Latest Updates Around The World
The Fed ends the QT interval, Trump calls for a massive rate cut, and more. In retrospect, 2025 was already an incredible year for (almost) all investment assets. Unless there is increased volatility in the few remaining days of 2025, the S&P 500 is poised to close up 18%, the Nasdaq Composite up 22%, and […]
TLDR Novogratz remains bullish on Bitcoin over the long term, despite its recent disappointing performance and lack of rally Galaxy Digital CEO identifies 2026 as a pivotal year for the tokenization of real-world assets on blockchains The expected change of Fed chairman and interest rate cuts could inject liquidity in favor of Bitcoin and risky […]
Retail investors are emerging as a dominant force in US stock markets, with inflows into equities on track to reach a record high by 2025. Individual participation has surged on optimism about possible rate cuts and expectations that the rally could extend into next year, reshaping market dynamics traditionally led by institutional players.JP Morgan analysts […]
The decline in rates in 2025 reflects a combination of Federal Reserve rate cuts, lower 10-year Treasury yields, and a narrowing spread between these rates and conventional 30-year mortgage rates – which are historically correlated due to their long-term horizon. “It wasn’t that long ago that 10-year government bond yields were close to 5%; we […]
US stocks started the shortened holiday week on a positive note, while technology stocks continued to rise on renewed enthusiasm about artificial intelligence as investors awaited key economic data later this week.A rally in tech stocks that started late last week, driven by Micron Technology’s blowout forecasts and a favorable inflation report, has left the […]
Wall Street stocks rose early Friday as markets factored in new commentary from a senior Federal Reserve official and expected lower trading volumes during the holiday season.New York Federal Reserve President John Williams told CNBC that Thursday’s reading showing lower inflation was likely “distorted” due to data collection difficulties during the government shutdown, dampening enthusiasm […]
On an annual basis, the food and energy index, excluding all items, rose 2.6%, with energy posting an annual gain of 4.2% and the food index up 2.6% on an annual basis. Compared to September, the index for all items minus food and energy increased by 0.2% on a seasonally adjusted basis, with energy increasing […]
Wall Street’s major indexes were slightly higher in volatile trading on Wednesday as investors looked for clues about the outlook for interest rates, while caution lingered after reports of funding hurdles for Oracle’s data center plans.Oracle fell 2.8% after a report showed that Blue Owl Capital, the cloud company’s largest data center partner, said it […]
I maintain that the Federal Reserve’s primary goal has been to suppress wage growth. With wage growth at the bottom of the cycle, the institution is closing in on its policy goals. Wage growth is trending towards 3%, while productivity, they believe, is actually 1%. These conditions are conducive to achieving the 2% inflation target. […]
The Federal Reserve Building | Photo credit: Joshua Roberts Last week, the US Federal Reserve not only cut interest rates as expected, but also announced a plan to restart the purchase of US government bonds. But wait, is it quantitative easing (QE)? The debate has begun. The Federal Reserve calls this reserve management, but critics […]
