Fed's Kashkari sees 2 more rate cuts this year, plus factors impacting Fed easing

分组1 - Newly appointed Federal Reserve Governor Steven Myron advocated for a larger rate cut at the recent FOMC meeting, suggesting a half percentage point cut instead of the quarter point cut agreed upon by his colleagues [2][4]. - Myron does not perceive significant inflation from tariffs and believes that maintaining interest rates at restrictive levels could harm the labor market [2][3]. - He has projected a total of six rate cuts for the year, including the recent one, indicating a proactive approach to monetary policy [3][4]. 分组2 - The upcoming week will feature multiple speeches from FOMC members, including Myron, which may provide further insights into their economic outlook and policy direction [8][9]. - Morgan Stanley's chief US economist, Michael Gapen, noted that the Fed is recalibrating its stance towards a more neutral policy, anticipating two additional rate cuts by the end of the year [14][19]. - Concerns about the labor market's weakness and inflation persist, with Gapen highlighting the potential risks associated with tariffs and their impact on corporate labor decisions [22][23]. 分组3 - Core Weave's stock is experiencing a rise following a buy rating from Loop Capital, which emphasizes the company's strong ties to major AI providers like Microsoft [26][27]. - The nuclear energy sector is gaining attention due to a new cooperation agreement between the US and UK, with projections indicating a significant market potential of $10 trillion by 2050 [31]. - Fiverr's stock received an upgrade from BTIG, with analysts noting the company's restructuring efforts and potential cost savings, despite challenges posed by the gig economy and AI advancements [34][36].