price of crude is surging back with a seven handle on fears of a further supply disruption uh in Iran. Joining us now with more, Daniel Jurgen, S&P global vice chairman. Dan, so many different angles to to talk about.I I guess the first one I'd ask is, is Iran still capable of shutting the straits where people are afraid to go through. And is there anything we can do uh to degrade their ability to shut that the straight. We we're doing everything else.>> Joe, the thing is people are afraid to go through. I ...

RT Wimar.X (@DefiWimar)🚨 BREAKING: US GOVERNMENT SHUTDOWN IS CONFIRMED FOR JANUARY 31!Polymarket is pricing an 85% chance of another US government shutdown by January 31.Read this again.84%And if you forgot what a shutdown really does, look at 2025.- 43 DAY SHUTDOWN- 2.8% GDP HIT- $34B GONE- 670,000 FED WORKERS SENT HOMEThat is not “politics”.That is real damage.Now here is why the odds are SKYROCKETING.After the Minneapolis Border Patrol shooting, Democrats are starting to weaponize it into blocking the DH ...

Labour's leaders are deluding themselves if they think concern about an unwelcome market reaction will save their skins, writes Martin Ivens (via @opinion) https://t.co/1MXWVjaVMy ...

Get briefed ahead of your morning calls with the latest UK business headlines, key data and market reaction https://t.co/Lpn9mJF4xi ...

Economic Outlook - The potential end of the government shutdown is expected to boost economic activity, leading to a slight increase in yields [2][3] - The 10-year benchmark yield is currently at 4.10%, reflecting market reactions to the shutdown developments [3] Market Dynamics - The market is experiencing a push-pull scenario with fluctuations in yields between 4.08% and 4.16% due to mixed economic data and varying comments from the Federal Reserve [4] - There is caution regarding early data points post-shutdown, as they may be incomplete and require careful interpretation [4] Federal Reserve Policy - The expectation is that the Federal Reserve will not initiate rate cuts in December, with decisions likely pushed to the first quarter of the following year [5][6] - Inflation remains around 3%, leading the Fed to seek more confidence in a downward trend before considering further rate cuts [5] Credit Market Opportunities - Credit markets are characterized by tight spreads, with low yields compared to treasuries, but the fundamentals for investment-grade bonds remain strong [7][8] - Intermediate-term bonds and Treasury Inflation-Protected Securities (TIPS) are recommended for their potential positive real returns [8][9] Investment Recommendations - Mortgage-backed securities are highlighted for their government backing and higher yields compared to treasuries [9] - Municipal bonds are favored for investors in high tax brackets due to attractive tax-equivalent yields and generally high credit quality [10]

Bloomberg TV analyzes the latest Fed rate decision with top guests. A special "Bloomberg Surveillance: The Fed Decides" begins at 1:30 pm ET. Federal Reserve Chair Jerome Powell then speaks at 2:30 pm ET after the decision. We'll have all the market reaction and analysis live. ...

Core Insights - The article emphasizes that current stock valuations suggest that the market is priced for perfection, indicating a potential overvaluation of equities [1] Valuation Analysis - The strategist points out that the price-to-earnings (P/E) ratios are at historically high levels, which raises concerns about sustainability [1] - There is a notable divergence between stock prices and economic fundamentals, suggesting that investors may be overly optimistic [1] Market Sentiment - Investor sentiment appears to be excessively bullish, with many expecting continued strong performance from equities despite potential economic headwinds [1] - The article highlights that this optimism may lead to increased volatility in the market if earnings do not meet elevated expectations [1]

Tariffs and Trade Policy Impact - The market adopts a "wait and see" attitude regarding tariff decisions, anticipating months of observation [2] - Elimination of tariffs is expected to have a significant positive impact on the economy [3] - Initial fears regarding the negative impact of tariffs have not fully materialized [4] - The administration has calibrated its tariff response, adjusting initial announcements [5] - Markets anticipate a resolution to trade disputes somewhere between a "taco trade" (Trump backs down) and a "Waco trade" (the world backs down) [8] Economic Soft War and National Security - Markets are not fully internalizing the threat of a "soft war" [9] - National security is increasingly intertwined with economic security [10] - The US economic program aims to strengthen the economy to withstand potential destabilization efforts [10][11] - An economic soft war is ongoing and expected to continue, presenting opportunities for markets if understood [11] Market Misinterpretations - People tend to overemphasize the Trump administration's business practices [7] - Virtue signaling can hinder understanding of future actions [7]

Jackson Hole Fed Meeting 2025: Live News, Powell Speech, Market Reaction https://t.co/aiaytOkbu7 ...

Market Analysis & Events - Bloomberg Television will provide special coverage of the Fed rate decision starting at 1 pm ET on Wednesday [1] - The Fed rate decision announcement is scheduled for 2 pm ET on Wednesday [1] - The coverage will include analysis of market reaction with top guests [1]