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Billionaire investor Philippe Laffont: I don't see exactly the reason to cut rates
CNBC Television· 2025-06-25 13:27
Philippe Laffont, Coatue founder and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the 'Magnificent Seven', future of tech investing, his thoughts on bitcoin, state of the economy, impact of AI technology, who'll come on top in the AI arms race, the Fed's interest rate policy, future of TikTok, the NYC mayoral race, and more. ...
高盛:鲍威尔重申,FOMC已做好充分准备,在改变政策立场前等待更多明确信息
Goldman Sachs· 2025-06-25 13:03
24 June 2025 | 5:17PM EDT USA: Powell Reiterates That FOMC Is Well Positioned to Wait for Further Clarity Before Changing the Policy Stance BOTTOM LINE: In his prepared remarks before the House Financial Services Committee, Chair Powell reiterated that the FOMC was "well positioned to wait to learn more about the likely course of the economy before considering any adjustments to our policy stance." When asked whether the FOMC could cut rates in July, Powell noted that "he wouldn't want to point to a particu ...
Could gold prices go even higher? Here's what the charts show.
Yahoo Finance· 2025-06-20 17:58
[Music] Gold is on a tan 25, up nearly 30% so far this year, torching stocks and bonds as investors scramble for a safe haven watching the dollar head lower. I'm Jared Blickery, host of Stocks in Translation. We're going to start here with a century of gold in a second here, but I wanted to find the gold standard, and this is something that went away 90 years ago.The n the gold standard is a monetary system where dollars can be swapped for a fixed amount of gold. And here's that chart. Way back in the day, ...
张津镭:黄金震荡待破位!今日高抛低吸?
Sou Hu Cai Jing· 2025-06-19 05:24
周四(6月19日)美联储于6月18日公布的利率决议维持指标隔夜利率在4.25%-4.50%不变,这一决定虽 符合市场预期,但后续鲍威尔的鹰派言论为市场带来了新的不确定性。美联储主席明确表示,尽管2025 年仍预计降息50个基点,但未来降息步伐将明显放缓,2026年和2027年预计每年仅降息25个基点。这一 表态强化了"鹰派降息"的立场,短期内对黄金形成压制。 张津镭:黄金震荡待破位!今日高抛低吸? 昨日黄金走了一个震荡偏空行情,亚盘开盘一波回落至3370上方,随后再度回归至3400附近,不过午盘 后继续开始回落,和预期的差不多,在美盘尾盘更是刷新日内低点至3362美元。最终金价是收盘于3368 美元,日线收于一根小阴线。 故日内操作上张津镭建议: 黄金:3395-3360区间操作,止损8美金,止盈20-30美金。 从技术上来看,昨日黄金收阴,但主体结构依然还是在5、10日线的夹层区域中的,此状态说明美联储 不降息的动作稳定了黄金可能进行技术回修的需要,但是并未带来绝对的利空动能,所以短期内黄金还 需要技术性的磨合震荡,大概率还是要围绕均线夹层区间来运行。上方可关注3480附近争夺,下方关注 10日线3365附 ...
美银:The Flow Show-The Bros, the Base & the Billionaires
美银· 2025-06-09 01:42
Accessible version The Flow Show The Bros, the Base & the Billionaires Scores on the Doors: gold 27.7%, stocks 6.7%, govt bonds 6.1%, IG 5.8%, HY bonds 5.0%, cash 1.8%, commodities -1.7%, US dollar -8.9%, crypto -10.0%, oil -12.4% YTD. "Bro Billionaire" stocks*vs the Base stocks (Russell 2000, RHS) Source: BofA Global Investment Strategy, Bloomberg Trump election +45% since election -7% 1700 1900 2100 2300 2500 2700 2900 3100 3300 5000 6000 7000 8000 9000 10000 11000 12000 13000 Jun'24 Aug'24 Oct'24 Dec'24 ...
Lument Finance Trust(LFT) - 2025 Q1 - Earnings Call Transcript
2025-05-13 13:32
Lument Finance Trust (LFT) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Andrew Tsang - MD - Corporate DevelopmentJames Flynn - CEOJames Briggs - Chief Financial OfficerGreg Calvert - PresidentJason Weaver - Managing Director - Equity ResearchChristopher Nolan - SVP - Equity Research Conference Call Participants Steven Delaney - Analyst Operator Good morning, and thank you for joining the Lumet Finance Trust First Quarter twenty twenty five Earnings Call. Today's call is being recorded ...
高盛:就业市场走弱尚需时日,下月大概率保持观望
news flash· 2025-05-07 18:31
金十数据5月8日讯,高盛资管公共投资首席投资官Ashish Shah表示,目前美联储仍在观望,等待不确 定性的消除。近期的就业数据支持了美联储的立场,劳动力市场需要走弱到足以重启宽松周期。然而, 劳动力市场的任何疲软都可能需要几个月的时间才能显现出来,我们认为下个月的会议上再次维持利率 的可能性更大。 高盛:就业市场走弱尚需时日,下月大概率保持观望 ...