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AGNC: 14%+ Yield, Strong NII Trend, Rate Cut Catalyst
Seeking Alpha· 2025-09-30 02:36
Group 1 - AGNC Investment is a leading mortgage REIT in the U.S. stock market, alongside Annaly Capital Management [1] - The company has substantial investments in agency mortgage-backed securities [1]
The market fallout of a possible government shutdown, plus a look at the health of the US economy
Youtube· 2025-09-29 15:07
Group 1 - Norwegian Cruise Line is making headlines as it rings the opening bell at the New York Stock Exchange [1] - Arc Best is also active at NASDAQ, with a positive sentiment among investors despite potential risks from a government shutdown [2][5] - The tech-heavy NASDAQ composite is showing gains, with a rise of approximately 0.5% [6] Group 2 - Electronic Arts shares are up 5% following news of a record-breaking $55 billion deal to take the company private, ending its 36-year run as a public firm [7] - Cannabis stocks are experiencing significant movement, with Tillray up over 28% and Canopy Growth up 13%, driven by President Trump's comments on CBD benefits [8] Group 3 - The potential government shutdown could lead to the furlough of around 900,000 federal employees, which may delay key economic data releases, including the jobs report [11][19] - Goldman Sachs has raised concerns about the market being in a bubble while also indicating that the economic impact of a shutdown would be modest [12][19] - Historically, stocks tend to rebound after a government shutdown, with an average rise of about 3% one month later [20] Group 4 - The U.S. economy is showing mixed signals, with a second-quarter GDP increase of 3.8% driven by consumer spending, but weak labor market readings, including only 22,000 jobs added in August [38][39] - The upcoming jobs report is crucial, with economists expecting an increase of 45,000 jobs for September [39][45] Group 5 - The Federal Reserve is closely monitoring the labor market, with expectations of potential rate cuts in response to economic conditions [18][34] - Analysts suggest that the labor market may see a reacceleration in job growth, particularly in sectors like financial services and construction, as the economy continues to grow [51][52] Group 6 - Gold prices are reaching new highs, driven by government shutdown risks and expectations of further Fed easing, with Goldman Sachs projecting gold could reach $4,000 by mid-2026 [23][24] - Central bank holdings of gold have surpassed U.S. treasuries for the first time since 1996, indicating a significant shift in investment strategies [25]
What's Happening With The Markets This Week?
Coin Bureau· 2025-09-29 08:50
This is the Coin Bureau News Live. [Music] Well, there you go. You want You wanted the goat, you got the goat.The greatest of all time. Yeah. Uh the markets did whipsaw up up quickly then down.It created another Darth Maul candle. My favorite uh candlestick indicator. You just spend your entire weekend looking for Darth Maul candles. I scan the charts just looking for all the Darth Maul candles I can.I'm trying to put it into my new TA book which will be out in the next few months guys. Okay, that's well th ...
“The first risk” of a government shutdown down for future Fed rate cuts.
Yahoo Finance· 2025-09-28 14:00
The first risk is that uh there's some delay in the release of jobs data next week which would be you know immediately after the shutdown is announced and it certainly does complicate matters for the Fed in terms of impact on the broader economy. These shutdowns tend to just be kind of drops of water in an ocean but it complicates the decision-m process. >> Everything of course depends on how long this is going to last in terms of the data. Yes, it's going to sort of mess us up in terms of data analysis.But ...
Core PCE Fails to Dent BTC USD Price: Grok Predicts Bitcoin Monthly Close
Yahoo Finance· 2025-09-26 23:25
BTC USD price steadied near $109,000 on Friday after US inflation data aligned with expectations, leaving sellers pressing support into the Wall Street open. The move came as Elon Musk’s Grok AI maintained a call that September will likely close near current levels. The Fed’s preferred inflation gauge, the core personal consumption expenditures (PCE) index, showed a +2.9% annual rise in August, while headline PCE climbed 2.7%. Both matched the economist forecasts. (Source: US PCE index change: US Beaure ...
Dow Breaks Losing Streak On Tame Inflation; Tariff News Pressures This Obesity Drug Giant
Investors· 2025-09-26 21:29
3:45 AM ETThe Trump administration might mandate an equal ratio of domestically... INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! BREAKING: Bullish Rebound Pares Market's Weekly Losses Major indexes shook off their blues in Friday's stock market as tame inflation data raised hopes that another rate cut may be in the works in October. Investors leaned in on indications of a resilient cons ...
U.S. Core PCE Hits 2.9% in August, Matches Expectations – Does This Clear the Path for Bitcoin?
Yahoo Finance· 2025-09-26 18:49
The U.S. Core PCE Price Index, the Federal Reserve’s preferred inflation gauge, came in at 2.9% year-over-year for August 2025, in line with market forecasts. The broader PCE index, which includes food and energy, climbed 2.7% year-over-year and 0.3% from the previous month, suggesting price pressures are easing but not fully gone. For Bitcoin, the release lands at a tense moment. The market has already been shaken by stronger U.S. jobs data and robust GDP growth, which has pushed the dollar higher and h ...
Wedbush raises Tesla price target, August inflation data boosts rate cut hopes,
Youtube· 2025-09-26 17:44
Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day. Let's get to the three market catalyst we're watching this hour. First up, the Fed's preferred inflation gauge matching estimates. Core PCE holding at 2.9% in August. This could be one of the last pieces of economic data though before the October Fed meeting because of the potential shutdown. Plus, we're getting a fresh read on the consumer with consumer sentiment data and positioning your portfolio in times of uncertain ...
X @Ash Crypto
Ash Crypto· 2025-09-26 16:07
RT Bull Theory (@BullTheoryio)🚨 The Fed’s favorite inflation indicator just dropped and it’s bullish for the crypto market.🇺🇸 US PCE inflation came in at:- 2.7% YoY (expected: 2.7%)- Core PCE: 2.9% (expected: 2.9%)- MoM: 0.2% (expected: 0.2%)📌 In line with expectations.This confirms a few important things:1. Inflation is not rising aggressively.The numbers are stable, not accelerating which is a good sign for the Fed and for markets.2. Tariffs haven’t had any major impact.Despite being in place for months n ...
X @Bitget
Bitget· 2025-09-26 15:25
This means few important things.✅ Inflation is stable✅ Tariffs = no inflation shock✅ Consumer spending is under controlNow the market believes a rate cut is coming this October.And for crypto? That’s bullish 🚀because lower rates = more liquidity = more risk-on flows. ...