The price of silver rose to an all-time high on Monday, boosted by tight supply and expectations for future interest rate cuts. https://t.co/Ax2V3g8nyb ...

JUST IN: 🇺🇸 Fed Governor Stephen Miran says the US economy calls for large interest rate cuts. ...

I talked with @jvisserlabs about the Fed’s interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets.We also dive into Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla’s innovations, are shaping the next major investment cycle.Enjoy!YouTube: https://t.co/52I5EkLD0kApple: https://t.co/UJfxIrPuasTIMESTAMPS:0:00 - Intro1:14 - Fed rate cut and market reaction3:40 - US - China trade agreement and impact7:00 - How to navigate government shutdown, lab ...

Stocks and bitcoin are going higher off the back of interest rate cuts and a US-China trade deal.Game on! https://t.co/35rEYnPeYW ...

Interest Rate Outlook - The bond market previously indicated that cutting interest rates was a mistake [1] - The market is currently pricing in two more interest rate cuts for the remainder of the year [1] - Future interest rate cut decisions will depend on the composition of the committee at that time [3] Economic Projections - Current market expectations align with the median projection from the committee's last summary of economic projections [2] - There is less disagreement within the committee regarding interest rate cuts for the next year compared to this year [3]

Monetary Policy Outlook - The Federal Reserve Governor Stephen Miran suggests that two more interest rate cuts this year are realistic [1]

Monetary Policy - Polish policymaker Cezary Kochalski aims to temper market expectations for future interest rate cuts [1] - This week's interest rate reduction significantly curtails the potential for further easing in 2025 [1]

Market Performance & Valuation - Russell 2000 outperformed the S&P 500 by 41% versus 35% in 6 months since "Liberation Day" [2] - Small caps have underperformed the S&P 500 for the last 10 years, leading to historically cheap valuations [3] Earnings & Growth - Small caps experienced an earnings recession since 2022 [4] - Forward estimates for small caps saw significant cuts, potentially setting up a positive environment [4] - Earnings are pivoting positive, which is expected to drive stock prices up [5] IPO & Takeouts - September saw one of the biggest IPO markets on record [5] - Federated Kaufman Small Cap Fund has had nine takeouts this year [6] Interest Rate & Economic Outlook - Federated anticipates the market reaching 8,700 by 2027 [7] - The expectation is that the Fed will cut interest rates due to lower inflation and wage growth [7] - A low inflation, Goldilocks growth environment, supported by technology, is expected to benefit longer duration assets like small caps [8] Stock Highlight - Centuri (CTRI) is highlighted as a small cap company benefiting from increased electricity demand due to AI and data centers [8][9]

Monetary Policy - Federal Reserve is open to further interest rate cuts [1] - Policymakers should move carefully due to inflation still running above the central bank's target [1]

Market Trends - Interest rate cuts lead to stocks trending upwards [1] - High inflation numbers correlate with stocks and gold increasing, while crypto decreases [1] - Geopolitical conflict results in stocks and gold increasing, while crypto decreases [1] Asset Performance - Stocks show an upward trend in response to various factors [1] - Gold demonstrates an upward trend in response to high inflation and geopolitical conflict [1] - Crypto shows a downward trend in response to various factors [1] Industry Concerns - Questions arise regarding the funding sources of the crypto industry [1]