Monetary Policy Outlook - Morgan Stanley no longer anticipates a December Fed rate cut [1] - The bank now forecasts three rate cuts in 2025: January, April, and June [1] - Morgan Stanley maintains its terminal rate forecast at 3-325% [1] Economic Indicators - Stronger payrolls data reduces the perceived risk of rising unemployment [1]

for that and the rest of the playbook. Let's bring in Steven Whiting, CIO Group's chief investment strategist, joining me here on set. It's good to have you.Welcome. >> Thank you for having me. >> All right.Why you still Long Tech. >> Well, um, how about earnings up double digits. Has been for the last few years.And when you take a look at next year's estimates, you can see uh expectations for revenue growth uh to continue but to slow down. And I I think the best analogy we have for this period and there no ...

Monetary Policy Outlook - The market initially reacted positively to the 25 basis points (0.25%) rate cut and the signal of two more cuts expected later in the year [1] - Economic projections of higher inflation and higher growth are inconsistent with the rate cuts [1] - The Fed is projected to miss its inflation target for seven consecutive years [2] Forward Guidance & Internal Disagreement - There is a large dispersion in interest rate expectations among Fed members, indicating a lack of clear forward guidance [2] - Despite only one dissenting vote, underlying issues suggest a lack of consensus and potential confusion within the Fed [2]

🚨 #AVAX and #HYPE lead altcoin gains post-Fed cut — #crypto sectors are responding well to easing liquidity. ...

It's great to have you on. Thanks for joining. >> Have you been killing it the last couple years. It's been so long since you've been on.Have you would you say you have been >> able to repeat your great success again and again and again. You've been killing it. >> Well, first I do want to congratulate you guys on 30 years.And uh Mike's here instead of Andrew. He looks like kind of like a buffed Andrew. So make pretend like that.>> And Becky's not here. So >> that's actually my social media handle. >> You lo ...

Every #Fed cut in history has pumped risk assets. Do you believe this time #crypto will outperform stocks? 💹🚀 ...

The last time the Fed cut under similar conditions, longer-term bond yields surged, @jonathanjlevin says. Why should this time to be different? (via @opinion) https://t.co/o78aVZsOiV ...

Interest Rate Trends - Mortgage rates dropped to a three-year low before the Fed meeting, but may increase later [1] - Walker anticipates a slight sell-off of the 10-year Treasury after the Fed's expected 25 basis point rate cut [3] - Walker notes current rates are unexpectedly low and beneficial for commercial real estate borrowing at 55% to 65% [3] Market Predictions - Market sentiment suggests buying on the rumor and selling on the news regarding rate movements [2] - The market is expected to be higher in two to three weeks [2] Economic Context - Historically, Fed cuts during recessions lower the 10-year Treasury yield, but this may not occur now due to the absence of a recession [1] Policy and Regulation - Discussions include the future of Fannie Mae and Freddie Mac, involving Treasury Secretary Bessant and FHFA Director Bill PY [4]

The first Fed cut since Trump returned to the White House is likely to take the spotlight in a pivotal week that will determine policy settings for half of the world’s 10 most-traded currencies https://t.co/0usuy0sSWI ...

markets. Ryan Dietrich is Carson Group chief market strategist. Sounds to me as Thank you for coming back.Um much of the same story this bull market rolls on. Yeah, we think so. Scott, thanks for having me back.Happy long weekend everyone and good luck if you're trying to win a billion dollars in Powerball this weekend. Um listen, overall we're still bullish. Yes.But I do want to talk about September for a second because I know lots of people are going to be pointing this stuff out since 1950. It is the wor ...