Key Takeaways Bitcoin dipped below $116K after hitting an all-time high, weighed by rate delays and tariff concerns.IBKR, HOOD, V, and PYPL show strong earnings growth and recent upward revisions in estimates.Visa is expanding stablecoin settlement on Solana, while PayPal and HOOD grow crypto payment services.The cryptocurrency rally has slowed over the past couple of days, with Bitcoin (BTC) retreating from its all-time high. Several factors have been weighing on the crypto market, but the decline is tempo ...

News just out from the Fed is on the Fed governors who dissented at this week's meeting. Steve Leeman joins us right now. He's got more on that front.Hi, Steve. Hey. Uh, governors Waller and Bowman continuing that tradition of explaining their descents on the Friday after the meeting.And, uh, they're both saying why they, uh, wanted or preferred a quarter point rate cut. Waller saying that tariffs are one-off price increases and do not cause inflation. Echoing uh, speeches he gave before the meeting.He said ...

Pakistan’s inflation accelerated after the government increased domestic fuel prices, vindicating a decision by policymakers two days ago to unexpectedly keep policy rate unchanged. https://t.co/RC0liPFlZN ...

Euro-area inflation held at the ECB’s target, supporting the case for officials who say there’s no rush to keep lowering interest rates https://t.co/12Ggc8ocY1 ...

Hot Czech Housing Market Poses an Inflation Problem https://t.co/upWw6wbl7z ...

Monetary Policy & Economy - JP Morgan CEO认为美联储主席是专业的，保持独立性很重要，实际上独立性可以降低利率[1][2] - 降低短期利率不一定对10年期利率产生影响，应该谨慎[2] - 鉴于宏观环境，JP Morgan CEO认为美联储将很快降息[3] - 美国经济已经软着陆四到五年，通货膨胀率仍未达到2%，可能在2%-2.5%或2.7%之间[3] - 如果通货膨胀率下降，经济持续良好，美联储可能会很快降低利率[4] Tariffs - JP Morgan CEO表示关税是温和的、经过深思熟虑的，并且更加谨慎地执行，人们可以应对15%的关税[4] Growth Drivers - JP Morgan CEO认为人工智能（AI）和改革监管是全球增长的两个主要推动力[6][7][8] - JP Morgan CEO认为人工智能最终将有利于生产力和效率的提高，即使人们会因此失业[7] - JP Morgan CEO认为通过消除与许可和其他方面相关的摩擦和流程，可以释放增长潜力[7] Leadership Succession - JP Morgan CEO表示继任计划始终是首要考虑的事情，但未在此次采访中讨论[5]

Market Performance - S&P 500 下跌 0.4% [1] Economic Indicators - 通货膨胀数据高于预期 [1] Upcoming Events - 关注周五的关税截止日期和就业报告 [1]

Hello everyone. We've got a lot to discuss today. Bitcoin rate of return is a brand new metric that I think everyone's going to start using very soon. The Fed decided to not cut interest rates once again yesterday and we're going to sit down with the CEO of the world's first AI investment bank to understand how they plan to conquer Wall Street. We're live today from the desk of Anthony Pompiano. [Music] Now there are a few different ways that you can measure results of an investment. You can use internal ra ...

Donald Trump's August 1st deadline is here. Well, almost. Tomorrow is the day new tariffs are set to take effect.The president's 90-day pause gave importers a chance to stockpile at a lower tariff rate, and many companies planned ahead, but some brands are already announcing price hikes. Joining us now, former chair of the Council of Economic Adviserss under President Biden, Jared Bernstein, and director of economic policy research at Veta Partners, Henrietta Trees. And Henrietta, starting with you, we know ...

I remember when I was here about 90 days ago, and I told you he's going to walk these back. The the the the tariffs that he announced on Liberation Day would have crushed the American economy. They would've been bad for consumers, ultimately bad for Trump's political standing.Wildly unpopular around the Hill. And that we should expect him to walk it back. And we have seen a steady walk back of those to the point where he started getting embarrassed.Right. The so-called taco trade ever. You know, Trump's alw ...