So for more, let's bring in Barry Napp. He's director of research at Iron Science Macroeconomics. Uh Barry, love to get your read on the CPI number.Of course, one of the few data prints that we've been able to get, albeit, you know, delayed and guess sounds like the government had to pull some extra strings to get it to us, but uh 3% initially earlier on the show, we had Krishna Guha saying that's pretty benign, at least from a market perspective. the two um issues that I haven't heard discussed um over all ...

Inflation Analysis - Evercore ISI认为，对于市场而言，通货膨胀是良性的，因为CPI数据低于预期，且未观察到关税转嫁到商品价格上的迹象[2] - 商品价格通胀低于8月份，住房服务通胀疲软，其他服务通胀略有上升，但总体而言无需担忧[2][3] Federal Reserve Policy - 由于通胀方面没有坏消息，美联储可以自由地通过降息来应对劳动力市场的疲软和风险[4] - 美联储将密切关注总体裁员情况，因为如果裁员人数增加且招聘仍然非常低迷，可能会导致失业率迅速恶化[6] Labor Market Dynamics - 初请失业金人数保持平稳，未发出失业方面的红色警报，但裁员公告仍需跟踪，以判断初请失业金人数是否会增加[6] - 需要密切关注联邦、州和地方政府的就业情况，包括Doge裁员的滞后效应和政府停摆的影响[8][9] - 政府停摆可能对需求侧产生宏观经济影响，经济学界将关注潜在的私营部门工资单和劳动力市场动态[9][10] Government Shutdown Impact - 政府雇员可能会因为停摆而错过工资，这可能会对需求产生轻微的宏观经济影响[7][9] - 除了潜在的私营部门劳动力市场动态外，政府部门的就业情况也需要密切关注[8]

We are at a food distribution center today in Alexandria, Virginia. And everyone you see who's getting a box of food is a federal worker. And that's because as of today, 2 million federal workers are missing their first full paycheck.And I've spoken with folks in this line and in others. They tell me that they're dipping into their savings. They're considering part-time work.They're just dealing with a lot of uncertainty here as the shutdown continues to drag on. And for the food distributors, it's not just ...

Gary Stern, former Minneapolis Fed president, joins CNBC's 'Money Movers' to discuss macro outlooks. ...

[Music] You know, John, when you look at these numbers in the third quarter, strong numbers from Ford. They beat by a wide margin. Company earning 45 cents a share, well above the street expectation of 36 cents a share.Revenue 47, just over 47 billion. $4 billion greater than what Wall Street was expecting. The metrics within the quarter, you're looking at an EBIT of $2.6% billion for the quarter, flat with comparison to last year.EBIT margin 5.1% little below 5.5% last year and then the other metrics uh ca ...

All right, we're trending right now to close above 47,000 on the Dow for the first time ever. And that's what we'll track right into the end of this week in a couple hours. Jeremy Seagull, Nick Timmeros, Wall Street Journal, Ed Yard, Denny, Cameron Dawson, Lo Tony ahead of those big tech earnings next week.So that's a lineup and I'll hope I hope you'll join me in in a couple hours. What's your final trade. >> I like that gal you mentioned, by the way.Fi final. >> The one who works for your firm, New Edge. > ...

Very big week looming. Let's show you what's going on. Uh we have the busiest week of earning season coming up.You know about the mega caps. Five of the seven are reporting. Jensen Wong gives a keynote on Tuesday.The Fed decision is on Wednesday. The meeting between the presidents, she and uh President Trump, of course, on Thursday. So, we got a lot to look forward to.Weiss. I think it's interesting that this market looks at CPI cooler. It's convinced the Fed's going to be engaged and highly so.Uh it has a ...

A major COLA announcement is going to impact about 75 million Americans next year. I'm not talking about the soda. I'm talking about the Social Security cost of living adjustment for 2026.Starting in January, if you receive Social Security benefits or supplemental security income payments, you're going to see a 2.8% increase in your monthly benefits. Now, this adjustment is based on government inflation data. And on average, Social Security retirement benefits will increase by about $56 a month next year.So ...

Operational Error & Response - Paxos experienced a "technical error" that resulted in the minting of $300 trillion worth of stablecoins, an amount more than double the world's GDP [1] - The minting was a manual error, considered serious and regrettable by Paxos [2][3] - No customer funds were impacted, and no funds left Paxos' internal systems [3][4] - The mistakenly minted stablecoins were caught and rolled back within minutes [7] - Paxos has heard from partners and regulators and is working to rebuild trust through transparency and honesty [15][16][17] - Changes have already been made and more are committed to as a result of the incident [14] Blockchain & Transparency - The blockchain's transparency allowed for the detection of the error, even though it was internal [4][5] - Blockchain transparency can illustrate problems, but also leads to a more trusted financial system over time [9][10] - Blockchain provides more transparency than traditional systems, allowing understanding of ownership and potentially reducing fear during crises [9][13] Stablecoin & Market Confidence - Headlines about stablecoin errors may make people nervous about their durability and ties to the dollar [8] - Paxos emphasizes that the incident was an internal process mistake and that the company has been a stablecoin issuer for 7-8 years, minting over $160 billion [8][14] Binance & Industry Trust - The CEO of Paxos shared his opinion on the fairness of the treatment of CZ from Binance, stating that sending him to jail was not the right approach [18][19] - The CEO of Paxos acknowledged that Binance could have done things better [20]

Market Overview & CPI Analysis - CPI 数据中关税的影响并不明显，整体同比 CPI 仍高于 3% 的目标值[1][2] - 市场普遍预计美联储将在 10 月降息，12 月可能再次降息[3] - 普遍认为市场情绪仍然积极，科技和创新领域仍是投资重点[5] Sector Focus & AI Impact - 策略上，通过银行、保险和公用事业等周期性行业来对冲科技投资，以受益于预期中的宽松政策[6] - AI 的生产力、效率和收入增长预计将在企业采用率达到 50% 以上时才会显现，目前采用率约为 5% 到 10%[6] - 盈利方面，目前非科技行业的盈利表现更为积极，需考虑科技基础设施支出的影响[8] Private Credit & Risk Assessment - 目前看到的私募信贷问题更多与欺诈有关，而非经济状况[9][11] - 预计某些领域的部分信贷会出现违约，但不太可能像金融危机那样大规模蔓延[11] - 经济前景仍然乐观，预计软着陆，加上货币政策宽松，违约风险预计不会大规模扩散[14]