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]

Interest Rate Cuts - The US Federal Reserve implemented three strategic interest rate cuts over the past three months, reducing interest rates by a total of 075% [1] - September 17, 2025: The Fed lowered the target range to 400 %–425 % from 425 %+ [1] - October 29, 2025: The Fed cut the rate to 375 %–400 % [1] - December 10, 2025: The Fed reduced the rate further to 350 %–375 % [1] Crypto Market Impact - These rate cuts are generally considered bullish for crypto markets in the long term [2] - Short-term "buy the rumor, sell the news" effects have been observed following each rate cut [2] - A bounce is typically expected after the initial sell-off subsides [2] - A slight level of FUD (Fear, Uncertainty, and Doubt) or retail sell-off may indicate the end of the post-cut downswing [2] Social Media Tracking - Track the frequency of Fed rate cuts and FOMC meetings trending on social media to monitor and compare price shifts [3]

CREDIT FIRM. VICTOR, WHAT YEAR IT HAS BEEN FOR CREDIT. THIS IS AN INDUSTRY THAT HAS BEEN IN FEARS DEFENSE OF ITSELF, BLUE OWL VOCALLY SAYING YOU ARE WRONG, JAMIE DIMON.THINGS ARE NOT WRONG. YOU MAY BE SIDE A LITTLE MORE WITH JAMIE DIMON IN THIS ARGUMENT. VICTOR: WE ARE LIVING IN A WORLD WHERE IT IS TRULY A K-SHAPED WORLD.TECH, DATA CENTERS, FINANCING THEM, BUILDING THEM, GOING OUT WITH THESE VALUATIONS, THAT IS A VERY HOT MARKET. THERE IS A WHOLE OTHER PIECE OF THE INDUSTRY, THE BOTTOM PART OF THE K. WHEN W ...

Well, I think that the the unproductive bubbles I would describe as financial fads. Portfolio insurance was one, subprime mortgages was another. Just, you know, financial activities that become fashionable, zoom into popularity, get overhyped and then recede.But then there are bubbles which are based on technological progress, starting with the steam engine, the railroad, the radio, the automobile, computers, internet, etc.. And these actually push society ahead and change it irreversibly. But in the proces ...

My colleagues and I remain squarely focused on achieving our dual mandate goals of maximum employment and stable prices for the benefit of the American people. The Federal Reserve says they're fighting inflation. They say they are committed to a 2% target and that they're well positioned to wait and see.But the charts tell a very different story. While everyone is distracted by the quarter point rate cut and the drama of the dissenting votes, we're staring down the barrel of a massive liquidity injection in ...

Poland’s revved-up banking industry is facing a wave of refinancing requests as interest rates plummet for the first time since the sector embraced fixed-rate mortgages. https://t.co/Xx5Xjed1TS ...

Welcome back everybody. Time to bring in our next guest, Senator Elizabeth Warren, who is the lead Democrat on the banking committee. And Senator Warren, thank you for being with us this morning.Um, from your position on the banking committee, thought we might start with the Federal Reserve, what you thought about what happened yesterday, and maybe more importantly, what you think about this overall conversation about who will take over the Federal Reserve next, who the next chairman will be. I I know in th ...

Core Insights - Inflation is defined as the increase in the cost of goods and services over time, typically expressed as a yearly percentage, with the current inflation rate at 3.0% as of November 2025, up from 2.3% at the beginning of the year [3] Positive Effects of Inflation - Higher interest rates on savings accounts can benefit short-term investors, as increasing inflation often leads the Federal Reserve to raise interest rates, prompting banks to offer better returns on savings deposits [5] - Rising inflation can correlate with higher wages, as companies may need to offer better salaries to attract new hires and retain existing employees, potentially leading to pay raises for workers [7] Negative Effects of Inflation - Higher inflation results in increased borrowing costs, as the Federal Reserve's interest rate hikes make it more expensive for banks to borrow money, which is then passed on to individual and business borrowers [6]

The Fed cutting rates as expected yesterday, but markets read a hawkish cut as somewhat dovish. Steve Leeman joins us right now with more on that. And Steve, this was interesting to watch the market's reaction after hearing this and then hearing JPAL speak.>> That was the curious part of it. All went as expected except perhaps the curious market rally that came after. I'll talk about that in a second.The Fed followed through on an expected hawkish rate cut, reducing rates by a quarter point to the new range ...