Trade Deals & Tariffs - Anticipation of numerous trade deals in the near future, with potential announcements increasing as the July 9th deadline approaches [1][2] - The impact of tariffs is already being felt, with potential for significant economic consequences if tariffs escalate, such as a possible 30% tariff with the EU by August 1st [4][6] - Companies have been managing supply chains and stockpiling goods to buffer against uncertainty, but this strategy has limitations in protecting against higher prices [8] - The market's reaction to Trump's tariff policies has been inconsistent, with a perception that the Fed will intervene to mitigate any negative impacts [10][11][12] Economic Impact & Political Concerns - Concerns exist regarding the inflationary impact of a large bill passed by Republicans, potentially leading to a deficit and a perception of America as an unsafe investment [13] - There is worry about stagflation in the coming year, with no forecasters predicting a positive economic outlook in terms of prices and inflation [14] - The legality of tariffs is being challenged, with arguments that Congress is abdicating its responsibilities regarding trade [15][16] - A poll indicates that even among Republicans, raising tariffs is unpopular, with only 40% favoring the measure [17]

Economic Outlook & Political Sentiment - The speaker expresses strong bullishness about the future of America, citing the current administration's ability to "get things done" [4][5] - There is optimism that economic growth could lead to increased tax revenues, potentially mitigating concerns about inflation and the deficit [10] - The speaker acknowledges concerns about anti-Semitism, particularly among young people, and expresses vocal opposition to it [8] Company Performance & Strategy (Implied - Invamemed Associates & Langon Medical Center) - The speaker expresses immense satisfaction with the Langon Medical Center, highlighting its success and leadership [12] - Other medical institutions are seeking guidance from Langon Medical Center on their success [13] - 26 years ago, the medical center was ranked 68th or 69th, implying significant improvement since then [13] Geopolitical Observations - The speaker believes the world is moving more towards America's direction and views the strike in Iran as a symbolic demonstration of American resolve [7]

RT Bloomberg Opinion (@opinion)@JonathanJLevin @nirkaissar @AllisonSchrager “This economy — I just don’t get it. It seems impervious to policy,” says @AllisonSchrager.“Which we should be happy about! But as an economist, I’m kind of disappointed.”Tune in for CPI Day analysis 📊https://t.co/tMkwc5FRuz ...

Market Sentiment - Consumer sentiment has tanked since Donald Trump returned to power [1] - Share prices have experienced turbulence [1] Economic Indicators - Other measures of the economy have remained strong [1]

Economic Outlook - FHFA Chairman suggests Jerome Powell's resignation would benefit America [1] - The economy is predicted to "boom" [1]

Tax Policy & Economic Growth - The new tax policy allows companies to immediately write off 100% of the cost of new equipment in the year of purchase, instead of depreciating it over several years [1][3][4][5] - This 100% expensing is considered a significant pro-growth component of the tax bill, incentivizing equipment purchases, boosting manufacturing, and creating jobs [4][5][11][13] - Senator Langford argues that full expensing is beneficial to the economy and businesses, especially small businesses and manufacturers, by improving their cash flow and reducing the need to borrow money for taxes [3][4][7] Deficit & Budgetary Impact - The Congressional Budget Office (CBO) scores the 100% expensing as a deficit increase due to its 10-year window scoring method, which doesn't account for depreciation beyond that period [6] - However, in real terms, the policy doesn't necessarily affect the actual deficit, as the depreciation would occur regardless, either in a single year or spread out over multiple years [9] - Other tax cuts, such as those on tips and overtime, are not considered as progrowth as the full expensing policy, although they provide tax relief to specific groups [10][11][12]

From @WSJopinion: Democrats can embrace the need to address the people’s angst about the economy and affordability, without embracing the socialism of Mamdani or the extremism of Trump, writes @Tom_Suozzi https://t.co/8yKLmMs5B3 ...

Political Stance - Democrats can address economic anxieties and affordability concerns without resorting to socialism or extremism [1] Key Figures - Mentions Mamdani's socialism and Trump's extremism as opposing ideologies [1]

report. Joining us right now is Roger Ferguson, former vice uh Fed vice chair as well as a CNBC contributor. Good morning to you.Uh before we get into it, just your reaction to the jobs number. Do you put this in a good category. We had Steve Leeman who found a couple of holes in it.What's your what's your thought. Uh look, overall a very good category. The unemployment rate coming down always very helpful.You know, the job creation number after the ADP surprise uh yesterday very welcomed. I'm not sure I ag ...

And Ryan, I was struck. Goldman just tweaked their forecast for uh you know, their Fed forecast for for rate cuts. Now they think we could get one in September because the inflation numbers on from tariff have been less uh dramatic than they expected.So all of a sudden, you throw in there the possibility of a near-term rate cut. I have to imagine that would contribute to a positive outlook on equities. Kelly, you're right.Thanks for having me back and happy Monday, everybody, and congrats on number six. Uh, ...