What The Fed’s 2025 Rate Cuts Mean For Banks And Fintech https://t.co/CeldjYCRmg ...

Ed, the consensus is that Jay Powell is considering maybe sticking around, keeping his governor chair, even though his chairmanship is going to be ending next year. But you actually think that he would leave running the central bank earlier than his term ends. Yeah, Anne-Marie, I think the real question is, is that once you have a selection for chair, if the president has, as you know, kind of nominated someone, if the Senate approves that individual and maybe you look at kind of Steve Myron's term, it ends ...

Ed, the consensus is that Jay Powell is considering maybe sticking around, keeping his governor chair, even though his chairmanship is going to be ending next year. But you actually think that he would leave running the central bank earlier than his term ends. Yeah, Anne-Marie, I think the real question is, is that once you have a selection for chair, if the president has, as you know, kind of nominated someone, if the Senate approves that individual and maybe you look at kind of Steve Myron's term, it ends ...

Core Viewpoint - Many investors believe that further interest rate cuts in December are guaranteed [1] Group 1 - The expectation of interest rate cuts reflects a broader sentiment in the investment community regarding economic conditions [1]

Let's get the opening bell of the CNBC Real Time Exchange. The big board, it's New America Acquisition Corp. celebrating an IPO at the NASDAQ, the Save HIV Funding Campaign, marking World's AIDS Day. As Jim will settle in here in the mid 6800s, we didn't mention uh jobless claims.Who knows if it's a holiday week kind of court, but >> I just continue to think that you're on a course for multiple rate cuts. And in the end, when you have multiple rate cuts, you don't necessarily have to go to tech. You can go ...

so let me get this straight…> the fed quietly ended qt> pumped billions back into the system> rate cuts are literally a week away> vanguard and bank of america just opened their gates to cryptoand you’re telling me you're bearish? https://t.co/8YQFqgPeQc ...

Core Insights - Investor interest in international equities is expected to persist following the Federal Reserve's second rate cut of the year, with recommendations for actively managed funds like MFS Active International ETF (MFSI) [1][2] - Additional rate cuts are anticipated, although the certainty of a December cut is not guaranteed, reflecting differing opinions among Federal Reserve members regarding future interest rate policies [2][3] Group 1: Federal Reserve and Interest Rates - The Federal Reserve is likely to implement more rate cuts in 2026, which may encourage investors to explore international opportunities [3] - Chairman Powell highlighted the presence of dissenting views within the Fed regarding the direction of interest rate policy, indicating uncertainty in future decisions [2][3] Group 2: Investment Strategy and Fund Characteristics - MFSI aims to create a well-diversified portfolio focused on equities that exhibit a growth-at-a-reasonable-price style, emphasizing quality and potential for strong growth [5] - MFSI's sector weightings as of October 31, 2025, show a focus on financials (23.5%), industrials (16.5%), and information technology (16.3%), providing U.S. investors with opportunities beyond domestic markets [6] Group 3: Currency Impact on International Investing - A weakening U.S. dollar, driven by further rate cuts, could enhance the investment profile for international equities, as local currency strength often correlates with the performance of international economies [7] - The divergence between the strength of international equities and the weakness of the U.S. dollar is expected to continue, positioning MFSI to capitalize on this trend [8]

Market Overview - Stocks began December on a negative note, influenced by volatility in the cryptocurrency market, particularly Bitcoin, which fell over 5% [2][3] - Despite the downturn, the previous week saw strong gains for major indices, with the Dow and S&P 500 each rising over 3% and the Nasdaq increasing nearly 5% [3] - Historically, December is a favorable month for stocks, with the S&P 500 averaging a gain of over 1% since 1950 [4] Economic Indicators - Traders are anticipating a Federal Reserve rate cut next week, supported by recent soft economic data, including a decline in the ISM Manufacturing Index [5] - The Bank of Japan's hawkish stance and potential rate hike in December have impacted funding markets and liquidity-sensitive trades, contributing to Bitcoin's recent decline [6] Sector Performance - In the technology sector, Broadcom and Super Micro Computer saw declines of more than 3% and 2% respectively, indicating profit-taking in artificial intelligence trades [2] - Conversely, Synopsys shares rose following Nvidia's announcement of a new investment and partnership, which helped Nvidia's stock increase by about 1% [2] Trend Tracking Indexes (TTIs) - The Domestic Trend Tracking Index (TTI) closed at +5.69% above its moving average, while the International TTI was at +9.14% above its moving average, both remaining in "Buy" mode [11] - The recent market volatility has led to a modest slip in TTIs, but they are still above trend lines, indicating a continued bullish sentiment [10][11]

Market Overview - European futures are pointing lower, with the Nasdaq expected to decline by 1% as risk-off sentiment returns to equity markets [3] - Bitcoin has experienced a significant drop, starting December down 5.6%, continuing a trend that saw it lose over 15% of its value in November [3][8] - The US markets had a rally last week, but the liquidity was lower due to the Thanksgiving holiday, making it premature to draw conclusions about the sustainability of this rally [7][14] Economic Indicators - The probability of the Federal Reserve cutting rates in December is reported at 87.4%, which has provided some relief to the markets, particularly in the tech sector [5][17] - The UK Chancellor Rachel Reeves is facing scrutiny over claims of misleading the public regarding the state of the country's finances, with opposition calls for an investigation [3][47] Investment Sentiment - There are ongoing concerns about the strength of the US consumer and whether markets are overvalued, particularly in the context of AI spending and economic conditions [5][30] - The market is characterized by a K-shaped recovery, where the wealthiest are benefiting significantly while a large portion of the population struggles with rising costs [26][27] Sector Performance - European markets showed mixed results in November, with the Zetradax ending about 0.5% lower, while US markets saw gains across major indices [12][13] - The tech sector is under scrutiny for high valuations and potential over-reliance on debt, particularly as mega-cap tech companies shift from asset-light to asset-heavy business models [30][34] Future Outlook - The Fed's dovish stance is expected to influence market dynamics significantly, with potential cuts leading to tighter credit spreads and supporting equities [22][23] - Concerns about inflation and its impact on the consumer are prevalent, with rising costs in healthcare and living expenses potentially affecting consumer sentiment and spending [24][25]

$BTC $93k supply has been hitGgJohnny (@CryptoGodJohn):$BTC is looking much healthierWe can see selling pressure from Coinbase is drastically decliningFunding turning negativeOpen interest droppingIf you add in the possibility of rate cuts in December & Ukraine/Russia war ending.Stars are aligning for relief https://t.co/AGzWMYaLOv ...