For more, let's bring in Julian Emanuel. He is Evercore ISI's senior managing director and strategist there. Julian, it's great to great to see you.Um, I guess it's hard to argue with that point, right. This is a a kind of insurance or good news or normalization rate cut program from here on out if we get a full program. Um, to what degree is that enough at this point now that the market's up, you know, 35% since April.>> So, actually, when we think about it, there's two ways of looking at it. In the here a ...

as we're about the midpoint of the day, but we have this very important Fed meeting. We all think we know what's going to happen. Jim, you and I were just talking before the show about the backdrop, about where we're sitting.Um, sort of frame it up for us. I think we all know what we think is going to happen from the meeting. What.Well, you know, we have a Fed chair and a Fed open market committee that doesn't like surprises. So, I think the 25 basis points is is probably baked in at this point in time. It ...

Market Overview - Approximately 50% of the stocks in the S&P 500 are currently in the green, indicating mixed performance in the market [1] - The S&P 500 has key levels of support at 6,600 and 6,570, with an upside target of 6,640 where call options were heavily traded [2] Volatility and Fed Meeting - The market is experiencing increased volatility as it approaches the Federal Reserve meeting, with a quarterly expiration also contributing to market dynamics [3][4] - The performance of the MAG7 stocks is crucial, as their continued outperformance could mitigate weaknesses in other sectors facing headwinds due to volatility [4] MAG7 Performance - The MAG7 stocks have recently broken out of a consolidation channel, with Tesla's strong performance being a significant driver of this breakout [5][6] - If Nvidia and other MAG7 companies can also break out from their recent consolidations, it could further bolster the S&P 500 [6][7] Broader Market Influences - Oracle's recent positive performance following its earnings announcement and news related to TikTok may provide additional support to broader equities [8] - Attention is drawn to the potential for yields to rise post-Fed meeting, which could pose risks for equities in the short term [9]

Take a look at the pre-market as we're coming off a close around 6615 as this streak of record highs continues. We've talked a bit this morning about the Fed meeting, Tik Tok, retail sales. We'll in a moment talk more about the president on his way to the UK. Uh the first president to be invited to two state visits in the UK and we'll find out more about what kind of deals regarding nuclear, some AI investments in the UK from the likes of Google in a few minutes.There's the opening bell and the CNBC realtim ...

US equities were clinging to an advance Tuesday morning, testing a streak of record highs as traders readied for the Fed to restart its interest-rate cutting cycle https://t.co/GV1IhjhMZX ...

Hello and welcome to morning brief market sunrise. I'm Raman Karamali live from Yahoo Finances studios in London. It's Tuesday 16th September.Coming up on the show, the crucial Fed meeting kicks off today with both Steven Myron and Lisa Cook having a say on interest rates. The US and China have a framework for a deal for Tik Tok. Market optimism shows no signs of easing with the NASDAQ, S&P 500, and Japan's NIK all hitting record highs.And Cisco President G2 Patel tells me where he sees massive growth oppor ...

The latest CNBC Fed survey is out. Steve Leeman uh joins us now with more. Hey, Steve.It's nice to hear you being excited as I am about this, Joe, with the Fed meeting today amid considerable disagreement among respondents to the CNBC Fed survey, not over what the Fed's going to do, but what they should do and growing concern over President Trump's intentions for Federal Reserve independence. Here's the Fed expectations chart. 97% think the Fed's going to cut by 25, but only 41% think the Fed should cut by ...

Gold Market Trends - Gold prices are up by more than 40% year-to-date, reaching $3,730 per ounce [1] - Central bank buying has doubled the historical rate, acting as a leading indicator for gold's upward movement [2] - Institutions and retail investors started getting involved in the gold market around mid last year [2] Factors Influencing Gold Prices - General uncertainty in geopolitical and economic categories is driving gold prices [4] - Concerns about potential Fed rate cuts are influencing gold prices [3] - The market is implying about 50 basis points of cuts for the remainder of the year [7] Gold vs Bitcoin - Gold has a proven history as a store of wealth and is a real, physical asset independent of institutions [6] - Bitcoin has emerged as an alternative store of wealth [5] Fed Policy Impact - A 25 basis point cut by the Fed is expected and will likely be well-received by the gold market [7] - The direction of the Fed's policy, particularly regarding dollar depreciation, is crucial for gold's performance [8]

Core Viewpoint - Gold prices have surged to $3,730 an ounce, reflecting a more than 40% increase year-to-date, driven by a softer dollar and interest rate considerations ahead of the Federal Reserve meeting [1]. Group 1: Factors Influencing Gold Prices - Central bank buying has doubled compared to historical rates, serving as a leading indicator for the rise in gold prices [2]. - Recent involvement from institutions and retail investors has contributed to the upward trend in gold prices since mid-last year [2]. - General uncertainty in geopolitical and economic landscapes has heightened demand for gold as a safe-haven asset [4]. Group 2: Comparison with Bitcoin - Gold has traditionally been viewed as the primary store of wealth, but Bitcoin and other cryptocurrencies are emerging as alternatives in investors' minds [5]. - The historical reliability of gold as a store of wealth and its physical nature differentiate it from Bitcoin, which is seen as less tangible [6]. Group 3: Federal Reserve Impact - A 25 basis point cut in interest rates is anticipated, which is expected to positively influence gold prices [7]. - The market is implying an additional 50 basis points of cuts for the remainder of the year, which could also support gold prices [7]. - The direction of the Federal Reserve's policy, particularly under new board member Stephen Steen Mirren, is crucial for gold's performance, especially if it aims to depreciate the dollar [8].

So, what do you make of these moves to the downside as we go into this Fed meeting. Generally, mortgage rates, they seem to be tied to the 10-year. The Fed has a bigger influence on the two-year.Do you see this. Do you see this move as sustainable, this downside move in rates. I think it I think it's not dramatic as we know, and I think what we're seeing has already been baked in.I don't think we're going to see rates go much lower than this. And I think, you know, the sentiment so far uh in the housing mar ...