Group 1 - The holiday shopping season is experiencing a significant decline in temporary Christmas hiring, with retailers expected to hire only 265,000 seasonal workers, down from 442,000 in 2024, marking the lowest pace since 2012 [7] - Walmart's limited-edition "Mac Friday Box," containing 65 boxes of Kraft Mac & Cheese, sold out within seconds at a price of $19.37, which is 75% off the regular price, indicating high consumer interest in novelty items [4][5] - US tariff revenues reached a record high of over $31 billion in October, although this is insufficient to address the federal government's fiscal challenges, where 24 cents of every tax dollar goes to interest on the debt [11][14] Group 2 - Recent inflation data shows core prices increased by 3% year-over-year in September, the lowest inflation level entering the holiday shopping season since 2020, suggesting a potential easing of consumer price pressures [7] - The average American's purchasing power, when adjusted for gold, has decreased by 77% since 1998, highlighting the long-term impact of inflation on real income [20] - The performance of major asset classes year-to-date through November 30 shows gold up 61%, silver up 101%, and gold miners up 140%, indicating strong interest and investment in precious metals amidst economic uncertainty [26]

the last one with Allieville, she starts right now. Hey, Allie. There was so much great stuff in your show tonight, but I'm important to play that Dan Bongino clip, right? Where he just says it out there. It's like, yeah, I used to have opinions that weren't based in fact, and now I'm the deputy director of the FBI, so I have to be based in fact, but one day I'll be back in that. It's like, what are you talking about? I'm taking a brief hiatus from pushing conspiracy theories for profit. That was weird. Jus ...

Core Viewpoint - The upcoming Federal Reserve meeting is highly anticipated, with expectations for a rate cut due to recent economic data indicating job losses and stable inflation [1][3]. Economic Data - A loss of 32,000 private sector jobs is highlighted as a significant concern, while the Personal Consumption Expenditures (PCE) inflation data met expectations, preventing further pressure on the Federal Reserve to maintain high rates [2][3]. - Current working capital loan rates for small businesses range from 8% to 12%, which is challenging for their growth and hiring capabilities [2][3]. Federal Reserve Expectations - There is a strong expectation for the Federal Reserve to cut rates in the upcoming meeting, with discussions around a potential 50 basis point cut if inflation had shown a more significant downturn [3][4]. - The Federal Reserve appears to be prioritizing the labor market over inflation concerns, especially in light of recent job losses [4]. Economic Outlook - Optimism is expressed regarding the U.S. economy, with projections of growth rates closer to 4%, which is considered robust [8]. - The anticipated economic benefits from tax policies and increased productivity from AI are expected to manifest strongly in the first and second quarters of the following year [5][8]. Leadership Considerations - Kevin Hasset is viewed as a strong candidate for the next chairman of the Federal Reserve, with a focus on supply-side economic policies that align with the Trump administration's agenda [10][11]. - Concerns exist regarding Hasset's close ties to the president, but his economic perspective is seen as beneficial for addressing disinflationary pressures [9][10].

If uh real growth rates start accelerating now uh we believe inflation will come down. Many people assume that growth means inflation. That's absolutely wrong.When real growth has picked up, inflation comes down mostly because of productivity gains. And as you know, we think that the productivity gains in this cycle are going to be outsized and sustainable. The convergence between and among those technologies we think is going to be highly deflationary.Deflationary in the good sense of the word word. When y ...

Inflation is under control, or at least it was in September. Plus, Netflix gets old school. ...

On the December episode of ITK, ARK CEO/CIO Cathie Wood explains why ARK believes we’re on the verge of a major liquidity turn from both fiscal and monetary policy – and why that could lower inflation over the next few years. She walks through the data on tax cuts, money growth, yields, and productivity, and explains why the market’s “wall of worry” may be setting up one of the strongest bull markets yet. Key Points: 00:00:00 Opening 00:02:00 Fiscal policy, deficits & tax relief (OB3) 00:08:30 Inflation, fo ...

Colombian inflation slowed more than expected last month, easing pressure on policymakers to start increasing interest rates https://t.co/EjAF81Ucz2 ...

Monetary Policy - Markets anticipate a 0.25% rate cut by the Federal Reserve [1] Economic Indicators - Policymakers are considering a weakening job market alongside persistent inflation [1]

Inflation stayed well above the Federal Reserve's target of a 2% annual rate in September according to a belated report on consumer prices. https://t.co/B5AS75Fe6Y ...

Meanwhile, broader markets closing out the week with gains, but off their highs of the session. The S&P and Dow both less than 1% from records. The moves come after the latest read on inflation.September reading delayed by the shutdown came in about in line with expectations. All this ahead of this year's final Fed decision next week. For more, let's bring in Andrew Davis, director of macroeconomic research at Bridmore Trust Advisors.Andrew, great to have you with us. >> Thanks for having me. Great to see y ...