Federal Reserve Bank of Dallas President Lorie Logan said policymakers should be cautious in considering additional interest-rate reductions while inflation remains above target and the labor market relatively balanced https://t.co/ppMwC3G7h5 ...

Economic & Political Landscape - Slow economic growth is a concern [1] - Persistent inflation levels are a challenge [1] - Increasing illegal migration poses a problem [1] - These issues create pressure on Prime Minister Keir Starmer [1]

Let's bring in former Democratic Senator John Tester from Montana and MSNBC political analyst. David Ducker is senior writer at The Dispatch and an MSNBC contributor. Guys, it's good to see you.Look, both sides say they don't want a shutdown. I can say I don't think the American people would like to have a shutdown. Go out on a limb there.Senator, you know these players. Uh you serve next to most of them. What do you think is going on behind the scenes, if anything.And is there someone you think who could b ...

BoE’s Catherine Mann says sticky inflation is materializing but doesn’t rule out more rate cuts https://t.co/ZiaK3dL7oi ...

The European Central Bank President Christine Lagarde said there are no serious threats to the outlook for euro-area inflation but that officials must remain vigilant https://t.co/yZCgtfU9m9 ...

AI发展与影响 - AI正在驱动各行业公司的收入增长，为市场带来进一步的动力[3] - 与90年代不同，目前大部分资本支出由拥有大量现金和盈利的公司部署[3] - AI本身可能不需要依赖倍数扩张，但部分公司可能需要通过举债来融资更多的资本支出[5] 市场与经济 - 市场内部结构比90年代末期更具防御性，大部分股票都在上涨[4] - 普遍认为大约13%的盈利增长过于激进，预计明年将出现高个位数的增长[6][7] - 企业能够适应关税并开始部署AI，这意味着利润率将保持在高位，从而推高明年的股价[7] 利率与通货膨胀 - Evercore预计今年将再降息两次，明年可能再降息两到三次[8] - 通货膨胀率更接近3%，而不是美联储设定的2%目标，因此利率路径应该逐渐调整[9] - 重要的是增长水平或通货膨胀水平的方向，预计通货膨胀将再次下降[10][11]

Federal Reserve Bank of New York President John Williams said inflation risks have receded, while those for employment have moved up https://t.co/7wY6zkG3X7 ...

Monetary Policy - Federal Reserve is open to further interest rate cuts [1] - Policymakers should move carefully due to inflation still running above the central bank's target [1]

Inflation Concerns - Inflation has remained above the Federal Reserve's 2% target for over four and a half years [1][5] - The speaker expresses concern about persistent inflation, particularly within the services sector, such as insurance, suggesting it may not be solely attributable to tariff impacts [2] - The speaker forecasts inflation to remain above target for the next 1 to 2 years, not reaching the 2% objective until late 2027 or early 2028 [5] Monetary Policy Challenges - The Federal Reserve faces challenges in balancing its dual mandate of maintaining stable prices and maximum employment [3] - The labor market is considered broadly in balance, with the unemployment rate around 4% to 43% [3][4] - The speaker believes a restrictive policy stance is necessary to bring inflation back to the 2% goal [5]

European Central Bank Chief Economist Philip Lane said he doesn’t see any major risks to inflation in either direction, suggesting he and his colleagues may be happy to leave interest rates where they are for the time being https://t.co/hL4y6NCLrJ ...