Interest Rate Policy - The US Federal Reserve lowered interest rates to a range of 4% to 4.25% [1] - The Federal Reserve signaled the possibility of two additional rate cuts this year [1] Market Impact - Kraken's @TheMarginMan suggests the next 100 basis points (1%) in rate cuts could significantly impact asset prices [1]

BREAKING: 🇺🇸 Federal Reserve cuts interest rates by 25bps. https://t.co/iNYrqakQGt ...

Um, I wanted to ask about inflation expectations. Um, you've said the Fed can't take the stability of inflation expectations for granted. Um, you mentioned at the short run they've gone up a little bit.I wonder if you can talk a bit a bit about that. Um, and then also at the long run, I'm wondering do you see evidence that the debate over Fed independence and the growing deficit is putting pressure on inflation expectations. So, as you as you said, um, shorter term inflation expectations have tended to resp ...

Interest Rate Expectations & Monetary Policy - The market anticipates the Federal Reserve funds rate to be around 3% in the future, potentially influencing the housing market [5] - A neutral rate around 3% to 375% suggests current monetary policy remains tight [3] - The market is pricing in events 6 to 8 months ahead, indicating forward-looking expectations beyond current observations [9] Housing Market Dynamics - Approximately 85% of mortgage holders have rates below 55%, creating a barrier to moving unless rates narrow considerably [5] - A rate of 55% is seen as a potential catalyst to unlock the housing market [7] - Refinancing below 3% in January 2021 highlights the sensitivity of homeowners to mortgage rates [6] Market & Sector Implications - Small caps, particularly the Russell 2000, are up 19% [7] - Lower interest rates are expected to benefit tech investments and consumer discretionary sectors like Best Buy, Home Depot, Ford, and GM [10] - 40% of the Russell 2000 is unprofitable, making them highly reliant on interest rates and variable margins [9]

RT Bloomberg Opinion (@opinion)@JonathanJLevin @keds_economist @AllisonSchrager Fed Governor Stephen Miran, who joined the board this week, voted against today’s decision in favor of lowering rates by a half pointhttps://t.co/gpI5tkEvOw ...

Federal Reserve cuts interest rates for the first time this year under mounting signs of labor market weakness. Follow live updates and analysis.https://t.co/t8ERR5O9NL ...

BREAKING NEWS: Federal Reserve cuts interest rates for the first time this year under mounting signs of labor market weakness. Follow live updates and analysis.https://t.co/Ao4SQ6KoZH ...

Fed cuts 25 bps and median projections show 50 bps in more cuts coming in 2025Seems dovish, now we wait on Powell's commentary at 2:30 ...

Breaking: The Fed lowered rates by a quarter point, and officials penciled in cuts at each of two remaining meetings this year https://t.co/5W3WRYPWK9 ...

🇺🇸 BREAKING: Fed reduces interest rates by 25bps. https://t.co/quiUwxW7e7 ...