Market Trends - Gold prices steadied after a surge [1] - Increased confidence in US interest rate cuts next month drove the surge [1]

You note the bull market just hit its three-year anniversary and historically you say that is a positive milestone. So let's start there. I'll double barrel this one.>> Sure. >> One, just walk me through that. Explain that.Why is that a positive milestone. And two, I guess Kevin, if I'm an investor, I hear that and I wonder, okay, so what what are though some big risks that could maybe break that pattern. >> Yeah.Anytime I see a significant milestone like that reached in the market, Josh, I turn to my resea ...

Federal Reserve & Monetary Policy - A crisis is underway at the Federal Reserve, with Jerome Powell facing a revolt from fellow central bankers due to disagreements on monetary policy [1][2][6] - Two Fed governors dissented at the same meeting in July, a rare occurrence not seen since 1993, signaling potential cracks in the central bank's armor [4][6] - There's nearly an even split among voting members of the rate-setting Federal Open Market Committee (FOMC) regarding a December rate cut, with approximately 63% odds assigned by the market to a rate cut and 95% odds on Poly Market for a 25 basis point cut [6][7] - The author anticipates the central bank will likely cut another 25 basis points, despite preferring a 50 basis point cut to bring interest rates below 3% [13][14] - Market chaos is expected if the Fed doesn't cut interest rates, as financial markets are anticipating cheap capital [16] Economic Data & Poverty Line - The traditional poverty line calculation, based on a 1963 formula of food costs multiplied by three, may be outdated due to significant changes in household spending patterns [17][21][22] - Applying the original poverty line logic to current spending patterns suggests a modern poverty line for a family of four could be between $130,000 and $150,000 per year [25][26] - Two-thirds of Americans may be living below this modern poverty line, indicating the economic data may be inaccurate and not reflecting people's actual financial struggles [27][28] Bitcoin & Market Volatility - Bitcoin has experienced a 35% drawdown from its all-time high, which is considered a healthy reset in the context of its historical volatility [41] - Over the last decade, Bitcoin has drawn down 30% or more 21 times, with seven of those drawdowns being 50% or more [39] - Bitcoin's volatility may be decreasing, potentially leading to smaller drawdowns (around 40% instead of 80%) [42] - Despite recent price drops, the S&P is only about 5% off all-time highs, and most markets around the world are up double digits, suggesting a broader bull trend [30][37]

Market Cycle Analysis - Atoria Portfolio Advisors 认为市场已进入新周期，与普遍观点不同 [1] - 过去 25 年，美联储降息通常预示着新的市场周期 [2] - 美联储去年已降息四次，今年也有几次降息 [2] Asset Class Performance - 新兴市场今年上涨 27% [2] - 发达国际市场上涨 27% [3] - 黄金价格上涨 54% [3] - Atoria Portfolio Advisors 的 PPI ETF 上涨 24% [3] - 银行板块上涨 19%，受益于更陡峭的收益率曲线和更高的利率 [3] - XLI (工业精选板块) 上涨 17% [3] - 多个板块和资产类别的表现明显优于标准普尔 500 指数 [3] Investment Strategy - 投资者需要调整投资组合以适应新的市场环境 [4] - 过去五年主要集中于大型科技股和成长股 [4] - 长期来看，结构性通胀将高于以往，目前仍比美联储 2% 的通胀目标高出 50% [5] - 如果要回到 2% 的通胀目标，美联储需要加息，但他们正在做相反的事情 [5]

Can lower interest rates help the rest of the equity market catch up to big tech. AI has powered most of the rally in the market over the last 6 to9 months. Lower rates could allow the rest of the market to catch up.And that broadening would make for a less concentrated and arguably healthier bull market. Lower interest rates make it easier for consumers, businesses, and other economic participants to borrow money and have easier access to credit. And when credit flows, Americans are more likely to spend mo ...

Welcome to Yahoo Finance's flagship show, Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures holding on to gains this morning. That's after a drop of more than 2% last week for the S&P 500 and NASDAQ despite a rebound on Friday. Didn't salvage the week.The bounce in futures coming even as crypto assets are still falling. Bitcoin back above $85,000, but it's off the highs it notched over the weekend. The riskoff sentiment coming as investors questi ...

The team at Morgan Stanley releasing their outlook for 2026, writing We raise our S&P 500 price target to 7800, driven by strong earnings growth. We believe that we're in the midst of a new bull market and earnings cycle, especially for many of the lagging areas. Michael Asset of Morgan Stanley joins me now.Wonderful to see you, Mike. Thanks, Alison. So let's start on the optimism you have and optimistic for quite a while talking about the rotation into the adopters, not just the tech behemoths.Why are you ...

Stock futures are pointing to a higher open after a volatile stretch of trading last week, as traders price in a higher likelihood that the Federal Reserve will cut interest rates next month. Here's what investors need to know today. https://t.co/MMzC4dAFRp ...

The team at Morgan Stanley releasing their outlook for 2026, writing We raise our S&P 500 price target to 7800, driven by strong earnings growth. We believe that we're in the midst of a new bull market and earnings cycle, especially for many of the lagging areas. Michael Asset of Morgan Stanley joins me now.Wonderful to see you, Mike. Thanks, Alison. So let's start on the optimism you have and optimistic for quite a while talking about the rotation into the adopters, not just the tech behemoths.Why are you ...

Israel’s central bank is set to lower interest rates on Monday for the first time in almost two years https://t.co/m4WEw0xUxR ...