Group 1 - The 10-year Treasury yield was trading at 4% after reaching a low of 3.976% earlier, marking a significant drop from 4.8% earlier in the year [2] - Bill Gross, known as the Bond King, asserts that the 10-year Treasury yield should not be below 4%, indicating a belief in higher yields reflecting economic conditions [1][2] - Factors influencing Treasury yields include the amount of government debt, inflation expectations, economic growth, and interest rates [2]

Newly installed Fed Governor Stephen Miran took his seat just in time for the central bank’s first interest rate cut since President Trump’s second inauguration. At least one more cut is expected before the end of the year, but evidence of dissent among members and the government shutdown make the web of issues the Fed is wrestling with even more complex. We discuss how the Fed fits into the "Invest in America" game plan. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx ...

RT Graham Novak (📜,📜) (@gnovak_)@matthuang We're also seeing new business models that only work in higher-interest rate environments. For ex, what Andre is doing with Flying Tulips could be considered a High Interest Rate Phenomenon companyhttps://t.co/1brcGNr2uD ...

RT Patrick Collison (@patrickc)Good post on evolving stablecoin market structure. I would extend it further: yes, I think that stablecoin issuers are going to have to share yield with others, but this is just one instance. Everyone is going to have to share yield. Today, the average interest on US savings deposits is 0.40% (FDIC data), and $4T of US bank deposits earn 0% interest.* Things aren't better in the EU: 0.25% average interest on non-corporate deposits; corporate deposits just 0.51%.** In my view, ...

Government Shutdown Impact - Bond market is expected to react to a government shutdown, potentially leading to increased bond yields due to uncertainty about the Federal Reserve's actions [2] - A prolonged government shutdown could shave approximately 10 basis points off the GDP each week [5] - Historically, markets have shown an average increase of 1% the week before and 4% the week after government shutdowns [6] Market Seasonality and Federal Reserve - Historically, September tends to be a negative month for the S&P 500, but this pattern has not been observed this year, shifting focus to October and the Federal Reserve's actions [7][9] - In years where the market is up 15-20% in the first three quarters, the fourth quarter typically sees returns of around 5-5% [8] - The market is waiting to see what the Federal Reserve actually does in October [9] AI and Technology Stocks - Nvidia is considered a strong player in the AI trade, with potential growth in quantum computing and robotics [11] - The AI trade is still in its early stages, driven by corporate spending on chips to compete for the future [14] - The performance of the Magnificent Seven (Mag7) stocks post-Federal Reserve pause and interest rate cuts is being compared to historical patterns [15]

Is the Federal Reserve's benchmark interest rate still relevant? Here's the debate https://t.co/rkjwNI2dzm ...

Citadel’s Ken Griffin said he expects the Fed to cut its benchmark rate once more in 2025 as the central bank turns its focus to the labor market https://t.co/N5YJQ8IReW ...

The Bank of Japan may raise its benchmark interest rate as soon as next month, according to a former BOJ board member, backing intensifying market speculation over an impending move https://t.co/uDa00YhAZu ...

Officials at the Federal Reserve, including Chair Jerome Powell, are keeping their options open as they deal with an economy pulling the central bank's key interest rate in two directions at once. https://t.co/SXdQlqUqy7 ...

The Chicago Fed introducing new labor market indicators this morning that com combine private sector data with official labor statistics for a real time view of hiring layoffs uh and other job information. And join us now Chicago Fed President Austin Goulby. We How you doing, Mr.. President. It's good good to have you on. We got some new data.I'm excited. And you know why I like it. because, you know, say what you will about, you know, the big kurfuffle with the the BLS firing and all that stuff.It did high ...