Equities tend to perform well after the Fed cutting cycle starts, unless growth is weak
Source: Goldman Sachs, Mike Z.
There is no free lunch in finance
Funds designed to protect investors from volatility failed to protect investors during periods of high volatility Source: FT, Barchart
Here are the companies with the most Generative AI patents
Source: Voronai, Savvy Trader
This week we've seen the biggest bitcoin fund inflows since July 22.
Meanwhile Larry Fink just keeps waving it in... Source: www.zerohedge.com
China’s rise in coffee consumption
Bullish cocoa ? Source: Eugene Ng, The Economist
Donald Trump said the Fed has "gotten a lot wrong," and "US Presidents should have a say in Fed actions."
“I think I have a better instinct than, in many cases, people that would be on the Federal Reserve or the chairman" What do you think? Source: Stocktwits
Use of Fed's Reverse Repo Facility Falls to Lowest Since 2021
Analysts said investors may have pulled their money from the reverse repo market and placed cash in the overnight repo market, where banks and financial firms such as hedge funds borrow short-term cash using Treasuries or other debt securities as collateral. In addition, a large rise in the supply of Treasury bills on Tuesday and Thursday, is likely to further drain cash from the RRP facility, analysts said. Source: Win Smart, Bloomberg, Yahoo finance
The market is pricing in a 50 basis point rate cut next month.
Market returns following rate cuts have been positive except for periods when the market is generally in crisis. Source: Charlie Bilello, Peter Mallouk
