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White House's Navarro on CPI, Tariffs and Labor Data
Bloomberg Television· 2025-08-12 21:57
I want to start with you on CPI today, the big day for data. First, are you buying these numbers because these are from BLS. Yes, I'm buying the numbers and I want to amplify a little bit.Would Romain said this wasn't a bad report or just an okay report is a very good report. Let me explain the quirk. The CPI came in at 2.7%, which seems significantly above target.But in fact, the Federal Reserve uses another gauge called the Personal Consumption Expenditures Index. We love the piece. That one runs to 2.2%, ...
US Core CPI Picks Up on Services
Bloomberg Television· 2025-08-12 16:06
The United States has the best government data in the world by a lot, and there are dedicated civil servants who literally go around the country checking prices in every community of every variable and making sure the data is as clean and reflective of what's really happening as they can. My textbooks say you're going to be nuts. You can't cut rates given a two or three ish three month annualized inflation.Do you see any sense of transitory in these statistics. I think we're in a new regime for inflation. I ...
X @Forbes
Forbes· 2025-08-12 14:14
Consumer prices rose slower than expected last month as President Trump’s tariffs gripped markets, according to federal data released Tuesday, as hope remains for a possible interest rate cut by the Federal Reserve. (Photo: Brandon Bell via Getty Images)https://t.co/wjXdJunn2f https://t.co/PaS605y4Cc ...
Former St. Louis Fed Pres. Jim Bullard: The Fed could cut 100 basis points in the next year
CNBC Television· 2025-08-12 13:25
Well, you heard us talk about it. Our next guest has reportedly uh been added to the short list, President Trump's short list on Fed Chair Pics, former St. Louis Fed President James Bullard. He's now the dean of Purdue University Business School, longtime friend of the show, and I I when I heard the news, Jim, I said, "Well, I don't know if he's a hawk or dove. I just know he's really smart, and I've known you a long time, and I've been out to the St. was fed with you and everything else and I think you'd b ...
X @Bloomberg
Bloomberg· 2025-08-12 12:52
RT Bloomberg Opinion (@opinion)@JonathanJLevin @KRooneyVera @AllisonSchrager “If people lose their jobs or fear they’re going to lose their jobs and at the same time are paying sky high rates or can’t get a loan ... that’s a recipe, in my view, for disaster,” says @KRooneyVera.“The Fed should probably get going here.”https://t.co/2Xeig7Su8A ...
X @Bloomberg
Bloomberg· 2025-08-12 12:43
RT Bloomberg Opinion (@opinion)@JonathanJLevin “At the end of the day, the labor market is weakening,” says @KRooneyVera.“But we’re not at the point where the Fed has to rush a huge cut. They’ll probably go with 25 [basis points] in September.”https://t.co/2Xeig7Su8A ...
X @Bloomberg
Bloomberg· 2025-08-12 12:42
RT Bloomberg Opinion (@opinion)@JonathanJLevin Will the Fed adjust its inflation target?Tune in for live CPI analysis 🎥https://t.co/2Xeig7Su8A ...
Bullish Treasuries Drivers are History: 3-Minute MLIV
Bloomberg Television· 2025-08-12 08:17
Mark, does CPI matter. CPI really matters today. As you know, Guy, I quite often provide context that you shouldn't read too much into one print.But I think if CPI clearly beats today and it doesn't necessarily matter whether that comes to the headline or the core. But if the set of data is overall clearly strong, I think it can really wreak havoc in markets. I think it disrupts both stocks and bonds, and that's because it'll simultaneously disrupt two important narratives at the moment in markets.One is it ...
