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Treasury yields a little higher this morning after dipping post Fed. They were up, they were down, back up again to 416 for the 10 year, the two years at 353. And joining us right now with his insights on the bond market and the Fed's decision on rates this week is Mark Cabana.He's head of US rate strategy at Bank of America Securities. And Mark, big week. >> It was >> heard a lot from the Fed.We're still trying to figure out what comes next. Um it's a split Fed at this point and we're going to probably hea ...

British households’ inflation expectations edged down from their highest in two years, a slight easing that may soothe concerns at the Bank of England as officials decide whether to cut interest rates further https://t.co/hyzj4PQgtz ...

European Central Bank President Christine Lagarde speaks at a press conference following the decision on interest rates. #politics #europe #business #ecb ...

Deutsche Bank, Goldman Sachs and other Wall Street banks are forecasting that the US dollar will resume its slide next year as the Federal Reserve keeps nudging down interest rates https://t.co/Q8kmKFK8jj ...

Key Points A run of three straight 20%-plus gains for the stock market is nearly unprecedented. It's been a volatile year. However, one group of investors believes the stock market may be in the midst of a multiyear bull run driven by the rise of artificial intelligence. 10 stocks we like better than S&P 500 Index › It's hard to believe that just about eight months ago, the stock market was reeling. President Donald Trump had just shocked the world by announcing high tariff rates on most of the ...

AI Impact on Labor Market & Economy - The market is considering the potential impact of AI expansion on the labor market, with concerns about job displacement [1] - There's uncertainty regarding AI's impact on the economy, specifically whether it will increase the unemployment rate [2] - While AI implementation is expected to create productivity gains for companies, the macro-level impact, especially by 2026, remains uncertain [5][6] Affordability & Fiscal Policy - The rising prices of education, healthcare, and housing are consuming a larger share of consumer spending, impacting affordability [9][10] - The Federal Reserve has limited tools to directly address the affordability crisis, particularly in sectors like housing [11][12] - Fiscal policy, particularly actions by Congress, such as rolling back tariffs on food or providing tax incentives for first-time home buyers (e g, $5,000 or $10,000), could help improve affordability [14][15][16] Inflation & Economic Growth - There's a risk of a second inflation surge due to growth driven by AI and fiscal policy, particularly the immediate expensing of capital expenditures [19][20][21] - The market rally is potentially anticipating an economic boom, leading to increased investment in sectors like technology stocks [22] - The narrative is shifting from concerns about economic slowdown to expectations of accelerated growth, potentially leading to increased corporate earnings by 2026 [25][26] Federal Reserve & Monetary Policy - The potential for political influence on the Federal Reserve's decisions, especially regarding interest rate cuts, is a concern [27][30] - Disagreement among Federal Reserve members regarding interest rate policy is increasing, potentially leading to less clear messaging from the Fed [31][32] - The choice of the new Fed chair in May 2026 is critical, as they will need to balance the risks of high inflation against a potentially weaker labor market [28][29]

There's a lot of big institutions that might even be behind some of this sell-off that want to drive it lower because they want to get in. I think there's huge institutional big money demand to buy Bitcoin. It's just waiting to pounce. And so once that pounce happens, we're going to be at 150. I still think, and the last time I was on, I said I think we'll be at 150 by the end of February. I hate to do it, but facts change, I got to change. I'm going to back it up just a little bit and say I think we'll be ...

It's that time this hour for our market navigator and with a third consecutive rate cut in the books now question is what impact that will all have on the private equity space. Our next guest says it'll be easier for companies to do their business and bring better returns to investors. He likes some of the names because of that.Bob Lang is founder and chief opt options analyst at explosive options. And Bob, you're looking specifically at Apollo. Why.>> Yeah. Hi Kelly, good to see you again. So I Apollo Glob ...

Economic Indicators and COLA - Lower interest rates may indicate a stabilizing economy, but inflation remains stubborn, impacting cost of living adjustments (COLA) for seniors [1][2] - The Social Security Administration (SSA) bases COLA on the consumer price index (CPI), which measures rising prices affecting seniors [2][3] - The SSA's October announcement of COLA is crucial for seniors, as it determines the increase in their monthly checks for the upcoming year [3][4] Bond Yields and Inflation Expectations - Recent declines in bond yields, such as the one-year U.S. Treasury yielding around 3.63%, suggest moderated inflation expectations, although not as dramatically as earlier [6] - The Federal Reserve's projections indicate PCE inflation rates of 2.9% for 2025, 2.4% for 2026, and 2.1% for 2027, influencing future COLA adjustments [7] - The anticipated COLA for 2026 is 2.8%, slightly higher than 2025's 2.5%, with projections for 2027 potentially in the 2.3-2.6% range depending on CPI data [7] Impact of Rate Cuts on Retirees - Federal Reserve rate cuts can stimulate the economy, benefiting stock and bond values, and reducing costs for homebuyers and reverse mortgages [9][10] - Retirees relying on interest income from savings accounts and CDs may see a decline in earnings, but bond investments could increase in value as yields decline [11] - Lower inflation expectations could lead to smaller annual increases in Social Security payments, prompting seniors to seek additional income sources [12][13] Monitoring Future Trends - The market is currently pricing in moderately elevated inflation expectations, with the Fed signaling only one additional rate cut in 2026 [13] - Persistent inflation pressures in housing and services may keep COLAs in the 2-3% range, necessitating adjustments in retirement strategies [13]