JUST IN: 🇺🇸 Traders fully pricing in two more Fed rate cuts by year end ...

Core Insights - The bond market is anticipating rate cuts following a recent 25 basis points drop, suggesting that investors may benefit from reallocating to intermediate bonds for higher income potential [1][2][4]. Interest Rate Environment - Current forecasts indicate a greater than 90% probability of imminent rate cuts, influenced by short-term events such as a potential government shutdown [2][3]. - The expectation of rate cuts is likely to exert downward pressure on yields, creating opportunities for investors to shift their bond portfolios towards intermediate exposure [4]. Investment Options - Vanguard offers several options for investors looking to gain exposure in the intermediate segment of the yield curve: - The Vanguard Intermediate-Term Bond ETF (BIV) tracks investment-grade bonds with maturities of five to ten years [5]. - The Vanguard Intermediate-Term Treasury ETF (VGIT) focuses on U.S. Treasury notes within the same maturity range, appealing to risk-averse investors [6]. - The Vanguard Intermediate-Term Corporate Bond ETF (VCIT) targets high-quality corporate bonds with similar maturities, suitable for those seeking higher yields and willing to accept more credit risk [7]. Cost Efficiency - All three Vanguard funds mentioned have a low expense ratio of 5 basis points, equating to $5 per every $10,000 invested, making them cost-effective options for investors [8].

BREAKING: 🇺🇸 Fed Chair Powell said the Fed remains on track for more rate cuts as labor market risks outweigh tariff-driven inflation. https://t.co/NAe4Aa0WrK ...

Well, with us now is Dan Niles, founder and portfolio manager at Niles Investment Management. Dan, it's great to have you on the show. Welcome.Thank you. We'll start right there. What do you think of this.Well, you have to separate it into pieces. So, if you're asking, what do I think about the stocks of the AI companies. I think they're going to go up a lot for one simple reason.The Fed's cutting rates after being on hold for 9 months. You're going to get another probably three cuts between now and January ...

bitcoin etfs dumped $684m this week during fed rate cuts. blackrock sold $217.6m after being the only buyer for months. institutions treat btc like leveraged nasdaq not digital gold. they buy microstrategy at 2x nav instead of spot bitcoin. the permanent allocation thesis just broke. ...

Commercial Real Estate - The commercial real estate market is experiencing a rapid change, moving from a shock state in 2023 to a recovery phase in 2024, with investors returning as the easing cycle begins [4][5]. - Valuations have been difficult due to fluctuating interest rates, but recent adjustments in prices across various asset classes, including multifamily and office buildings, indicate a potential path to recovery and price appreciation over the next five years [6][10]. - The office market is seeing increased daily traffic, now at 80% of pre-pandemic levels, but companies are being more conservative with office space, leading to reduced demand despite the recovery [9][11]. - There is a significant difference in demand between older, obsolete office buildings and newer Class A modern office spaces, with limited new construction in the sector [11][12]. - The warehousing market remains strong due to e-commerce demand, although there is concern about oversupply and the impact of tariffs on global trade [16][17]. - Retail has rebounded strongly, particularly in premium locations and experiential spaces, while older shopping centers are being reimagined more easily than obsolete office buildings [18]. Restaurant Industry - The restaurant industry is facing significant challenges, including increasing closures, labor shortages, and rising food costs, which are impacting job loss within the sector [20][21]. - The hospitality and food service industry is a major employer for vulnerable populations, and there is a need for better support and acknowledgment of these workers [22][23]. - Rising costs and fewer consumer visits are creating a precarious situation for restaurants, with many operators struggling to maintain profitability [27][28]. - Immigration issues are exacerbating labor shortages, affecting the supply chain and overall operations within the restaurant sector [29][30]. - Tipping practices are evolving, with discussions around the need for a national plan to address inconsistencies and support workers in the food service industry [34][35]. Prediction Markets - Robinhood has launched a prediction market product that allows users to wager on real-world events, including economic indicators and sports outcomes, trading based on probabilities [37][39]. - The prediction markets are regulated under the CFTC and NFA, allowing for real-time trading during events, which enhances user engagement [42][43]. - There is significant interest in economic event contracts, particularly related to the Federal Reserve's decisions, with millions of contracts traded around these announcements [45][46]. - The prediction market space is seen as a growing opportunity, with users increasingly looking for ways to engage with various market events, including sports and economic indicators [49][50].

Group 1: Market Overview - Stocks closed lower, retreating from record levels, indicating a shift in market sentiment [1] - The Federal Reserve's recent rate cuts have influenced market dynamics, leading to a slight rally in the bond market [3][4] - Increased retail participation in meme stocks and unprofitable tech stocks reflects a similar energy to the post-COVID environment [5][6] Group 2: Micron's Performance - Micron reported fourth-quarter results that exceeded Wall Street expectations, with adjusted earnings per share of $3.30 and revenue of $11.32 billion [24][26] - The company provided an optimistic outlook for the upcoming first quarter, guiding for revenue of $12.5 billion and EPS of $3.75, surpassing analyst expectations [26][27] - Micron's growth is closely tied to the AI sector, particularly through its production of high bandwidth memory (HBM) chips that complement Nvidia's GPU chips [30][32] Group 3: Federal Reserve's Mandates - The Federal Reserve has a dual mandate of maximum employment and stable prices, with a third mandate of moderate long-term interest rates recently highlighted [39][40] - Long-term interest rates impact borrowing costs for consumers and businesses, as well as federal budget implications [46][47] - The Fed's approach to managing these rates is crucial, as surging long-term rates could tighten financial conditions despite short-term rate cuts [49]

What does today’s Fed rate cuts mean for us? 👀Hear it straight from @aintomega in our recent #Bitget X Space https://t.co/fsFIFQOd8tBitget (@bitgetglobal):https://t.co/x3nMSHXIp6 ...

Market Trend & Investment Opportunity - Ethereum is considered a significant super cycle story for the next 10-15 years, with potential for substantial growth [1][8][20] - Industry experts suggest Ethereum could experience a 100x increase [8] - Ethereum is undervalued and misunderstood as an investable asset, presenting a buying opportunity before it breaks all-time highs [2][3] - Wall Street is increasingly building on Ethereum, particularly for stablecoins and tokenized assets, driving its adoption [16][17][18] - There's a possibility (at least 50%) that Ethereum's network value could surpass Bitcoin's [23] Price Prediction & Potential Returns - Tom Lee predicts Ethereum could reach $62,000 in the future [19] - The analysis suggests that holding and staking approximately 15 Ethereum could potentially lead to a million-dollar valuation in 10 years [20][23] - Ethereum has the potential for more than 2x upside compared to Bitcoin in the short term [22] - A 5-year view estimates Ethereum could reach around $60,000 per ETH [23] Ecosystem & Technology - Ethereum's smart contract platform is censorship-resistant and has had 100% uptime since its creation [8] - Companies acquiring a significant stake in Ethereum (e.g., 5% of the supply) can positively influence the ecosystem by providing security through staking and helping DeFi protocols flourish [9] - Treasury Secretary Bessant anticipates stablecoins market will grow to close to $4 trillion [16] External Factors & Catalysts - Anticipated Fed rate cuts and the Clarity Act are expected to positively impact the crypto market [8][24] - The White House's initiatives, including the Genius Act (greenlighting stablecoins) and the SEC's project crypto (encouraging Wall Street to rebuild on the blockchain), are driving adoption [15][16]

Investment Opportunities - Current savings accounts, money markets, CDs, and Treasuries offer a 4-5% return [1] - The industry suggests acting now due to anticipated Federal Reserve interest rate cuts [1]