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X @Crypto Rover
Crypto Rover· 2025-09-03 12:52
💥BREAKING:🇺🇸 FED WALLER TELLS CNBC THAT WE SHOULD CUT RATES AT NEXT MEETING. https://t.co/wr2emdJcHY ...
X @Ash Crypto
Ash Crypto· 2025-09-03 12:49
🚨 BREAKING 🚨🇺🇸 FED WALLER TELLS CNBC THAT WE SHOULD CUT RATES AT NEXT MEETING. ...
We're going to be in a higher rate environment for longer, says Blue Owl co-CEO Marc Lipschultz
CNBC Television· 2025-09-03 12:34
Interest Rate Environment & Economic Outlook - The company believes higher interest rates are likely to persist for an extended period [3][6] - The company's portfolio companies are experiencing double-digit growth, indicating a sound and solid economy [5] - The company expresses confidence in the Fed's ability to navigate the rate environment [6] - The company views current market volatility and concerns about Fed independence as "noise," emphasizing the underlying strength of the economy [7][8][12] Private Markets & Retirement Plans - The company acknowledges a generational shift towards increased accessibility of private investments, including potential inclusion in 401(k) plans [2][13][14] - The company advocates for a cautious approach to expanding private investment access, emphasizing the importance of walking before running [14] - The company highlights the historical outperformance of private lending compared to liquid alternatives [16] - The company stresses the need for robust disclosure and regulation in private markets to mitigate risks such as fraud [17] - The company cautions against a potential flood of retail capital into private equity, which could create opportunities for existing firms to exit less desirable investments at the expense of retail investors [22][23] - The company suggests starting with lower volatility, safer private investment options like private credit and real assets, emphasizing a prudent and well-regulated approach [23][24]
X @Bloomberg
Bloomberg· 2025-09-03 11:22
Ghana’s inflation rate fell for an eighth straight month to the lowest level in almost four years, supporting the argument for a further reduction in borrowing costs https://t.co/x2vNHMtHko ...
X @Bloomberg
Bloomberg· 2025-09-03 10:36
A steady rise in benchmark long-term interest rates is proving no deterrent to corporate and government borrowers https://t.co/Qf12tPxPLk ...
X @Bloomberg
Bloomberg· 2025-09-03 04:15
ECB rates are firmly on hold for now and the next step could be a cut or hike, according to Slovenia’s acting central-bank chief https://t.co/we0GEAH5qB ...
X @🚨BSC Gems Alert🚨
🚨BSC Gems Alert🚨· 2025-09-03 02:42
RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)🚨 BREAKING:THERE IS A 92% CHANCE THAT FED WILL CUT RATES IN 9 DAYS.GIGA PUMP IS COMING !! 🚀 https://t.co/2e3opsxkuB ...
大宗商品市场持仓与资金流向 - 贵金属市场推动全球大宗商品未平仓合约价值在美联储预期降息前上升-Commodity Market Positioning & Flows-Precious metals markets drive global commodity open interest value uptick ahead of expected Fed cut
2025-09-03 01:22
Summary of J.P. Morgan Commodity Market Positioning & Flows Industry Overview - The report focuses on the global commodities market, particularly the precious metals, energy, agricultural, and environmental markets as of August 29, 2025 Key Points Precious Metals Market - Expectations of a Federal Reserve rate cut have driven precious metals to new highs, increasing the estimated value of global commodity market open interest by 0.8% week-over-week (WOW) to $1.51 trillion, marking a five-week high [3][8] - The estimated value of net investor positions in precious metals rose by $2.5 billion WOW to $82.2 billion, with a projected increase of $12.5 billion as of August 29 [3][4] - Gold inflows accounted for $11.3 billion of the total inflows, contributing to a 7% increase in the estimated value of open interest in precious metals to $264 billion [4][27] Energy Market - The estimated value of open interest in energy markets declined by $7 billion WOW, marking the fourth consecutive weekly decline, primarily due to outflows in petroleum products and natural gas [4][22] - Natural gas markets saw a $4.3 billion decline in open interest, driven by $4.7 billion in net outflows [4][36] Agricultural Market - The estimated value of open interest in agricultural markets decreased by 1% WOW to $327 billion, largely due to net outflows of $4.2 billion [4][29] - Short covering was observed across grain and oilseed markets, with a 21% decline in the projected net short position of Managed Money [4][29] Environmental Markets - Open interest in environmental markets increased by 1.8% WOW to $77 billion, driven by net inflows of $1 billion, primarily from the European Union Allowances (EUA) market [4][25] Global Commodity Inventory - The Global Commodities Inventory Monitor (GCIM) showed a recovery in inventory levels, with a rise to 59.3 days-of-use, up 0.5% month-over-month (MOM) [3][52] - Ex-China inventories increased by 1.5% MOM to 51.36 days-of-use, the highest reading of 2025 [3][53] Market Dynamics - Concerns over softening US labor demand persist, with expectations of a soft August jobs report [3] - The US Court of Appeals ruled against President Trump's use of IEEPA for imposing tariffs, which may impact trade dynamics [3] Price Momentum - Price momentum varied across commodities, with notable increases in NYMEX Natural Gas, COMEX Gold, and CBOT Corn, while declines were seen in ICE Cotton and NYMEX Palladium [4][48] Investor Positioning - The overall net investor position across global commodity futures markets increased by 4.5% WOW to $122 billion, with losses only in base metals markets [4][14] Additional Insights - The report highlights the mixed performance across various commodity sectors, indicating a complex market environment influenced by macroeconomic factors and investor sentiment [4][48]
X @🚨BSC Gems Alert🚨
🚨BSC Gems Alert🚨· 2025-09-02 22:15
RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)🚨 BREAKING:THERE IS A 92% CHANCE THAT FED WILL CUT RATES IN 9 DAYS.GIGA PUMP IS COMING !! 🚀 https://t.co/2e3opsxkuB ...
X @🚨BSC Gems Alert🚨
🚨BSC Gems Alert🚨· 2025-09-02 19:25
🚨 BREAKING:THERE IS A 92% CHANCE THAT FED WILL CUT RATES IN 9 DAYS.GIGA PUMP IS COMING !! 🚀 https://t.co/2e3opsxkuB ...