"I'm going to disagree with you"State Street's Yie-Hsin Hung says inflation hawks "have it wrong" as Franklin Templeton’s Jenny Johnson says markets are "optimistic" on the number of Fed cuts #BBGWomenMoneyPowerhttps://t.co/D71n0UVSBN https://t.co/9R59jc7yQo ...

🚨 Economist warns rapid Fed cuts could "jolt $BTC and alts up substantially", with at least 2 more cuts expected this year. https://t.co/u7nL3KIVyO ...

Dads with $73 in stables talking about Fed cuts like it’s time to retire. https://t.co/24LHZ2HUJk ...

Group 1 - Ernest Hoffman is a Crypto and Market Reporter for Kitco News with over 15 years of experience in writing, editing, broadcasting, and producing for various organizations [3] - Hoffman began his career in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada [3] - He developed the fastest web-based audio news service globally and produced economic news videos in partnership with MSN and the TMX [3] Group 2 - Hoffman holds a Bachelor's degree with a specialization in Journalism from Concordia University [3] - Contact information for Hoffman is provided, indicating a direct line for inquiries [3]

Core Insights - The discussion revolves around the upcoming Federal Reserve meeting and its implications for interest rates and market performance, particularly in the context of AI-related stocks and overall economic sentiment [3][4][6]. Federal Reserve Outlook - The Federal Reserve's September meeting is critical, as it will provide insights into future interest rate cuts, with expectations of at least one cut unless retail sales data is significantly weak [3][4]. - There is speculation about potential dissent within the Fed regarding the decision to cut rates, indicating differing views on the economic outlook [4][6]. - The market is currently pricing in expectations for rate cuts, with discussions around whether a 50 basis point cut would be perceived positively or negatively [6][8]. Market Performance and Trends - Year-to-date winners like Micron, Oracle, and Tesla are highlighted, with a suggestion that instead of tax loss selling, there may be a chase for performance as year-end approaches [9][10]. - AI and AI-related stocks are expected to remain strong, driven by market sentiment and performance concerns as the year closes [10][11]. - Small-cap stocks, which are sensitive to interest rate expectations, are also anticipated to perform well if the Fed continues to signal cuts [11]. Economic Sentiment - Concerns about stagflation are mentioned, with a focus on the balance between inflation and economic growth [11][12]. - The impact of tariffs on inflation is debated, with some arguing that the effects are overstated and should not lead to tighter monetary policy [13][14]. - Recent consumer sentiment data is not seen as a major concern for the market, suggesting a divergence between consumer expectations and broader economic indicators [12][14].

More on the market today. Let's bring in RBC head of US equity strategy, Lori Calvsina. Lori, thanks so much for the time today.I'm sure you've been listening. Is that I mean, is what we're talking about why the equities are sort of looking past what would otherwise be disturbing macro data. >> No, I I think that, you know, inflation more or less, right.The pressures are starting to build, but they're not out of hand yet. Um, and maybe they won't be out of hand, but, you know, I think that there's a lot tha ...

Market Overview - The market is currently focused on potential Federal Reserve interest rate cuts, which have been anticipated for several months [3][7][10] - Despite some concerning macroeconomic data, equities are looking past these issues, indicating a complex relationship between inflation and equity performance [1][5] Inflation and Equities - Inflation pressures are building but are not yet overwhelming, with economists expecting certain trends to emerge in labor market reports [2] - Historically, rising inflation has led to increased equity allocations among households, suggesting that the market is currently responding to positive tailwinds despite headwinds from inflation [5] Seasonal Trends - There are concerns regarding the typical negative seasonality seen in September and October, although the market has reached new highs without significant labor market disruptions [6] - Investors are cautious about potential ripple effects from earlier policy disruptions, which could impact market performance [6] Federal Reserve Expectations - The market is anticipating a rate cut next week, with expectations for additional cuts throughout the year and into 2025 [8][10] - There is a debate among investors about the timing and pace of these cuts, with some suggesting that expectations have been pulled forward [9] Valuation Considerations - Current peak valuation levels necessitate careful consideration of market conditions, as much of the anticipated positive developments may already be priced in [10]

Core Viewpoint - The cryptocurrency market is experiencing a cautious tone, with Bitcoin (BTC) trading around $111,500 and other major cryptocurrencies showing mixed performance as traders assess macroeconomic factors for positioning [1][2]. Market Performance - Bitcoin (BTC) is currently at $111,500, while Ether (ETH) is near $4,312, XRP at $2.96, BNB at $880, and Solana's SOL at $218. Dogecoin (DOGE) has seen an 11.6% weekly gain, reaching 24 cents, driven by the upcoming launch of the first memecoin ETF in the U.S. [1] - The overall market tone remains tentative, with BTC lagging behind its peers and traditional assets like equities and gold, indicating softer buying in digital asset trusts and reduced activity on centralized exchanges [2]. Investor Sentiment - Investors are facing a dilemma between becoming bearish and risking missed opportunities or buying the dip too early. Public companies currently hold about 1 million BTC, and while the potential for S&P 500 inclusion has diminished, BTC's consolidation around $111,000 is viewed positively for long-term investors [5]. Macro Influences - The upcoming week is critical for markets as U.S. economic data and central bank decisions converge. A cooler Consumer Price Index (CPI) and downward revisions to payrolls could support Federal Reserve rate cuts, weaken the dollar, and potentially boost alternative assets [4]. - Conversely, a sticky CPI print may necessitate patience and increase volatility across the crypto market, reflecting the ongoing push and pull in investor positioning [4]. Trading Strategy - Traders are advised to monitor CPI and Producer Price Index (PPI) for insights into policy direction, the dollar for cross-asset risk appetite, and the DAT premium for signs of renewed selling pressure [6].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

you know 20ish uh 25 billion market cap so kind of midcap but yeah everything seemed fine although a lot of focus on how it's international growth is a big piece of it and at times investors have liked that uh for Pinterest is a bit of a diversity let's get the opening bell final one of the week this morning here at the big board it is ship broking firm Vantage Corp celebrating a recent IPO at the NASDAQ it is Abid Bank Holdings also celebrating this recent IPO as we get some um breath filling in. I think o ...