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]

RT Bloomberg en Español (@BBGenEspanol)📊 ¿Quieres saber qué está marcando la semana? @SheryAhnNews nos cuenta sobre el plan fiscal de Trump, expectativas de recortes de tasas por parte de la Fed, la caída del dólar y datos clave desde América Latina. https://t.co/w6aeMs9gM2 https://t.co/8d8rv6x2UT ...

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 ...

There's a lot going on on inflation, growth, expectations and everything like that. But do you think the ECB is done cutting rates now. Good morning.I believe that I think the current situation that maybe to put it like this, that we are at income borders, that doesn't mean that we shouldn't be too complacent, but we are at our target. And this is really good news. I think when you look back where we started and we hiked ten times, we lowered eight times, now we are close to our target and this is good news ...

Are you a little bit less worried about inflation right now given oil prices have settled. I am not sure that one would say that oil prices have settled, but we are comfortable with the inflation trajectory. I think the central banks have done a real good job taming the great inflation of 2022.And what we didn't have figuring in our analysis was that there could be a shock and that that shock who actually come from and from policy in the form of of tariffs. But there was also a shock that comes as a result ...

30 June 2025 | 12:14PM EDT US Daily: Shifting to a September Cut and a Lower Terminal Rate (Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Elsie Peng +1(212)357-3137 ...