June was another banner month for the stock market as investors reacted to solid economic data, diminishing concerns about the trade war, and an update from the Fed that showed it still planned to cut rates twice this year.The S&P 500 closed at an all-time high, and while the Dow Jones Industrial Average was short of its peak in December 2024, the blue chip index still finished with solid gains.The chart below shows how all three major indexes performed last month, finishing with solid gains. As you can see ...

And I just want to get back to Emily on the Hill. I guess it's now official. Yeah, Scott.Yes, it is now official. The senators, they they've they've been here for more than 24 hours, so they voted very quickly. But yes, as we said, 51 to 50 with JD Vance breaking that tie.Now, the Trump mega bill has passed in the Senate. It now of course heads to the House. We have heard from a number of lawmakers there, fiscal hawks, even some more moderate members who have had concerns about the bill, but Mike Johnson is ...

WHY DO I BELIEVE THAT THIS CURRENT BULL CYCLE IS A “LENGTHENING CYCLE.” ?➡️ Post-halving triggers bull runs that last 14–18 months. We are at 15 months post-halving → aligns with mid-to-late cycle phase.➡️ Spot Bitcoin ETFs brought massive billions of net inflow—with big companies massive adoption globally.➡️ The pro-crypto U.S. stance under Trump with the Strategic Bitcoin Reserve proposal (1M BTC over 5 years) signals long-term support.➡️ No retail mania yet—a key sign we haven't hit cycle peak while Bitc ...

V i e w p o i n t | Veronica Clark AC +1-212-816-8830 veronica1.clark@citi.com 27 Jun 2025 10:19:58 ET │ 9 pages Gisela Young AC US Economics +1-212-816-8349 gisela.young@citi.com Slow services spending, subdued core PCE point to Fed cuts CITI'S TAKE Slowing consumer spending and subdued core PCE inflation should keep Fed officials on-track to cut policy rates, most likely in September. Core PCE inflation was a touch stronger than expected, but at 0.179%MoM, subdued enough to keep the Fed on track to cut po ...

Two consecutive months of Case-Shiller house price index declines confirm soft conditions in the housing sector. Outright declines in house prices make persistently elevated inflation unlikely. The contraction in the housing sector is an early warning for a broader slowing in the US economy. Fed officials are likely to increasingly recognize these dovish implications in coming months. Andrew Hollenhorst AC +1-212-816-0325 andrew.hollenhorst@citi.com V i e w p o i n t | 24 Jun 2025 10:41:19 ET │ 9 pages US E ...

Market Overview - The S&P 500 is approaching year-to-date highs as market focus shifts towards the potential for Federal Reserve rate cuts, moving away from macroeconomic and geopolitical pressures [1] Analyst Insights - Gary Alexander, with extensive experience in technology companies and startups, has been a contributor to Seeking Alpha since 2017, providing insights on industry themes [1]

We're looking at a market that seems to be pricing in more and more Fed rate cuts. We're thinking about maybe three pricing in two, of course, thinking about maybe we'll get to pricing in three and that's pushing futures higher a bit here in Europe and also in the United States. At how will the market deal with some sort of shadow Fed chair situation.Is that what we're looking at here. Well, first of all, we're already seeing the impact in terms of a softer dollar. We're seeing slightly softer yields.I don' ...

Opening Bid anchor Brian Sozzi breaks down the stocks to watch and the latest financial news to unleash the power of your portfolio for June 25, 2025. S&P 500 is within striking distance of a record high. We look at stocks to watch and what could drive markets higher. HPE CEO Antonio Neri speaks with Brian about AI and the partnership with Nvidia to expand AI factories and offerings. He also discusses the DOJ suing to block the $14 billion Juniper acquisition. Nvidia stock surges to its highest level since ...

据人民日报，当地时间6月10日，商务部国际贸易谈判代表兼副部长李成钢在伦敦谈到中美经贸磋商机制首次会议时表示，中美双方进行了专业、理性、深 入、坦诚的沟通。双方原则上就落实两国元首6月5日通话共识以及日内瓦会谈共识达成了框架。外贸环境依然难言稳定，市场持续将不确定性纳入考虑当 中。 数据方面，美国5月CPI同比增2.4%，核心CPI环比增0.1%、连续第四个月低于预期；美国5月PPI与核心PPI均环比温和增长0.1%、低于预期，核心PPI增速创 近一年新低，美联储年内两次降息预期升温。5月美国PPI整体涨幅依然温和，关税尚未对消费者和企业造成更高的价格压力。然而美国企业的利润率持续承 压，表明企业正在自行消化关税成本。交易员加大对美联储降息的押注，基本预计今年将降息两次，9月份前降息的可能性为75%。美国宏观经济数据对美 元表现产生明显影响，铜价也因此受到金融属性干扰。 全球交易所库存情况来看：截至6月16日，LME铜库存较6月9日减少12850吨至10.76万吨，前期为关税政策而提前配置的铜库存已经悉数耗尽，LME市场库 存偏紧格局正在形成当中；上期所铜库存减少5461吨至10.19万吨，目前国内精炼铜显性 ...

While mortgage rates hold steady for another week, affordability does rem remain a pain point in the housing market. Our next guest pointing to a mixed picture in leading indicators for demand. That's Jim Egan, Morgan Stanley, US housing strategist and co-head of securitized products research.Jim's here with me in the studio. Thanks for being here. Thank you for having me.So given that we have not seen that much movement on rates and notably not that much relief on rates, do we remain in this sort of stuck ...