I think uh uh the the committee put their uh rate cut program on pause when the tariff situation arose uh six months ago and now you have six months of evidence. Uh I don't really think tariffs cause inflation. Taxes don't cause inflation.And so what you're seeing in the data is very muted effects uh that are one-time increases in the price level. And so you're not really seeing anything. And the committee's coming around to the view, I think, that this is probably a one-time increase in the price level and ...

For more on where stocks are heading from here, let's welcome in Warren Pies. He's the co-founder of 314 Research. Good to see you. >> Good to be here.>> You downgraded equities in July. >> That's correct. >> Yeah.I mean to be uh to give us a little bit of slack, we upgraded. We were overweight through it from May. Last time I was here, I was pretty bullish in May and we went down to benchmark weight.And so we just told our clients, look, if you've been following us, then you're ahead on the year. You're be ...

To cut or not to cut, that is the question. The market seems to have made its call. Is it right.Let's ask Robert Kaplan. He's the former Dallas Fed president, vice chairman at Goldman Sachs, and he is here at Post Nights. Nice to see you. >> Good to see you.>> I noted you avoided the incoming today in the uh presidential missive at Goldman Sachs. Congratulations. He wants cuts.He's made that clear. Rick Reer sat with me not 15 20 minutes ago and said Fed should cut. Way too restrictive.You don't sound like ...

Let's bring in SoFi's Liz Thomas and RS Asset Management's Carrie Firestone who as you see are here at Post 9 as well. Well, ladies, nice to see you. Nice to see you, too.Liz, what do you think about what you just heard. I think it sounds pretty optimistic and I got to say I too much so. No, not too much.So I I think you have to take a long-term view in order to hop on that optimistic train at this point not only in the year but at this level of valuations at this point where we're waiting for so much data ...

Today, Circle shares rise after the stable coin issuer reported a more than 50% jump in revenue. Docoin heads to court to plead guilty to conspiracy and fraud charges. And E Toro CEO Yoni Assia discusses how the retail trading platform performed in Q2 following the release of the company's earnings results.Welcome to CNBC's Crypto World. I'm Talia Kaplan. Digital currencies mixed this morning after we got fresh economic data showing inflation rose less than expected in July amid tariff worries.At noon Easte ...

involving a low cost carrier. But it takes us to our talk of the tape right now. The record run resumed with new questions about how far this rally can really go.Let's ask Rick Rieder. He is Blackrock CIO of global fixed income, its head of its global allocation team as well. And as I said, he is with me here at post nine.It's good to have you back. >> Thanks for having me. >> I tell you, you send me an email earlier I had to do a double take.You said this is the best investment environment ever. >> I think ...

Your next guest is a longtime shareholder and close follower of the company. Joining us, Bill Stone, CIO of the Glen View Trust Company. I think $350 billion, Bill, even for you, is a lot of money.Like, it makes me wonder, what are they waiting for. Or maybe what do they know. Yeah.And I know some people speculate that he's, you know, that Buffett might be taking some sort of a macroeconomic bet. Um, and it could be. He he mostly talks about not thinking about that and just focusing in on owning stocks at a ...

Joining us now is Eric Clark, Acuvest Global Advisors, Chief Investment Officer, and Fund Manager. Eric, welcome. Uh, Costco.I mean, is is there anything that can hold this company back. >> I Nice to see you, Brian. No, I don't think so.I mean, consumers are looking for value. I love that that image you put up in your last segment talking about inflation over the last five years. So, don't buy the there's no inflation narrative.We feel it across most of the categories. So that drives behavior changes and wh ...

Let's talk about it all with Mike Cudsell. He is a senior portfolio manager at PIMCO. Mike, pleasure to get you on the show.The market, Visav, the CME, Fed funds, futures, etc. pricing in basically 100% chance of a rate cut at the September meeting. Are you at 100%. Yeah, thank thanks for having me, Brian, and and pleasure to be here.Um, we do think recalibration 2.0% know starts again in in September. Uh the Fed most likely, you know, resumes cutting rates. Um most likely 25 basis points.The data will will ...

I think a lot about these issues. Obviously, I think first um the base layer of digital cash on the internet needs to be as safe as possible and I believe that you know the bipartisan policym I think leadership from the administration has set in federal law that stable coin money is going to be this very safe fully reserved form of money. when you have money moving at the speed of the internet everywhere in the world, you need it to be as safe as possible and short duration treasuries uh you know there are ...