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Behind the curve again: Fed’s delay may bring massive 2026 cuts, Morgan Stanley says
Jerome Powell will have his work cut out for him in 2026 as he tries to keep the economy from slipping into a recession, according to Morgan Stanley.
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No relief in sight: Trump’s tariffs are here to stay
The July 9 deadline to wrap up trade deals might be extended for some countries – but tariffs likely won’t fall below 10%
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Stocks rise as U.S. consumer confidence falls
While investors are shrugging off macro and geopolitical uncertainty, Americans are growing more pessimistic about the economy.
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Without Big Tech, the market falters — with it, records beckon
Take Big Tech out of the equation, and the U.S. stock market becomes a shadow of its former self.
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Trump's bailout? Fed proposes loosening rules to let banks buy up Treasuries
Regulators would cut capital requirements for big bank holding companies by 1.4% — roughly $13 billion — and lower the eSLR by 10% for their bank subsidiaries
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The real reason Trump’s tariff policy is failing
Tariff revenues surged to $23 billion in May, but they barely dented the $316 billion budget deficit.
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Retail frenzy vs. institutional fear: Is massive stock market correction coming?
The gap between the “smart money” and retail investors widens
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'Europe has had 10 cuts, we have had none' — Trump bashes Fed again for not cutting rates
“‘Too Late’ Jerome Powell is costing our country hundreds of billions of dollars,” Trump wrote on Truth Social
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Middle East conflict puts global markets through new stress test
Mohamed El-Erian, former Pimco CEO and president of Queens College, called the conflict “a bad shock for the global economy at an already fragile time.”
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U.S. credit markets flash junk-level warning
“Credit markets are now pricing U.S. credit as if it were rated BBB+," analyst says
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BigBear AI's (BBAI) secret weapon is the U.S. intelligence community, analyst says
"BigBear AI stock already operates well inside the U.S. intelligence community, even though its share price still trades like a speculative small cap", says well-followed analyst J Keynes
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Diamonds are 'girl’s best friend, but portfolio's worst nightmare', analyst warns
The diamond price index has plunged to its lowest level in a century
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Trump vs. the Fed: Rate cut demands clash with Trumponomics agenda
The tug-of-war between President Trump and Fed Chair Jerome Powell is heating up, and Wall Street is caught in the middle.
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Vanguard warns of 9% Treasury bond yields if deficits keep ballooning
9% Treasury bond yields aren't as much of a stretch as you might think, says Vanguard’s global chief economist
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‘Deflationary crisis’ is coming, and your best hedge is bonds, says this contrarian strategist
Washington’s reliance on deficit spending will eventually push policymakers toward Japan-style yield curve control, a fund manager warned.
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GENIUS Act could ‘onboard a billion people’ into crypto, analysts say
The U.S. Senate passed a key procedural vote on Wednesday to advance the country’s first-ever stablecoin regulation, a landmark moment for digital assets in Washington.
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Cameco (CCJ) is Cathie Wood’s favorite stock in Trump’s nuclear push
When Wood first trimmed her Oklo stake, she quietly picked up 31,548 shares of uranium mining giant Cameco (CCJ).
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“Don’t say we didn’t warn you.” China checkmates Trump with rare earth squeeze
“China is just getting started on squeezing Trump and the U.S. economy,” a geopolitical expert said
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'You’re a fraud': U.S. Treasury Secretary’s alleged attack on Elon Musk revives years-old debate about Tesla CEO
“Fraud” allegations are nothing new for Musk, who has faced several class-action lawsuits from disgruntled investors
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“Why do rich Americans need more tax cuts?” This chart blows up logic behind Trump’s Big Beautiful Bill.
For the first time, America’s top 1% holds more wealth than the entire middle class
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