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Semrush: Poised To Rebound Amid Leadership Transition And Strong Value Appeal
Seeking Alpha· 2025-07-17 06:38
I'll cut to the chase: I'm nervous about where markets are currently trading. In rallying 6% since the start of the year (with most of these gains concentrated in large-cap stocks), markets are underestimating the economic fallout from tariffs asWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regu ...
Oil and Natural Gas Technical Analysis as Economic Data Boosts Market Sentiment
FX Empire· 2025-07-17 01:54
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
BofA's Moynihan says Fed won't cut rates until next year #shorts #fed #powell #trump
Bloomberg Television· 2025-07-16 20:54
if in fact President Trump uh gets his wish as is his right under law to appoint a new chair who will be more in line with his views. He said he thinks the interest rate really should be at 1% or even below that. Is that good for Bank of America. Is that good for the economy.Well, let me make two things. One is you're absolutely right. Uh in May of next year, the term of the current Fed chair ends after being reappointed.And you it's the right of the elected uh president to appoint the next uh successor and ...
Goldman Sachs CEO expects more IPO activity in the third and fourth quarter
CNBC Television· 2025-07-16 20:30
picked up in the second quarter. We did a bunch of uh of IPOs that were significant in the second quarter. You know, I call out Chime, uh Euro, Circle, these all traded well, you know, in the secondary market.There's a pretty good pentup backlog of IPO activity and I think you're going to see more of it in the third and fourth quarter, particularly if this equity market sustains. So, what kind of I mean economic growth picture are you looking at for second half and into next year. It it feels to me, you kno ...
X @The Economist
The Economist· 2025-07-16 19:15
Americans are being squeezed, whether or not they are burger-lovers, while their currency becomes no more competitive https://t.co/rwPXloTpEb https://t.co/J2d7eKXdnc ...
Fed's Beige Book: Central bank on 'wait and see' mode
CNBC Television· 2025-07-16 18:41
Economic Activity & Outlook - Economic activity increased slightly from late May through early July [1] - Five districts reported slight or modest gains, while two noted a modest decline [2] - Overall outlook was neutral to slightly pessimistic, with uncertainty remaining elevated [2] Labor Market - Employment increased very slightly overall, with cautious hiring attributed to economic and policy uncertainty [3] - Many expect to postpone major hiring and layoff decisions until uncertainty diminishes [3] - Layoffs were limited overall, but somewhat more common among manufacturers [4] Inflation & Costs - Prices increased across districts moderately or modestly, similar to the previous report [4] - Businesses reported modest to pronounced input cost pressures related to tariffs in all 12 districts [4] - Cost pressures are expected to remain elevated, increasing the likelihood of faster consumer price increases by year-end [6] - Many firms passed on cost increases to consumers through price hikes or surcharges, while some held off due to price sensitivity [5] - Raw material costs, especially for manufacturing and construction, were impacted by tariffs [5]
X @Bloomberg
Bloomberg· 2025-07-16 18:18
US economic activity “increased slightly” between late May and early July, the Federal Reserve said in its Beige Book survey of regional business contacts https://t.co/EGhkNeLgPl ...
ARKW: High Conviction Innovation With High Risk - A Tactical Hold At Best
Seeking Alpha· 2025-07-16 16:52
I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, com ...
X @Joe Consorti ⚡️
Joe Consorti ⚡️· 2025-07-16 16:26
In this situation.Lending freezes. Banks collapse. Millions of jobs are lost. Homes are foreclosed on.The United States economy crashes. Asset prices tank.So:a) This can't happenb) The case for BTC shoots from 0 to 1, as it'd be the only money aroundThanks for playing. https://t.co/oL5UYsyLdz ...