My view is that services inflation is the most persistent and sticky part of inflation. A lot of my view about services inflation is driven by the housing sector as shelter costs are the largest cost for most families. My view about shelter inflation as I said is driven by two things as I said in the speech.One, the fact that average rents have finally caught up to market rents, meaning the catch-up period is done. You know, people don't reset their leases every day. They reset every year, every couple of y ...

Federal Reserve Vice Chair Philip Jefferson on Friday repeated his concerns that the central bank is juggling both a softening labor market at the same time that inflation remains above target https://t.co/ZkkQzhTXWC ...

Core Insights - Warren Buffett's significant cash reserves raise questions about his investment strategy and market outlook, particularly regarding stock valuations and potential economic downturns [3][4] - Buffett emphasizes the importance of investing in businesses with durable competitive advantages and understanding investments to mitigate risks [8] Group 1: Cash Reserves and Investment Strategy - Buffett's cash reserves reached $347.7 billion by the end of Q1 2025, prompting speculation about whether he believes stocks are overvalued or is preparing for a major acquisition [4] - Analysts interpret Buffett's cash hoarding as a "risk-off" mindset, which may signal concerns about the economy and market conditions [3] - Buffett has expressed caution regarding cash as a long-term asset, highlighting its diminishing purchasing power due to inflation [5][4] Group 2: Investment Opportunities - Investing in stocks is a primary focus for Buffett, who has historically built his wealth through equities, particularly U.S. stocks, and remains confident in their long-term value [7] - Real estate is presented as a reliable hedge against inflation, with property values and rental income typically rising during inflationary periods [10][11] - Gold is highlighted as a safe haven asset, with prices surging by 27% in 2024, reflecting its appeal during economic uncertainty [16][15]

European Central Bank President Christine Lagarde suggested that she’s comfortable with the current policy settings as inflation in the euro area remains broadly stable https://t.co/rPuN2X9vQl ...

Federal Reserve Governor Stephen Miran said he’d amend his inflation view if housing costs unexpectedly jumped, conceding that his out-of-consensus opinion isn’t necessarily set in stone https://t.co/7h3lTi4k4k ...

Monetary Policy - Federal Reserve Bank of Chicago President Austan Goolsbee suggests officials should proceed carefully with rate cuts [1] - The Federal Reserve faces pressure regarding both inflation and employment goals [1]

Pressure is the key word there. Just how much pressure is being sustained by not just the employees who are not getting paid, but also the companies out there who could see some real impact on their business. >> Well, good morning, Dom.Yeah, you have this situation, but you also have an economy that is stuck in neutral right now. You've got the consumer confidence index which is drifting down. It took another ratchet point down on the present situation.So, people are worried about their jobs. You've got CEO ...

Monetary Policy - Dallas Fed President Lorie Logan will approach additional rate cuts very cautiously [1] - Inflation risks remain more prominent than the threat of higher unemployment [1]

The Bank of Canada considered holding interest rates steady in September amid trade uncertainty and stronger consumption, but opted to cut given signs of a weakening economy and tamer core inflation. https://t.co/AEEqtANhsw ...

"I'm going to disagree with you"State Street's Yie-Hsin Hung says inflation hawks "have it wrong" as Franklin Templeton’s Jenny Johnson says markets are "optimistic" on the number of Fed cuts #BBGWomenMoneyPowerhttps://t.co/D71n0UVSBN https://t.co/9R59jc7yQo ...