🇺🇸 UPDATE: The White House said Trump will not fire Jerome Powell, called for a rate cut, and hinted at possible new tariffs by August 1. https://t.co/uO2VQmrYay ...

>> FROM NEW YORK CITY FOR OUR VIEWERS WORLDWIDE, BLOOMBERG REAL YIELD STARTS NOW. SONALI: DRAMA IN D. C.PRESIDENT TRUMP TAKES THE PRESSURE ON FED CHAIR POWELL TO NEW HEIGHTS AS CONSUMER SENTIMENT CLIMBS TO A FIVE-MONTH HIGH DESPITE THE FIRST SIGNS OF TARIFF FUELED INFLATION IN CONSUMER PRICES AS INVESTORS TRY TO SHUT OUT THE NOISE AND FOCUS ON THE FED'S NEXT RATE CUT. DRAMA IN D. C.FRONT AND CENTER. >> IF THE MARKET GETS A WHIFF WE ARE LOSING FED INDEPENDENCE. >> FIGHTING THE FED CHAIR IS BAD FOR THE BOND M ...

On Tuesday, July 15th, we saw the June CPI data. Headline inflation climbed at 2.7% year-over-year, up from May's 2.4% reading. But X food and energy was lower than expected at plus.2% month overmonth.This mix suggested that the headline number was at least partially driven by elevated oil prices in June. In the wake of the Israel Iran conflict, the market's reaction reflected the general lack of clarity that the data introduced. Initially, the dollar traded lower, presumably believing that the drop in core ...

Market Catalysts anchor Julie Hyman breaks down the latest market moves for July 15, 2025. Nvidia stock hits record highs again on news that the company received assurances from the Trump administration that it would be granted permission to sell its H20 chips in China. President Trump continues to pressure the Fed to cut rates. This time, after the June CPI data came in, indicating that inflation rose slightly. We look at the outlook for Fed rate cuts and what it means for the economy and investors. For mo ...

Market Overview & Strategy - The soft landing trade is currently in effect, but structural and fundamental improvements are needed for consumer discretionary and small-cap sectors to continue outperforming beyond a tactical trade [2] - A bullish narrative for the second half requires cyclical sectors, including consumer discretionary, to perform well and contribute to earnings growth beyond growth-led sectors [7] - The market is currently pricing in a lot of good news, and sentiment is somewhat stretched, requiring earnings season to deliver [12] - Risk-reward is slightly more to the downside than upside, but a bullish case depends on more factors contributing positively [15] Investment Opportunities - AI remains a favored growth theme, with opportunities potentially underpriced in many stocks [4] - Consider AI plays outside the US to complement structural growth names already prominent in the index [4] - Focus on companies globally that are improving quality and efficiency, regardless of the economic backdrop [9] - Companies that are users or adopters of AI tools, like SAP, represent investment opportunities as structural improvers not yet priced to perfection [10] Risks & Concerns - Consumer matters for a bullish second half, with potential issues including inventory pulled in ahead of expected tariffs and credit issues affecting working-class consumers [5][7] - Short-term caution is advised, echoing Jamie Dimon's warning about market complacency on tariffs [10][12] - While not the base case, a surprise Fed rate hike would negatively impact equity markets [11]

Bitcoin Hits Another All-Time High Price After Trump Renews Rate Cut Push► https://t.co/ulyf0V5Nr1 https://t.co/ulyf0V5Nr1 ...

Malaysia’s sovereign bond market looks poised to bounce back from recent selling pressure, after a rate cut this week that may fuel bets on further easing. https://t.co/O2jGq1YFDQ ...

BITCOIN WILL PUMP LIKE THIS WHEN THE FED CONFIRMS A RATE CUT! https://t.co/O5RWIepDy1 ...

The RBA is poised for its first back-to-back rate cut in six years. Read today's Australia Briefing, by @argana_carmeli for the best of Bloomberg from Down Under and around the world. https://t.co/ZnGsNqqupx ...

STOCKS ARE HITTING NEW ALL-TIME HIGH AHEAD OF THE SEPTEMBER POTENTIAL FED RATE CUTBITCOIN WILL FOLLOW! https://t.co/oBdOnFqUWw ...