Treasuries pared declines after Federal Reserve Governor Christopher Waller, who’s under consideration to become chair of the central bank, reiterated his dovish views on US interest rates https://t.co/MFA1X5nPqI ...

you're going to uh be meeting with the president later today. And first of all, yeah, it's what that we reported that. Um I want to thank you for continuing to keep your appointment at this for this conversation, which other people might have otherwise.Uh but um I'd like to say the president called me into a pre-in, but that's not precisely what happened. The president has said that he thinks he ought to have a say in interest rates. Um I imagine he might say that to you. I wonder if you might share your re ...

The Kelsey prediction markets agree by the way with Hasset now back ahead of former Fed Governor Kevin Worsh who took the lead I think just this week. Hasset leading the odds today with a 53% chance of getting the nod. Worsh down to 34.While the market debates which Kevin could win the horse race, we wanted to ask what would be the real difference between them as far as the market can discern. Let's bring in Dan Clifton. He's head of policy research at Strategus.Dan, the task goes to you. I'm sure everyone ...

RT James Hunt (@humanjets)So you're telling me there's a chance?@BitwiseInvest CIO @Matt_Hougan predicts bitcoin will defy the historical 4-year cycle and set new all-time highs in 2026, pointing to the diminishing impact of successive halvings, expectations for falling interest rates, and a reduction in leverage-driven blowups following October's record liquidations and improving regulation.Read the full story on @TheBlock__ ⬇️ ...

The Bank of Japan is widely expected to raise its key rate on Friday — the path ahead gets murkier https://t.co/Uw7LkTZq5t ...

Fed Policy & Economic Outlook - Potential Fed chair candidate's willingness to discuss Fed plans with the President raises concerns about Fed independence [2][3] - An independent Fed chair is crucial, even if it goes against political interests [4] - Supreme Court emphasizes the need for Fed independence [5] Tariffs & Trade - Supreme Court's decision on tariffs could significantly impact the economy, potentially requiring paybacks or halting tariffs [5][6] - The uncertainty surrounding tariffs is a major concern for businesses [7][21] - Tariffs can protect domestic industries, such as the automobile industry, from foreign competition [22][23][24] AI & Economic Growth - The current administration is increasingly focused on being known as the "AI president" [8] - AI investment is significantly boosting the US economy, potentially masking flat GDP growth if removed [14][15] - AI-related investments are benefiting various sectors, including construction, energy, and real estate [15] - A significant portion of stock market returns, particularly in the NASDAQ, is driven by a few AI-related companies [17] - The AI boom and the current administration's policies are closely linked, potentially creating a "bubble" [18] Political Implications of AI - There is a lack of coherent messaging from the White House regarding AI, leading to public concerns about data centers, electricity bills, job displacement, and children's exposure [11][12] - Politicians are starting to recognize the potential downsides and political risks associated with AI [13]

Federal Reserve Leadership - The president was considering Hasset and former Federal Reserve Governor Worsh to run the Fed [1] - There was speculation and pushback regarding Hasset's potential nomination, with concerns about his close ties to the president [5] - Chris Waller is considered a strong candidate by some due to his knowledge of monetary policy [5] Market Reaction - Poly Market showed Hasset surging as a potential candidate [3] - The 10-year yield increased approximately 20 basis points when Hasset seemed likely to be chosen [6] - Yields went down after the president mentioned Hasset on Air Force One [7] Fed Communication and Independence - The Treasury Secretary and the Fed chair may discuss the economy and inflation outlook, but it's uncertain if they discuss interest rates directly [12] - Some Fed chairs believe it's inappropriate to discuss interest rates with the administration or even meet with the president [13] - Powell waited for an invitation to meet with the president and they apparently did not discuss interest rates [14]

The president and the next Fed chair may want to lower interest rates, says @allisonschrager, but concerns about the economy and the national debt will keep long-term rates high (via @opinion) https://t.co/bT0dGzk4YG ...

🇺🇸 NEW: Kevin Hassett, frontrunner for Fed chair, says Trump's views on interest rates will hold "no weight" at the Fed. https://t.co/oCFhKibjlk ...

JUST IN: 🇺🇸 President Trump says interest rates should be 1% or lower next year. ...