Latest News

Elizabeth Warren backs Trump call to eliminate debt ceiling

1734624919 from HILL

Sen. Elizabeth Warren (D-Mass.) on Thursday supported President-elect Trump’s pressure on lawmakers to eliminate the debt ceiling. “I agree with President-elect Trump that Congress should terminate the debt limit and never again govern by hostage taking,” Warren said in a post on the social platform X. Trump said Thursday that he would back getting rid...

Central Banks Started a Rates Descent They Can’t Finish

1734624680 from BLOOMBERG

The Fed’s cold feet on cuts shows that the world is down from a peak, but the changing terrain is no less dangerous.

Canada Has Fiscal Room to Withstand Tariff War, New Finance Minister Says

1734624101 from BLOOMBERG

Canada’s new finance minister said the government needs to preserve its fiscal ability to support households and businesses if Donald Trump’s tariff threats materialize into an economic shock.

The Fed's Impact on Mortgages

1734624096 from BLOOMBERG

US existing home sales data jumped to an eight-month high in November, as house hunters begrudgingly start to accept mortgage rates above 6%. Smriti Popenoe, Dynex Capital Co-CEO, President and Chief Investment Officer joined Bloomberg Open Interest to talk about the landscape for the housing market in the year ahead. (Source: Bloomberg)

IMF In Talks With Argentina on Loan to Succeed $44 Billion Deal

1734624029 from BLOOMBERG

Argentina is seeking a new program with the International Monetary Fund to succeed its current $44 billion deal, a step forward in resolving one of the Washington lender’s most problematic agreements.

U.S. Existing Home Sales Spike To Eight-Month High In November

1734623047 from NASDAQ

(RTTNews) - After reporting a significant rebound by U.S. existing home sales in the previous month, the National Association of Realtors released a report on Thursday showing another substantial increase by existing home sales in the month of November.

Bloomberg Surveillance: Fed & Politics (Podcast)

1734622970 from BLOOMBERG

Source: Bloomberg, 31:34

FedEx Is In Cost Cutting Mode But The 'Pressure Is On' For Q2

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Micron stock plummets as weak outlook overshadows AI opportunity

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Volatility Futures Show Equities Fear Limited to Near Term

1734622278 from BLOOMBERG

The Federal Reserve’s hawkish signaling on Wednesday sent US stocks tumbling and drove a key index of volatility to the highest level since August, but markets are indicating that concern may be limited to the near-term.

BOE's Bailey: Path of Interest Rates 'Is Downwards'

1734622174 from BLOOMBERG

Bank of England Governor Andrew Bailey discusses the outlook for interest rates, inflation and recent UK economic data. He spoke after the Monetary Policy Committee voted 6-3 to hold rates, with three officials seeking an immediate reduction. (Source: Pool)

US Yield Curve Is Steepest Since 2022 After Fed’s Rate-Cut Shift

1734622078 from BLOOMBERG

Longer-dated US Treasuries weakened Thursday, propelling the yield curve to steepen to a level last seen about 30 months following the Federal Reserve’s hawkish interest-rate easing and projections for fewer rate cuts next year.

Fed Cuts Rates, Signals Slower Pace for Future Reductions

1734621821 from GOLDSILVER

The Federal Reserve cut interest rates by 0.25 percentage points to a range of 4.25% to 4.5%, marking its third consecutive rate reduction in 2024. However, Fed Chair Jerome Powell signaled a more cautious approach to future cuts, indicating fewer reductions in 2025. This announcement led to a market reaction, with stock prices falling and Treasury yields surging. The Fed's decision reflects its ongoing efforts to balance economic growth with inflation control.

