Market Trends - Selling European equities with smaller market capitalization was difficult at the beginning of 2025 [1] - Money managers indicate that the situation has changed [1]

Workers across nearly all age groups are investing record portions of their 401(k) accounts in equities https://t.co/UW0VsH41TE ...

Market Trends - Indonesia's benchmark stock index is set to close at an all-time high [1] - Foreign investors are returning to buying Indonesian equities [1]

A record percentage of investors believe US equities are overvalued. Yet they're piling in with record inflows. Here's the explanation for the disconnect from @edwardnh in the Everything Risk newsletter. https://t.co/eCEc1e5BRq ...

Market Overview - Blackrock views the current investment environment as the best ever, though not necessarily meaning everything is going up [2] - Equity technicals are strong due to the amount of cash on the sidelines and buybacks relative to the IPO calendar, indicating high demand versus supply [3] - Equity volatility is low, making it cheap to own equities and hedge portfolios [5] - Markets tend to overreact to news flow, particularly in August, creating opportunities for investors [18] Fixed Income & Interest Rates - Fixed income portfolios can generate yield levels of 65% to 7% [4] - The speaker anticipates the Federal Reserve can cut rates, especially with signs of slack in the labor market [4][6] - The speaker believes the Fed funds rate can be lowered by 100 basis points, considering core CPI is running under 3% and five-year inflation break-evens are at 25% [8] - High interest rates are hurting low-income borrowers and increasing the cost of government debt [11][12] Economic Factors - Significant productivity gains are occurring due to technology investments and data utilization by large companies [13] - Inflation volatility has been incredibly low for the last 25 years, except for the pandemic period [14] - Complacency in the market is a concern, particularly in credit markets [16][17]

U.S. equities were higher in recent trading, with the Nasdaq on track to set another record closing high. https://t.co/bfVU2ZlIYE ...

Market Trends - Investors are withdrawing funds from US equities [1] - Investors are shifting investments into cash funds [1]

Market Trends - Foreign investors' buying spree in Japanese equities ended last week [1]

Equities and fixed income issued by BTC treasury companies will bring stability, not volatility, to bitcoin.Don't get this confused with the speculative offshore leverage of prior cycles.We're in the era of intelligent leverage now. ...

The easiest thing to look at imo.Would you buy this chart?If yes, go risk offIf no, go risk on.We had a bump from FOMC, only give up the entire candle && MORE.Equities + Crypto have not yet pushed above the FOMC downside price action, which imo means, we are going to, sooner than later.Easy (@EasyEatsBodega):The coins once again look good.Higher lows yesterday.Wanna see some conviction breaks to the upside, but it would appear we may be in a decent spotS&P looks goodDollar looks badMy favorite setup. ...