A 25bps rate cut is almost fully priced in - 97% odds.The Fed will unveil its rate decision at 2PM ET.What's your take? 🔮 https://t.co/5IcLx2ZMH0 ...

the action on that meme ETF. We were actually talking about it as a as you know a group all of us how interesting it is that it launched. What do you think that says about retail investor interest and not only the meme trade but just risk in general.>> I think actually that the meme stock ETF is really intended to be a reflection of where retail investors are most interested in at any given point in time. And so what we're seeing is that the meme trade actually has come off significantly since we launched. ...

Core Viewpoint - U.S. Treasury yields have decreased slightly, indicating that investors are preparing for the Federal Reserve's policy decision, with a significant likelihood of a rate cut. Group 1: Market Expectations - A 25-basis-point rate cut is anticipated with a 90% probability, highlighting strong market expectations ahead of the Fed's announcement [1] - Investors are particularly focused on the Fed's projections and comments from Chair Jerome Powell, which may influence future market movements [1] Group 2: Fed's Stance - The Federal Reserve is expected to adopt a cautious tone while incorporating some hawkish elements to maintain policy flexibility, as noted by MFS Investment Management [2]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. It starts now.Carol Massar and Tim Stenovec joining us from the radio booth. Welcome to our audiences across all of our Bloomberg platforms, television, radio, as well as our partnership with YouTube. We're going to get this actually back on track here.We counted down to the closing bells with dynamism and context, because I'm to ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. It starts now.Carol Massar and Tim Stenovec joining us from the radio booth. Welcome to our audiences across all of our Bloomberg platforms, television, radio, as well as our partnership with YouTube. We're going to get this actually back on track here.We counted down to the closing bells with dynamism and context, because I'm to ...

Core Viewpoint - Wall Street traders are anticipating a 90% chance of a quarter-point rate cut from the Federal Reserve, which is expected to support the market and potentially lead to a year-end rally [1][4][6] Economic Sentiment - The University of Michigan Consumer Sentiment survey showed a slight increase in December, indicating consumers are feeling "slightly less miserable" than before, which could signal a potential bottom for stocks [2][3] - Consumer inflation expectations dropped from 4.5% to 4.1%, marking the most significant decline since July [3] Labor Market and Real Estate - The ADP private payrolls report indicated a loss of 32,000 jobs in November, reflecting labor market weakness [4] - There is a noted deflation in real estate, with softening home and rental prices contributing to concerns about deflation rather than inflation [4] Consumer Confidence - The Conference Board's consumer confidence index fell to 88.7 in November from 95.5 in October, representing the largest decline in seven months [4] Market Performance Expectations - Historically, the second half of December has been a strong period for stocks, with average gains of 1% and positive performance 70% of the time [6] - The expectation is for a year-end rally, potentially starting as early as this week [6][7] Bitcoin Market Dynamics - Bitcoin's recent selloff was attributed to excessive leverage among traders, but the market has stabilized as forced liquidations ceased [14][15] - The 50-week moving average is a critical level for Bitcoin; a rejection at this level could signal a bearish trend, while a successful breach could indicate a bullish trend [17][18] Future Projections for Bitcoin - Bitcoin is projected to approach the 50-week moving average near $100,000 by December 2025, with strong macro tailwinds expected to support this movement [20] - The outlook for 2026 suggests that Bitcoin will transition from a speculative asset to a structural growth sector, driven by stablecoin adoption and broader market integration [22]

Investment Recommendations - G Squared Private Well recommends Delta Airlines and Viking Cruises as potential beneficiaries of Fed rate cuts [1][4] - G Squared Private Well suggests Lowe's as a play on an improving housing market [8][11] Airline Industry (Delta) - Airlines are asset-heavy with significant debt, benefiting from lower interest rates [2] - Fuel costs account for approximately one-third of Delta's EPS [3] - Delta caters to higher-end consumers through premium seats, corporate travel, and international routes [3] Cruise Industry (Viking) - Cruise companies are asset-heavy, with high costs associated with building and operating cruise ships [6] - Viking targets high-net-worth individuals with river cruises in Europe and expeditions to the South Pole [7] - Viking already has 70% of its 2026 cruises booked, exceeding its 2025 run rate [7] - The IEA anticipates a potential oversupply of oil markets by 4 million barrels a day, which could lower fuel prices [6] Home Improvement (Lowe's) - Lower mortgage rates, potentially below 6% from the current average of 63%, could stimulate the housing market [9] - Lowe's benefits from increased remodeling activity and appliance sales [10] - Lowe's serves both the construction/professional market and the consumer market [10]

Let's bring in Steve Whiting. He's the CIO of group of chief investment strategist. It's great to have you here. Good to see you again.Do you want to just top level address. I mean, do you favor the rate cut >> tomorrow. Well, look, if the Federal Reserve cuts as soon as possible, perhaps they can cut less.It really depends on how the economy evolves. And Steve Leeman's comment about, you know, a lot of the economy is just getting crumbs. Sub 1% industrial production growth, 2% drop in construction over the ...

Let's bring in Steve Whiting. He's the CIO of group of chief investment strategist. It's great to have you here. Good to see you again.Do you want to just top level address. I mean, do you favor the rate cut >> tomorrow. Well, look, if the Federal Reserve cuts as soon as possible, perhaps they can cut less.It really depends on how the economy evolves. And Steve Leeman's comment about, you know, a lot of the economy is just getting crumbs. Sub 1% industrial production growth, 2% drop in construction over the ...

everyone was doomposting and calling for $BTC to go to low 70ks just a week agosome were actually very confident that BTC is headed to 40ks 'because Saylor's $MSTR is about to implode'now $BTC is back to $94k today and everyone is all of a sudden a bull againthings have only gotten better fundamentally speaking though:- a new rate cut is likely tomorrow- there are speculations about massive FED liquidity injections into the market starting tomorrow- several deca-trillion-dollar financial institutions/asset ...