Monetary Policy & Economic Outlook - 美联储主席承认面临稳定物价（2%的通胀目标）和充分就业的双重困境，通胀高于目标，就业市场疲软 [1] - 美联储降息 25 个基点，被视为风险管理措施，旨在刺激就业增长，但可能加剧通胀 [2][3] - 联邦公开市场委员会（FOMC）对未来利率走向存在分歧，部分委员预计年内不再降息，部分预计需要两次降息，年底利率预期约为 36% [4][5] - 就业市场在过去几个月明显疲软，核心通胀率仍接近 3%，高于美联储 2% 的目标 [7] - 经济存在衰退的可能性，可能由无法预见的“黑天鹅”事件引发 [9][10] Chip Manufacturing & AI - 美国必须成为芯片制造商，不能依赖其他国家，新冠疫情暴露了供应链的脆弱性 [14] - 美国政府鼓励国内芯片制造是件好事，芯片对于国家安全至关重要，例如导弹需要 300 多个芯片 [16][17] - 人工智能资本支出巨大，大量资金投入到数据中心建设中，预计未来 3-5 年内数据中心将陆续投入使用 [19] - 人工智能将走向企业级解决方案，各种人工智能程序将协同工作，需要更连贯的数据和数据库支持，这将引领量子革命，预计到本十年末，量子技术将成为重要组成部分 [20][21]

RT BSCN (@BSCNews)FED’S 0.25 RATE CUT AND WHAT IT MEANS FOR CRYPTO- The Federal Reserve lowered interest rates by 25 basis points on Sept. 17, its first cut since December, but crypto barely moved, as markets had already priced it in.- $BTC traded between $115K and $116K before the announcement. Hours later, it dipped under $115K, then bounced near $117K.- $ETH slipped from $4,600 to $4,430 before reclaiming $4,620. A quick swing, but nothing sustained. Analysts say the cut was “baked in” well before Powell ...

The confrontation comes as Trump seeks to reshape the Fed to be more amenable to his demands to lower interest rates. Here's what to know https://t.co/oDO9o8adzW ...

Hassett offers an endorsement of the Fed’s decision to cut interest rates by 25 basis points, even after Trump and his allies had pressed for a bigger reduction https://t.co/8Xs9silHQJ ...

Well, stocks do typically perform better in the wake of cuts from the Federal Reserve. My next guest has a playbook for how ETF investors can potentially take advantage of any postcut bump. Marissa Anel, Goldman Sachs Asset Management, head of ETF investment strategies, joining me uh now on set for this week's ETF report brought to you by Invesco QQQ.Marissa, thanks for being here. >> Thanks for having me. >> So, I I guess first of all to set the table, we should talk about what the Fed is going to do today ...

Interest Rate Policy - Bank of England maintains interest rates at 4% [1] Quantitative Tightening (QT) - Bank of England slows the pace of QT to £70 billion [1] Bond Market Strategy - Bank of England will sell fewer long-term gilts, with long-dated bonds accounting for approximately 20% of sales [1] Global Bond Market - Adjustments to central bank balance sheets and the handling of long-term rate issuance are occurring globally [2]

The Fed did cut rates by 25 basis points as widely expected and suggesting two more cuts would come by the end of the year. That was kind of the the median consensus call among the committee. Joining us now, Jeremy Seagull, chief economist at Wisdom Tree and Professor Emeritus of Finance at the University of Pennsylvania's Wharton School of Business.Uh Jeremy, it's good to have you this morning. I I guess we can uh you know, if you if you want to just follow the market's verdict, you often don't get a clean ...

BREAKING: 🇬🇧 BANK OF ENGLAND KEEPS RATES UNCHANGED AT 4%. ...

TOM: [SPEAKING INDISCERNIBLY FAST] I'M TOM MACKENZIE IN LONDON. TWO INJUNCTIONS ARE PENCILLED IN BY HAWKISH J. POWELL.THE BOE FACES BOND MARKET CONCERNS. TRUMP MEETS THE U.K. PRIME MINISTER AFTER CELEBRATING WITH THE ROYAL FAMILY. HAPPY THURSDAY, SO A RISK CUT FROM THE FED AND MARKETS GOT 25 BASIS POINTS, BUT NOT FULL VALIDATION.LOOK AT THE DOT PLOT FOR TWO FURTHER CUTS, BUT THIS IS MEETING BY MEETING AND EU EQUITIES ARE ON THE FRONT FOOT. THE FTSE LOOKING TO ADD 2/10 OF 1%, LOOKING AT DEAL FLOW BETWEEN THE ...

Markets fastidiously try to gauge what the Federal Reserve will do with interest rates, but central bank officials’ projections released Wednesday show even they aren’t sure what’s coming next. https://t.co/NlVG8NPgEH ...