Treasury yields edged up to a three-week high as investors looked to US economic data and comments from Federal Reserve officials for clues on the interest-rate outlook https://t.co/iCf5qEgIXG ...

Market Overview - Futures are slightly lower at the start of the trading day, but there are lingering bullish tones in the market [1][5] - The market has experienced a significant run recently, indicating potential fatigue in pre-market futures [5] Earnings and Economic Data - Key earnings reports are expected this week, including Micron after the bell tomorrow and Costco on Thursday [2] - Important economic data will be released, including PMIs, durable goods, GDP revisions, jobless claims, and personal income and outlays [3][4] Federal Reserve Insights - A steady flow of Federal Reserve speakers is anticipated this week, discussing recent interest rate decisions and economic outlooks [4][10] - The probability of a 25 basis point cut in October is currently around 91.9%, with market expectations heavily influenced by upcoming economic data [12][14] Inflation and Labor Market - The consensus for the year-over-year PCE inflation rate is expected to tick up slightly to between 2.6% and 2.7%, while the core PCE is projected to remain flat at around 2.9% [13] - Ongoing labor market data will be crucial for future discussions on interest rates, with more job-related data expected in early October [14] Gold and Risk Sentiment - Gold prices are rising, attributed to a risk-off sentiment in the market and a weaker dollar [6][7] - The VIX is higher, indicating increased market volatility, while yields on 10-year notes have drifted lower [8][9]

Market Overview - All four U.S. equity benchmarks closed at record highs on Thursday, with the Dow at 46,142.42, S&P 500 at 6,631.96, Nasdaq Composite at 22,470.72, and Russell 2000 at 2,467.70 [3] - The U.S. equity markets opened with the Nasdaq leading at +0.44%, followed by S&P 500 at +0.27%, Dow at +0.20%, and Russell 2000 at -0.02% [1] Current Market Sentiment - There is a lack of significant market-moving events today, allowing investors to digest recent information and take a breather [4] - No earnings calls are scheduled for today, indicating a quieter day in terms of corporate announcements [5] - There are no major economic events occurring today, with impactful data expected only on Monday [6]

We saw the preliminary benchmark revisions uh down 911,000. Um the revisions for June were the first negative revisions we've seen since December of 2020. You know, how can the Fed base important decisions on rate uh and what to do with the inter with the interest rates on data that seems to be as you've called it in the past noisy.>> So on on the QCW um the provision that we saw was almost exactly what we expected. It it was amazing how close the expectation was. So, and the reason for that is for the last ...

Before we discuss what the Fed will do, we need to have a discussion about the conflict on interest rates between the White House and the Federal Reserve. Both think interest rates are very important, but they both have very different points of view.For everything else you need to know ahead of this week’s Fed meeting, keep reading for more from three of our top market analysts.But perhaps our uneasy monetary policymakers, their shoulders preemptively bent under the weight of history’s judgment, can take so ...

Market Outlook & Strategy - The market anticipates three rate cuts, which differs from the potential of a one-time cut, impacting market highs [6] - Economic data holding steady is positive for stocks, leading to a steeper curve and growth [2] - Focus on interest rate-sensitive sectors and mega-cap growth stocks for continued outperformance [4][5] - Low rate volatility, lower dollar volatility, and lower oil prices are conducive to buying risk assets globally [15] Economic Indicators & Concerns - Labor market weakening is a key factor influencing potential interest rate cuts [4] - A bifurcated economy exists where the stock market performs well, but challenges remain for new graduates and the working class [8] - Consumer strength, especially among lower-end and younger consumers, is crucial for a healthier bull market [10] Global Trade & China - Optimistic China trade news signals the worst is behind us, providing clarity for companies to plan costs [11][12] - Peak aggregate rates are expected to be 30%, allowing companies to better judge costs and plan [12] - China's economy may be performing worse than its stock market, similar to the US labor situation [13]

The US Bureau of Labor Statistics' revised data shows that only half the jobs we thought had been created between March 2024 and March 2025, actually materialized.@keds_economist joins @chafkin and @svaneksmith to unpack the conflicting signals that economic data and the stock market give us — and what they say about the health of the economy https://t.co/qSwm0RcP17 ...

The US Bureau of Labor Statistics' revised data shows that only half the jobs we thought had been created between March 2024 and March 2025, actually materialized.@keds_economist joins @chafkin and @svaneksmith to unpack the conflicting signals that economic data and the stock market give us — and what they say about the health of the economy https://t.co/qSwm0RcP17 ...

RT Santiment (@santimentfeed)📰 Topics like interest rate cuts, tariffs, job reports, and other economic data has dominated 2025 crypto price swings. Our latest insight takes a look at an easy way to quantify chatter about some of the most important topics to be more profitable. 👇https://t.co/NMhhRWBMfO https://t.co/6iDBniR6EV ...

The US Bureau of Labor Statistics' revised data shows that only half the jobs we thought had been created between March 2024 and March 2025, actually materialized.@keds_economist joins @chafkin and @svaneksmith to unpack the conflicting signals that economic data and the stock markets give us — and what they say about the health of the economy https://t.co/qSwm0RcP17 ...