Forwarded from infinityhedge
DXY DOLLAR INDEX FALLS TO 3-YEAR LOW, DOWN 11% YTD
i do believe icm returns as well maybe later in the year
when conditions get better it will probably be a banger (and proper) meta
revisit this in q4
when conditions get better it will probably be a banger (and proper) meta
revisit this in q4
🔥15
Forwarded from Tradehaven
The risk of a speculative stock-market bubble is increasing as expectations of US interest-rate cuts draw massive investment flows into equities, according to Bank of America’s Michael Hartnett
https://www.bloomberg.com/news/articles/2025-06-27/bofa-s-hartnett-sees-risk-of-stock-bubble-on-fed-pivot-tax-cuts
https://www.bloomberg.com/news/articles/2025-06-27/bofa-s-hartnett-sees-risk-of-stock-bubble-on-fed-pivot-tax-cuts
Bloomberg.com
BofA’s Hartnett Sees Risk of Stock Bubble on Fed Pivot, Tax Cuts
The risk of a speculative stock-market bubble is increasing as expectations of US interest-rate cuts draw massive investment flows into equities, according to Bank of America Corp.’s Michael Hartnett.
Forwarded from Walter Bloomberg
BESSENT, ON AUG 12 TARIFFS DATE: GOING TO BE UP TO CHINESE, THINK WE CAN KEEP THIS DEESCALATION UNDER CONTROL
(@WalterBloomberg)
(@WalterBloomberg)
Forwarded from Walter Bloomberg
FED'S KASHKARI SAYS HE CONTINUES TO EXPECT TWO RATE CUTS IN 2025, WITH POSSIBLE FIRST CUT IN SEPTEMBER
(@WalterBloomberg)
(@WalterBloomberg)
Forwarded from Walter Bloomberg
KASHKARI: IF FED CUTS IN SEPT AND TARIFF EFFECT SHOWS UP LATER, COULD PAUSE RATE CUTS
(@WalterBloomberg)
(@WalterBloomberg)
👍8