• December 24, 2024

Fed's Slower Rate-Cutting Cycle Signals Higher Yields, Stronger US Dollar in 2025

The Fed will not cut rates as much as initially expected. The “extent and timing” of policy adjustments is code that the Fed is unsure about the future path of interest rates given the streng...

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• December 24, 2024

Interest Rate Bets in Focus Amid Holiday-Shortened Week

Dollar rebounds on hawkish Fed outlook. Aussie suffers on RBA shift, China concerns. Yen hovers near five-month low on BoJ disappointment. Dollar Flexes its Mus...

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• December 23, 2024

Light Trading Volume, Elevated Short Bets Signal a Cautious Market Ahead

The S&P 500 rallied by about 75 basis points yesterday, but it remains a market with weak breadth. Breadth was notably weak in the morning, though it improved slightly as the day progr...

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• December 23, 2024

Why the 60/40 Portfolio Needs Bitcoin in Today’s Market

If you happen to be a Bitcoin skeptic, you’re not alone. A recent Pew Research survey found that 63% of Americans are not confident in the reliability or safety of cryptocurr...

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• December 23, 2024

The Fed Resets Expectations for Next Year

Key Takeaways The Fed will not cut rates as much as initially expected. The “extent and timing” of policy adjustments is code that the Fed is unsure about the future path of...

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• December 23, 2024

Nike Earnings: Undervalued by 25%-30%, but the Brand Has Dug Itself a Huge Hole

Nike (NYSE: NKE ) reported their fiscal Q2 ’25 financial results last Thursday night, December 19th, ’24, and despite the tough guidance for the last two quarters of fisca...

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• December 23, 2024

The Energy Report: Baby It's Cold Outside

While Crude Oil WTI Futures stays locked in a boring trading range a coming cold blast has sent natural gas soaring to a the highest price since January of 2023. This comes ...

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• December 23, 2024

Soft PCE Inflation Keeps Rate Cut Hopes Alive, but Markets Stay Cautious

US core PCE rises at slowest monthly pace since May, lifting sentiment. Wall Street bounces back but caution persists, dollar stands tall. Yen halts freefall for now, but th...

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• December 22, 2024

Income and Spending Miss Estimates, but Show Steady Growth Above Inflation

Personal Consumption Expenditures ( PCE ) read on inflation (an alternative to the CPI , preferred by the Fed ) increased +0.1% in November, and +2.4% over the la...

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• December 22, 2024

Stocks Week Ahead: Treasury Auctions Could Drive Further Bear Steepening

It will be a holiday-shortened trading week due to the Christmas holiday. Markets in the US will close early on Christmas Eve, December 24th, at 1 PM Eastern and remain closed all day on Wednesda...

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