on it. Let's bring in Solless Alternative Asset Management Dan Greenhouse joining us now. I mean, you made the argument that you think the Fed absolutely should cut in September and maybe they already should have.>> Yeah, I I that's a that's a correct characterization. I I would take issue with my good friend Steve Leeman in how he frames some of this and a lot of people do this. They talk about uh they frame it as in the Trump appointees think one way and everyone else thinks another.And I don't think that ...

Professor, I'm also really curious to hear your thoughts on the Federal Reserve and the horse race that's developing for who is going to replace Jerome Powell. The Wall Street Journal just reported that Trump has added James Bullard and Marc Summerlin to his list of potential candidates. When you think about what is developing really this sort of dog and pony show in plain sight, and it seems like the market is coalescing to the idea that we're going to get some pretty hefty rate cuts come next May.What do ...

Tariff Impact & Inflation - JP Morgan 认为，行业特定的 Section 232 关税可能比国家特定的关税对有效关税率产生更大的影响，预计稳定在 22% 左右 [1] - 总体而言，预计关税总成本的约 60% 将转嫁给消费者，而公司承担约 40% [2] - 关税成本可能会在今年剩余时间内增加，但明年可能会被减税的一些好处所抵消 [3] - 商品成本可能会继续上涨，但服务领域可能会出现转变，有助于明年年底通胀下降 [4][5] - 增长和通胀通常朝着相同的方向发展，这可能会使明年上半年的通胀保持在高位 [5] Monetary Policy & Labor Market - 如果明年通胀保持在高位，增长加速，即使只是在较短的时间内，可能会进一步将降息推迟到下半年，并且总体而言，降息幅度可能会低于市场预期 [7] - 劳动力市场可能存在更大的复杂情况，明年上半年如果增长略高，可能会延长劳动力市场的寿命 [8][9] - 税收减免将在很大程度上帮助消费，但如果劳动力市场总体疲软，则存在疑问 [9] - 小型企业面临的十大业务问题中，利率和融资成本排名第 10，而劳动力质量排名第 2，劳动力质量高于劳动力成本 [12] - 人口结构变化正在减缓劳动力供应，需求也在变得更加疲软 [13]

>> Hopefully you're watching. But yesterday we spoke with President Trump about Jay Powell's replacement. Joining us now well let's listen.Here we go. >> I have two other people that are doing well. You look it's in the end.There are numerous people that are qualified. No I think that it will be one of four people. >> Are the other to make the.>> Decision soon. >> Joining us now, Krishna Guha, vice chairman at Evercore ISI and the Journal actually has a lead story on what we were talking about, Kristen. And ...

Bond traders are ramping up bets on Fed rate cuts this year as signs of a weakening US economy strengthen the case for lower borrowing costs pushed by Trump https://t.co/PEnrQeCNZ7 ...

All right, welcome back to Worldwide Exchange. As we close in on the 6 a. m.Eastern time hour, a check on a few of the stories we're tracking this morning. San Francisco Fed President Mary Daly says we're moving closer to the need for rate cuts, saying the central bank may have to do more than two cuts. Daily cites growing evidence that the US jobs market is softening and no signs of persistent tariff-driven inflation for that particular call.The Peter Tealbacked crypto exchange, Bullish, is seeking a valua ...

in Ben Emmons, the founder and chief investment officer at Fedwatch Advisors. Ben, I spoke mostly about the stock market there. We talked a little bit about the state of play with regard to rates.On balance, is this a market that is due for some kind of a churn and perhaps consolidation at lower levels. >> Good morning Tom. I think it is because, you know, the tone within the FOMC is really changing after that payroll report.I found it notable when Raphael Bostic was interviewed on CNBC. And just yesterday ...

🇺🇸 FED CHAIR POWELL TO DECIDE RATE CUTS SOON.BULLISH FOR #BITCOIN! 🚀 https://t.co/jcO5cQ1W3v ...

So we have a Fed meeting and then we have a jobs report. Let's start with the Fed meeting. The decision itself, not expecting too many fireworks there.But as always, there's a lot to talk about in that press conference, Julia. Absolutely. There's a lot going on.Of course, Chair Powell will put on his best poker face and reassuring voice and tone, which he's very, very good at, and say that, look, that things are there's a lot of disruption going on so far. You know, you've got a little bit of creeping highe ...

Federal Reserve officials are determined to hold interest rates steady a little while longer, though an increasingly contentious debate at this week’s policy meeting may bolster expectations for rate cuts in the fall https://t.co/1hih9aIncY ...