The market came into the week pricing a 3.63% year-end Fed policy rate. After Wednesday’s 25 bps rate cut, the market ended the week pricing the same 3.63% [...]

[CNBC] Stocks are little changed after market rallies to all-time highs: Live updates [Yahoo/Bloomberg] Gold Nudges Higher as Traders Look for Clues on Rates [...]

[CNBC] Stocks climb as investors jump back into tech stocks following rate cut: Live updates [CNBC] Intel surges 30% as Nvidia to invest $5 billion in [...]

[CNBC] Stocks little changed as traders await key Fed rate outlook: Live updates [AP] The Federal Reserve wrestles with how many interest rate cuts to make and [...]

[CNBC] S&P 500 ticks higher after benchmark closed above 6,600; Fed meeting to begin: Live updates [Yahoo/Reuters] Gold at record-highs as dollar dips [...]

[CNBC] Stocks rise after Trump’s positive comments on China trade talks, gain in Tesla: Live updates [Yahoo/Bloomberg] Gold Trades Near Record With Fed Seen [...]

[Yahoo/Bloomberg] Global 36-Hour Interest-Rate Spree Heralds First US Cut of 2025 [Yahoo/Reuters] Fed faces key week of decisions with membership, political [...]

[Yahoo/Bloomberg] Trump Backs New Sanctions When NATO Stops Buying Russian Oil [AP] Millions face skyrocketing health insurance costs unless Congress extends [...]

Let The Thesis Play Out This week, HAI will be quick. There’s just not much to add to the commentary of recent weeks. In HAI‘s view, the Fed is [...]

Once a quarter, Bubble Analysis requires the deciphering of a bevy of new Fed data. It’s been quite a ride; quarter-to-quarter epic monetary inflation. [...]

[CNBC] Stocks are flat after rate-cut hopes send market to new highs: Live updates [Reuters] How government debt stress could roll across world markets [AP] [...]

[CNBC] Stocks gain as traders bet August inflation increase won’t derail Fed rate cut next week: Live updates [Yahoo/Bloomberg] Oil Holds Three-Day Gain With [...]