Market Trends - Chinese sovereign bonds face pressure due to growing optimism in local stocks [1] - Correlation between the bond and stock markets reaches extreme levels not seen since the pandemic [1]

Inflation & Monetary Policy - Inflation initially hovered around 3% at the start of the year, then fell to approximately 12%-2% in April, and is now near the Federal Reserve's target of 2%, representing a roughly 33% decrease since the beginning of the year [3] - The US has the largest gap between the City Inflation Surprise Index 3 months ago and today, indicating a positive surprise for the economy [4] - The US government has increased the national debt by approximately $500 billion since the debt ceiling was lifted in early July [6] - The consensus on Wall Street is that Jerome Powell will not change interest rates at the current Federal Reserve meeting, but a surprise rate cut could significantly boost stocks, Bitcoin, and gold [12] Technology & Innovation - Loom has introduced a robotic lamp that can perform chores, showcasing the potential for robots to integrate into everyday household items [14][15] - Shortcut demoed an AI Excel agent that reportedly outperforms first-year analysts from McKinsey and Goldman Sachs 89% of the time [16] - An AI Excel agent can build a multi-tab DCF model with assumptions, drivers, a Monte Carlo simulation, comps analysis, sensitivity tables, and a final dashboard in about 10 minutes [17] Billionaires & Problem Solving - Jensen Huang claims to have created more billionaires on his management team than any other CEO [20] - The success of billionaires like Jeff Bezos, Elon Musk, and Jensen Huang is attributed to their ability to solve significant problems in society [24][25] - The industry needs more billionaires who are problem solvers to drive progress and improve lives [26] Societal Issues - A shooting in Midtown Manhattan resulted in four deaths, highlighting the issue of violence in society [27] - The NYPD's response to the shooting was commendable, as officers ran towards the gunfire to neutralize the threat and protect civilians [28][29] - A Blackstone employee's quick thinking and leadership in barricading the office during the shooting is considered heroic [30]

Everyone should own an index fund or stocks. ...

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Since January 2025 we have stocks up and inflation down.The economists were wrong once again. ...

Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Power Lunch' to discuss the road ahead for stocks, when to expect tariff-related challenges and much more. ...

Wall Street analysts have high hopes for oil and gas stocks https://t.co/CsKfWA3CJN ...

FTSE 100 Live: UK Stocks Set to Fall From Record, Pound Weakens https://t.co/Q0ZfhVKtTD ...

Robinhood's Token Versions of Stocks Could Change How You Buy Stocks Forever https://t.co/QtB4vWJRQc ...

If you're comfortable signing up for a 30-year mortgage,holding stocks for *at least* 5 years should be a cakewalk. ...