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Another Fed Official Backs A Rate Cut—Goldman Sees Trouble Ahead If The Fed Waits
2025 Aug 06, 11:50am | 580The July Federal Reserve meeting may go down as the most divided in over three decades, as two key board members, Michelle Bowman and Christopher Waller, broke ranks by voting for a rate cut, while Chair Jerome Powell and the majority held rates steady. TLT ETF is breaking past resistance. Check...
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Wall Street Rebounds Ahead Of Palantir Earnings: What's Moving Markets Monday?
2025 Aug 04, 1:30pm | 943U.S. stocks bounced back sharply Monday, recovering from Friday's sell-off triggered by renewed concerns over a weakening labor market. SPY is rallying today. Track it now here. Despite the softer jobs data, investors found fresh optimism in rising expectations for Federal Reserve rate cuts....
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Fed Holds Rates Amid Trump's Demands For A Cut: Powell 'More Hawkish Than Anyone Expected,' Say Economists — Historic' Dissent Noted
2025 Jul 31, 1:15am | 892Analysts and experts are reacting to the Federal Reserve keeping its benchmark interest rate unchanged at 4.25% to 4.50% on Wednesday’s Federal Open Market Committee Meeting, amid mounting pressure from President Donald Trump to deliver immediate and aggressive rate cuts. What Happened:...
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The World's Losing Faith In America's Sacred Asset—And Wall Street Knows It
2025 Jul 30, 12:36pm | 957Something subtle, but significant, is happening beneath the surface of the U.S. financial landscape – foreigners are holding fewer Treasuries and more equities. To some, this might sound like a routine asset reshuffle, but it reflects a reassessment of how the world wants to be exposed to U.S....
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Trump's Trade Deals Have A Hidden Cost, Says Economist Peter Schiff: Less Demand For Treasuries, Higher Prices For Consumers
2025 Jul 29, 12:10am | 647Economist Peter Schiff warns that President Donald Trump’s trade deals, which involve commitments for purchasing more U.S. goods, could have unintended consequences for inflation and treasuries. What Happened: On Monday, in a post on X, Schiff flagged concerns regarding the commitments made...
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Nicholas Colas Warns: Markets Look Pricey But Investors Aren't Sweating It — Margin Data Tells A Different Story
2025 Jul 28, 2:27am | 520A wave of optimism continues to ripple through financial markets as strong corporate profits, rich equity valuations, and narrow credit spreads fuel investor confidence. But some analysts are beginning to question whether the market's recent run-up masks growing investor complacency. What Happened...
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Trump's Rare Fed Visit Sparks Talks Of A $7 Trillion Problem
2025 Jul 25, 10:34am | 855President Donald Trump showed up at the Federal Reserve on Thursday to tour its renovation — but the symbolism of the visit revealed something far more urgent: America's spiraling $7.1 trillion deficit and the rising risk it places on markets and monetary policy. TLT ETF is down 2.5% this month:...
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Trump's Japan Trade Deal Just Triggered A 2008-Style Bond Market Earthquake
2025 Jul 23, 4:23pm | 795Japan's 10-year bond yields surged to 1.59% on Wednesday—levels not seen since 2008—as markets reeled from a new U.S. trade deal and political turmoil surrounding Prime Minister Shigeru Ishiba. Chart: Japan’s 10-Year Bond Yields Hit Highest Levels Since July 2008 What Sparked The Panic? The...
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Obama-Era Economic Advisor Warns Ending Fed Independence Could Lead to 'Higher' Mortgage Rates: How High? — 'That Depends On...'
2025 Jul 21, 11:57pm | 515University of Michigan economist and former Obama White House advisor Betsey Stevenson issued a stark warning about the consequences of ending the Federal Reserve's independence. What Happened: On Monday, in a post on X, Stevenson suggested that mortgage rates could rise significantly if the...
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Trump Wants Bitcoin And Gold In Your 401(k)—And The Math Backs Him Up
2025 Jul 21, 12:39pm | 864A decade ago, the idea of putting Bitcoin or commodities like gold in a retirement plan would've sounded insane. Today, President Donald Trump has the opportunity to radically reshape the way Americans save for retirement. According to a Financial Times report, Trump is expected to sign an...
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Trump's Economy Is Riding A Tsunami Of Inflows — So Much For 'Sell America'
2025 Jul 21, 10:24am | 765Despite fears that President Donald Trump‘s aggressive tariff policy would crush the appeal of U.S. assets, foreign investors are doing the exact opposite—buying American securities at a record-setting pace and powering one of the strongest rallies in recent history. According to May’s...
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Trump Just Got A $756 Billion Message From China — And It's Not Friendly
2025 Jul 18, 2:23pm | 841Despite a Washington-Beijing trade truce at May’s Geneva summit, China just dropped its U.S. Treasury holdings to the lowest level in over 16 years ― and the timing couldn't be more telling. In May, Beijing trimmed its stockpile of American debt to $756.3 billion, shaving off nearly $1...
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US Dollar Can Lose Its 'Supremacy Premium' If Fed Interferes With Bond Market: Currencies Are 'Release Valve For Unsustainable Fiscal Policy'
2025 Jul 18, 7:25am | 899The U.S. dollar's status as the world's premier currency could be at risk if the Federal Reserve intervenes in the bond market to curb rising interest rates, warns Fidelity's Jurrien Timmer. What Happened: With the soaring U.S. debt, Timmer's analysis, shared on X, suggests that the Fed’s...
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Japan's 10-Year Yield Hits 1.59%, Highest Since 2008 — Lawrence McDonald Warns Global Bond 'Anchor' Is Breaking Amid Stimulus, Tariff Jitters
2025 Jul 15, 12:57am | 533Japan’s 10-year government bond yield soared above 1.59% on Tuesday, reaching its highest level since 2008, as markets price in potential fiscal stimulus ahead of the July 20 Upper House election. The surge comes despite the Ministry of Finance reducing super-long bond issuances, signaling...
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Higher Yields Without Junk Bonds: Reckoner's New ETF Offers New Spin On CLOs
2025 Jul 14, 3:37pm | 761Alternative credit expert Reckoner Capital Management on July 9 introduced the Reckoner Leveraged AAA CLO ETF (NYSE:RAAA), the industry’s first ETF providing leveraged exposure to AAA-rated collateralized loan obligations (CLOs). The fund seeks to provide increased yields by matching high-...