All right, one big beautiful bill making its way. We're going to continue to see uh it go to the floor today with a reading. What's your perspective what it means for equities and also for the bond market.Um do you expect the bond vigilantes to react to some of the deficit increasing measures here. I don't Frank. I think we're well past that.I mean everybody's been looking for a reason to uh to get nervous and every time they do they they regret it a week or a day or a month later. So I think we're in a ver ...

【2025年上半年A股呈结构化慢牛，私募量化指增收益领跑，下半年多策略有配置机会】2025年上半 年，A股呈现结构化慢牛行情，私募量化指增收益领跑其他策略。展望下半年，仍看好指增策略全年收 益，短期对中性策略持观望态度，市场波动率有望放大，CTA趋势和套利策略存在配置机会。 半年度 私募策略表现上，证券类私募业绩亮眼，量化策略领跑。从大类资产看，延续一季度排名，股票策略＞ 宏观策略＞CTA策略＞债券策略。其中，指数增强策略最优，平均收益达14.20%。"指增+期权"复合结 构产品是创新型策略，适用于慢牛市和结构性行情，头部量化私募已优先布局。 指增/中性策略方面， Beta端关注6月政策窗口期及量能变化，小微盘有上行空间但需警惕踩踏风险；端超额环境偏暖；对冲 端股指期货深贴水不利产品建仓。下半年仍看好指增策略配置价值，建议用"红利+小微盘"指增抵御风 险；对中性策略暂时观望，股指深贴水影响有限。 CTA策略上，今年上半年中证商品期货指数下挫 0.16%，呈震荡走势，4月上旬因关税政策冲击快速下行。五大细分板块走势分化，贵金属板块上涨， 黑色建材和能源化工板块下行。CTA因子收益分化，持仓因子最强，波动率因子最 ...

Two consecutive months of Case-Shiller house price index declines confirm soft conditions in the housing sector. Outright declines in house prices make persistently elevated inflation unlikely. The contraction in the housing sector is an early warning for a broader slowing in the US economy. Fed officials are likely to increasingly recognize these dovish implications in coming months. Andrew Hollenhorst AC +1-212-816-0325 andrew.hollenhorst@citi.com V i e w p o i n t | 24 Jun 2025 10:41:19 ET │ 9 pages US E ...

Republicans are waving a $3.8 trillion magic wand over their tax-and-spending megabill, declaring that their extensions of expiring tax cuts have no effect on the federal budget https://t.co/6s9ZtLGJXl ...

RT Avi Chawla (@_avichawla)4 machine learning training paradigms, explained visually:- Transfer Learning- Fine-tuning- Multi-task Learning- Federated Learning https://t.co/q6wnDTQtIn ...

WHO IS THE FED GUY https://t.co/noNzBWwm8y ...

4 machine learning training paradigms, explained visually:- Transfer Learning- Fine-tuning- Multi-task Learning- Federated Learning https://t.co/q6wnDTQtIn ...

Market Overview - The S&P 500 is approaching year-to-date highs as market focus shifts towards the potential for Federal Reserve rate cuts, moving away from macroeconomic and geopolitical pressures [1] Analyst Insights - Gary Alexander, with extensive experience in technology companies and startups, has been a contributor to Seeking Alpha since 2017, providing insights on industry themes [1]

All eyes are on the Fed, waiting to see when they will cut rates. We take a look at what a lower fed funds rate means for your debt and money. Saving for retirement and building wealth is an important goal, but knowing how to use tax-advantaged accounts like Roth IRAs, 401(k)s, IRAs, and HSAs can make a big difference in reaching your financial goals. Many retirees will have to take required minimum distributions, also known as RMDs, once they reach a certain age. We explain what RMDs are and how to avoid p ...

Inflation At 2.7%—Higher Than Expected And Over Fed’s Goal https://t.co/lt5RW9mpUN https://t.co/lt5RW9mpUN ...