Arthur Hayes said the concurrent weakening of the yen and rise in JGB yields signal structural stress in Japan that could prompt intervention by the U.S. Treasury and the Federal Reserve, with the New York Fed acting as the operational arm. He added that such intervention would effectively inject liquidity, easing pressure on U.S. Treasury yields and, if accompanied by an expansion of the Fed’s balance sheet, potentially providing short-term support for risk assets including Bitcoin. https://t.co/LB4bi6WAhw ...

Hello everyone, Ray Dalio's predicting a breakdown of the global world order. Gold continues rallying higher. The potential next Fed chair wants to cut interest rates by 100 basis points. And we have new data that shows economic freedom makes a country rich. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. We currently have 42,151 different people who have hit the subscribe button. But you, you sitting right there who hasn't hit the button yet, you're ...

POTENTIALLY HAVE AND I FROM THIS ADMINISTRATION. JONATHAN: THEY MADE THEMSELVES EASY TO FIND. LET'S TURN TO THE FEDERAL RESERVE, TRADERS TURNED TO THE FIRST CENTRAL-BANK DECISION OF THE YEAR.JOINING US NOW IS ENDA CURRAN. SOME POTENTIAL SPIES IN THIS NEWS CONFERENCE GIVEN CHAIRMAN POWELL'S ASSERTIVE POSTURE TOWARD THE WHITE HOUSE. ENDA: A LOT OF POLICY AND POLITICS. A LOT OF INTEREST AROUND ANY FRESH COMMENTARY AROUND THE NEUTRAL RATE.WHERE ARE THEY IN THE LABOR MARKET. DO THEY THINK THE LABOR MARKET WILL S ...

SHERY: THIS IS "THE ASIA TRADE." AVRIL: THE TOP STORIES THIS HOUR, THE U.S. FACING A POTENTIAL GOVERNMENT SHUT DOWN AS DEMOCRATS THREATENED TO BLOCK SPENDING AFTER A SECOND DEADLY SHOOTING BY ICE AGENTS IN MINNEAPOLIS. THE YEN HITTING A FIVE-WEEK HIGH WITH TRADERS ON INTERVENTION ALERT. PRIME MINISTER TAKAICHI WARNING OF ALL NECESSARY MEASURES AMID SIGNS OF POSSIBLE U.S. BACKING.ALSO AHEAD, PRESIDENT TRUMP THREATENS CANADA WITH 100% TARIFFS IF IT MAKES A TRADE DEAL WITH CHINA. AND WE BEGIN OUR LIVE COVERAGE ...

Core Viewpoint - Policymakers are balancing the potential growth risks from tariffs with inflation pressures in the current economic environment [1] Central Banks and Interest Rates - The Federal Reserve and several other central banks are expected to maintain current interest rates amid global economic tensions, with a focus on the implications of previous rate cuts [5][7] - The Federal Reserve is likely to hold rates steady after three consecutive cuts, allowing time to assess the impact of these reductions [7] - Central banks in Brazil, Canada, and Sweden are also anticipated to retain their current settings, reflecting a cautious approach to monetary policy [5] Global Economic Context - Kristalina Georgieva, head of the IMF, highlighted the increased vulnerability of the global economy, indicating a shift from previous stability [2] - Central banks worldwide are responding to a tense global backdrop, including market volatility in Japan and ongoing trade tensions [2][4] Inflation and Economic Data - Recent data indicates a decline in the US unemployment rate while inflation remains above the Fed's target, potentially supporting a pause in the easing cycle [8] - Upcoming economic reports, including the producer price index and consumer confidence, are expected to provide insights into inflation trends and economic momentum [9] Regional Focus - In Canada, the Bank of Canada is expected to maintain its policy rate at 2.25%, emphasizing slower growth and uncertainty related to trade agreements [10] - Australia is set to release inflation data that may influence the Reserve Bank's upcoming rate decision, with expectations of a year-over-year increase of 3.6% [12] - Japan's inflation data is also anticipated, with forecasts suggesting a slowdown to 2.2%, indicating persistent underlying price pressures [13][14] Latin America and Trade Policy - Brazil's central bank is expected to begin a multi-year easing cycle, although immediate changes are not anticipated [23] - Colombia's central bank is likely to respond to a significant minimum wage hike with a rate increase, reflecting rising inflation expectations [27] - External factors, particularly US trade policy and the review of trade agreements, are influencing the economic outlook for Latin America [26]

Core Viewpoint - The U.S. Supreme Court justices show hesitation in granting President Donald Trump's request to allow him to immediately remove Federal Reserve Governor Lisa Cook, indicating a complex legal situation ahead [1] Group 1 - The Supreme Court's eventual ruling may not provide a comprehensive victory for Cook, suggesting potential limitations on her position despite the current reluctance to grant the request [1]

🚨 HUGE: Hayes says Fed dollar printing to prop up the yen would be very bullish for $BTC. https://t.co/Gk2nk9oAvI ...

U.S. Treasury Secretary Scott Bessent criticized the Federal Reserve for several ethical lapses and policy missteps, which he said have resulted in losses amounting to several billion dollars a year. Bessent Slams Fed’s ‘Mistimed Asset Purchases’ On Tuesday, Bessent said the Federal Reserve was losing $100 billion a year due to “mistimed asset purchases,” referring to the operating losses linked to bond purchases made during the pandemic and the sharp increase in interest rates that followed, during an i ...

The U.S. Supreme Court heard arguments on Wednesday over President Donald Trump's attempt to fire Federal Reserve Governor Lisa Cook. Here are some takeaways from the arguments in the case, a crucial test for the central bank's independence. ...

Core Viewpoint - The U.S. Supreme Court is preparing to evaluate President Donald Trump's attempt to dismiss Federal Reserve Governor Lisa Cook, which raises questions about the extent to which the justices will go to maintain the independence of the central bank [1] Group 1 - The case represents an unprecedented challenge to the authority of the President over the Federal Reserve [1] - The outcome may have significant implications for the future governance and operational independence of the Federal Reserve [1] - The justices' decision could set a precedent regarding the limits of executive power in relation to independent regulatory agencies [1]