Monetary Policy

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Why there is 'no obvious reason' for lower interest rates
CNBC Television· 2025-08-12 16:00
Should rates be lower. It is difficult to make the case of that at the moment in my view because uncertainty about a future inflation. You know the so far the pass through of tariffs into higher prices has been very modest but we're still in early stages in the long list of issues regarding uncertainty.Inflation is high among that list. So that would be in line with what chairman Powell has been pointing to on data dependence in the course policy. You know the signs that there is this overwhelming weakening ...
Kansas City Fed president: Modestly restrictive policy stance remains appropriate for time being
CNBC Television· 2025-08-12 15:26
And we've got actually more Fed headlines related to all of this just hitting. Steve Leeman here with that. Steve.>> Yeah. Another wrinkle in the conversation. Kansas City Fed President Jeff Schmidt kind of hawkish here says retaining a modestly restrictive policy stance remains appropriate for the time being.He supports a patient approach to changing policy. Schmidt is a voter this year from Kansas City. He says growth remains solid, inflation remains too high, and policy should remain modestly restricted. ...
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 12:44
Norway’s housing starts reversed some of their recent gains in the second quarter ahead of the central bank’s pivot to easing, strengthening the case for more reductions in borrowing costs https://t.co/Y2bu2LQ4up ...
投资者推介 - 全球经济展望-Investor Presentation-Global Economy Outlook
2025-08-11 01:21
August 8, 2025 07:27 AM GMT Investor Presentation | Japan M Foundation Japan Summer School: Global Economy Outlook Our Global Macro View: Which Economic Indicators Matter? Understanding the global economy requires careful interpretation of various macroeconomic indicators. In this session, we will share our global macro outlook and explain how we assess the significance of key economic data. Morgan Stanley MUFG Securities Co., Ltd. Chiwoong Lee Principal Global Economist Chiwoong.Lee@morganstanleymufg.com + ...
X @Bloomberg
Bloomberg· 2025-08-08 10:36
The road to lower interest rates in the US is turning smoother, but some sizeable bumps remain https://t.co/8BMkoCFPj2 ...
Central Bank Mood Divergence Should Support the Pound: 3-MIN MLIV
Bloomberg Television· 2025-08-08 08:38
We haven't really talked about the Bank of England decision yet. Yesterday, an astounding two rounds of voting. This also coincides with a bank cycle, a vote that was also a split vote.Seems like monetary policy is not clear on what to do here. Now, I think uncertainty is one of the key words that we're hearing all around at the moment. Bank of England yesterday, they really couldn't decide.It was a very, very finely tuned decision, as Andrew Bailey has it afterwards with, you know, you had quite of the Mon ...
X @Bloomberg
Bloomberg· 2025-08-08 06:44
Hungary’s inflation rate dropped less than expected due to rising food and energy costs, bolstering arguments for the central bank’s monetary-policy caution https://t.co/a8aKUYwZii ...
Goldman's Kaplan on Labor Data, Yields and Fed Rates
Bloomberg Television· 2025-08-07 15:16
What do you think about Friday was a whole mess of crazy news, starting with the jobs number, but then firing the BLS chief And yeah, how bad is the labor situation. So we felt and I've been saying for some time that hiring is down to stall speed. That's been true, I think, for the last few months.The reason the unemployment rate is so low is not that businesses are are firing. They're not, but they're not hiring either. And so and we're losing labor supply because of the immigration policies.So I agree wit ...