All right, let's talk about the impact of trade, the Fed, and tech earnings on the market. Joining us now, Ed Yardenni, president of Yardeni Research. Ed, good morning.Good to see you. Um, been an interesting 20 hours along all of those fronts. You know, we've got a good test of the elements of the bull case, which are, you know, obviously AI momentum, maybe some kind of trade progress, and then a dovish Fed, which uh maybe is not as dovish as we thought.What do you make of the market response to all that. ...

As expected, the Fed cut rates by 25 basis points yesterday, but Treasury yields jumping after this comment from Fed Chair Jay Powell. Listen. In the committee's discussions at this meeting, there were strongly differing views about how to proceed in December.A further reduction in the policy rate at the December meeting is not a foregone conclusion. Far from it. Policy is not on a preset course.Joining us right now with his insights is Roger Ferguson, former Fed vice chair as well as a CNBC contributor. Uh ...

Market Impact - The US Fed's 25 bps interest rate cut is expected to have an impact on crypto markets [1]

Economic & Financial Market Analysis - The Federal Reserve cut its benchmark interest rate by a quarter of a percentage point (025%) for the second consecutive time this year to spur demand in the economy [1] - The Federal Reserve is concerned about the labor market slowdown, with companies like UPS (over 40,000 jobs) and Amazon (over 10,000 jobs) announcing layoffs [1] - The government shutdown delayed the release of important federal government data, impacting the Federal Reserve's decision-making process [1] - Two members of the Federal Reserve's decision-making body did not support the interest rate cut, with one advocating for no cut and another for a steeper cut of half a percentage point (05%) [2] US-China Trade Relations - The US and China have agreed to a framework for a trade deal, with potential discussion points including lower tariffs, easier access to rare earth minerals, and harder measures against fentanyl [1][2] - The United States would likely hold off on the 100% tariffs that President Trump threatened recently, so we'll probably have tariffs around 55% [3] - China will delay imposing its rare earth export controls on the United States, currently, it's scheduled to begin in December 2025, but China could push it for another year if likely fenol be part of the deal [3] - President Trump is not going to completely get rid of the 20% fentanyl tariff but maybe go down to as low as 10% [3] - China has purchased about 180,000 metric tons of fentanyl, which is still less than 1% of its total purchases from 2024, but that's a good sign [3] US Government Shutdown - The government shutdown is in its 29th day, with funding for critical food assistance programs for tens of millions of Americans set to lapse in just two days [3] - The largest union representing federal workers is calling on Congress to pass a clean short-term funding bill to reopen the government [3] - 65% of Americans live from paycheck to paycheck [4] Hurricane Melissa Impact - Hurricane Melissa made landfall in Cuba as a category 3 hurricane, with forecasters warning of a storm surge of up to 12 feet, leading to the evacuation of more than 700,000 people [22] - Hurricane Melissa made landfall in Jamaica as a Cat 5 storm with winds of 185 miles per hour, leaving more than 3/4 of the entire country without electricity [22][23] - Over 200,000 people were evacuated in Holin Province [27]

🇺🇸 Powell and the Fed cut US interest rates as expected Wednesday. But did the crowd "buy the rumor, and sell the news"? Our below insight explores what this result means for crypto, and what we can learn from the many rate cut price fakeouts in 2025. 👇https://t.co/8CfsBVHds4 https://t.co/teUHcIFOnZ ...

Monetary Policy - The Fed cut interest rates again [1] - The future direction of the central bank is uncertain [1]

The Fed cut interest rates again. But what happens next is anyone’s guess. The Big Take podcast breaks down where the central bank could go from here. https://t.co/FQSBhekLYh ...

Monetary Policy - The Federal Reserve has cut interest rates again [1] - The future direction of the central bank is uncertain [1]

Double Line Capital founder and CEO Jeffrey Gunllock on this incredibly important day in the markets. Jeffrey, it is only fitting that you are here with us yet again. Welcome back.>> Thanks, Scott. Thanks for having me back again. I think this is our 38th time after Fed Day or 39th.I'm starting to lose count. >> All right. Well, I'm glad we have continu continued the the tradition.I really hit on that uh at the top. December is not a foregone conclusion. Far from it.Um, Chair Pal went out of his way. >> Yea ...

The dollar rose after Federal Reserve Chair Jerome Powell said it’s not certain that the central bank will cut interest rates again at its next meeting in December https://t.co/MloWvXARTn ...