All right, I want to start off with some of the news of this morning. We're seeing oil prices move higher on sanctions on Venezuela and also potential sanctions on Russia. Uh, does this idea of the potential for oil to move higher, at least we're seeing that move this morning, does it change your view of any sectors or the markets in general.>> Sure. Look, I mean, oil prices has so far not contributed to the inflation pressures in the US, which obviously helped the Fed cut rates. This is a key indicator tha ...

JUST IN: 🇺🇸 Treasury Secretary Bessent says individuals may receive $1,000–$2,000 tax refunds in Q1 2026. ...

Monetary Policy & Market Impact - The Federal Reserve announced a 25 basis point rate cut, bringing the Federal Funds rate down to 350-375% [2] - The Federal Reserve will restart balance sheet expansion with $40 billion in monthly Treasury bill buys, signaling a return to quantitative easing (QE) [3] - QE is expected to push bond yields down, encouraging investors to move into riskier assets, making borrowing cheaper and boosting confidence across financial markets [7] - Historically, QE has inflated financial assets, potentially benefiting stocks, Bitcoin, digital assets, and real estate [8][12] - The US dollar is expected to weaken with QE, while short-term cash-like investments may become less attractive [10] Economic Outlook & Risks - Multiple deflationary forces, including AI, robotics, tariffs, and increased deportations, could challenge the Fed's monetary policy [6] - Despite rate cuts and QE, the housing market remains constrained by low supply and existing low-rate mortgages [23] - Treasury Secretary confirmed approximately $100-150 billion in tax refunds are expected in 2026, potentially boosting GDP growth [16][20] Housing Market Analysis - The housing market is described as "broken" due to high prices and affordability issues [21] - Deregulation at the local level to allow more housing construction is suggested as a solution to the housing shortage [27]

JUST IN: 🇺🇸 White House says tax refunds in 2026 are projected to be the "largest ever." https://t.co/NM39VtxCti ...

Wildfire Victims Only Have Until 12/12/25 To Claim IRS Tax Refunds https://t.co/fdp0GiwlbI ...

JUST IN: 🇺🇸 Taxpayers may see record tax refunds in 2026 due to President Trump's 'big beautiful bill,' CNBC reports. ...

Tax Bureau Will Stop Issuing Paper Checks, Including Refunds, In Response To Executive Orderhttps://t.co/GBTgkbhcVE https://t.co/ayGsygN3fM ...

Congressional Republicans are betting bigger tax refunds ahead of midterm elections paid for by cuts in social programs will overcome early public disapproval of Trump’s signature tax law https://t.co/YhhGy5EDt9 ...

An IRS watchdog said taxpayers could see delays in processing their tax returns and refunds in 2026. https://t.co/iXnZjhGOkN ...