Well, the Dow's up 1% after the Fed cut rates and Fed Chair Powell saying the real division within the Fed now is whether to hold or cut versus any potential hike in the near future. Joining us now is Jeffrey's chief market strategist and CNBC contributor David Zervos. David, the president wanted a half a point cut here.Uh is this quarter enough. >> I think the quarter's uh you know being rejoiced a little bit in the market just because the the market was set up for this hawkish cut and they didn't get it. ...

Core Viewpoint - The potential nomination of Kevin Hassett as the next Federal Reserve chair is seen as aligning closely with the administration's dovish stance on interest rates, which contrasts with the current consensus within the Federal Open Market Committee (FOMC) [1][2][5] Group 1: Nomination and Market Perception - Kevin Hassett is perceived by markets as a candidate who shares the administration's views on interest rates, which are more dovish compared to the current FOMC consensus [1][2] - The administration is likely to seek a candidate who is respected by markets and maintains central bank independence while also aligning with the president's policies [5][6] Group 2: Challenges and Considerations - If Hassett is appointed, he will face challenges in convincing other FOMC members to adopt his views on lowering interest rates, as the committee operates through a democratic process [4] - The administration's goal of lowering interest rates is seen as a potential constraint on the economy, raising questions about the feasibility of achieving this objective without triggering inflation concerns [6][7] - There is a risk that even if the Fed funds rate decreases, longer-term Treasury yields could rise due to market concerns about inflation and credibility, indicating that rate cuts may not lead to lower long-term yields [8]

Core Viewpoint - Economic growth is anticipated to remain sluggish through the second half of 2025 [1] Group 1 - The economic outlook suggests a continuation of tepid growth, indicating potential challenges for various sectors [1]

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided does not constitute any recommendation or advice for investment actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages individuals to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]

Core Insights - Weyerhaeuser Company (WY) reported second-quarter 2025 results with earnings and net sales exceeding Zacks Consensus Estimates [1][5] - Year-over-year, both earnings and net sales declined due to lower domestic sales realizations and increased costs in the Timberlands segment [2][10] Financial Performance - Adjusted earnings were 12 cents per share, beating the consensus estimate of 10 cents by 20%, but down 42.9% from 21 cents in the previous year [5][10] - Net sales reached $1.88 billion, surpassing the consensus mark of $1.83 billion by 2.7%, but down 2.8% from $1.94 billion in the same quarter last year [5][10] - Adjusted EBITDA was $336 million, an 18% decrease from $410 million in the year-ago period [5] Segment Performance - Timberlands segment net sales were $529 million, down from $555 million year-over-year, with adjusted EBITDA of $152 million, up 3.4% from $147 million [6] - Real Estate, Energy, and Natural Resources segment saw net sales of $154 million, a 41.3% increase from $109 million year-over-year, with adjusted EBITDA of $143 million, up from $102 million [7] - Wood Products segment sales totaled $1.357 billion, down 4.5% from $1.421 billion year-over-year, with adjusted EBITDA of $101 million, down 55.1% from $225 million [8] Outlook - For Q3 2025, the Timberlands segment is expected to see earnings and adjusted EBITDA approximately $10 million lower than Q2 due to cost pressures [12] - The Real Estate, Energy, and Natural Resources segment anticipates earnings to be about $60 million lower than Q2, with adjusted EBITDA expected to decrease by about $80 million [13] - Wood Products segment is expected to maintain comparable earnings and adjusted EBITDA levels to Q2, excluding changes in average sales realizations [14] Financial Position - As of June 30, 2025, Weyerhaeuser had cash and cash equivalents of $592 million, down from $684 million at the end of 2024, and net long-term debt of $4.27 billion, down from $4.87 billion [11]

Group 1 - The technology sector is currently one of the strongest sectors in the market, with the Nasdaq 100 (QQQ) trading comfortably [1] - The investment approach focuses on long-term strategies, utilizing low-risk ETFs and CEFs to capitalize on macro ideas [1] - The individual has nearly ten years of experience trading stocks and currencies, and currently manages a family fund [1] Group 2 - There are no disclosed positions in any of the companies mentioned, nor plans to initiate any positions in the near future [2] - The article expresses personal opinions and is not influenced by compensation from any company [2] - Seeking Alpha emphasizes that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]