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TD Cowen's Jeffrey Solomon: We think Fed's next move is to cut rates but not soon
CNBC Television· 2025-08-20 16:26
For more on the broader market, let's bring in TD Cowan's president Jeff Solomon's here at Post9. Talk about 6% sub 6% mortgage rates. You think we get it like Marvin's hopes? >> I mean, we could. I I I do think the next move for the Fed is to go lower, though. We've had this ongoing debate, right? I just don't think I think it's going to be higher for longer and I think it's because we've seen resilience in the in the in in the economy. Uh if you just take a look at, by the way, just this is something we'r ...
X @Bloomberg
Bloomberg· 2025-08-20 10:25
Traders are piling into an options wager that relies on a dovish Federal Reserve slashing interest rates by more than a quarter-point next month. That's raising the stakes for Jerome Powell's speech on Friday https://t.co/EVl6nQJdI5 ...
Stocks are in the beginning of a new bull market, says Morgan Stanley's Mike Wilson
CNBC Television· 2025-08-19 18:46
lows might actually be hoping that happens. So let's kick off and dive in with Morgan Stanley's chief U.S. Equity strategist, Mike Wilson. Mike, it's great to have you back on the program.A lot of people they may have sold during the panic. They kind of they haven't been back in. They're waiting for an entry point.Is that coming. >> Well good afternoon Brian. I mean, look, I don't know if they're going to get a big, fat pitch like we got in April.That's probably very unlikely. We think ultimately that was t ...
Nvidia reportedly working on new AI chip for China, Home Depot earnings fall short
Yahoo Finance· 2025-08-19 15:30
Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock features little change this morning after closing out flat in Monday's trading session. Investors in wait and see mode ahead of the Fed's meeting in Jackson Hole, where traders will search for clues on the central bank's plans for interest rates. Plus, Home Depot out with its earnings results.The world's largest home improvement company posting disappointing s ...
X @The Wall Street Journal
The Wall Street Journal· 2025-08-19 15:22
Market Trends & Economic Factors - Tariffs may soon impact prices [1] - Consumers are delaying larger projects due to higher interest rates [1] - Economic uncertainty contributes to consumers holding off on larger projects [1]
X @Investopedia
Investopedia· 2025-08-19 02:00
Wall Street will be listening closely to Federal Reserve Chair Jerome Powell's speech Friday at the Jackson Hole economic policy summit, where he could signal whether the central bank is ready to cut borrowing costs at its next meeting in September. https://t.co/yOidM7J1yH ...
The 'Halftime' Investment Committee debates the critical week ahead for stocks
CNBC Television· 2025-08-18 17:41
me for the hour. Joe Terranova, Shannon Sarkozy, Jim Lebenthal and Steve Weiss. We will take you to the markets here, give you a picture again on what's happening.We're modestly in the red. Joe, you really do have a feel that this is going to be a wait and see, a wait. And here we need to hear what the Fed chair is going to say about the path forward for interest rates before.I think we're willing to place our bets in any large degree around this market from here. >> I think you're always trying to understa ...
X @Bloomberg
Bloomberg· 2025-08-18 10:20
Powell has the ideal platform to deliver a clear signal the Fed is about to resume cutting interest rates — but the economy isn’t giving him a clear signal that now is the time https://t.co/ztirYfkY3Q ...
X @Bloomberg
Bloomberg· 2025-08-17 14:06
Bond traders’ big bet that the Fed is poised to lower interest rates faces a key moment this week as Chair Jerome Powell gets a chance to weigh in on the economy https://t.co/Ew5FQmtnH7 ...
Fed should cut rates but they're weighing inflation more than employment, says Apollo's Torsten Slok
CNBC Television· 2025-08-15 20:30
Federal Reserve Policy - The market anticipates the Federal Reserve (Fed) to potentially cut rates, influenced by conflicting signals from inflation and employment data [2][3] - There is internal debate within the Federal Open Market Committee (FOMC) regarding whether to prioritize inflation or growth concerns [3][4] - The market is closely watching for guidance from the Fed chair, as his stance will be critical in shaping committee consensus [9][10][11] - Dissent within the FOMC is growing, potentially leading to a divided committee and a challenging press conference for the chair [11][12][13][14][15] Inflation and Market Expectations - The market is pricing in inflation above the Fed's 2% target in one year's time, as indicated by one-year ahead inflation swaps trading at 33% [11] - The market has adjusted its expectations regarding the number of rate cuts, initially anticipating three cuts but now expecting closer to two [18] Economic Outlook and Trade - Concerns exist about a potential trade-related slowdown, particularly in the context of ongoing trade wars [20] - Simulations suggest that raising the effective tariff rate from 3% to 18% could decrease GDP by 07%, but not necessarily lead to a recession [21][22]