BITCOIN RISES AS RATE FEARS EASE Bitcoin edged higher after weaker-than-expected U.S. jobs data reduced expectations for further Federal Reserve rate hikes. Investors also welcomed comments highlighting moderating inflation, while the Fed maintained a data-dependent stance. Markets now await the Fed's June meeting minutes, with a 25-basis-point rate hike before year-end still viewed as possible. *Walter Bloomberg (@DeItaone) / Twitter · 07-06 20:32
DOLLAR STRENGTH SET TO CONTINUE The U.S. dollar could keep rising in the second half of 2026 as strong economic growth supports higher interest rates, according to Societe Generale. The bank expects the DXY dollar index to climb to 103.6 by year-end, while the euro could weaken to $1.11. Robust growth may also keep inflation above target, limiting pressure for rate cuts. *Walter Bloomberg (@DeItaone) / Twitter · 07-06 19:33
FED'S DALY: AI INVESTMENT SHOCK HAS PEOPLE WONDERING IF IT WILL BE INFLATIONARY *Walter Bloomberg (@DeItaone) / Twitter · 07-02 21:05
Inflation peaked in May as energy prices fell in June, Kalshi traders think CNBC.com - Stock Market Headlines · 07-02 01:25
BOFA CEO DISMISSES RECESSION FEARS Bank of America CEO Brian Moynihan said higher interest rates are not a sign of recession but reflect a resilient U.S. economy and the Fed's effort to control inflation. Despite BofA forecasting three Fed rate hikes, Moynihan expects economic growth to remain strong while inflation gradually eases. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 00:03
U.S. MANUFACTURING COOLS IN JUNE U.S. manufacturing activity slowed in June, with the ISM index falling to 53.3 from 54.0, below expectations. New orders eased, while the prices paid index dropped sharply to 73.0, signaling softer inflation pressures. The employment index improved to 49.7 but remained below the 50 expansion threshold. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 23:00
Pinned: RATE HIKE BETS HOLD FIRM Fed Chair Kevin Warsh declined to say whether the Fed will raise interest rates at its next meeting, stressing policymakers will wait for more data. Meanwhile, market expectations remain elevated, with Kalshi pricing a 68% chance of a Fed rate hike before July 2027 and a 53% chance before the end of 2026. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 22:36
FED'S WARSH: IF ANYONE THOUGHT WE'D BE HAPPY WITH INFLATION ABOVE 2%, THEY WILL BE DISAPPOINTED *Walter Bloomberg (@DeItaone) / Twitter · 07-01 22:30
FED'S WARSH: EXPECTATIONS OF INFLATION OVER THE FIRST FOUR WEEKS HAVE COME DOWN *Walter Bloomberg (@DeItaone) / Twitter · 07-01 22:30
European shares mixed ahead of eurozone Inflation, central bank heavyweights Stock Market News · 07-01 16:15
FED'S HAMMACK: SEES A BROAD BASED STORY FOR HIGH INFLATION FED'S HAMMACK: CORE SERVICES INFLATION HAS BEEN HIGH *Walter Bloomberg (@DeItaone) / Twitter · 06-30 23:53
FED'S HAMMACK: INFLATION IS STILL TOO HIGH, FED MAY NEED TO CONSIDER RATE HIKES *Walter Bloomberg (@DeItaone) / Twitter · 06-30 23:52
Why investors may want to prioritize bond markets outside the U.S. CNBC.com - Stock Market Headlines · 06-28 00:00
IMF: U.S. GROWTH REMAINS STRONG The IMF says the U.S. economy continues to show solid growth, citing the upward revision of first-quarter GDP to 2.1%. The fund expects inflation to gradually ease to the Federal Reserve's 2% target by 2027 and supports the Fed's decision to keep interest rates unchanged for now. *Walter Bloomberg (@DeItaone) / Twitter · 06-26 00:38
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