BREAKING: 🇺🇸 PRESIDENT TRUMP SAID WE NEED A VERY SERIOUS RATE CUT. ...

The market is extremely Bearish!2024: Yields crashed -16% in weeks before the Fed’s first cut. Markets rushed into bonds, betting big on lower rates. —> Effect is Bullish!2025: Yields are rising +5% into the next cut. Investors are dumping bonds, demanding higher payback to lend money. —> Effect is Bearish!This is dangerous. Imagine your credit card company telling you “we lowered your rate,” but the bank suddenly doubles the cost of your mortgage. That’s what’s happening: the Fed cuts short rates, but long ...

Monetary Policy & Inflation - The report suggests that in the summer of 2021, when inflation reached 5%, Pal aligned with Biden and Yellen, characterizing it as "transitory," delaying policy changes for 6 months [1] - The analysis indicates that Pal's renomination for a second term by Biden on November 22nd, 2021, was potentially influenced by his adherence to the "transitory" narrative, which he abandoned shortly after on November 30th [2] - The report claims that the "transitory" narrative contributed to an asset bubble in 2021, a 9% inflation rate the following year, and the market crash in 2022 and 2023 [4] Political Influence & Fed Independence - The report implies that Pal's actions were politically motivated, suggesting that contradicting the Biden administration on the "transitory" narrative could have jeopardized his renomination [3] - The analysis points out that Pal initiated a rate-cutting cycle with a 50 basis point cut shortly after Elizabeth Warren urged the Fed to do so, raising questions about political influence [5] - The report highlights perceived hypocrisy in Elizabeth Warren's stance, noting her previous demand for rate cuts when inflation was at 250 basis points (25%) and her current opposition to rate cuts [6]

>> GOOD MORNING. THIS IS HORIZONS MIDDLE EAST & AFRICA. GOLDEN TOUCH AS A RECORD HIGH AS TRADERS BET ON A FED RATE CUT AS EARLY AS THIS MONTH XI JINPING IS HOSTING HIS RUSSIAN COUNTERPART TODAY AHEAD OF A MILITARY PARADE TOMORROW.AND DONALD TRUMP SAYS INDIA HAS OFFERED TO CUT TARIFF RATES TO NOTHING WITHOUT ELABORATING FURTHER. MEANWHILE, BRAZIL WILL HOST A VIRTUAL MEETING OF BRICKS LEADERS TO DISCUSS TRADE POLICY. I AM JOUMANNA BERCETCHE IN DUBAI.IT WAS LABOR DAY YESTERDAY SO U.S. MARKETS ARE CLOSED. TAKIN ...

Copper on the London Metal Exchange was trading near a five-week high as industrial commodities received support from US rate-cut expectations https://t.co/NPydwPces7 ...

BREAKING:SEPTEMBER RATE CUT ODDS SURGE BACK NEAR 90%THIS IS VERY BULLISH! https://t.co/0SaIaXttbZ ...

SEPT RATE CUT IS NOW CONFIRMED 🚨Last time this happened, alts pumped non-stop for months. https://t.co/WAskEjIQEv ...

💥BREAKING:There’s now an 90% chance of a rate cut in September.BULLISH FOR MARKETS! https://t.co/kA8NX3I9FK ...

How do you see the setup as we head now into the the say back half, but the waning months of the year. Right. So, didn't we just have a a record high yesterday.What was it yesterday. Day before. How many records.We're not making too much of this decline. Yeah. No, no.I'm just saying let's put in perspective when when you start that's what I do. I pull the lens back and I say look at where we've come from. Look at that sell-off that we had in April. Look at how fast that we regained that selloff.It was the f ...

Fed Policy & Rate Cuts - The market is closely watching the Fed's next move regarding rate cuts, particularly the timing and magnitude, and whether political influence is a factor [1] - The market currently prices in an 85% expectation of a rate cut, but a strong payroll report (e.g., 300,000-400,000 jobs) with positive revisions could cause the Fed and the market to reconsider [5] - Labor data is crucial for justifying potential rate cuts, as highlighted by Waller, Bowman, and Powell [2] - The Fed might decide to phase out quantitative tightening (QT) at the next meeting, especially concerning mortgage-backed securities (MBS), to avoid upward pressure on mortgage rates while cutting rates [7] Inflation & Economic Data - The super core inflation rate has accelerated from approximately 0.06% in April to 39% currently [3] - Next week's data releases are critical to determine if full employment has taken precedence over stable pricing in the Fed's dual mandate [1] Fed Balance Sheet - The Fed is still allowing $35 billion of mortgage-backed securities to roll off each month, contributing to upward pressure on the 10-year Treasury yield and mortgage rates [5] - Quantitative tightening, while a passive tightening measure, has likely kept mortgage rates higher than they otherwise would be [8]