Going live for UNDER EXPOSED in 15 minutes!We are talking:-Jackson Hole, Lisa Cook and rate cuts-Bitcoin's ghost month off to a spooky start-Tom Lee's bottom calls+ SOL DATs + news on some $$ giveaways + a lot moreJoin us live at 12 pm ET!DeeZe ⛳🏌️‍♂️ (@DeeZe):Going live in 30 minutes with @Tyler_Did_It + @CSURAM88 for this week’s episode of @UnderExposedFM 🥂https://t.co/MzR6B23xjy ...

JUST IN: 🇺🇸 $1.4 trillion Morgan Stanley expects Fed rate cuts in September as Powell shifts tone 🚀 https://t.co/5zAKnqemD7 ...

💥BREAKING:🇺🇸 Morgan Stanley expects Fed rate cuts in September as Powell signals a shift in tone. – Reuters https://t.co/XoQAZHmmAg ...

JUST IN: Morgan Stanley expects Fed rate cuts in September as Powell shifts tone. -Reuters https://t.co/hLi2BA7Zu4 ...

#Bitcoin, Ethereum, and XRP flashed sharp declines after Powell hinted at rate cuts — are weekend profits vaporizing already? 📉 ...

Welcome back. Markets once again betting heavily on a September rate cut following Chair Pal's much talked about pivot in Jackson Hole on Friday. Joining me now to discuss David Zervos.He's Jeffrey's chief market strategist. Also said to be on the list of possible next Fed chairs. Welcome.I think it's our first interview. I'm glad to welcome you to our program. >> Good to be here, Scott.You happy with what you got from Jackson Hole. >> I am. I think it was uh it was a pivot toward a lot of what uh folks lik ...

Market Trend & Interest Rate - The market anticipates a 25 basis point (0.25%) interest rate cut in September, guided by Jerome Powell [1] - The expectation of rate cuts in September is likely to drive the market higher due to the influx of cheap capital [3] Historical Data Analysis - Historically, a 9-month gap between policy moves has been bullish for stocks [2] - The S&P 500 has risen 10 out of 11 times when the Fed takes between 5 to 12 months between cuts [2] Investment Implications - Potential for a strong end to the year for investment portfolios if rate cuts occur as guided [3] - Stocks and Bitcoin reacted positively to the news of potential rate cuts [1]

Market Trends & Dynamics - Market experienced a pullback after a rally following J Powell's Jackson Hole speech, where rate cuts seemed likely [1] - Friday's rally was unexpected, leading to short covering and strong performance in Russell and value stocks [2] - Summer volume is low, contributing to profit-taking [2] - Nvidia's earnings will be key for the AI trade [2][3] - Recent weeks have seen weakness in tech and a broadening of the market, possibly due to valuation concerns and reports questioning the benefits of generative AI [4] Investment Opportunities & Potential Risks - Investors are cautious about valuations, especially in AI stocks, leading to profit-taking [5] - Opportunities exist in staples and industrials, which haven't performed as well [6] - Dividend stocks and companies needing access to capital could perform well when rates come down [6] - Investors should assess the risk in their portfolios and avoid overconcentration in high-performing stocks [7][8] - Consolidation is natural after a great run in the AI trade [7]

Jerome Powell telegraphed the Fed's likelihood of resuming rate cuts as soon as September, but it will be up to the economy to set how far the central bank will go https://t.co/eZQgB1Fv1r ...

Investment Portfolio Analysis - Portfolio is heavily reliant on lower interest rates through private investments and crypto [1] - Recent comments from Fed Chairman Powell suggesting rate cuts are expected to positively impact net worth [1] - Portfolio faces concentration risk [1] Market Impact - Lower rates are a leveraged bet, implying potential for amplified gains or losses [1]