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X @Bloomberg
Bloomberg· 2025-06-30 14:28
Scott Bessent indicated it wouldn’t make sense for the government to ramp up sales of longer-term securities given where yields are today, though he held out hope that interest rates across maturities will be falling as inflation slows. https://t.co/0JlIiHjDpl ...
X @Bloomberg
Bloomberg· 2025-06-30 07:42
Swedish retail sales fell the most in more than two decades last month, increasing pressure on the country’s central bank to lower rates again https://t.co/oZ6dnP2XDH ...
摩根士丹利:国会的货币政策报告_等待明晰
摩根· 2025-06-30 01:02
Investment Rating - The report does not explicitly provide an investment rating for the industry or sector discussed Core Insights - The Federal Reserve is in a "wait-and-see" mode, with Chair Powell indicating that the economy is "solid" and the policy is moderately restrictive, allowing the Fed to remain patient [1][4] - Inflation is projected to rise to 3.0-3.3% for both headline and core PCE by year-end, influenced by tariffs and a tight labor market [3][8] - The Fed's future actions will depend on economic data, particularly regarding inflation and labor market conditions, with potential interest rate cuts forecasted to begin in March 2026 [3][8] Summary by Sections Economic Outlook - The Fed anticipates that tariffs will increase prices over the summer, aligning with the report's view [1] - Chair Powell noted that the impact of tariffs on inflation could be either short-lived or more persistent, depending on various factors [5][10] Labor Market - Immigration controls are expected to keep labor force growth low, contributing to a tight labor market [3][11] - The Fed is monitoring per-capita economic health due to slowing population growth, which may present a different picture than aggregate data [12] Monetary Policy - The Fed is not expected to make preemptive cuts, with most committee members believing that conditions for cuts will be met by year-end [8] - Chair Powell emphasized the uncertainty surrounding tariff pass-through to consumers and the need for caution in policy adjustments [10]
This Housing Crisis Is Way Worse Than 2008…Here’s Why
Coin Bureau· 2025-06-29 12:45
i'm still waiting me too me too me too me too everyone keeps waiting for the housing market to crash but what if the market is already crashing out just not in the way anyone expected this time it's less 2008 style implosion and more frog in boiling water the market is fundamentally unaffordable gridlocked by design and slowly rugging the path to middle class wealth the bad news isn't that the market is going to crash the bad news is that it isn't so stay tuned to find out why my name is Nick and you're wat ...
X @Ash Crypto
Ash Crypto· 2025-06-28 12:16
🚨 RUMOR 🚨🇺🇸 FED WILL CUT RATES BY 25 BPSIN JULY IF CPI COMES BELOW 2.3%MASSIVE IF TRUE !! https://t.co/TxtAbntU7y ...
The market could remain resilient, even with the story on Canadian tariffs, says Jim Cramer
CNBC Television· 2025-06-27 23:48
[Music] Hey, I'm Kramer. Welcome to Bad Money. Welcome to Kramer. to my friends.I'm just trying to make a little extra money. My job, not just to entertain, but to educate, to teach you how this business works. So, call me 1 800743 CBC or tweet me at Jim Kramer.The next time you get too down about the stock market, I want you to remember this wonderful quarter where we got knocked down the canvas after Liberation Day, only to eventually rally all the way back and then some. I keep hearing the word resilient ...
Core inflation rate rose to 2.7% in May, personal income falls
CNBC Television· 2025-06-27 13:06
Darren. >> Thank you so much for joining us. We appreciate it.>> Personal income and spending numbers for me. Plus the Fed's favorite inflation gauge PCA, PCE data treasuries Rick Santelli. Just do it Rick.Tell us what you got. >> Yes. May income spending and all the inflation numbers.And there are surprises here. Personal income which really has been quite strong throughout 2025 takes a bit of a hit here. Down 4/10.We were looking for a number up 3 to 4 tenths. This would be the first negative number going ...
X @Investopedia
Investopedia· 2025-06-27 12:30
Fed Officials Could Be Split On Whether To Cut Interest Rates In July https://t.co/1HHUpTIgix ...
Hercules Capital: Better Entry Point, But Further Potential Economic Weakening Keeps Me At Bay
Seeking Alpha· 2025-06-27 11:30
Economic Outlook - There is significant uncertainty regarding the economy and interest rate direction for the year [1] - The Federal Reserve (FED) decided to keep interest rates steady in their latest meeting, which was anticipated [1] Investment Strategy - The focus is on dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) [1] - The investment approach is characterized as buy-and-hold, prioritizing quality over quantity [1] - The goal is to help lower and middle-class workers build investment portfolios of high-quality, dividend-paying companies [1]
High yield bond market has done exceptionally well, says Marathon Asset's Bruce Richards
CNBC Television· 2025-06-26 19:57
Private credit inflows getting a boost and my next guest is seeing even more positive signs ahead for the credit market. Joining me now is Bruce Richards, CEO of Marathon Asset Management here at Post 9. Bruce, good to see you. Good to see you, Mike.Um, really the credit markets, I mean, measured however you want to measure them through this entire year, which has been noisy with the tariff scare and everything have really not buckled at all, right. I mean, spreads remain tight. Demand for credit product re ...