The Czech koruna gained to the strongest level against the euro in more than a year as a gauge of industrial activity beat expectations and supported the central bank’s cautious approach to further interest-rate cuts https://t.co/WP4sArvlOK ...

Chile’s economic activity unexpectedly dropped in May on declines across several sectors, supporting the central bank’s outlook for renewed interest rate cuts over the coming quarters. https://t.co/uEBPk1nk2B ...

RT Bloomberg en Español (@BBGenEspanol)📊 ¿Quieres saber qué está marcando la semana? @SheryAhnNews nos cuenta sobre el plan fiscal de Trump, expectativas de recortes de tasas por parte de la Fed, la caída del dólar y datos clave desde América Latina. https://t.co/w6aeMs9gM2 https://t.co/8d8rv6x2UT ...

WHY DO I BELIEVE THAT THIS CURRENT BULL CYCLE IS A “LENGTHENING CYCLE.” ?➡️ Post-halving triggers bull runs that last 14–18 months. We are at 15 months post-halving → aligns with mid-to-late cycle phase.➡️ Spot Bitcoin ETFs brought massive billions of net inflow—with big companies massive adoption globally.➡️ The pro-crypto U.S. stance under Trump with the Strategic Bitcoin Reserve proposal (1M BTC over 5 years) signals long-term support.➡️ No retail mania yet—a key sign we haven't hit cycle peak while Bitc ...

REMINDER:🇺🇸 FED CHAIR JEROME POWELL WILL SPEAK TODAY AT 9:30 AM ET.WILL HE HINT ABOUT ANY RATE CUTS? https://t.co/tTlaFWQLi4 ...

Are you a little bit less worried about inflation right now given oil prices have settled. I am not sure that one would say that oil prices have settled, but we are comfortable with the inflation trajectory. I think the central banks have done a real good job taming the great inflation of 2022.And what we didn't have figuring in our analysis was that there could be a shock and that that shock who actually come from and from policy in the form of of tariffs. But there was also a shock that comes as a result ...

30 June 2025 | 12:14PM EDT US Daily: Shifting to a September Cut and a Lower Terminal Rate (Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Elsie Peng +1(212)357-3137 ...

Gold rose for a second day on optimism the Federal Reserve will resume rate cuts later this year https://t.co/Rl3sCcALmm ...

27 Jun 2025 17:07:58 ET │ 26 pages V i e w p o i n t | US Economics Weekly Summer of dove CITI'S TAKE Our base case for rate cuts to resume in September appears to have rapidly become the Fed official consensus. Two-year Treasury yields declined to reflect the likely upcoming cuts. We project the unemployment rate to rise from 4.2% to 4.4% next week, following continuing jobless claims higher. A sharper weakening in the job market (4.5% unemployment) could lead officials to bring forward the next cut to Jul ...

V i e w p o i n t | Veronica Clark AC +1-212-816-8830 veronica1.clark@citi.com 27 Jun 2025 10:19:58 ET │ 9 pages Gisela Young AC US Economics +1-212-816-8349 gisela.young@citi.com Slow services spending, subdued core PCE point to Fed cuts CITI'S TAKE Slowing consumer spending and subdued core PCE inflation should keep Fed officials on-track to cut policy rates, most likely in September. Core PCE inflation was a touch stronger than expected, but at 0.179%MoM, subdued enough to keep the Fed on track to cut po ...