Trump’s original frustration with the Fed is its failure to lower rates as he wanted them to this year. Plenty of lawmakers on both sides of the aisle may well agree with the president that they’d like to see rate cuts https://t.co/WdD8VNhjXG ...

Market Volatility & Economic Data - The market may experience increased volatility if economic data significantly surprises to the upside or downside, especially given equity valuations predicated on substantial Fed easing [2] - Hedge funds' significant short positions on the VIX suggest a widespread expectation of continued complacency in the market [1] Interest Rate Expectations - The market has priced in approximately five rate cuts by the July meeting, while inflation uncertainty remains [2] - The market is heavily invested in expectations of a Fed rate cut in September, influenced by Jerome Powell's comments at Jackson Hole [4] - The likelihood of a 25 basis point cut in September, or even a potential 50 basis point cut, depends on the magnitude of the miss or beat in upcoming payrolls and labor market data [7] Labor Market Analysis - Last month's payrolls data indicated a more precarious labor market due to significant downward revisions [6] - The key labor market indicators this week, including the payrolls print, will guide the September cut and further decisions [7] - Consensus expects approximately 100,000 job gains in August, with focus on the unemployment rate, currently at 42% [9] - An increase in the unemployment rate to 44%, especially amid immigration restrictions, is a key gauge closely monitored by the Fed [10] - Given revisions, the ADP print may be a more accurate gauge than the BLS data, potentially shifting market attention [11]

Everyone knows rate cuts are comingAnd yet market reacted that weak?Its already a priced in eventSell the news! ...

POWELL CONFIRMED RATE CUTS. 🚨Altcoins are set to moon just like in 2024! https://t.co/VZ1FvPj4xa ...

JUST IN: Gold to close highest ever daily, weekly, and monthly candles.Gold is pricing in rate cuts amidst rising inflation.Bitcoin is next. 🟧 https://t.co/GtM5ajTmWA ...

BREAKING: 🇺🇸 FED WALLER SAYS “AS OF TODAY, I EXPECT FURTHER RATE CUTS WITHIN THE NEXT THREE TO SIX MONTHS.”WE WILL SEE A BULLISH Q4 🔥 ...

💥BREAKING:🇺🇸 FED CHAIR CANDIDATE WALLER: “AS OF TODAY, I EXPECT FURTHER RATE CUTS WITHIN THE NEXT THREE TO SIX MONTHS.” https://t.co/DYpVPFbAD5 ...

LIVE NOW -- ETH Hits New ATH! Powell Hints at Rate Cuts & BTC Whales Rotate to ETHOn this week’s Weekly Rollup, @RyanSAdams and @hosseeb debate if ETH’s new all-time high signals the top or just the start, with whales rotating from BTC into ETH and alt season heating up. Powell hints at rate cuts, ETFs keep pulling billions, and Tom Lee’s billion-dollar ETH bet takes center stage while treasury premiums sink. Meanwhile, Google teases an L1, Hyperliquid outpaces @RobinhoodApp, and Europe floats a digital eur ...

You know, Greg, I gota I kind of got caught in calling you bear and Greg at the same time right there because I've always kind of known you to be at least a little bearish, but you did correct me last time we talked. You said you haven't been bearish the last two times. You've been cautious.How are you viewing the markets right now, especially after Nvidia earnings going into PCE that could change the doubbish stance that we saw from JPAL and maybe the possibility of rate cuts. I don't think it matters, Fra ...

Waller Calls for Multiple Rate Cuts, Pulta Ups Cook Scrutiny and Kennedy Deputy Named CDC Head. Get all the news you need to start your day on the Bloomberg Daybreak podcast. https://t.co/Mo28dHbtFd ...