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Progression towards higher inflation may be happening right now, says Morgan Stanley's Jim Caron
CNBC Television· 2025-07-30 19:00
to our panel on this. So, we got what we expected, Francis. We got no cut.Okay. We got two descents from Fed governors. First time since 1993, before you were born even.Okay. I wish this this descent happened. What is Jerome Powell going to do at the next few meetings.Cuz he's on his way out and his legacy is I don't want to say on the line, but what he does is kind of how we're going to remember him because that's how things work. I might take a step back and say there's so much focus right now on Chair Po ...
X @Crypto Rover
Crypto Rover· 2025-07-30 18:39
💥BREAKING:POWELL SAYS FED HASN’T MADE ANY DECISIONS ABOUT SEPTEMBER MEETING. https://t.co/mC41h1r6A0 ...
X @Watcher.Guru
Watcher.Guru· 2025-07-30 18:30
LIVE: Fed Chair Jerome Powell FOMC Press Conferencehttps://t.co/yjNr1PFf04 ...
X @Bloomberg
Bloomberg· 2025-07-30 18:24
RT Bloomberg Opinion (@opinion)@Claudia_Sahm @AllisonSchrager “The framework we’re gonna get this August is gonna look really similar ... It could disappoint in terms of where the Fed is headed,” says @Claudia_Sahm 🎥https://t.co/VrIJWN8ERR ...
X @CoinDesk
CoinDesk· 2025-07-30 18:10
LIVE: Jerome Powell at the FOMC After Fed Keeps Rates Steady https://t.co/6qFrHHGFmL ...
Trump's Fed pick will follow orders from the White House, Paul Krugman says
Yahoo Finance· 2025-07-30 16:20
You wrote about the the Fed recently and you talked about kind of explained how the Fed works. So I'm curious what you think is the biggest public misunderstanding about the Fed's function. Well, right now it seems to be the idea that um lower interest rates are a reward for good behavior, right.the if you listen to Trump, listen to some of the Republicans in Congress is they're saying, "Well, we should have lower interest rates because the US economy is doing great and uh you know that's a disputable thing ...
X @Watcher.Guru
Watcher.Guru· 2025-07-30 15:14
JUST IN: 🇺🇸 Treasury Secretary Bessent says he is not expecting the Federal Reserve to cut interest rates today. https://t.co/OiMuqvisrL ...
Eric Cantor on the M&A environment, the Fed's inflation fight and Pres. Trump's trade agenda
CNBC Television· 2025-07-30 12:58
Our next guest will weigh on uh weigh in on the deal environment, the Fed and more. Joining us now, Mullis and Company, Vice Chairman, Eric Caner. He of course a former Congressman uh of Virginia, served as House Majority Leader.Uh you you're like a Renaissance man. I could ask you anything. I know that from uh DC to the halls of uh Wall Street.I'll talk I'll start let's start with deals. Andrew loves uh talking about deals whether they're happening or not. I in the guilded age, George Russell and it's like ...
Schein: AI is alive, well, and strong—AMD is giving Nvidia a run
CNBC Television· 2025-07-29 11:30
Market Trends & Trade Developments - Trade developments are being taken in stride by the markets, with a focus shifting towards earnings, the Federal Reserve, and jobs reports [2][1] - Uncertainty remains a key characteristic of the market, but trade deals are progressing, earnings are strong, and consumer spending is holding up [3] - Overall earnings are broadening out, which is healthy for the marketplace [7] Investment Strategy & Opportunities - Investors need a strategy in an uncertain market [2][3] - Strategy should involve keeping cash and locking in higher rates before the Federal Reserve potentially lowers interest rates in the latter half of the year [4] - Healthcare sector has been lagging year-to-date, potentially representing a value play [6] - AMD is highlighted as a pick due to its upside potential in the AI trade [7][8] Company Performance & Analysis - UnitedHealth Group (UNH) reported earnings of $48 per share, which was $0.40 below estimates, with revenue slightly ahead of estimates at $1116 billion (111.6 * 10^9) [5] - Despite missing on EPS, UNH stock is moving higher, possibly indicating a bottoming in the healthcare sector [5][6] - AMD increased the pricing of its MI350 chip (rival to Nvidia's Blackwell) by 67%, from $15000 to $25000, indicating strength in the AI space [8][9]