Beware The Return Of The S&P 500 Bubble

1734621600 from SALPHA

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Trump Effect? US Leading Economic Indicators Positive For First Time Since Feb 2022

1734621518 from ZEROHEDGE

Trump Effect? US Leading Economic Indicators Positive For First Time Since Feb 2022 For the first time since February 2022, US Leading Economic Indicators was positive in November (post-election)... Source: Bloomberg Building Permits and Stock prices were the biggest positive contributors to the main index while ISM New Orders and the Yield Curve were still notable drags... Source: Bloomberg With November’s gain, the LEI no longer signals an impending recession... "Overall, the rise in LEI is a positive sign for future economic activity in the US," said Justyna Zabinska-La Monica, Senior Manager, Business Cycle Indicators, at The Conference Board, adding "The Conference Board currently forecasts US GDP to expand by 2.7% in 2024, but growth to slow to 2.0% in 2025.“ Trump effect? Tyler Durden Thu, 12/19/2024 - 10:18

Gold's Tug-of-War: Fed Policy vs. Economic Uncertainty

1734621369 from GOLDSILVER

Gold prices edged higher Thursday, recovering from recent lows as traders reassessed the Federal Reserve's latest policy stance. The precious metal's rebound comes amid a complex economic landscape, with investors balancing the Fed's hawkish signals against ongoing geopolitical uncertainties and upcoming U.S. economic indicators.

Fed's 'New Phase': Balancing Growth and Inflation Concerns

1734621141 from GOLDSILVER

The Federal Reserve has entered a new phase, with Chair Jerome Powell signaling a renewed focus on inflation despite recent rate cuts. After lowering rates by 1 percentage point, the Fed now aims to move cautiously, citing core inflation still above the 2% target. Policymakers have adjusted their rate projections upward for 2025, indicating a more hawkish stance than previously anticipated.

US Existing Home Sales Surged In November, But...

1734620920 from ZEROHEDGE

US Existing Home Sales Surged In November, But... After a collapse in new home sales in October (and modest rise in pending and existing home sales), analysts expected a further (small) acceleration in existing home sales in November and they were right as sales rose 4.8% MoM (vs +3.0% exp) - the biggest MoM jump since Feb 2024. That lifted sales up 6.14% YoY - the highest since June 2021... Source: Bloomberg That beat lifted the Total Existing Home Sales SAAR to 4.15mm - six month highs, but in context, still languishing near the lowest since the trough in 2010... Source: Bloomberg But don't get all excited quite yet - these are contracts that were generally signed in September, and since then rates have surged higher and yesterday's Fed will not help as mortgage rates top 7% once again... Source: Bloomberg Affordability remains a major hangup. The median sale price of a previously owned home increased 4.7% from a year earlier to $406,100 last month, a record for the month of November. Of course, realtors can't help but get excited... “Home sales momentum is building,” NAR Chief Economist Lawrence Yun said in a prepared statement. But Yun admits that annual home sales are on pace to come in even lower than last year, which was the worst since 1995. First-time buyers made up 30% of purchases in November, but NAR’s annual report showed the share was 24% for all of 2024, the lowest on record. Tyler Durden Thu, 12/19/2024 - 10:08

Trump says US should get rid of debt ceiling

1734620471 from HILL

President-elect Trump said Thursday he would support abolishing the debt ceiling as he pushed the issue to the center of government spending talks with just days to avert a shutdown. Trump told NBC News in an interview that the "smartest thing" lawmakers could do would be to get rid of the debt ceiling. A day...

Economy was even stronger than it looked in the third quarter, GDP shows. Thank consumers.

1734620460 from MWATCH

The shocking strength of the economy helps explain the Federal Reserve Scrooge-like plans for interest rate cuts next year. And the latest update on GDP over the summer offers another reminder.

November home sales surged more than expected, boosted by lower mortgage rates

1734620425 from CNBC

Sales of previously owned homes rose 4.8% in November compared with October, according to the National Association of Realtors

The Fed's rate outlook has rattled markets. Here's what it means for global central banks

1734619908 from CNBC

The Federal Reserve roiled markets by raising its inflation outlook and signaling fewer rate cuts next year — and global central banks were likely taking note.

