Question-and-Answer SessionThank you both for joining us. Really appreciate it. Ron, would love to get your latest thoughts on the macro environment across your different regions. The U.S. is cutting interest rates. It feels like things are maybe evolving a little bit. But how has the macro environment evolved at all since the beginning of calendar 2025?Ronald SouthSenior VP & CFO Certainly. So I think that -- I'll kind of address first -- within the macro environment in dental, what we're seeing is -- and ...

Fed Chair Jay Pow calling the central bank's policy stance mildly restrictive in his words and saying that he considers uh the body well positioned uh to respond to economic developments. Joining us now Peter Krauss, Aperture Investors uh chairman and CEO. What did he say about the the stock valuations.I hate when they when Fed people or Treasury secretaries talk about things Janet Yellen it was the biotech industry I think and then it doubled uh from there. Did he did he say anything um out of character fo ...

The rate cut that investors fretted would never come finally arrived last week, which, of course, means it’s time for … fretting about the next cut. US markets fell on Tuesday, putting a pin in a record-setting run, after Federal Reserve Chair Jerome Powell gave off a hawkish vibe, insisting the central bank will move cautiously on additional cuts and suggesting that equities are overpriced. READ ALSO: Feast or Fluke? US Home Sales Hit Highest in Almost Four Years and Tether Poised to Join Ranks of World’ ...

Henry Schein (NasdaqGS:HSIC) 2025 Conference September 24, 2025 04:50 AM ET Company ParticipantsRonald South - SVP & CFOGraham Stanley - VP - IR & Strategic Finance Project OfficerConference Call ParticipantsAllen Lutz - Senior Equity Research AnalystNone - AnalystAllen LutzWe have CFO, Ron South and Head of Investor Relations and Strategic Financial Products Officer, Graham Stanley. Thank you both for you, Ron. Joining Really appreciate it. Ron, would love to get your latest thoughts on the macro environme ...

市场对美联储降息预期的变化 - 交易员减少对美联储未来数月降息幅度的预期 体现美联储官员混合信息对货币政策预期的模糊影响 [1] - SOFR期权显示市场参与者预计2025年仅有一次25基点降息 中性利率高于当前市场预期 与上周对50基点降息的押注形成鲜明对比 [2] - 利率互换市场目前定价中性利率约为2.95% 预计今年剩余两次会议总计降息约40基点 [7] 美联储官员政策观点的分化 - 美联储官员近期更广泛的政策观点导致市场预期摆动 交易员同时对冲大幅降息和较少降息两种情景 [3] - 新任成员Stephen Miran认为政策过紧 主张在2025年剩余两次FOMC会议上降息125基点 [4] - 亚特兰大联储主席Bostic表示需警惕通胀风险 主席鲍威尔强调劳动力市场和通胀前景均面临风险 未暗示10月会议是否支持降息 [4][5] 市场利率和交易动态 - FOMC上周将政策利率降至4%-4.25%区间 为年内首次降息 [6] - 会议后出现针对不足50基点降息(当前互换市场定价水平)的交易需求 对中性利率接近3%的期权需求增加 [6] - 美国10年期收益率本周初升至近三周高点4.11% 随后回落并在伦敦时段企稳 [7]

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.In our previous Federal Reserve coverage , we opined that the Fed would be better off saving its interest rate cuts for when they were needed most. Of course we did not expect them to do that as the probability of aTrappi ...

The dollar index (DXY00) on Tuesday fell by -0.08%.  The dollar gave up modest gains on Tuesday and turned lower as T-note yields fell following dovish comments from Fed Governor Michelle Bowman, who stated that policymakers are in danger of falling behind the curve and need to act decisively to lower interest rates as the labor market weakens.  Tuesday's weaker-than-expected reports on the September S&P manufacturing PMI and the September Richmond Fed manufacturing sentiment survey also weighed on the dol ...

The US Federal Reserve chair, Jerome Powell, pushed back hard against claims the central bank allows politics to drive decisions, in the midst of an extraordinary battle over its independence.Donald Trump, who is seeking to increase his administration’s control over the Fed, has branded Powell “a very political guy” after he declined to bow to the president’s public demands for drastically lower interest rates.The White House has launched an unprecedented campaign to overhaul the Fed’s rate-setting board of ...

NEW YORK (Reuters) -U.S. Federal Reserve Chair Jerome Powell said on Tuesday the central bank is in a "challenging situation" with an ongoing risk of faster-than-expected inflation at the same time that weak job growth has raised concern about the health of the labor market. In prepared comments to Rhode Island's Greater Providence Chamber of Commerce, Powell offered little indication of when he thinks the Fed might next cut interest rates, noting that there was danger to both cutting too fast and risking ...

More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relati ...