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Final Trades: The Mosaic, the IBIT, and the XLF
Youtube· 2025-10-07 02:01
Weiss, your final trade today is what. Look, it's been a great couple of weeks for Bitcoin, so I'm going with the IBIT. I think momentum definitely continues here.Okay, record high today as we said at the top of the program along with gold yet again. Anastasia financials, it's been a stellar quarter for M&A and IPO activity. I think the banks will benefit and rate cuts should help loan growth as well.Okay, earnings coming up and Joe T Mosaic, keep your eye on that one. It looks like we've got a little bit o ...
Fed's Miran wants aggressive rate cuts but downplays differences with other officials
Yahoo Finance· 2025-10-04 00:14
By Michael S. Derby (Reuters) -Federal Reserve Governor Stephen Miran on Friday again pressed for an aggressive path of rate cuts given big changes in the economy driven by the Trump administration, while at the same time arguing the gulf between his outlook and that of his central bank colleagues is not as great as some perceive it to be. “My view is that if policy is out of whack, you should adjust it at a reasonably...brisk pace,” Miran said in an interview on Bloomberg television. When it comes to ...
ADP Employment Not Enough for "Bigger Picture," Listen to Fed Commentary
Youtube· 2025-10-03 23:01
live. It's time now for the big picture. Let's welcome in Colin Martin who is the director of fixed income strategist Schwab Center for Financial Research.Thank you so much for joining us. Happy Friday to you, Colin. So, how are you and your team thinking this week about the lack of data we've been getting and then also um about some of the data that we have got and what that's actually been telling us.Yeah, it's it's been an interesting week for sure where we still have some data. I think that's important ...
Tech valuations aren't sustainable, says Verdence CIO Megan Horneman
Youtube· 2025-10-03 06:13
But in terms of actually economic output that we see going forward. >> All right, for more on the markets, let's bring in Verdant's CIO, Megan Hordeman. She joins us here.Uh Megan, great to have you with us. I'm going to pose the same let's start off the conversation with the question I posed to the desk and that is markets at record highs here or a 4% CD for the next six months. >> 4% CD all the way.>> Wow. >> I wouldn't be >> absolutely you know I've listened to the other guests. We've we've talked about ...
Trading Day: AI, Fed bets sweep aside shutdown jitters
Yahoo Finance· 2025-10-03 05:04
Oil prices are sliding. Fast. Brent and WTI crude futures are down nearly 10% in the last week, scraping four-month lows of $64.00 and $60.40 a barrel, respectively, as oversupply concerns grip the market.It's a landmark moment but raises familiar questions about whether the AI boom is a bubble. AI-related capex spending in the U.S. is soaring but a lot is on imports, so is actually an offset to GDP growth. And the bar for future returns is high. But as long as the music is playing, investors will keep danc ...
Absence of data will reduce Fed's excessive reliance on data dependence: Georgetown's Paul McCulley
Youtube· 2025-10-02 23:11
Paul McCauley, former chief economist at PIMCO and an adjunct professor at Georgetown University's Mcdana School of Business joins us now. Paul, it's great to get your take on this. I mean, we have this data vacuum ahead of us most likely.There has actually been some balanced, maybe even hawkish Fed speak since the last Fed decision. Uh, and yet you think that the path is clearer toward further rate cuts. Why is that.Yeah, I uh don't think the shutdown is a good thing from the standpoint of democracy. It's ...
U.S. government stays shut as lay-offs loom
Youtube· 2025-10-02 15:02
The CNBC app, global market news in one place. Customizable sections and personalized alerts, stocks tracking, interactive charts and market insights, all in your hands. Stay connected, stay informed, download the CNBC app today.[Music] >> A very good morning and a warm welcome to Squawkbox Europe. I'm Juliana Tattlebomb with Karen Cho and Steve Sedwick. And these are your headlines this morning.The US government remains in shutdown. But President Trump sees a silver lining, saying the administration will u ...
Marjorie Taylor Greene Loads Up On Six-Figure Treasury Bill— Diversifies Portfolio With Bitcoin ETF, Tech Stocks
Yahoo Finance· 2025-10-02 07:30
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Rep. Marjorie Taylor Greene (R-Ga.) made a significant six-figure investment into a U.S. Treasury Bill in mid-September, anchoring a flurry of trading activity that also saw her purchase shares in popular technology stocks and a Bitcoin ETF. The transactions, made on Sept. 11, were detailed in a financial disclosure report filed with the House of Representatives on Sept. 27, 2025. Piling On US Treasury Bil ...
History Favors the Financial Sector Following Rate Cuts
Etftrends· 2025-10-01 20:03
The first rate cut of the year gives investors the opportunity to position their portfolios to capture future upside in certain sectors, should further cuts occur. History has an uncanny ability to repeat itself, and it's telling us that we should target the financial sector. ...