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This Bull Market Could Be Headed For The Slaughterhouse
Forbes· 2025-11-04 11:35
Group 1 - The Federal Reserve is facing criticism for maintaining high interest rates, with some arguing that this is constraining lending and economic growth, particularly for small businesses [3][4] - Stephen Miran, a new Fed governor, advocates for a 50 basis point cut in interest rates, emphasizing recession risks over inflation concerns, while Jerome Powell remains cautious about any rate reductions due to economic uncertainty [2][6] - The current high borrowing costs in the U.S. are compared unfavorably to those in Japan and the EU, suggesting that the U.S. economy's fundamentals are stronger than those of these regions [3][4] Group 2 - The article highlights that monetary inflation, rather than external factors like tariffs or production disruptions, is a key concern for the Fed, with gold prices doubling in the past two years indicating potential future inflation [5][6] - The Fed's approach of manipulating interest rates is questioned, as historical data shows that high interest rates did not effectively combat inflation in the past, and ultra-low rates post-2008 did not stimulate significant economic growth [8][9] - A call is made for a stable dollar and lower tax rates and regulations to support stock and bond markets, suggesting that without these measures, the current bull market may be at risk [9]
X @Bloomberg
Bloomberg· 2025-11-04 11:15
Payment-in-kind debt is growing in popularity as stubbornly high interest rates bite corporate borrowers. Here's why that could be bad news https://t.co/j9bYbfz6T0 ...
X @Bloomberg
Bloomberg· 2025-11-04 00:40
Gold steadied as traders digested commentary from Fed policymakers for clues on the bank’s next move on interest rates https://t.co/n4rt7q1ulv ...
'Fast Money' traders talk navigating mixed messages coming out of the market
Youtube· 2025-11-03 22:44
So, if both the risk on trade and the safety trades are moving in the same direction, what does that tell us about the state of the market that we're in. Guy, >> it's a great question, Melissa Lee, and I will attempt to answer it. I don't I don't think it's I think it actually is telling the real story.I think the S&P 500 is telling one story, but you look and I'll add a couple other things. At one point today, the VIX traded almost 19 on what was a pretty benign day. You mentioned Bitcoin underperforming.M ...
X @The Wall Street Journal
Federal Reserve governor Lisa Cook said she supported last week’s decision to cut interest rates because she thought weaker-than-expected job-market conditions remained a greater risk than persistent inflation https://t.co/mAOnqtvehh ...
Fed Should ‘Keep an Open Mind’ on Rates for December, Daly Says
Bloomberg Television· 2025-11-03 19:06
Let me start with I did agree with the decision. I thought it was appropriate to take another bit off the policy rate. We have an economy that has been remarkably resilient, really weathered so many different things, and still consumers continue to spend.Businesses continue to invest. We continue to have good growth, but we still have inflation printing above our 2% target. And we need to get that down is gradually coming down, but is still too high.And importantly, we have a labour market that relative to ...
Bitcoin, XRP tanks after Fed's Goolsbee said he is 'nervous' about inflation
Yahoo Finance· 2025-11-03 18:54
The crypto market saw a sharp correction on Nov. 3 after Federal Reserve official Austan Goolsbee said his threshold for cutting in December is higher than at previous meetings, dampening investor hopes for another round of monetary easing. “I’m not decided going into the December meeting,” Goolsbee said Monday in an interview with Yahoo Finance. “I am nervous about the inflation side of the ledger, where you’ve seen inflation above the target for four and a half years, and it’s trending the wrong way.” ...
Uncertainty Dominates Global Rate Path | Presented by CME Group
Bloomberg Television· 2025-11-03 17:15
The Fed, as expected, cut rates by a quarter% and even with Jerome Powell saying that further rate cuts are not a foregone conclusion, the market is still pricing in a high probability of a cut in December. Powell reiterated signs of a slowing labor market and continued pressure on consumer prices as inflation has moved up since earlier in the year. The Bank of Japan kept interest rates steady amid a period of possible rate hikes as the country's new prime minister said the Japanese economy has so far weath ...
Dollar Sees Support as T-note Yields Rise
Yahoo Finance· 2025-11-03 15:50
The dollar index (DXY00) is trading slightly higher by +0.06%. The main supportive factor is today’s +2.5 bp rise in the 10-year T-note yield, which improved the dollar’s interest rate differentials.  The dollar also has carry-over support from Fed Chair Powell’s warning last week that another rate cut in December is not a foregone conclusion. Bearish factors for the dollar today include the weaker-than-expected US manufacturing PMI report and dovish comments from Fed Governor Miran. More News from Barch ...
Another Big Earnings Week Ahead, KVUE Soars on KMB $48.7B Deal
Youtube· 2025-11-03 14:30
that Kevin Hanks is with me live at the CBOE with our pre-bell playbook. It's good to see you, Kevin, on this Monday morning. Here we go.New month. Uh we did have a winning October. Some of your thoughts on the big picture.>> Good morning, Nicole. Yeah, another week, another 135 names in the S&P coming out with earnings, another 25 in the NASDAQ. We will get a small amount of economic data this week.Today we'll get ISM and PMI manufacturing at 9:45 and 10:00 Eastern. Uh we will we'll get ADP on Wednesday. S ...