Core Viewpoint - The article discusses the impact of Federal Reserve Chair Jerome Powell's statements on market expectations regarding interest rate cuts, particularly in September, which has led to a decline in gold prices [1][2]. Group 1: Interest Rate Outlook - Powell's comments have dampened hopes for a rate cut in September, influencing market sentiment [1][2]. - The anticipation of no immediate rate cuts may lead to a stronger dollar, further affecting commodity prices [1]. Group 2: Gold Market Reaction - Following Powell's remarks, gold prices have experienced a notable decline, reflecting investor sentiment shifting away from gold as a safe haven [1][2]. - The net weight of gold traded has shown a decrease, indicating reduced demand in the market [1][2].

RT MartyParty (@martypartymusic)#FOMC Update: FED GOV. WALLER AND BOWMAN DISSENTED IN FAVOR OF RATE CUT, FIRST TIME IN OVER 30 YEARS TWO OFFICIALS HAVE DISSENTED ...

RT Bloomberg Opinion (@opinion)@Claudia_Sahm “Markets keep overestimating the odds of a cut. It’s a lot of wishful thinking,” says @AllisonSchrager.“If you look at the data, you seem some signs of weakening here and there, but it’s hard to justify a rate cut.”https://t.co/VrIJWN8ERR ...

💥BREAKING:FED GOVERNORS WALLER, BOWMAN DISSENTED IN FAVOR OF RATE CUTFIRST TWO-GOVERNOR DISSENT SINCE 1993. https://t.co/K8fkARMVh5 ...

what we can expect today in the meetings ahead. Joining us, Stephanie Roth, chief economist at Wolf Research, along with Larry Adam, chief investment officer at Raymond James, and Andrew Scizarowski, strategic income portfolio manager at Morgan Stanley Investment Management. I think that is full team coverage.Andrew, we'll begin with you. What is your expectation from the Fed today. And more importantly, what do you want to hear them say.>> No, thanks for having me. I think look the expectations are low for ...

The Two Simplest Reasons Not to Cut Rates https://t.co/4jSVZknrGs ...

💥BREAKING:BESSENT IS NOT EXPECTING A RATE CUT TODAY FROM FED. ...

Market Overview & Strategy - The market has been too focused on the Magnificent Seven, with over half underperforming the S&P year-to-date, suggesting a broadening market [3] - The strategist recommends focusing on the S&P equal-weighted index, anticipating it will outperform the market-weighted index [4] - The firm favors mid-cap stocks, specifically those with high quality characteristics [4] Investment Opportunities - The firm defines quality as companies with high returns on invested capital, low net debt to EBITDA, and high returns on equity [6] - The firm is bullish on AI and seeks companies that can make upfront investments, benefiting from tax bill incentives like R&D expense deductibility [7] - Opportunities exist within the mid-cap space, particularly in the quality spectrum [7] Macroeconomic Factors - The EU-US trade deal provides certainty to European markets and supports the US market [2] - The likelihood of a September rate cut by the Federal Reserve has decreased from approximately 90% to under 60% due to a stronger economy [8][9] - The firm anticipates the US-China trade talks will result in an extension, which is viewed as positive for the market [10][11]

All right. So, I'm looking at the futures. They're higher.They're certainly higher across the board, but uh maybe just relatively muted. I'm looking at the S&P up about a third of 1%, the NASDAQ up about a half a percent. Are you surprised at all about that.I've heard a lot of people say uh basically that 15% tariffs, they seem palatable. Is that what the market's saying that 15% tariffs we can deal with. Not ideal, but we can deal with that.Uh, I think it's an example of the market being a little short-ter ...

The FED hasn't even cut rates yet.We're just getting started! 🚀 https://t.co/erZcDMyWN2 ...