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Deploy Cash And Reduce Hedges; Highest Probability Scenario Comes True; NATO Contention
2025 Jun 24, 12:42pm | 1426Deploy Cash And Reduce Hedges Our highest probability scenario has come true in the Israel Iran war. This scenario was given in advance as the highest probability scenario on June 13 morning, just after Israel’s first attack. Our readers were once again ahead of the curve and had clarity at a...
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Will The Fed Cut Rates In 2025? Powell Says It All Depends On Tariffs
2025 Jun 24, 11:37am | 701Federal Reserve Chair Jerome Powell told Congress Tuesday that while inflation has cooled from its 2022 peak, it remains “somewhat elevated,” and the central bank is not ready to adjust interest rates, yet. However, he said the Fed is "well positioned to wait" for more clarity before...
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US Bonds Trailed S&P 500 For 5 Straight Years — Will Iran Shock Snap The Streak?
2025 Jun 23, 12:40pm | 1076U.S. bonds are on track to log ten straight six-month periods of underperformance relative to stocks, a record-breaking stretch of underperformance since 2020 that’s rippling through markets and shaking up traditional investor portfolios. The streak spans five years and reflects a regime...
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War, Oil, And S&P 500: Here's How The Stock Market Behaves In Energy Crises
2025 Jun 23, 11:18am | 733The U.S. strike on Iran's nuclear facility on June 21 has raised the specter of a new oil crisis, reviving investor fears of energy-driven inflation and testing whether the stock market can withstand another geopolitical shock. Historical precedent offers a guide to how the S&P 500 index...
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Stocks May Not Need A Fed Rate Cut—But Bonds Could Be In Trouble, Says Sage Advisory
2025 Jun 23, 5:14am | 470The Federal Reserve held interest rates steady at 4.25%-4.50% during Wednesday’s June meeting, with Chair Jerome Powell signaling no urgency to cut rates as officials monitor potential tariff-driven inflation impacts. What Happened: Sage Advisory managing partner Thomas Urano told Yahoo...
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Wall Street Wavers As Geopolitical Tensions Flare, Trump Renews Attacks On Fed Chair Powell: This Week In Markets
2025 Jun 20, 3:30pm | 745Investor caution dominated Wall Street this week, as escalating tensions between Israel and Iran fueled fears of potential U.S. involvement. Plus, the Federal Reserve's decision to keep rates as is peeved President Donald Trump. The Federal Reserve kept interest rates steady at 4.25%-4.5% for the...
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How Investors Can Navigate Higher-for-Longer Rates Amid Uncertainty
2025 Jun 20, 12:58pm | 1037During a 2025 that's been punctuated by uncertainty, the last thing US investors will have wanted to hear is that expectations for further Federal Reserve interest rate cuts are balanced on a knife’s edge. After putting the odds of a June rate cut at ‘50/50', economist Jon Faust has...
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Anti-Powell Crusade Rages On As Housing Sector Demands Fed Chair Resignation
2025 Jun 19, 9:38am | 669The Federal Reserve's decision on Wednesday to hold interest rates steady at 4.25%-4.50% for the fourth consecutive meeting has triggered an escalating backlash, with both political and industry voices now demanding that Chairman Jerome Powell step down immediately. What began as a political feud...
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Peter Schiff Predicts 'Worse Financial Crisis Than 2008' As Fed Holds Rates: 'The Solution Involves Much Higher Interest Rates' As Years of Easy Money Trigger Stagflation And Investor Exodus
2025 Jun 19, 4:20am | 516Economist Peter Schiff issued warnings about America’s economic trajectory during Wednesday’s Federal Reserve meeting, predicting the central bank’s decade-long policies will trigger an unavoidable crisis worse than 2008. What Happened: The Federal Open Market Committee kept...
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Why Powell Held Rates Steady, And What Trump's Iran Comments Could Mean For Markets
2025 Jun 18, 4:14pm | 716Federal Reserve Chair Jerome Powell defended the decision to keep interest rates unchanged on Wednesday, saying inflation has eased but not enough to warrant cuts, especially with trade and geopolitical risks clouding the outlook. "Incoming inflation data has been encouraging," Powell said during...
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No Rate Cuts Yet: Fed Flags Slower Growth, Sticky Inflation
2025 Jun 18, 2:16pm | 716The Federal Reserve held interest rates steady at 4.25%-4.50% for a fourth straight meeting on Wednesday, aligning with market expectations, while signaling slower growth and hotter inflation ahead compared to its March forecast. The June Fed statement struck a slightly more confident tone, noting...
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Wall Street Rises Ahead Of Fed, Payment Stocks Fall On Stablecoin Bill: What's Driving Markets Wednesday?
2025 Jun 18, 12:31pm | 875U.S. stocks inched higher by midday Wednesday, as traders weighed geopolitical uncertainty and awaited the Federal Reserve's June policy decision. President Donald Trump declined to offer a clear response on whether the U.S. would directly intervene in the escalating Israel-Iran conflict. The...
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Momo Buys On Fed Hopium But Prudent Investors Wait For Dot Plot, Trump Gambit Increases Risk
2025 Jun 18, 11:20am | 1397To gain an edge, this is what you need to know today. Prudent Investors Waiting For Dot Plot Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows the stock market...
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No Rate Cuts Yet, Fed Wants To See Where Tariffs Land: Here's What To Watch Wednesday
2025 Jun 17, 12:20pm | 568The Federal Reserve is widely expected to hold rates steady at 4.25%-4.50% on Wednesday as President Donald Trump's volatile tariff policy clouds the economic outlook. The decision will mark the fourth straight pause in the rate-cutting cycle that began in September. Yet, rather than the rate...
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Retail Sales Face Key Tariff Test: How Could Markets React To Weaker Spending?
2025 Jun 16, 11:45am | 737U.S. retail sales for May are expected to post a sharp monthly decline, potentially reinforcing concerns that tariff headlines and economic uncertainty are starting to pinch consumer spending. That would mark the second monthly drop in 2025 after January's 0.9% plunge. Monthly declines in retail...