Fed Independence & Monetary Policy - The markets are currently focused on the short run, particularly the upcoming Fed meeting in September, while the long-run economic effects of current events, such as potential higher inflation and long-term bond yields, are being overlooked [2][3][4] - Maintaining an independent monetary policy is crucial because monetary policy affects the economy in the long run, and an independent central bank focuses on long-term price stability and maximum employment goals [4][5] - Concerns exist that the government is pressuring Fed members, escalating from earlier instances like considering firing the chair, potentially undermining Fed independence [5][6] - The public nature and vitriol of the attacks, based on allegations and innuendo without due process, are unprecedented and could lead to the removal of officials based on arbitrary reasons, jeopardizing Fed independence [7][8] - Undermining Fed independence could negatively affect the American economy, households, and businesses, even if policymakers remain unbiased, as the mere perception of political influence can impact markets [9] Political Influence & Board Composition - There is concern about the possibility of a political majority on the Fed board influencing the reappointment of the 12 Federal Reserve presidents, potentially leading to a significant shift in the Fed's composition [10][11][12] - The reappointment process involves an objective performance evaluation by the boards of directors of each reserve bank, but concerns exist that political considerations could override this process [13][14] - In a normal case, Fed governors would not refuse to reappoint someone based on a whim or policy views; there would have to be a substantive issue [15] Lisa Cook & Due Process - Lisa Cook is listening to her legal counsel, and it may not be the right time for her to publicly defend herself [19] - The situation has moved beyond a normal internal investigation process and has become a legal case, circumventing standard procedures [20][21] - If a president can remove someone based on allegations without facts, Fed independence is lost, highlighting the damaging nature of the situation [22]

Welcome back. Sales of Tesla vehicles in Europe plunging in July. The European Automobile Manufacturers Association saying the company's new car registrations total just 8800 last month, down 40% year-over-year.It was Tesla's seventh consecutive month of European sales declines, even as the industry data showed overall sales of battery electric cars rose. China's BYD saw a 225% surge in new European registrations in the same time period. So BYYD clearly picking up a lot of share and then some it seems like ...

CNBC has exclusive data from the National Federation for Credit Counseling and the Harris poll showing how Americans are struggling with debt and how it all how it cuts across all income levels. Sharon Eper joins us now to break down this data. It sounds a little a little concerning. It is concerning, Leslie.Data shows that many Americans are missing the mark on executing financial basics like budgeting, building emergency savings, paying bills on time, even though they give themselves top grades on their k ...

It is time. It's time for the lightning round. I stay upstairs.We playing the sound and then the lightning round is over. Are you ready. Sk Let's go to Dave in Illinois.Dave Dr. . Kramer, my man, a GNC Croatian traveler. How are you, man.I'm good. You must have put my pictures through rock. What can I say, Dave.Good to have you on the show, Jim. This 30 billion dollar company provides connectivity for semiconductors in AI and in cloud computing. 12 of 15 analysts rate Arista Labs as a buy or strong buy in i ...

After the close today, we got still one more blowout quarter from Snowflake, the cloud-based data management analytics platform that I like so much. Now, this comes on top of the last blowout quarter they reported three months ago. Tonight, they posted a solid top and bottom line beat strong guidance for the current quarter.Hence why the stock screaming after hours trading. Not only does Snowflake have fantastic sales momentum, but the business is also becoming ever more profitable. It was the star of tonig ...

We got to talk Chipotle specifically. Why can't Chipotle stock get some distance from the new low list given how good it is. For the better part of two decades, this is one of the greatest growth stories out there.Tremendous stock, too. But for over a year now, the stock struggled and that includes last month when the Mexican chain reported disappointing quarter. Worse, they lowered their fullear same store sales forecast, which is why the stock plunged 13% in response.Now, at this point, a lot of investors ...

Company Strengths & Market Position - The company possesses the strongest railroad network in the east, boasting the best margins, customer service, and employee engagement, indicating a valuable market position [1] - The company is uniquely positioned to collaborate with various railroads, including BNSF, due to not being exclusively paired with any single entity in the east [1] Strategic Partnerships & Growth Opportunities - The company is actively pursuing collaborative opportunities with other railroads, such as BNSF, to address challenges and foster growth [2][3] - The company aims to capture market share from the trucking industry by offering a more competitive and environmentally friendly rail transport solution [3] - The company can implement collaborative solutions with railroads like BNSF immediately, without the lengthy regulatory approval processes associated with mergers like UPNS [4] - The company anticipates demonstrating seamless service examples in the fourth quarter to attract truck model conversions [4] - The company emphasizes the partnership approach, highlighting mutual learning and growth with collaborators like BNSF [5] Regulatory & Competitive Advantages - The company avoids the risks associated with regulatory approval processes by pursuing partnerships rather than mergers [4][5]

Hype cannot destroy the hope of artificial intelligence. Even though many investors have begun to turn on the entire concept of machines that you can talk to or even replace your workforce with. But perhaps hype has taken stocks involved with artificial intelligence too high versus reality.Have expectations at last gotten too high to be equal, let alone beaten. Well, you know what. That is tonight's quadrant.As I survey the battlefield, the negative drum beat kind of lurking like white noise in the backgrou ...

Super fast final trade time. Steve, uh, I went with a drone company, Andis NDS. Danny, it worked for Sprat Physical Gold PHYS, but this time Sprat uranium SrUf.Yeah, Nvidia. If you're looking at the post earnings uh, price action in Microsoft and Palanteer, I wouldn't be buying Nvidia on this day. Do you have a reader or something to do.I mean, we have like 22 seconds. Yeah. What's the hurry.I mean, why are you rushing us. You know, we get caught off 59. Can we do Shout out to Miami of Ohio.What are they. T ...

All right, meantime, let's talk energy because the uranium ETF UR has nearly doubled off its April tariff related lows as this red-hot summer for the space comes to a close. Danny Moses looking forward to one big event. This is not new.You guys have been talking about on the desk. You got people that have been following uranium nuclear now for years and I feel like it's now all coming to a head. So you have the world nuclear symposium in London.I'm sure you'll be there on September 3rd through through the 5 ...