All right, welcome back. Well, earlier today we got another pretty good read on the economy, but it's kind of another day where the bond market is not really moving. The 10-year yield is at 4.46% and as we noted yesterday, that's the same price that bond yields were at back in November.So, what's it going to take to get borrowing costs on the move again. Either way, Rick Santelli is in Chicago with the bond report. Rick, yeah, you nailed it.Not only was 445 an important area historically, that's where we we ...

Market Outlook - Goldman Sachs Research anticipates tariff rates to continue climbing throughout the year [2] - The market is pricing in a gradual increase in tariffs, with companies managing margins and sustaining earnings growth [3] - Continued earnings growth is considered the most important factor for the market [3] - There's a possibility of companies passing on tariff costs, potentially leading to a slight increase in inflation [3][4] - The S&P 500 target is 6,600 by year-end, representing approximately 5% upside [5] Risk Assessment - The biggest risk to the market is interest rates, with uncertainty surrounding the Federal Reserve's actions [5] - Elevated uncertainty means the distribution of risks for asset prices is still pretty wide [6] Sector Performance - AI software basket is up more than 30% year-to-date, with a continued strong outlook [6] - Market breadth is narrow, with the median S&P 500 company still more than 10% below its high [7][8] - A catch-up in market performance is more likely than a continuation of the current outperformance [8]

On Tuesday, July 15th, we saw the June CPI data. Headline inflation climbed at 2.7% year-over-year, up from May's 2.4% reading. But X food and energy was lower than expected at plus.2% month overmonth.This mix suggested that the headline number was at least partially driven by elevated oil prices in June. In the wake of the Israel Iran conflict, the market's reaction reflected the general lack of clarity that the data introduced. Initially, the dollar traded lower, presumably believing that the drop in core ...

Market Overview - Market experienced volatility due to policy uncertainty and geopolitical events, even a "bear market scare" in Q2, but stocks recovered to all-time highs by the end of the quarter [1] - Fidelity thought leaders provided insights on the past quarter and discussed potential risks and opportunities for the next quarter [1] Key Topics Covered - Discussion included a Q2 recap and Q3 market outlook [1] - Analysis of stocks & bonds, taxes & tariffs, and interest rates [1] - Examination of risks & opportunities, consumer debt, and national debt & Treasurys [1] - Commentary on Bitcoin & gold [1] Economic Factors - CPI data and the Federal Reserve's actions were discussed [1] - Impact of tariffs on corporate earnings was analyzed [1] Market Segments - Perspectives on international stocks and U S exceptionalism were shared [1]

At a time of high interest rates, there are bargains to be found https://t.co/p2n0pJQyKz ...

President Trump says he's not planning to fire Federal Reserve Chair Jerome Powell. I I don't rule out anything, but I think it's highly unlikely. But in recent days, the Trump administration has been ramping up its pressure on the Fed chair over a $2.5% billion renovation of the central bank's office buildings overlooking the National Mall in Washington. People are taking seriously this is a credible threat to possibly try to remove the Fed chair. He should have cut interest rates a long time ago. Donald T ...

Australian unemployment unexpectedly climbed to a four-year high in June as hiring almost stalled, bolstering the case for the RBA to cut interest rates next month https://t.co/wi9Q20OMyF ...

As president, there are few decisions more important than nominating leaders of integrity and good judgment to hold trusted positions in public office. And few of those trusted positions are more important than the chairman of the Federal Reserve. Accordingly, it is my pleasure and my honor to announce my nomination of Jerome Powell to be the next chairman of the Federal Reserve.Congratulations, Jay. Thank you, Mr. . President.I think he does a terrible job. He's costing us a lot of money. He's a terrible F ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer.I'll be my friends. I'm just trying to make you a little money. My job not just to entertain but to educate, teach it.Call me 1800743 CBC. Tweet me Chim Kramer. Maybe you hate Jal. Maybe you love him. Maybe you have no idea who he is.Regardless, what you need to know is that he's in charge of the Federal Reserve. So he controls what's known as short rates. That means the short-term interest rates there are are like the ones you borrow today and pay yo ...

Federal Reserve Policy & Presidential Influence - The President desires lower interest rates and expects the Federal Reserve (Fed) to align with his objectives, despite potential conflicts with sound monetary policy [1][2] - The President might replace the Fed chair with a more dovish nominee to achieve his desired policy outcomes [2] - A Fed that prioritizes the President's agenda over its independence could negatively impact the dollar's value due to concerns about biased policy and currency debasement [3] Potential Treasury Actions - The President may instruct the Treasury to intervene in the bond market to suppress long-term yields [4] - The Treasury could reduce long-term bond issuance by 25%, which would have a similar impact to the Fed's largest monthly quantitative easing (QE) program [5] - Decreasing bond supply could keep yields low, but might also lead to inflation and accelerated economic growth [7] Market Implications - Actions to control bond yields could lead to rallies in stocks, gold, and Bitcoin, potentially weakening the dollar [6] - Starving the market for duration through reduced bond supply could maintain low yields if demand for Treasury bonds remains strong [7]