We actually think that the Fed will be delivering a hawkish cut today simply because the market is pricing in almost 70 basis points of rate cuts excuse me, this year about 150 basis points for the cycle. And we think the Fed at most is going to send a signal that they'll be cutting twice this year and only twice next year. So in relation to where the market is priced, we do think that that's going to come across as somewhat hawkish.Now, we don't think that Powell is going to tell the market that it's wrong ...

RT Bull Theory (@BullTheoryio)⏰ Reminder: FOMC Rate Cut Decision TodayAt 2pm ET today, the Fed will announce its move.👉 Market is widely expecting a 25bps cut and most likely that’s what we’ll get.But the real direction depends on Powell’s tone during press conference.🟢 25bps cut + Powell dovish (hints of more cuts ahead) → Strong rally as markets price in more liquidity.🟡 25bps cut + Powell neutral (no clear signal) → Slight upside, but short-term volatility.🔴 25bps cut + Powell hawkish (uncertain on futur ...

THE LAST TIME FED MADE A RATE CUT IN SEPTEMBER 2024, THE MARKET PUMPED +77% THROUGHOUT Q4HISTORY IS ABOUT TO REPEAT https://t.co/2b13qz6lmF ...

Market Performance & Growth - The markets unit experienced growth for 13 consecutive quarters as of the second quarter, with expectations to reach 14 [2] - Markets growth is attributed to increased financial resources enabling clients to execute their strategies, particularly within the equities business over the past four years [3] - The company's international business is a focus for growth, aiming to be more meaningful in existing regions [22] Financial Conditions & Fed Policy - Smaller businesses and individuals are more sensitive to short-term and floating rates, while larger corporations benefited from low rates locked in during 2021 [6][7][8] - There's an anticipation of the Fed easing financial conditions, but the impact on different parts of the economy needs to be considered [4][5][10] - The market may not react as expected to Fed rate cuts, requiring a bifurcated view to assess who benefits [9][10] M&A Activity & Sector Dynamics - Despite pessimism, there's significant M&A activity across various sectors, including tech, energy, utilities, power, data, and financial services [10] - High equity prices and available credit are driving company earnings and M&A discussions [11] Regulatory Environment - Clarity in regulation, including stress testing and SLR GSIB, is important for a safe environment, but concerns exist about over-restrictiveness [18] - Excitement exists across many industries regarding less regulation, which is expected to have a broader impact on the economy [19] Dollar & Global Competition - The weakening dollar is a topic of discussion, but the US remains the largest capital market to invest in [20][23] - The company maintains a dominant position in the US and has global capabilities to transact and warehouse risk for clients [21][22]

Market Growth and Performance - The markets unit has experienced growth for 13 consecutive quarters, with expectations of mid-single-digit growth for the upcoming earnings report [2][3] - The equities business has been a significant focus for the company over the past four years, supported by increased financial resources to assist clients [3][4] - The rates business within the FICC sector has shown signs of improvement, with anticipation that the Federal Reserve's actions may further support this growth [4][5] Economic Conditions and Federal Reserve Impact - There is a tension between the push for the Federal Reserve to ease financial conditions and the current state of financial markets, which appear to be favorable for large corporations [5][6] - Smaller businesses are more sensitive to short-term rates and may not have the same access to capital markets, highlighting a disparity in economic conditions [6][8] - The potential impact of Federal Reserve rate cuts on growth and M&A activity remains uncertain, with a need to analyze different sectors of the economy [9][10] Regulatory Environment and Competition - The current regulatory landscape is seen as providing clarity, which may allow the company to take on more risk and compete effectively with private asset managers [18][19] - There is optimism surrounding reduced regulation in various industries, which could benefit the broader economy [19][20] - The company is focusing on strengthening its international business while maintaining a dominant position in the U.S. market [21][22] Future Outlook and Strategic Focus - The company is looking to expand its capabilities and improve consistency in service delivery across various business lines [25][26] - There is an emphasis on execution and delivering value to clients, with a recognition of the importance of organic growth opportunities [25][26] - The leadership transition is expected to bring excitement and positive responses from the team, indicating a forward-looking approach [27][28]

Zillow (NASDAQ:Z) (NASDAQ:ZG) stock was rising after Bernstein upgraded the real estate services provider, citing improving earnings quality and the possibility of rates coming down. Z stock was +2.28% to $90.57 Wednesday pre-market, while ZG was +2.98% to $87.64. "We have ...

BREAKING: STANDARD CHARTERED SAYS FED MAY SURPRISE MARKETS WITH 50BPS RATE CUT. https://t.co/moqfmYxTJJ ...

Expectations are high that the Fed will cut rates by 25 bps tonight amid softening labor data & slowing inflation — markets are almost certain.What will matter most is Powell’s tone: will he signal more cuts ahead, or caution that inflation remains a risk?Eyes on updated economic projections. #FOMC #RateCut #Powell ...

Kevin Green, senior markets correspondent to help set up the action today. All right, KG, before we get into the Fed, let's talk about where we are with markets, although, you know, they're kind of part and parcel this week in terms of how stocks have been moving. Uh, so we backed away a little bit from records yesterday.Um, and it seems to me that's in anticipation of the Fed. How would you characterize it. Yeah, I would agree.Actually, if you kind of look at the NASDAQ, the NASDAQ has been on a really agg ...

🇺🇸 WHITE HOUSE ADVISOR NAVARRO URGES FED TO CUT RATES 50BPS TODAY AND 50BPS NEXT MEETING. https://t.co/z4KTrM9R6Y ...