We've seen this sort of global hint towards inflation concerns. Yesterday it was the ECB, last week it was Japan. Today, the RBA talking a little about inflation.A previous guest on this program was not worried much about certainly US inflation. How concerned are you around the inflation theme and the higher yield seen that seems to be building. Yeah, I mean, certainly the higher yields seem I think it's something to take seriously.This is actually pretty normal behavior for markets. So what you see is that ...

Let's ask David Wessel. He's the senior fellow in economic studies at Brookings. David, it's great to see you. >> Good to see you, Cali.>> Let's I guess go piece by piece here on the the rate cut itself. There will be those like Moran, I assume, pushing for a half point cut, but when you look at the backup in bond yields, you think that's this is probably not going to be the moment for that, right. >> I think that's right.He'll make his stand. Uh maybe he's still running for chair or something. And we know ...

Group 1: Federal Reserve and Market Expectations - The market is anticipating a near-certain rate cut from the Federal Reserve, with a focus on Jerome Powell's tone regarding future monetary policy [2][4] - A dovish tone could lead to a year-end rally, while a hawkish stance may dampen market enthusiasm [2] Group 2: Oracle's Earnings Report - Oracle is facing scrutiny over its AI cloud backlog, with concerns that it may be inflated due to flexible, cancellable commitments [5] - Investors are questioning whether Oracle can convert its backlog into significant revenue, especially in light of widening debt CDS spreads indicating rising credit market concerns [5][6] - Expectations for Oracle's quarterly performance include clarity on the impact of heavy spending on hardware and datacenter buildouts on cloud revenue and profitability through 2025 [6] Group 3: Market Rotation and Adobe's Earnings - There has been a significant market rotation towards value stocks, particularly in financials, industrials, and energy, while AI-related tech stocks are lagging [7] - Adobe's upcoming earnings report is expected to show mid-teens revenue growth and healthy margins, but concerns exist about whether the company is losing long-term momentum or simply experiencing a rotation [8] - Adobe's revenue is projected to be approximately $13.2 billion with an EPS of around $1.37, and cloud growth is expected in the mid-teens [10]

We'll see volatile weeks ahead, as there are many macroeconomic events.These will be decisive in the upcoming months and, probably, the direction of all assets, which is why we'll remain fully liquid & trade volatility at @MNFund_.Our performance in the first 5 months: +0.29% vs. $BTC -14.29%.MN Fund (@MNFund_):The final month of the year is centered on these two weeks in December.This week, it's all about the FOMC meeting on Wednesday.Will the FOMC provide a rate cut? More importantly, will there be a dovi ...

This is exactly why you'll need to stay calm for a little bit if there's a move on $BTC.Great move on some #Altcoins today, but harsh rejection on the crucial resistance of #Bitcoin.Again, it's FOMC meeting week, which is usually a tendency to a little form or risk-off appetite before the actual meeting.Rejection, I'd prefer to see a higher low being established on $BTC.And, what if that doesn't happen?Exactly, that's the moment that I'm looking at a sweep of the lows and $86K to hold, that's the final leve ...

Group 1: Federal Reserve and Economic Indicators - President Trump plans to announce his selection for the new Fed Chair in early 2026, with Kevin Hassett as a likely candidate, raising questions about the Fed's independence [1] - The markets are anticipating a 25 basis point cut in the fed funds target range to 3.50%-3.75% following the upcoming FOMC meeting [3][6] - The October JOLTS job openings are expected to increase by 7,150, while the Q3 employment cost index is projected to rise by 0.9% [3] Group 2: Trade and Corporate Earnings - China's November exports increased by 5.9% year-over-year, surpassing expectations, while imports rose by only 1.9%, falling short of forecasts [2] - Q3 earnings for S&P 500 companies rose by 14.6%, significantly exceeding expectations of 7.2%, with 83% of companies reporting better-than-expected results [7] Group 3: Stock Market Movements - M&A activity is driving stock prices higher, with Confluent's shares up over 27% following its acquisition by IBM for approximately $11 billion [4][14] - Carvana's stock increased by more than 7% after being announced as a replacement in the S&P 500 [4][14] - Chip stocks are performing well, with Micron Technology up over 4% and Broadcom up over 3%, contributing to overall market strength [12] Group 4: Interest Rates and Bond Markets - The 10-year T-note yield reached a two-week high of 4.16%, influenced by higher bond yields and upcoming Treasury auctions totaling $119 billion [8] - European government bond yields are also rising, with the 10-year German bund yield climbing to an 8.5-month high of 2.846% [9] Group 5: Cryptocurrency and Related Stocks - Stocks related to cryptocurrency are experiencing gains, with Bitcoin up over 3%, and companies like Coinbase and Marathon Digital Holdings seeing increases of more than 2% [13]

And joining us right now is Ed Yardini. He's president at Yardini Research. Ed, we could start by talking about how the markets continue to kind of melt back up.We're near all-time highs, but I think the most interesting thing and what has kind of shocked and surprised me this morning is your move away from the big tech names in terms of being an overweight statement. What happened for 15 years you've been overweight on that sector. What's changed.>> Yeah. And it's worked. And so we've got to the point wher ...

🗓 Reminder that the next #FOMC meeting is in 2 days time.📰 Want a quick read on what the market thinks? Check out our AI Hub: https://t.co/rzC5rxUSc1 https://t.co/gD5ZF1Grm8 ...

All eyes on Powell. Bitcoin chops sideways. DATs collapse. Liquidity turns. This week’s live stream breaks down the biggest stories driving the crypto markets and what to watch heading into the FOMC meeting. We look at the market’s reaction to macro data, why Digital Asset Treasuries are collapsing, and the single biggest factor that could decide next year’s market direction: global liquidity. Plus: Louis with TA, portfolio competition, tweets of the week, top performers, and major dates for your diary. ~~~ ...

🇺🇸 UPDATE: Odds of a December rate cut are now at 88.4%, per CME data.3 days left until FOMC. https://t.co/8VZKACvFlK ...