Inflation & Pricing - Coffee price reaches $9 per cup in NYC [1] - Indicates significant inflation impacting consumer goods [1] Market Trends - Highlights the impact of inflation on daily expenses [1]

Federal Reserve Bank of Cleveland President Beth Hammack said she wants to see inflation lowered further before she’d support a cut in interest rates. https://t.co/TnSy0gVDSd ...

Fed's Stance and Market Interpretation - The market views future tariff uncertainty and negative aspects differently than Fed officials and economists [2] - The market's perspective may have influenced some Fed members' views on the economy's stability and future outlook [2] - Fed officials are primarily focused on economic data, particularly the resilience of the job sector and inflation rates exceeding the Fed's target [3] - The Fed intends to maintain optionality, suggesting potential rate cuts later in the year or in 2026, contingent on data indicating a softening job cycle [4] Inflation and Tariffs - Inflation hasn't significantly changed in the past year and remains below the 2% target [6] - PIMCO anticipates CPI core inflation potentially rising to 35% by the end of the year [8] - Tariff implications are a factor influencing inflation, but the removal of deflationary impacts from earlier in the year also contributes to upward momentum [8] Investment Strategy - Investors should focus on attractive real yields in the front end of the yield curve, despite inflationary concerns [10] - The key question for investors is the outlook for the longer end of the yield curve [10]

OM uh director Russ Vote is calling out Fed Chair Jay Pal, writing in an expost that Pal has grossly mismanaged the Fed. uh Russ Folult uh joins us now and and we'll talk about the the more maybe uh wide ranging uh issues in in terms of uh you know monetary policy then then we can get into I said maybe you know if I could print money Russ you heard what I said I' I might make Versailles I mean I might I'd have servants I'd have uh I don't think I could overspend on my facilities but we we probably don't we ...

Monetary Policy - ECB (European Central Bank) 需要通胀出现显著下行才能考虑再次降低借贷成本 [1]

President Recep Tayyip Erdogan’s chief adviser Yigit Bulut, a supporter of the low-interest rates policies which helped drive Turkish inflation over 80% in recent years, has died https://t.co/ZQX1vPZkoP ...

Bitcoin Principles - Bitcoin is described as moral code, utilizing math for defense [1] - Bitcoin aims to protect against censorship, inflation, and confiscation [1]

St. Louis Fed President Alberto Musalem said he sees upside risks to inflation, but it’s too early to know whether tariffs will have a persistent impact on prices. https://t.co/UbCtXraEaG ...

They Former US Vice President Mike Pence taking a critical stance on President Trump's tariffs. Writing in a Wall Street Journal op ed in the past few months that since the president announced his Liberation Day tariffs, the only thing America has been liberated from is trillions of dollars in investments, a place to say the 48th vice president of the United States, Mike Pence, joins us now for more. Mr.. Vice President, good morning. Good morning. Thanks for having me on.Thank you for being here. I want to ...

Economic Resilience and Uncertainty - The American economy demonstrates resilience despite uncertainty [3] - Uncertainty has settled, influencing market reactions, but the economy is still holding [3] - A Ben Franklin close (pros and cons analysis) is relevant for decision-making [3][4] Fiscal Policy and Business Impact - Companies have certainty regarding tax rates and 100% expensing of equipment [4] - Deregulation and AI are also factors influencing the economy [4] - The budget is settled, providing certainty, despite positives and negatives [6] Tariffs and Inflation - Tariff uncertainty is a key consideration [6] - There is more certainty on the tariff side compared to April [7] - Several months of tariff revenue have amounted to $25 billion to $30 billion [7] - The pricing effect of tariffs is working its way through, but the impact on consumer behavior is not yet significant [8] - Inflationary effects remain a concern [8] - Different entities along the value chain absorb different pieces of the tariff impact [9] - Lower gas prices (under $3) are a significant positive [9] Federal Reserve (The Fed) Policy - The Fed is expected to wait on interest rate adjustments due to inflation concerns [10] - The Fed aims to avoid stagflation [10] - The Fed needs to ensure that any rate adjustments do not lead to renewed inflation [10][11] - Current data does not indicate significant inflation [11]