talking about the economy and maybe what the Fed's going to do. Uh we're going to talk about that, the markets, uh and everything else. Want to bring in David Servos.He is chief market strategist at Jeffre, a CNBC contributor. Uh good morning to you. We'll talk to Austin Goldby later.I'm curious what you thought of what you heard earlier this week from the Federal Reserve and uh what you think it portends and were you surprised that the equity markets actually moved up on the back of this news. You [clears ...

Core Viewpoint - The main concern of the Federal Reserve Bank of Philadelphia President is the state of the job market, while also indicating that current monetary policy should assist in reducing inflation to the Fed's 2% target [1] Group 1 - The job market is highlighted as a primary concern by the Federal Reserve Bank of Philadelphia President Anna Paulson [1] - Current monetary policy is expected to help achieve the inflation target of 2% set by the Federal Reserve [1]

By Michael S. Derby NEW YORK, Dec 12 (Reuters) - Federal Reserve Bank of Philadelphia President Anna Paulson said Friday her main concern right now is the state of ​the job market, in remarks that also said the current state of monetary ‌policy should help bring down inflation to the Fed’s 2% target. “On net, I am still a little more concerned ‌about labor market weakness than about upside risks to inflation,” Paulson said in a speech prepared for a gathering held by the Delaware State Chamber of Commer ...

Group 1 - Global equity funds saw significant inflows of $12.9 billion in the week to December 10, marking the highest weekly net additions since early November [1] - European equity funds led the inflows with $6.4 billion, following a previous week's inflow of $6.47 billion, while U.S. and Asian funds attracted $3.3 billion and $1.3 billion respectively [2] - Sectoral funds experienced a net inflow of $2.13 billion, with notable investments in metals and mining ($889 million), utility ($824 million), and industrial sector funds ($405 million) [3] Group 2 - Money market funds faced outflows of $12.99 billion after a previous week's inflow of $110.4 billion, indicating a shift in investor sentiment [3] - Global bond funds continued to attract interest for the 34th consecutive week, with net inflows of $8.23 billion [3] - Short-term bond funds recorded approximately $2 billion in inflows for the sixth consecutive week, while euro-denominated bond funds attracted $1.9 billion [4] Group 3 - Emerging markets equity funds received $2.78 billion in inflows, extending a buying streak to seven weeks, while bond funds saw a modest inflow of $68 million [5]

Core Perspective - The article discusses the political strategy of Democrats focusing on the concept of "affordability" to critique the economic performance under President Trump, highlighting a disconnect between political messaging and the economic realities faced by many Americans [1][5][6]. Economic Sentiment - Affordability is defined as the ability to meet basic needs without financial fear, such as paying bills and providing for children, which resonates with a significant portion of the population currently struggling economically [4][5]. - The perception of economic hardship is prevalent, with about one-third of the population feeling economically insecure, leading to increased reliance on credit cards for essential purchases [5][11]. Political Messaging - The article emphasizes that political leaders, including President Trump, may be out of touch with the public's economic feelings, as they attempt to portray the economy positively despite widespread concerns [6][7]. - The discussion highlights the challenge for Republicans in addressing economic issues without appearing disconnected from the realities faced by voters [7][10]. Policy Implications - The article suggests that the current administration needs to implement effective policies, such as deregulation and healthcare reforms, to improve economic conditions for average Americans [8][12]. - There is a call for Republicans to propose tangible solutions, such as direct payments or subsidies, to address the economic challenges and counter the favorable perception of existing healthcare policies [9][10].

Treasury yields a little higher this morning after dipping post Fed. They were up, they were down, back up again to 416 for the 10 year, the two years at 353. And joining us right now with his insights on the bond market and the Fed's decision on rates this week is Mark Cabana.He's head of US rate strategy at Bank of America Securities. And Mark, big week. >> It was >> heard a lot from the Fed.We're still trying to figure out what comes next. Um it's a split Fed at this point and we're going to probably hea ...

