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EXECUTIVE SUMMARY * MNI FED: Gov Barr: Base Case Is For Further Hikes: #83aa171c-7fc4-49fd-82f5-351bcb071d96 * MNI IRAN: Security Chief Says In No Rush To Negotiate: #5df7e2ac-e490-4920-91fd-84069fe559a3 * MNI IRAN: Pezeshkian Talks On Nuclear, Hormuz & US Stance In UN Address: #c9b6854d-8cab-47cb-8646-ce411062279c * M
Steve Eisman’s former “Big Short” partners are warning that the wave of giant IPOs could put pressure on stocks by flooding the market with new shares. Porter Collins and Vincent Daniel, who worked with Eisman at FrontPoint during the famous housing-market bet and now invest their own money through Seawolf Capital, say
BitMEX co-founder Arthur Hayes said bitcoin has likely bottomed near $58,000-$60,000 and could grind higher as the U.S. moves toward de facto yield curve control. He also said ethereum and Ethena should benefit.
House Speaker Mike Johnson warns that supporters of Zohran Mamdani are spreading across the US, calling it a serious political threat
BESSENT says US housing issue will take lower rates and more supply