Inflation & Interest Rates - Sweden's inflation rate accelerated more than expected last month [1] - This increase in inflation diminishes expectations of an interest rate cut by the central bank in August [1] Economic Impact - The delayed interest rate cut could hinder efforts to support Sweden's struggling economy [1]

Israel’s central bank is set to hold interest rates for a 12th consecutive time, with policymakers waiting to see if the shekel’s recent rally helps tame inflation and paves the way for a cut https://t.co/qHKvPOyYNF ...

The New Zealand dollar’s rally may fade in the second half of the year, as the central bank continues to cut interest rates and the local economy remains sluggish https://t.co/4LnD24k2AR ...

Your biggest concern at the moment seems to be the appreciation of the euro against the dollar. We were in Sintra earlier this week where the vice president, Mr. . de Guindos, was talking about 120 as the limit.What is your take on this. So I won't comment on my colleagues commands. It's a general rule, but we look closely at the volatility of the exchange rate.It has been significant since the start of the year with a 13% appreciation of the euro against the dollar. By the way, it's not a specific apprecia ...

Interest Rate Expectations - Financial markets anticipate the Federal Reserve will maintain a "wait and see" approach to interest rates this summer [1] - The market expects the Federal Reserve to begin cutting borrowing costs by September [1]

Poland’s move to cut interest rates this month could be a start of a cycle likely to be continued with two more 25 basis point cuts later this year if data allows, according to policymaker Ludwik Kotecki https://t.co/3jEsPee6Nr ...

The so-called big beautiful bill facing a final house approval vote in the coming hours. Joining us now is Treasury Secretary Scott Bessant. Mr.. Secretary, thank you so much for joining us. We're we're going on more than six hours now where Minority Leader Jeff is speaking. What What are you hearing.What's your expectation for when and whether this could pass. Uh, well, it's going it's going to going to pass and my expectation is that we'll get a vote around 130 today. Got it.You have said that this isn't ...

Core Viewpoint - Orchid Island Capital, Inc. (ORC) offers a high dividend yield of 20.3%, significantly above the industry average of 12.4%, and has increased its dividend three times in the past five years [1][9]. Dividend Yield - ORC is a specialty finance mortgage real estate investment trust (mREIT) that invests in residential mortgage-backed securities (RMBS) on a leveraged basis, providing favorable long-term returns and substantial dividend yields [3]. - Competitors AGNC Investment and Arbor Realty Trust have dividend yields of 15.8% and 15.5%, respectively [3]. Financial Position - As of March 31, 2025, ORC had $446.5 million in cash and cash equivalents, with no debt [4]. - The company has a share repurchase plan, with 2.7 million shares available for repurchase as of April 25, 2025 [5]. Market Conditions - The Federal Reserve has lowered interest rates by 100 basis points in 2024, and mortgage rates have slightly declined, with the average 30-year fixed-rate mortgage at 6.77% as of June 26, 2025 [7]. - Fannie Mae projects mortgage rates to reach 6.6% by the end of Q3 2025 and 6.5% by year-end [8]. Earnings Projections - Earnings for 2025 are projected to rise by 394.4%, with a year-over-year growth estimate of 266.67% for Q2 2025 [9][17]. - The Zacks Consensus Estimate for ORC's earnings in 2025 is $0.53, with a significant increase from a loss of $0.18 the previous year [19]. Valuation Analysis - ORC is currently trading at a forward 12-month price-to-sales (P/S) multiple of 2.47X, higher than the industry average of 2.35X [20]. - The company's share price has increased by 12.5% over the past three months, outperforming the industry average of 10% [14]. Strategic Focus - ORC maintains a focus on agency RMBS, which positions it well in the competitive market, with expectations of improved loan demand and net interest spreads as mortgage rates decline [10][11][22]. - The company generated a positive total return of 2.6% in Q1 2025, driven by its monthly dividend [12].

When we see such a positive jobs report, 147,000 jobs and a lower unemployment level, what is this. What is driving this. Good morning.Thanks for having me. Look, you know, as you said a moment ago, you know, this report was better than 78 out of the 79 forecasts that came into into the Bloomberg consensus range, the Bloomberg forecast. And so what we see is an economy that continues to defy it, continues to defy expectations, continues to defy, you know, all the doom and gloom that's out there, whether it' ...

wouldn't cut rates right away, but I'd have my finger near the trigger. >> All right, Steve, stay with us. >> Let's bring in the rest of our panel, the Brookings Institution's Wendy Edelberg, the Manhattan Institute's Allison Schrager, and our own Mike Santoli.Great to have you all with us. Wendy, let's start off with you. What's your take on the report. What's your take on that asterisk that Steve brings up in terms of the growth from the federal government in terms of job ads.>> Yeah, Steve makes a great ...