Crude and Metals Retreat as Fed Signals Slower Rate Cuts

1734619584 from OIL&GAS

… than Expected Inventory Draws Crude oil edged lower this morning … EIA yesterday showed that commercial crude oil inventories (excluding SPR) … barrels. Total US commercial crude oil stocks stand at 421m … over the preceding week. Crude oil imports increased by 0 …

US Stocks Bounce Back, Trump on Debt Ceiling, Blinken, More

1734619577 from BLOOMBERG

Source: Bloomberg, 5:12

BoE: Keeping the rate on dovish hold – Rabobank

1734619186 from FXStreet

As expected, the Bank of England MPC kept rates on hold at 4.75% at this week’s meeting. The vote was split 6-3, with three dissenters voting for a 25bp cut, Rabobank’s Senior Macro Strategist Stefan Koopman notes.

Wall St jumps at open after selloff on Fed rate cut caution

1734618976 from INVESTING

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Philly Fed's manufacturing gauge slumps to 20-month low

1734618394 from Yahoo

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Trump Would Support Abolishing the Debt Ceiling, NBC Reports

1734618011 from BLOOMBERG

President-elect Donald Trump said Congress should get rid of the debt ceiling, NBC News reports citing a phone interview with him on Thursday.

US GDP Revised to 3.1% as Jobless Claims Fall

1734617968 from BLOOMBERG

US gross domestic product increased at a 3.1% annualized rate in the third quarter, the third estimate of the figures from the Bureau of Economic Analysis showed. That compared to a previous projection of 2.8%. Initial jobless claims fell to 22,000. Mike McKee reports on “Bloomberg Surveillance.”

Significant Contribution of Cooperative Banks to Economic Development: Ramesh Tawadkar

1734617639 from BANKING

… recently organized the ‘Ingenious Banking Leadership Summit and Iconic Leaders … the importance of cooperative banks and discussing banking systems and new technologies … . These banks continuously work towards …

Argentina Takes Steps to Speed Up Milei’s Dollarization Strategy

1734617073 from BLOOMBERG

Argentina’s government is racing against time as it works with major banks and payment firms to advance Javier Milei’s dollarization strategy even as pesos are in high demand.

Biden sets 60 percent greenhouse gas reduction target

1734616918 from HILL

The Biden administration on Thursday upped America’s commitment to reducing planet-warming emissions under the Paris Climate Agreement weeks before President-elect Trump is set to take office. The White House announced a new nationally determined contribution (NDC) of reducing U.S. emissions 61 percent to 66 percent from 2005 levels by 2035, after previously pledging to reduce...

Mortgage Rates Predicted To Stay Above 6% in 2025: What This Means for Buyers and Sellers

1734616812 from YAHOO

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JPMorgan’s Michele Sees Chance for Treasury Market Calm in 2025

1734616800 from BLOOMBERG

Bond-market veteran Bob Michele says there’s one scenario investors aren’t fully prepared for in 2025: the calmest Treasury market in nearly a decade.

Dow Jones Futures Rebound After Surprise GDP, Jobless Claims; AI Chip Giant Micron Plunges

1734616405 from investors

Dow Jones futures rebounded Thursday after GDP and weekly unemployment numbers. AI chip giant Micron plunged on earnings. The post Dow Jones Futures Rebound After Surprise GDP, Jobless Claims; AI Chip Giant Micron Plunges appeared first on Investor's Business Daily.

Food giant Conagra hikes its inflation outlook in a fresh sign of higher-for-longer prices

1734616200 from MWATCH

Conagra, which makes blockbuster supermarket brands such as Birds Eye and Healthy Choice, sees inflation close to 4%.

Jobless claims subside after Thanksgiving pop and give off good vibes for U.S. economy

1734616200 from MWATCH

Jobless claims are the early-warning radar for the U.S. economy, and they still show no trouble on the horizon. The number of Americans who applied for unemployment benefits in middle of December fell to a low 220,000.

Trump Threatens Shutdown, GDP Revised Up, More

1734616100 from BLOOMBERG

Source: Bloomberg, 4:59

Philly Fed Index Unexpectedly Slides Further Into Negative Territory In December

1734615884 from NASDAQ

(RTTNews) - Philadelphia-area manufacturing activity declined overall in the month of December, according to a report released by the Federal Reserve Bank of Philadelphia on Thursday.

