On Wall Street, we've all been conditioned to believe that good news is bad news and vice versa. Maybe if the econom is too strong, we can expect the Federal Reserve will raise interest rates, bad for growth. And if the economy is weak enough, the Fed will cut rates, good for growth, and the stock market.But sometimes bad news really is bad news, like the very weak employment numbers we saw this very morning. Something that shows the economy is producing far fewer jobs than expected. Like many others, I was ...

Geert Wilders, a populist who has called Islam “not a religion” but a “dangerous and violent ideology”, wants to focus on immigration in the Netherlands’ upcoming election. But the issue voters care about most is housing https://t.co/bGXHnUtzQ0 ...

🇺🇸 BIG: Trump says he is considering removing capital gains tax on housing. https://t.co/a2j8ePw8w7 ...

Federal Reserve Policy & Interest Rates - The market is debating whether the Federal Reserve should cut interest rates by 25 basis points [5][6] - The current Fed funds rate is floating around 425 to 450 basis points, approximately 43% [2] - Some believe the Fed is too focused on past data and risks being late in responding to economic changes [4][6][10] - Cutting rates by 75 basis points occurred last year [5] Inflation & Economic Factors - Housing costs, a significant component of CPI and PPI, are impacted by the Fed's balance sheet reduction of $35 billion [3] - Tariffs' full effect on inflation is still uncertain [2][6] - The speaker believes inflation is moderating and not out of control [5][6] - The Personal Consumption Expenditures (PCE) at 31% is not a major concern [9] Bond Market & Treasury Yields - The 2-year Treasury note yield is around 4% [2] - The 10-year and 2-year Treasury yields are at the same level as in autumn 2022 [13] - The bond market and the Federal Reserve may not be aligned in their expectations [12]