This data is good for bonds, it's questionable for equities. Equity futures just about unchanged. We'll see if this move sticks.But at the front end of the curve, we're down six basis points. And as Lisa pointed out, we're down across the curve. And this is largely because of the way the Federal Reserve has set things up.Coming into September, he basically told us the following, that you could have a one off effect on inflation, but not all at once. And the labor market data was concerning. Kim, which is wh ...

PDD’s revenue grew better than feared after China’s government ramped up stimulus to galvanize consumers and offset the economic fallout from US tariffs https://t.co/Z932LTGmmX ...

If China’s economy is to pick up again, hitting this year’s growth target of 5%, it will need more stimulus. The government has outlined measures to help https://t.co/HIpJuZkniM ...

Economic Slowdown - China's economy experienced its most significant slowdown of the year in July [1] Policy Response - The slowdown has increased expectations for Beijing to implement further stimulus measures this year [1] External Factors - The slowdown is partly attributed to the impact of Donald Trump's trade war [1]

Biweekly poll time:How much are you expecting your Elon Stimmy to be? ...

Sri Lanka’s central bank left its benchmark rate unchanged as policymakers gauge the progress of trade negotiations with the US before delivering additional stimulus https://t.co/Fl7GZcPSkt ...

Market Trends - A distortion in China's money market has vanished, suggesting investors anticipate economic reflation due to recent stimulus measures [1] Economic Outlook - The disappearance of the money market distortion is a nascent sign of improved investor confidence in China's economic outlook [1]

Economic Stimulus - China should add up to 1500 billion yuan (approximately $209 billion) in new stimulus to boost consumer spending [1] - Maintain currency flexibility to counter the drag on growth from US tariffs [1]

Monetary Policy & Tariffs - The market initially anticipated a rate cut in July, but it's now less likely due to tariff uncertainty [2] - The Fed is likely to wait until August 1st to assess tariff rates and economic impact before potentially acting in September [3] - The speaker suggests that the "price shock" from tariffs is largely in the past, as businesses have had time to adjust [5][6] Economic Outlook - US demand is solid but sluggish, with GDP around 1% [2] - Fiscal policy is now neutral or stimulative, reducing recession odds [7] - Deficits and the 10-year Treasury yield are expected to remain elevated [8] Business & Market Impact - Companies are expected to adapt to low to mid-teens tariffs if the rates are clear [3] - Corporate earnings are expected to be resilient, supported by stimulus measures [8] - Accelerated depreciation, tax on tips, and tax on overtime should provide a tailwind for businesses [9] - Businesses are cautious due to uncertainty but relatively optimistic about the future [9]

Deficit and Spending - The analysis indicates authorization of $3.8 trillion in deficit increases without offsetting measures, potentially signaling an end to constraints on congressional spending [1] - Repeal of IRA tax cuts significantly impacts energy stocks [2] Consumer Impact - Tariffs are viewed as a tax on US consumers, generating approximately $400 billion for the US Treasury [3] - New stimulus to the US consumer amounts to $166 billion, resulting in a net loss for the consumer when compared to tariff revenue [3][4] Healthcare Sector - Medicaid cuts are expected to have a substantial impact on hospitals [2]