iQMufa2MUP ...

My mom taught me uh what Warren Buffett says and that's pay yourself first. And how do you pay yourself first. It's not really going out and buying something.It's actually investing in you and that's in your retirement in the betterment of yourself and that's like, you know, getting cert certified or your education or different things like that. That's paid dividends for me. Please, please, please save.There's so many things you want to buy, but please budget. Warren Buffett will tell you the same thing. Uh ...

RT Hyperliquid (@HyperliquidX)Hyperliquid hit a new OI ATH two days in a row. This time of >$11.3B. https://t.co/OEEXzq1rHl ...

Core Viewpoint - Investing in blue chip companies is a strategy for building long-term wealth, offering reliable dividends and steady growth, appealing to both seasoned and new investors [1][2]. Group 1: Berkshire Hathaway - Berkshire Hathaway has delivered 20% annualized returns since 1965, turning a $100 investment into $5.5 million today [4]. - The stock has declined 12% since Warren Buffett announced his retirement at the end of 2025 [4]. - The company benefits from a diversified portfolio across various industries and a steady cash flow from its insurance operations, which totaled $2.9 billion in interest income in the first quarter [5][6]. - Berkshire is well-capitalized and diversified, making it a potential buy despite leadership changes [7]. Group 2: Progressive - Progressive is the second-largest automotive insurer in the U.S., known for its disciplined underwriting and direct-to-consumer model [8]. - The company has maintained a combined ratio of 92% over 23 years, outperforming the industry average of 100% [9]. - Progressive's pricing power and ability to earn interest on float position it well for continued performance amid inflation and rising interest rates [11]. Group 3: Chubb - Chubb is a leading property and casualty insurer, recognized for its underwriting discipline and global diversification [12]. - The company has increased its dividend for 32 consecutive years, with a yield of 1.4% and an average annual total return of 11.7% over the past two decades [13]. Group 4: S&P Global - S&P Global holds a 50% market share in credit ratings, benefiting from high barriers to entry [14]. - The company has raised its dividend for 53 years, offering a modest yield of 0.7% while achieving a 15.3% annual return over the past two decades [16].

The state pension is projected to add more to the long-term rise in spending than anything except health care and interest payments https://t.co/fmV8PRR3fw ...

Core Insights - Exchange-traded funds (ETFs) have gained significant popularity, with more publicly listed ETFs than individual stocks on the New York Stock Exchange [1] - The Invesco KBW Premium Yield Equity REIT ETF (KBWY) is currently the highest-yielding ETF, focusing solely on real estate investment trusts (REITs) [4][5] - KBWY's current yield exceeds 9.6%, benefiting from REITs' requirement to distribute 90% of taxable income as dividends [5] ETF Characteristics - ETFs are designed around various themes, including index tracking and specific industries, catering to diverse investment strategies [2] - Many ETFs aim to provide reliable dividends, making them attractive for income investors [2] KBWY Specifics - KBWY's top holdings include Brandywine Realty Trust, Innovative Industrial Properties, and Community Healthcare Trust, with weights of 6.27%, 6.20%, and 5.26% respectively [7] - The ETF's performance has been affected by the pandemic, with a net asset value (NAV) increase of only about 4% since inception [9] Market Conditions - A lower interest rate environment may benefit KBWY by reducing borrowing costs for REITs and improving leasing conditions [9][10] - However, KBWY's high exposure to the office space and healthcare segments raises concerns due to their instability post-pandemic [10] Dividend Considerations - While KBWY has provided attractive yields, the dividend is expected to remain volatile, and investors should be cautious of unusually high yields [8][11] - More stable investment options may be preferable for income-focused investors despite KBWY's passive income potential [11]