The Two Simplest Reasons Not to Cut Rates https://t.co/4jSVZknrGs ...

💥BREAKING:BESSENT IS NOT EXPECTING A RATE CUT TODAY FROM FED. ...

Katrina Dudley investment strategist at Franklin Mutual Advisers Katrina good morning. How are you. >> Good good.Thank you I. >> Want to get your quick reaction on that EU, US trade deal and what it means for the markets. Are there any sectors that you see especially benefiting on the back of that deal.>> I think we are seeing a lot of benefits in terms of actually the European markets, because it gives them certainty. The European markets have actually had some pockets of strength over the last couple of m ...

All right. So, I'm looking at the futures. They're higher.They're certainly higher across the board, but uh maybe just relatively muted. I'm looking at the S&P up about a third of 1%, the NASDAQ up about a half a percent. Are you surprised at all about that.I've heard a lot of people say uh basically that 15% tariffs, they seem palatable. Is that what the market's saying that 15% tariffs we can deal with. Not ideal, but we can deal with that.Uh, I think it's an example of the market being a little short-ter ...

The FED hasn't even cut rates yet.We're just getting started! 🚀 https://t.co/erZcDMyWN2 ...

Wiley Huang (黄为一) (852) 3988 6324 wileywy.huang@bocigroup.com Margaret Zhang (张芳泥), CFA (852) 3988 6620 margaretfn.zhang@bocigroup.com Wu Qiong (吴琼), CFA (852) 3988 6926 qiong.wu@bocigroup.com BOCI FIXED INCOME WEEKLY 中银国际固定收益周报 | | | | | Figure 1. Market Data (7/18/2025-7/25/2025)/图 1. 市场数据 (2025 年 7 月 18 日至 2025 年 7 月 25 日) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Yield | Chg | | | Chg | | Spread | Chg | | Treasury | 收益率 | 变化 | iBoxx $bond Index | ASW | 变化 | CDS | 基差 | 变化 | | ...

The VIX volatility index falling below 15 for the first time since February. For more, let's bring in Mandy Shu, head of derivatives market intelligence for SIBO Global Markets. Mandy, it's always great to see you. Great to be here.It's not just the VIX. I mean, volatility across asset classes, bond volatility is also very low. What does this tell you.Yeah, to me, I think it's a sign that what we're seeing in the markets is very much fundamentally driven, right. The fact that equities keep making new all-ti ...

Monetary Policy Stance - Christopher Waller advocated for a rate cut at the upcoming meeting in two weeks [1] - Waller's views have shifted from hawkish to dovish over the past couple of years [1] - The speaker expressed concern that the optimal time for rate cuts was in April and May [2] - The current level of interest rates is considered restrictive [3] - The speaker would like to see the Fed make further adjustments, believing they paused prematurely [3] Economic Outlook - Anticipation of economic reacceleration in September, October, and November [3] - The speaker believes the "one big beautiful bill" contains incentives for business investment [2]

Crypto is starting to turn red on the lower time frames and this is something that I would utilize as an opportunity. We might have that deeper pullback on Bitcoin. I'll go over it in this video.I've been talking about it for a week or so now. Um but overall, you know, nothing too crazy in terms of the drops across the board. You know, some old coins are dropping a little bit harder than others, like CFX for an example, but that's because it ran 100 plus% in just like one day.Um, but overall, you know, we a ...

Thailand picked a rate-cut advocate with close ties to the government as its next central bank governor, defying concerns over a potential erosion of the monetary authority’s independence https://t.co/mFCnfeFM14 ...