And Drew, this is a market right now that has now pretty much hovered near record highs for a while. Is there a big catalyst coming up that could break us to even bigger bigger moves going into the third and fourth quarter this year. Hey, good morning, Dom.So, I think it's it's twofold really. I think actually getting a Fed cut and seeing economic data hang in there is how you can really push this market higher. Honestly, in our updated price target for the S&P, we nudged it higher to 6,600 for year end.And ...

Treasury yields rose from a three-month low ahead of a key inflation report that may shape market expectations that the Federal Reserve will cut interest rates as soon as next month https://t.co/Y3Iq2o7vfp ...

JP Morgan just officially sounded the alarm and we have to talk about this because this is going to cause the market to erupt and make us extremely rich. When we look at the overall market right now on the weekly, the daily, the hourly, the monthly, you name it, right. across the board.We are seeing a sea of green money is being made right now. On the last week, we could see the gains across the board at 10 plus% 20 plus% on the daily. Today, we're seeing some nice gains as well.And in the last hourly, like ...

Housing Market Stalemate - Unaffordability and uncertainty have combined to slow down US home sales [6] - The market is in a stalemate, and the report explores what could get people moving again [1][6] New Construction's Role - New construction is playing a much bigger role due to the scarcity of existing homes for sale [1] - Many people are turning to new construction [1] - Single-family homes tend to be the most expensive new construction option [2] - New construction of dense housing, like missing middle housing, can make entry more viable for first-time buyers [3] Solutions and Challenges - Some cities and states are loosening zoning restrictions to encourage construction of missing middle housing [3] - The Senate Banking Committee advanced legislation to spur more housing development and make it easier to access loans [4] - High interest rates make it expensive to build new housing [5] - Lower mortgage rates could help development [5]

💥BREAKING:JPMORGAN EXPECTS THE FEDERAL RESERVE TO LOWER INTEREST RATES IN SEPTEMBER. https://t.co/kaYQme6ago ...

Live from Washington, D. C. Is balance of power with the Joe Matthew.Lower interest rates may require more than a new Fed chair. Welcome to the Friday edition of Balance of Power, as we focus on persistent questions surrounding President Trump's tariff program now that the regime is in place will be joined this hour by Bloomberg's Tom Auralic, one of the forces behind the new book, The Price of Money. Well, check new research on the tariff impacts with our trading partners with Ernie Tedeschi at the Yale Bu ...

America Movil is considering to issue euro-denominated debt to take advantage of lower rates as part of its refinancing efforts, its CFO said https://t.co/8u4kzS30uL ...

Taximony movers. The president announcing his nomination of CEA chair Steven Meyer to the Fed's board of governors after Adriana Cougler's resignation last week. Joining us to discuss this morning, former Federal Reserve Governor and economics professor at the University of Chicago, Randy Crosner is with us.Happy Friday, Randy. Good to see you. >> Great to be with you.>> So, what do you think uh the Myron news means for the Fed, for rates, for certainly Fed reform. >> Sure. So I think um I think it's clear ...

Interest Rates and Housing Affordability - Lowering interest rates by the Federal Reserve (Fed) does not inherently make housing more affordable; in some cases, it can make it less affordable [2][3] - Mortgage rates are more dependent on the long end of the yield curve (e.g., 10-year and 30-year yields) and typically trade 1.5% to 2% higher due to associated risks [6] - The Fed is projected to lower interest rates in September, but this may change based on labor market reports and inflation readings [7] - If the Fed cuts rates preemptively to avoid a recession, it can reignite "animal spirits," causing markets to rise and the bond market to reprice inflation risk, potentially increasing mortgage rates [12][13][14] - Cutting rates prematurely may worsen the real estate market [34] Asset Prices and Housing Market Improvement - Lower asset prices are needed to achieve a durable improvement in housing affordability [22][23][25] - Lower asset prices lead to a lower long end of the yield curve, which in turn leads to lower mortgage rates [39] - The market may take 6 to 12 months to accept the reality that lower asset prices are necessary to improve the real estate market [23] Market Dynamics and Future Outlook - The housing market is currently seeing a drop in new privately-owned housing units under construction due to unaffordability [20][21] - The author anticipates that after a second round of rate cuts, potentially starting in September, the long end of the yield curve will likely increase, leading to higher mortgage rates [29][30] - It may take a couple of years for the market to accept that lower asset prices are needed to improve the real estate market [33]

MATT: GOOD MORNING IT IS 5:00 A.M. WITH YOUR BLOOMBERG BRIEF. GOLD FUTURES JUMPED AS THE U.S. IS SAID TO HAVE PUT A TARIFF ON IMPORTS OF ONE KILOGRAM GOLD BARS. THE MOST TRADED IN THE FUTURES MARKET. PRESIDENT TRUMP SAID THAT HE WILL NOMINATE STEVE AND MY WRITTEN FOR A SEAT ON THE FED BOARD AND MET UP PIMCO AND BLUE OWL TO LEAD A 29 MILLION DOLLAR FINANCING FOR ITS DATA CENTER EXPANSION. IN TERMS OF WHAT WE ARE WATCHING ON MARKETS, GAINS FOR THE EQUITY INDEX AND S&P FUTURES UP .2 PERCENT AND NASDAQ FUTURES ...