In a Substack post, Pompliano stated that the return of quantitative easing is likely to leave investors “very happy,” given its historical impact on asset prices.
The private secondaries market, a critical yet often overlooked segment of the private equity landscape, is witnessing an unprecedented surge in activity. With global transaction volumes projected to exceed $200 billion in 2025 and potentially reaching $1 trillion by 2030, this market has become a significant force in financial markets.
According to a CNBC report, Bessent will propose a new approach for the FSOC in a bid to allow the monitoring body to adopt a freer process when it comes to the regulation and oversight of institutions under its mandate.
U.S. equities extended Tuesday’s rebound on Wednesday, with small caps taking the lead and breadth strengthening across most horizons. The damage from Monday’s sell-off is now largely repaired, and medium- to long-term participation remains firmly constructive, although SPY and QQQ still need decisive breakouts from their short-term ranges.
Dalio added that he tried to computerize his principles and built a coach in the form of an app to allow the people he was working with to ask questions and leverage his decision-making process.
Amid inflation, job losses, and tariff-linked price hikes, consumers turned to discount chains — and Dollar General and Dollar Tree made smart tweaks to capture the increased traffic.
After Monday’s risk-off session, Tuesday brought a modest rebound with the Russell 2000 pushing into new high territory while SPY and QQQ hover just below resistance. Breadth metrics ticked back toward neutral-to-positive, keeping the medium-term uptrend intact even as rotation and short-term noise continue under the surface.
Its voting membership includes the seven members of the Board of Governors, the president of the Federal Reserve Bank of New York, and four of the other regional Federal Reserve Bank presidents.
Kevin Hassett’s push for deeper rate cuts comes as he emerges as the leading contender to replace Jerome Powell, with markets bracing for a more dovish Fed.
