In fending off political pressure he faced, legendary Federal Reserve Chairman Paul Volcker drew inspiration from George Washington, says @cr_harper (via @opinion) https://t.co/1dYJikXNXr ...

President Trump's stake in his media and tech company is now worth more than $2 billion with a B that is bolstered mainly by Bitcoin PPP. Those assets are held in a trust while he's in office. But how much will he ultimately benefit from new policies he's pushing from the Oval Office.Joining us now, NBC News senior business correspondent Christine Romans and CNBC senior analyst Ron Inset. Um, all right. Someone's got to break this crypto thing down for me in layman's terms.What is Donald Trump doing with cr ...

RT Geiger Capital (@Geiger_Capital)*TRUMP: POWELL IS GONNA BE OUT SOON ANYWAY, 8 MONTHSAs I said, Trump can’t fire Powell. However, understand that next May we are likely getting the most political Fed Chair in history. This is headed in one direction.Realize where we are. https://t.co/JnMM7qeYd1 ...

Capital Markets Activity & Outlook - Capital markets franchises are experiencing bursts of activity, with investment grade markets running at or near record highs in both the US and Euro markets [2] - The Euro market has an increased share of global financing, attracting US corporates seeking lower yielding markets [3] - The outlook for capital markets remains robust, with leverage finance and US IPOs showing significant activity [3] - The path of least resistance points towards continued robust activity overall, despite some policy uncertainties [4] Interest Rates & Fed Policy - Issuers are not necessarily counting on Fed cuts this year, aligning with market pricing expectations of a couple of cuts through the end of the year and more into 2026 [5] - Elevated term yields in the US Treasury market, with a term premium of around 80 to 85 basis points, act as a tax on mortgage rates and corporate borrowing rates [5][6] - Noise around the potential change in Fed chair contributes to a term premium of approximately 20 to 25 basis points [9] - Markets are pricing in a higher probability of less consensus among FOMC voting members, potentially leading to increased uncertainty and volatility [11][13] Treasury Market - The path of least resistance in treasuries is towards a steeper curve [10] - Treasury financing is expected to remain concentrated in short duration markets [11] Market Sentiment & Risk - The market reacted strongly to news regarding the Fed chair, indicating sensitivity to changes in leadership [8] - Volatility and risk premium may rise as a new Fed era approaches, suggesting a potentially attractive environment for continued financing [18] - Credit spreads are in the bottom 1% over the last two decades, indicating a favorable financing environment [18]

Treasury Secretary Scott Bessent says he sees no reason for Fed Chair Jerome Powell to step down right now https://t.co/RPIupHDITK ...

.@SteveForbesCEO explains that President Trump is hardly the first Commander in Chief to battle the Federal Reserve, and until the central bank abandons its profoundly wrong philosophy, history is doomed to repeat itself. #WhatsAhead https://t.co/DUcl87XNyf ...

Treasury Secretary Scott Bessent said in a social media post Monday that there should be a review of the decision to renovate parts of the Federal Reserve headquarters in Washington https://t.co/J5WNQ2Ephj ...

Do you have questions about that just in terms of targeting inflation. I mean, they were late. They were late.They thought inflation was transitory. Now, it's not clear whether they're late uh when it comes to cutting rates again. But issues like that, them using certain models, academic, PhD, economists, the group think.Are are there are there real questions to ask around all this. There are always really important questions to ask about monetary policy. It's extremely important for the Fed to be entirely ...

Market Performance & Trends - The S&P 500, NASDAQ Composite, and NASDAQ 100 reached fresh records, while the Dow barely closed in the red and small caps fell by approximately 025% [2][3] - The 10-year Treasury note yield decreased by 6 basis points to 437%, and the 30-year yield also decreased by 6 basis points, remaining below 5% [4] - The US dollar index decreased by approximately 067%, a significant amount for a major currency [4] - Communication services showed the strongest performance, increasing by 137%, while energy declined by more than 1% [4] - Investors are becoming more comfortable with the resilience of the US economy, supported by strong retail sales and low jobless claims [7][8] - The market reaction to tariff headlines has diminished, with the S&P 500 and tariff-related stocks showing minimal movement in response to recent tariff news [32] Company Specific News - Trump Media Technology Group revealed approximately $2 billion in Bitcoin holdings, representing about two-thirds of their balance sheet [12][13] - Taiwan Semiconductor's largest client is Nvidia, and Taiwan Semiconductor lifted their full-year guidance by 30% [20][21] - NATO countries have committed to spend up to 5% of their GDP on defense spending over the next decade, and the European Union plans to spend $840 billion over the next four years on defense [22] - Nisource, a multi-utility company and one of the largest distributors of natural gas, has a dividend yield of nearly 3% and is considered a backdoor play into the AI revolution [26][27] - Coca-Cola is expected to report less growth in Q2 due to a slowdown in price increases, and General Motors is expected to report earnings in line with analyst estimates [63][64] Economic Outlook & Federal Reserve - The US economy is showing signs of regaining its strength, with consumer confidence and spending rebounding, and major financial institutions no longer anticipating a recession [43] - The Federal Reserve's summary of economic projections in June indicated a potential slowdown to 14% by the end of the year, with unemployment rising to 45% and core PCE inflation rising to 31% [47] - The market is currently pricing in approximately two rate cuts by the Federal Reserve for the remainder of the year, potentially in September and October [60]

Joining us now, Semour White House correspondent Shelby Talcet and Financial Times columnist and provost of King's College Cambridge, Jillian Tet. Um, Shelby, what's behind this. Well, I think this all of course stems from the fact that interest rates aren't being lowered.We've heard the president talk about this for months. It is a clear thing that he wants. He wants those interest rates lowered.He's gone after Jerome Powell for months publicly and privately. And this is sort of, I think, you know, ratchet ...