Did Kevin Marsh commit to you that he will push to cut interest rates if he is confirmed. >> No. But we talk about it and I've been following him and I don't want to ask him that question.I think it's inappropriate. Probably it probably would be allowed, but I want to keep it nice and pure, but he certainly wants to cut rates. I've been watching him for a long time.>> Did you have any concerns about his hawkish history of pushing for rate hikes. >> He's going to want to do the same thing. I think that yeah, ...

Welcome back to the halftime report. I'm Dominic Chu with today's ETF edge. Now, we've got a new Fed nominee for the chairman.Key jobs data on tap. Riskoff trading in some areas of the market. So, is this a setup to start playing a new kind of long game.Joining me now is Joanna Gyos, the co-founder and COO of Bond Blocks. You guys specialize in a lot of different option strategies with regard to how the fixed income markets move, right. How exactly is the current environment visa v.Kevin Morris is our new F ...

Core Insights - The Schwab Core Bond ETF (SCCR) generates income through investment-grade bonds, yielding 4.32% and providing monthly distributions to investors [2][8] - SCCR focuses on high-quality U.S. dollar-denominated debt, ensuring a predictable income stream due to the low default risk associated with investment-grade bonds [3] Interest Rate Impact - Recent Federal Reserve rate cuts totaling 75 basis points to 3.75% have enhanced the value of existing bonds, positively impacting SCCR's net asset value and performance [4][8] - The 10-year Treasury yield at 4.24% serves as a benchmark, contributing to SCCR's stability in distributions [5] Distribution and Performance - SCCR has maintained consistent monthly distributions since its launch, with yields remaining in the 4% to 5% range, indicating stability despite fluctuations in individual payment amounts [6] - The fund's total returns are competitive with established bond ETFs, closely tracking the iShares Core U.S. Aggregate Bond ETF (AGG), suggesting effective management without eroding net asset value [7]

Group 1: Silver Market Overview - Silver prices surged from approximately $70 per ounce at the beginning of the year to over $110 per ounce at its peak, driven by inflation concerns and government policy [1] - Following the appointment of Kevin Warsh as the next Fed Chair, who is perceived as less supportive of lower interest rates, silver prices have declined to the low-$80s, although this remains significantly higher than the low-$30s from a year ago [1] Group 2: Investment Opportunities in Silver Mining - Higher silver prices benefit silver mining stocks, with Wheaton Precious Metals (NYSE: WPM) highlighted for its low-cost structure and ability to capitalize on silver prices [2] - Investing in mining companies can potentially yield higher returns than the price increase of silver itself, as these companies may enhance production and profitability at a rate exceeding the metal's price rise [3] Group 3: Wheaton Precious Metals Business Model - Wheaton Precious Metals employs a unique and lower-risk business model by providing capital to mining companies through streaming agreements, allowing it to secure a percentage of a mine's production at a fixed cost [4] - An example includes Wheaton's $485 million upfront payment to support the Peñasquito mine, enabling the company to purchase a quarter of its silver output at a starting price of $4.56 per ounce, adjusted annually for inflation [4] Group 4: Production Expectations - Wheaton Precious Metals operates 23 mines and projected its streams to produce between 20.5 to 22.5 million ounces of silver, 350,000 to 390,000 ounces of gold, and 12,500 to 13,500 ounces of other metals in the previous year [5] - The company anticipated that approximately 39% of its revenue would come from silver streams, with 59% from gold, and 1% each from cobalt and palladium [5]

Core Viewpoint - Kevin Warsh is viewed as a consensus-oriented candidate for the Federal Reserve chair position, with a focus on listening and collaboration rather than confrontation [1][2][5]. Group 1: Warsh's Background and Skills - Warsh has been a vocal critic of the Fed since leaving over a decade ago, but his experience and communication skills are seen as valuable assets [2][5]. - His understanding of the Fed's dual mandate of price stability and maximum employment is expected to help him navigate internal debates [4][6]. - Warsh's ability to gauge group dynamics is highlighted as critical, especially given his past criticisms of the Fed [7]. Group 2: Challenges Ahead - The incoming chair will face public pressure, particularly from President Trump, who has criticized current chair Jerome Powell for not cutting rates quickly enough [3]. - The Federal Open Market Committee has been divided in recent meetings, indicating potential challenges in achieving consensus on monetary policy [9]. - Warsh's recent critiques of the Fed's handling of inflation and calls for "regime change" in economic policy suggest he may push for significant changes if confirmed [10][11]. Group 3: Perspectives on Leadership Style - Some analysts express concern that Warsh's consensus-oriented approach may limit his ability to lead decisively during times of crisis [12][13]. - Critics argue that his tendency to seek common ground could result in delayed responses to necessary policy shifts [14]. - Supporters, including notable economists, believe Warsh's expertise and communication skills make him a suitable candidate for the role [15].

Javier Milei’s economy minister says Argentina doesn’t plan to sell bonds on global debt markets while the government can access alternative funding sources at lower interest rates https://t.co/zGxuzEtPrS ...

Group 1: Investment Strategies - Many family offices are shifting towards real estate and alternative investments, particularly private equity and hedge funds, to protect their portfolios against inflation [1][3] - U.S. family offices reported holding 40% of their investments in public equities, while 34% are in private investments, including private equity, venture capital, private credit, and real estate [5] Group 2: Concerns and Risks - A significant number of family offices are concerned about inflation and geopolitical risks, with 64% citing interest rates and 61% citing inflation as major risks to their portfolios [2] - Nearly three-quarters (72%) of family offices surveyed reported having no exposure to gold, indicating a reluctance to invest in gold despite its recent price surge [6][7] Group 3: Focus on Technology - Artificial intelligence (AI) is a prominent investment theme for family offices, with 65% including AI in their portfolios or prioritizing it for future investments [4] - There is a strong belief among family offices that AI should be a central part of their investment strategy, although there are concerns about concentration risk [6] Group 4: Cash Management - Family offices are maintaining large amounts of cash and cash equivalents, with some holding cash to prepare for potential downturns and to capitalize on opportunistic investments if asset prices decline [8] - Concerns about inflation are leading some family offices to prefer holding cash, as higher rates could result from inflationary pressures [9]

Investors are betting Chile’s monetary authority will reduce interest rates by a quarter-point at the next policy meeting https://t.co/HnSwYuZUZL ...

The Bank of England is expected to keep interest rates on hold at 3.75% this week as policymakers weigh contradictory signs that the economy is both strengthening and losing jobs with unemployment at a near five-year high https://t.co/CgqXUWFVDl ...

A summary of opinions from the Bank of Japan’s January policy meeting indicated a growing awareness of the need to raise interest rates in a timely fashion as authorities monitor the impact of the weak yen on inflation https://t.co/Su2JPQqs4r ...