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 ...

Joining us now is Kathy Jones, chief fair fix income strategist at Schwab Center for Financial Research. Thanks so much for joining us for this Monday, Kathy. Um, so obviously we're tracking these developments around the potential for this end to the government shutdown.Now, what are you seeing as far as the reaction in fixed income today. >> Well, we're starting to see yields move up a little bit because, you know, ending the shutdown means you pick up in economic activity. Some of the some of the things t ...

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]

Turn now to CNBC's Dom Chu for more on the economic impact of this bill. U Dom with news that it looks like this bill will pass a short time from now. How are markets reacting.What does Wall Street think about the impact here. So that's the lens that we're looking at all of this through Willie and to be fair, we've been watching it happen over the course of the last several weeks because the market does become for for whatever it is a kind of handicapping or discounting mechanism for everything that's devel ...

People are worried about this. It is expensive to live in New York is expensive. Live anywhere.It's extra extra expensive to live in New York City. It's fueled this massive swing to the left. And Wall Street's worried. Wall Street's worried.And you usually don't see these kind of market moves on the back of a primary election in a mayoral race. So this is not even the general election, Right. This is a primary to determine who within the Democratic Party will enter that race in November.But I think there's ...