BREAKING:🇺🇸 FED MAY CUT RATES IN OCTOBER.ODDS ARE NOW 87.7% 🔥 https://t.co/3SWFmmKyWB ...

Market Outlook & Strategy - Diversified portfolios are recommended, with fixed income providing both income and diversification against economic slowdowns [5] - Fixed income is attractive as a hedge against potential slowdowns, especially if the labor market weakens [5][6] - Bond funds are considered sensible, particularly those with exposure to structural AI, strong corporate balance sheets, credit, and duration [7] - Extending duration is advised, potentially banking on a range of 375 to 425 basis points (375%-425%) [19] Interest Rates & Fed Policy - Interest rates are viewed as restrictive, justifying the Federal Reserve's (Fed) rate cuts [4] - The Fed is expected to continue gradually cutting rates, potentially reaching a neutral rate, with debate around whether that rate is 250 or 300 basis points (250%-300%) [17][18] - The current Fed funds rate is at 425 basis points (425%) [18] Labor Market & Economic Uncertainty - Uncertainty around tariffs is causing companies to pause hiring [9] - Risks to the labor market are balanced, with potential for both downside (increased firing) and upside (increased hiring) [12] - A potential government shutdown could further cloud the labor market outlook, especially if it involves layoffs [15] Investment Opportunities - 5-year and 10-year high-grade corporate paper are favored [8] - Opportunities exist in double B and single B high-yield corporate bonds [8] - Investment-grade credit offers a yield of around 550 basis points (550%), while triple B+ bonds yield approximately 650 basis points (650%) [20]

Economists downgraded their projections for US job growth through the end of next year, helping explain why the Fed is expected continue to lower interest rates https://t.co/XVKDzjGHiS ...

Updated 12 hours ago Stock Futures Mostly Higher Ahead of Key Inflation Data By Adam Clark U.S. stock futures were mostly higher early on Friday. The market focus will be firmly on the release of inflation data and what it might mean for interest rates in future. CONCLUDED Stock Market News From Sept. 26, 2025: Dow Bounces Back After Three-Day Slump Last Updated: Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Roundtable Barron's Stock Screen Personal Finance Streetwise Advisor Directory Do ...

The European Central Bank has backed calls to not lower interest rates further https://t.co/o66se6tsBA ...

BREAKING: 🇺🇸 PRESIDENT TRUMP SAYS INTEREST RATES ARE STILL TOO HIGH.I GUESS MORE CUTS ARE COMING 🔥 ...

Over the summer, many of the home builders started rallying in anticipation of rate cuts from the Fed. But now the Feds start cutting and the group keeps rolling over. So what's going on here.Didn't we want rate cuts to jolt the industry out of the doldrums. Well, let's look at what happened when some of the key home builders recently reported. First, we got Lenar, the Miami based developer that's become one of the largest home builders in the country.Lenar kicked these off last Thursday when they reported ...

ROMAINE: A SOLID U.S. ECONOMY OR CUTS TO INTEREST RATES. INVESTORS WEIGH IN ON WHICH IS MORE IMPORTANT. >> WE ARE KICKING YOU OFF TO THE CLOSING BELL HERE IN THE WEST LET'S GET A CHECK OF WHERE MARKETS STAND. DOWN FOR A THIRD DAY IN THE ROW ON THE MAJOR EQUITY INDEXES. THE S&P 500, 66 HUNDRED EVEN. NASDAQ FALLING HALF OF A PERCENT. YOU DO SEE SOME OF THE BIG TECH STOCKS DRAGGING US DOWN AND NOTABLY TESLA. I'M WATCHING THE FRONT END OF THE CURVE CLIMB A LITTLE HIGHER THAN THE BACKEND. UP ALMOST SIX BASIC -- ...

Hello everyone. Today we are going to deeply analyze all the current economic data with the goal of deciding whether we are bullish or bearish right now. We'll discuss the US government's new obsession with buying equity and important companies.And finally, we're going to ponder the big question of whether the Bitcoin 4-year cycle is that going to remain or not. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help.My goal is to get to 1 million sub ...

Core Insights - The U.S. economy expanded at a surprising 3.8% from April to June, significantly higher than the previous estimate of 3.3% [3][5] - Consumer spending rose at a 2.5% pace, up from 0.6% in the first quarter, indicating stronger consumer resilience amid trade uncertainties [5][6] - A notable decline in imports at a 29.3% pace contributed over 5 percentage points to the second-quarter growth, reversing the trend from the first quarter [4][5] Economic Performance - The U.S. GDP rebounded from a 0.6% drop in the first quarter, which was the first decline in three years, primarily due to increased imports [3][4] - The underlying strength of the economy, measured by a specific GDP category, grew by 2.9% from April to June, up from 1.9% in the first quarter [6][7] - Private investment fell, including a 5.1% drop in residential investment, and federal government spending also decreased at a 5.3% annual pace [7][12] Labor Market - Job creation has slowed significantly, with an average of 53,000 new jobs added per month since March, down from an average of 147,000 previously reported [12][13] - The Labor Department is expected to report a modest addition of 43,000 jobs in September, with unemployment likely remaining at 4.3% [14][15] Federal Reserve Actions - The Federal Reserve cut its benchmark interest rate for the first time since December, with expectations of two more cuts this year, although strong GDP growth may influence their decision [15][16] - The Fed will closely monitor the upcoming personal consumption expenditures (PCE) price index for inflation trends [15]