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Citi’s Rob Rowe: A Fed easing cycle into a soft landing is very positive for risk assets
CNBC Television· 2025-09-23 16:37
Well, let's stick with the Fed rate cuts and what it means for your portfolio. Joining us here at Post 9, City Research head of global strategy, Rob row. Rob, thanks for being here uh with us here.Great to see you, Courtney. >> Yeah, obviously the market just keeps hitting record after record. It seems almost unbelievable, but it keeps happening even with all of these macro crosscurrens.But your expectations are that we're going to hit around uh what 6,600 for year end >> by year end. >> So, a little lower ...
X @Johnny
Johnny· 2025-09-17 14:07
Dollar looks like its on verge of losing key support here which inversely make risk assets go higher https://t.co/LUtTj2saOD ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-06 06:01
RT Ignas | DeFi (@DefiIgnas)The easiest BTC trade:When both SPX and BTC dump and gold pumps (like today!) on bad macro news, just buy the BTC dip.BTC has low long-term correlation with equities and risk assets (Blackrock did the research; don't listen to CT on this).Short term correlation with risk assets pop up around major macro events, but they don’t last. ...
The Fed Just UNLEASHED The Bulls | XRP Holders Pay Attention!
It's crazy how different the market can look in just 24 hours. I made a video last night talking to you guys about why we need to listen up to when Jerome Powell speaks and this is exactly why. There was a Jackson Hole conference today with Jerome Powell and I said that it was going to be a very big conference to tap into because what's being said at these conferences and when Jerome Powell speaks the market listens and if we look at the market today we could see that it was a very good conference.In fact, ...
Fed should cut rates as labor market is clearly slowing, says Solus' Dan Greenhaus
CNBC Television· 2025-08-11 20:05
on it. Let's bring in Solless Alternative Asset Management Dan Greenhouse joining us now. I mean, you made the argument that you think the Fed absolutely should cut in September and maybe they already should have.>> Yeah, I I that's a that's a correct characterization. I I would take issue with my good friend Steve Leeman in how he frames some of this and a lot of people do this. They talk about uh they frame it as in the Trump appointees think one way and everyone else thinks another.And I don't think that ...