Core Viewpoint - The Federal Reserve is currently experiencing a divided stance among its members regarding interest rates, influenced by upcoming economic data and the recent government shutdown that has delayed critical reports [2][3][4]. Group 1: Federal Reserve's Position - The Fed is facing challenges in providing clear guidance due to a backlog of economic data caused by the government shutdown, with significant reports on jobs, CPI, and retail sales expected soon [4][5]. - There is a concern about the unemployment rate, which is projected to rise to 4.5%, and any increase beyond that could shift the Fed's tone towards a more cautious approach [6][7]. - The market currently anticipates that the Fed has concluded its rate hikes, but if unemployment continues to rise, the Fed may need to adjust its strategy, potentially leading to rate cuts [7][8]. Group 2: Economic Data and Projections - The upcoming economic data, particularly the unemployment rate, is critical for the Fed's decision-making process, as hiring has slowed and the labor market remains a concern [5][6]. - The Fed's projections indicate a cautious outlook, with expectations that inflation will decrease as tariff effects dissipate, which could allow for future rate cuts [9][10]. Group 3: Treasury and Market Dynamics - The Fed's recent actions, including large-scale asset purchases, are aimed at stabilizing money market rates rather than signaling a shift towards quantitative easing [13][15]. - The Treasury's strategy of issuing more short-term T-bills while reducing long-term issuance is seen as a way to manage duration risk in the market, which aligns with the Fed's objectives [16][18]. - The combination of actions from both the Fed and the Treasury is expected to ease financial conditions, although the Fed maintains that its actions are independent of broader asset price movements [19][20].

Inflation Trends - India's consumer inflation rose to 0.71% in November, up from an all-time low of 0.25% in the previous month, aligning with estimates of a 0.70% increase in the consumer price index [1][2] - The increase in inflation was attributed to higher prices for vegetables, eggs, meat, fish, spices, and fuel, with fuel and light prices rising 2.32% in November compared to 1.98% in October [2] Monetary Policy - The Reserve Bank of India cut its policy rates by 25 basis points, aiming to support economic growth amid a low inflation environment [3] - The central bank projects consumer inflation at 2% for the fiscal year ending March 2026, a decrease from the previous forecast of 2.6% [3] - The RBI's monetary policy meeting indicated a continued focus on supporting growth, with Governor Sanjay Malhotra emphasizing a proactive approach to meet the economy's productive requirements [4] Economic Outlook - HSBC Research suggested that weaker growth, prolonged low inflation, and tight fiscal policy may necessitate supportive monetary policy in 2026 [5] - Exports to the U.S., which constitute about 2% of India's GDP, have seen a decline, with a significant drop of 8.5% in October, leading to concerns about job losses in labor-intensive sectors [6][7] - The Indian rupee has been trading at record lows against the dollar, falling below the 90-rupee-per-dollar mark, amid declining exports and lack of trade agreements with the U.S. [7]

shayjo21/TikTok Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. A mom on TikTok has gone viral for her stance on getting a second job to survive as inflation burns holes in Americans’ bank accounts. The TikTok creator by the name of @shayjo21, or simply Shay, posted a now-viral video with the caption: “$100,000 a year is the new $50,000 a year #fixitjesus.” In the clip — which was viewed more than 1.7 million times and amassed over 207,000 likes and 6 ...

Core Points - The article discusses the Democratic Party's struggles with inflation messaging, highlighting how their own charts inadvertently showcase failures during the Biden administration, particularly regarding rising electricity and utility prices [1][4][5] - It emphasizes that a significant portion of price increases, specifically 88%, occurred under Biden's presidency, contrasting it with the relatively low inflation of about 2% during Trump's first term [5][10] - The article also touches on the issue of "debanking," suggesting that federal regulators under Biden pressured banks to limit services to certain industries, which has been a point of contention [12][14][18] Group 1: Inflation and Utility Prices - The article points out that Democratic leaders, including Senator Chris Murphy and Chuck Schumer, have misinterpreted charts that reflect rising utility prices, attributing them incorrectly to Trump rather than acknowledging Biden's administration [1][2][4] - It notes that states governed by Democrats, such as New York and California, have the highest electricity prices, often two to three times higher than those in Republican states [7][8] - The article argues that the facts regarding inflation and utility prices are more favorable to Republicans, as they highlight the significant increases under Biden's administration [4][5][10] Group 2: Debanking and Regulatory Pressure - The article discusses a study indicating that major banks engaged in debanking practices, which were allegedly influenced by federal regulators under the Biden administration [12][14] - It suggests that the regulators pressured banks to limit services to certain industries, including firearms and fossil fuels, which the Biden administration has been critical of [14][18] - The article concludes that the issue of debanking may be less relevant moving forward, as it implies a shift in regulatory approach under a potential Trump administration [18][19]