Marking This Year's Non-Predictions To Market: Macro Man Podcast

1734615818 from BLOOMBERG

Source: Bloomberg, 9:36

Jobless Claims Improve, Q3 GDP Revised Higher, But Another Manufacturing Survey Collapses

1734615808 from ZEROHEDGE

Jobless Claims Improve, Q3 GDP Revised Higher, But Another Manufacturing Survey Collapses Quite a mixed bag this morning... On the good side, the final (3rd) read for Q3 GDP, US economic growth was revised up to 3.1% QoQ Annualized (from 2.8%)... ...with personal consumption also revised up to +3.7% (better than the 3.6% exp)... On the not bad side (sorry to break the analogy), jobless claims tumbled back to earth last week - after spiking the prior week... New York and Texas saw the largest drop in initial jobless claims... Continuing claims dipped but holds still around the 1.9 million level (three year highs)... On the bad side, The Philly Fed Manufacturing survey collapsed from -5.5 to -16.4 (dramatically worse than the +2.8 expected and far below even the worst analyst expectation)... Source: Bloomberg Future general activity expectations plunged 26 points to 30.7 in December (after jumping higher the previous two months), with future new orders and future shipments indexes both declined Source: Bloomberg On the ugly side, Prices Paid are surging while Prices Received are falling... that's a disaster for corporate margins... So strong GDP, strong labor force, but manufacturing is shaky.... ...what will Powell do next? Tyler Durden Thu, 12/19/2024 - 08:43

US Gross Domestic Product grows by 3.1% in Q3 vs. 2.8% expected

1734615792 from FXStreet

The United States' Gross Domestic Product (GDP) expanded at an annual rate of 3.1% in the third quarter, the US Bureau of Economic Analysis (BEA) reported in its final estimate on Thursday.

US Dollar keeps fresh two-year high in reach after Fed turned hawkish on 2025

1734615531 from FXStreet

The US Dollar (USD)is under pressure of some profit taking on Thursday, with the DXY Index hovering at around 108.00, after its sizable upward move on Wednesday on the back of the Federal Reserve (Fed) interest-rate decision. The rate cut by 25 basis

U.S. GDP Unexpectedly Surges More Than Previously Estimated In Q3

1734615518 from NASDAQ

(RTTNews) - The Commerce Department released a report on Thursday showing the pace of U.S. economic growth unexpectedly surged by more than previously estimated in the third quarter.

London’s loss of stock market lustre is a question of liquidity

1734615470 from FT

Many of the popular arguments for leaving the LSE are weaker than they sound

Ireland embraced the AI boom. Now its data centers are consuming too much of its energy

1734615334 from FPOST

CLONDALKIN, Ireland (AP) — Dozens of massive data centers humming at the outskirts of Dublin are consuming more electricity than all of the urban homes in Ireland and starting to wear out the warm welcome that brought them here. Now, a country that made itself a computing factory for Amazon, Google, Meta, Microsoft and TikTok […]

U.S. Weekly Jobless Claims Fall More Than Expected

1734615320 from NASDAQ

(RTTNews) - A report released by the Labor Department on Thursday showed first-time claims for U.S. unemployment benefits pulled back by more than expected in the week ended December 14th.

U.S. economy grows at 3.1% pace in third quarter, an upgrade from previous estimate

1734615301 from Yahoo

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US weekly Initial Jobless Claims decline to 220K vs. 230K expected

1734615270 from FXStreet

There were 220,000 initial jobless claims in the week ending December 14, the weekly data published by the US Department of Labor (DOL) showed on Thursday.

Czechs Hold Rates After Eight Cuts on Persistent Inflation Risks

1734615027 from BLOOMBERG

The Czech Republic brought its year-long monetary-easing cycle to a halt as concern over persistent inflation prevailed over a weak economic outlook.