PPI data today sending the 50bps cut higher howeverAlmost at a 20% chance now for September!October 25bps cut rising as well. https://t.co/ztN7KXoBGYEasy (@EasyEatsBodega):3 cuts this year.25bps each FOMCSeptember, October, December ...

Market Performance - The S&P 500 has increased by nearly 31% since April, while the Nasdaq Composite has risen by 43% during the same period [1] - Despite the market surge, approximately 43% of investors express pessimism about the next six months according to a survey by the American Association of Individual Investors [1] Economic Outlook - The Federal Reserve is anticipated to cut interest rates due to an uncertain labor market, raising concerns among Americans about future investment conditions [2] - There is uncertainty regarding the timing and severity of the next recession, with Goldman Sachs estimating a 30% probability of a recession occurring within the next 12 months, down from 45% in April [5] Historical Context - Recessions and market corrections are a normal part of the stock market cycle, with the average bear market lasting around 286 days and bull markets exceeding 1,000 days [7] - Historical data shows that the market has consistently recovered from all past recessions and downturns, achieving positive total returns over time [9]

Company Overview - Home Depot has a trailing 12-month revenue of $165 billion and holds a leading position in the home improvement industry with over 2,000 stores across the U.S. [1] Financial Performance - Home Depot's shares have generated a total return of 67% over the past five years, which is significantly lower than the S&P 500's performance [2] - The company experienced a sales surge of 19.9% in fiscal 2020 and 14.4% in fiscal 2021 due to the COVID-19 pandemic, but revenue growth has slowed, with fiscal 2024 revenue only 5.5% higher than three years prior [3] - For fiscal 2025, management anticipates same-store sales growth of only 1%, indicating a lack of excitement among investors [3] Market Conditions - Economic uncertainty is the primary reason for customers delaying renovation projects, as noted by CEO Ted Decker [4] - Elevated interest rates have led households to be more cautious about large projects that may require debt financing [5] Industry Outlook - The home improvement industry is estimated to be worth $1 trillion and is fragmented, providing Home Depot with a competitive advantage due to its brand recognition and product availability [6] - Home Depot plans to add 13 new stores in fiscal 2025, although expanding physical presence is not a key growth strategy [8] Future Prospects - A potential decline in interest rates could boost Home Depot's sales, and consistent profits have allowed the company to maintain dividend payments [7] - Despite current challenges, there is confidence that Home Depot's revenue will be higher in five years, although growth may not match historical trends [8]

Hello everyone. We've got a lot to discuss today. The jobs report this morning was very, very bad.The Fed should have been cutting rates months ago. We're now entering what I call a crazy uncle market. And Elon Musk, he just got a massive pay package at Tesla and it could make him the world's first trillionaire.We're live today from the desk of Anthony Pompiano. Before we get into today's episode, you know what it is. Hit that subscribe button.We are currently at 20,729 subscribers and I need your help to m ...

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Group 1 - Stephen Miran, nominated by President Trump for the Federal Reserve Board of Governors, may be confirmed in time for the mid-September rate-setting meeting [1][5] - The Federal Open Market Committee (FOMC) is expected to cut rates in September following Chairman Jerome Powell's indication of a softer policy stance during his Jackson Hole address [1] - The FOMC consists of 12 voting members, including the seven governors of the Federal Reserve Board and the president of the New York Fed [2] Group 2 - Miran's nomination follows the resignation of Federal Reserve Governor Adriana Kugler, which Trump described as a "pleasant surprise" allowing for a candidate more aligned with his economic agenda [6] - Trump has intensified pressure on the Federal Reserve to lower interest rates to 1% to stimulate economic growth, while Powell has maintained a key borrowing rate between 4.25% and 4.5% [9] - If Trump successfully removes Federal Reserve Governor Lisa Cook, he would gain a majority of appointments on the Fed's board, enhancing his influence over U.S. monetary policy [10][11]

The Canadian economy surprisingly shed jobs for a second consecutive month as the unemployment rate jumped, increasing the likelihood of an interest rate cut from the Bank of Canada this month https://t.co/h7ushYQXjU ...

The Federal Reserve should cut 100 basis points in September to catch up to where they should have been all along.We need a big, bold move instead of an incremental cut. ...

Odds of a 50 bps cut in September just went up to 11% (a 2x move)After jobs data came in way under expectations https://t.co/uTcrd2ec4B ...

Government Policy & Central Bank Response - Polish government aims to quickly pass legislation extending the power price cap [1] - Central bank governor believes this legislation would increase the likelihood of another interest rate cut [1]