Inflation & Interest Rates - Ghana's inflation rate has decreased for 11 consecutive months [1] - Inflation rate reached its lowest point in almost seven years [1] - The decline in inflation provides an opportunity for the central bank to further reduce interest rates [1]

The UK and Japan are responding to investor demand to boost short-term borrowing, a shift in strategy that offers governments lower interest payments but exposes them to potentially costly rates swings at the time of debt rollovers https://t.co/2OC9lzU43J ...

Silver steadied near a record after rallying about 17% over the previous seven sessions as traders piled into bets for lower interest rates, while the market faced ongoing supply tightness. https://t.co/gsXQCBHI37 ...

Market Trends - HSBC Asset Management predicts China's government bond yields are likely to fall back toward a record low next year [1] Monetary Policy - An uneven economic recovery puts pressure on the central bank to cut interest rates [1]

Company Performance - American Bitcoin Corp. shares have dropped 37% in the last 24 hours, priced at $2.22, and have seen a nearly 60% decline over the past six months [2][4] - The company's poor stock performance is directly tied to its profitability, impacting the financial interests of the Trump family, who control approximately 20% of the company [4][3] Market Context - Despite Bitcoin's recent price recovery, which saw it regain the $90,000 level, American Bitcoin Corp.'s shares continued to decline, indicating a disconnect between the cryptocurrency's performance and the company's stock [5][6] - The broader cryptocurrency market remains volatile, influenced by key economic factors such as the Federal Reserve's interest rate policies and the Bank of Japan's monetary policy [8] Industry Challenges - The uncertainty in the crypto industry is exacerbated by potential actions from major players like MicroStrategy, which may sell its Bitcoin holdings if its stock remains below the value of its Bitcoin reserves, potentially eroding confidence in the asset [7]

Rick Santelli has more from Chicago. Rick, what are you watching. >> You know, I'm watching all the yields around the globe as we kind of head into year end.And do recognize that even though we have priced in a cut and I don't think the Fed ever will disappoint the market when it's over 60% probability, it certainly doesn't mean the longer maturities are going to play ball with the Fed's easing mentality. And around the globe, rates are snugging up a bit. Let's look at oneweek charts and realize today we ha ...

Economic Overview - The Australian economy is currently experiencing strong growth [1] - Interest rate cuts may have concluded after only three adjustments [1]

Market Overview - The market has been focused on interest rates, driven by inflation concerns, with a softening labor market suggesting lower rates ahead [2][12] - The current economic environment may indicate the beginning of a rally rather than the end of a cycle, contrasting with past downturns like in 2008 [4][5] Employment and Interest Rates - Softening employment data and falling interest rates could signal a transition from a bear market to a potential rally [5][12] - The labor market is undergoing a reset, with significant job cuts from companies like Amazon, which had previously expanded its workforce during the pandemic [9][11] Economic Indicators - Forward-looking indicators suggest that by 2026, there may be a return to economic expansion, driven by changes in interest rates, oil prices, money supply growth, and the yield curve [13][14] - The Federal Reserve's rate cuts over the past year are expected to help normalize the economy, despite prevailing bearish sentiments [15] Sector Performance - The Russell 2000 index has returned to its highs, primarily due to price-to-earnings (P/E) expansion rather than earnings growth, as inflation has decreased [7][8] - There is a notable divergence in performance between large-cap growth stocks and smaller businesses, with the latter facing cyclical pressures [11][12]

Joining me now is Michael Caneritz. He's the chief investment strategist at Piper Sandler. It's great to see you >> as well.>> Thanks for coming in. Did I characterize that correctly. That's right.And by the way, kudos. What do we [clears throat] call III now. Xan >> Xtel.>> Thank you. Number one strategist for that call all year long that there's something bigger taking place here. So tell us what what that is.>> Sure. You know, the the market's been very focused of course where interest rates are going an ...

M&A volumes up 47 so far this year according to Guggenheim. How could the AI boom impact the dealmaking landscape going forward. Joining us this morning is Guggenheim Securities global head of M&A Eric Rusky.Welcome Eric. Good to have you. Thanks for being with us. >> Thanks for having me back.>> Um it does sound like you think we're going to finish strong as far as the year goes. >> Yeah, absolutely. I mean it's important to remember we started the year in a pretty rocky place.You know, volumes were down a ...