Louis Fed President Jim Bullard joins us now. And I am so excited to speak with you, Jim, because right now I'm looking at all of this data that suggests a really strong U.S. market, a really strong U.S. economy, people continuing to be able to spend and their incomes rising. What about this picture makes you think that the Fed needs to be cutting rates more aggressively.Yeah, Thanks for having me. So these numbers look to me like they're they're consistent with what markets are expecting. I think markets h ...

Treasuries gained after a reading on inflation came in as expected, leaving the Federal Reserve on track to continue cutting interest rates next month https://t.co/4mAuS1JyXC ...

The major U.S. index futures are currently pointing to a higher open on Friday, with stocks likely to regain ground after trending lower over the past few sessions.Traders may look to pick up stocks at relatively reduced levels following the recent pullback, which partly reflected concerns about valuations and the near-term outlook for the artificial intelligence trade.The futures saw further upside following the release of a closely watched Commerce Department report showing consumer prices increased in l ...

BREAKING:🇺🇸 FED MAY CUT RATES IN OCTOBER.ODDS ARE NOW 87.7% 🔥 https://t.co/3SWFmmKyWB ...

Market Outlook & Strategy - Diversified portfolios are recommended, with fixed income providing both income and diversification against economic slowdowns [5] - Fixed income is attractive as a hedge against potential slowdowns, especially if the labor market weakens [5][6] - Bond funds are considered sensible, particularly those with exposure to structural AI, strong corporate balance sheets, credit, and duration [7] - Extending duration is advised, potentially banking on a range of 375 to 425 basis points (375%-425%) [19] Interest Rates & Fed Policy - Interest rates are viewed as restrictive, justifying the Federal Reserve's (Fed) rate cuts [4] - The Fed is expected to continue gradually cutting rates, potentially reaching a neutral rate, with debate around whether that rate is 250 or 300 basis points (250%-300%) [17][18] - The current Fed funds rate is at 425 basis points (425%) [18] Labor Market & Economic Uncertainty - Uncertainty around tariffs is causing companies to pause hiring [9] - Risks to the labor market are balanced, with potential for both downside (increased firing) and upside (increased hiring) [12] - A potential government shutdown could further cloud the labor market outlook, especially if it involves layoffs [15] Investment Opportunities - 5-year and 10-year high-grade corporate paper are favored [8] - Opportunities exist in double B and single B high-yield corporate bonds [8] - Investment-grade credit offers a yield of around 550 basis points (550%), while triple B+ bonds yield approximately 650 basis points (650%) [20]

Economists downgraded their projections for US job growth through the end of next year, helping explain why the Fed is expected continue to lower interest rates https://t.co/XVKDzjGHiS ...

Core Viewpoint - U.S. stock futures are mostly higher as the market anticipates key inflation data that could influence future interest rate decisions [1][3]. Group 1: Market Performance - Dow Jones Industrial Average futures increased by 74 points, or 0.2% [2]. - S&P 500 futures rose less than 0.1%, while Nasdaq 100 futures decreased by 0.1% [2]. - All three main indexes experienced declines for three consecutive days, marking the first occurrence since March 28 [2]. Group 2: Economic Indicators - The Bureau of Economic Analysis is set to release the August reading of the personal consumption expenditures (PCE) price index, which is the Federal Reserve's preferred inflation measure [3]. - A slight increase in price growth is expected for August, but this may not alter market expectations regarding potential interest rate cuts by the Federal Reserve [3].

The European Central Bank has backed calls to not lower interest rates further https://t.co/o66se6tsBA ...

BREAKING: 🇺🇸 PRESIDENT TRUMP SAYS INTEREST RATES ARE STILL TOO HIGH.I GUESS MORE CUTS ARE COMING 🔥 ...

Over the summer, many of the home builders started rallying in anticipation of rate cuts from the Fed. But now the Feds start cutting and the group keeps rolling over. So what's going on here.Didn't we want rate cuts to jolt the industry out of the doldrums. Well, let's look at what happened when some of the key home builders recently reported. First, we got Lenar, the Miami based developer that's become one of the largest home builders in the country.Lenar kicked these off last Thursday when they reported ...