give us your read on the US economy right now because the economic data seem to suggest that um it's holding on pretty well. It's it's it's uh solid and the labor market is also not deteriorating even as inflation seems like it's on the right path. >> Well, hi Scarlet.Yes. Uh as we used to say during my time at the Fed, the US economy is in a good place and and it is. It's been remarkably uh resilient.uh growth for 2025 will probably come in north of two uh% finishing strong. Inflation's been basically flat ...

Conservative Supreme Court justices appear skeptical of Trump's attempt to fire Lisa Cook from the Federal Reserve. Follow live updates. https://t.co/DybpQuPauF https://t.co/2M9HIPID2R ...

Core Viewpoint - Federal Reserve Chair Jerome Powell is demonstrating a sign of unity with another central-bank member amidst criticism from the Trump administration [1] Group 1 - Jerome Powell has been a target of the Trump administration, indicating potential political pressures on the Federal Reserve [1] - The unity shown with another central-bank member suggests a collaborative approach within the Federal Reserve [1]

Core Viewpoint - Federal Reserve Chair Jerome Powell has received significant support following threats from the Trump administration's Department of Justice regarding a potential criminal indictment related to his testimony about building renovations [1] Group 1 - The Trump administration's Department of Justice has allegedly threatened Jerome Powell with a criminal indictment [1] - The situation has led to a variety of support for Powell from different sectors [1]

Major move pending. Miners may be dumping BTC, but ETF inflows have been strong. And a European government minister just called Bitcoin the future of finance.Trump's tariff turmoil. The Supreme Court is weighing up whether to cancel the import tariffs slapped on a whole load of nations last year. What might happen and what would the outcome mean for the markets.Zcash Civil War, one of last year's best performing crypto projects, just saw its dev team resign on mass as the crypto space sees its first major d ...

Core Viewpoint - The stock market appears to be largely unfazed by the recent geopolitical developments in Venezuela, particularly the arrest of Nicolás Maduro, with investors focusing on broader market themes such as AI and corporate earnings [1][2]. Group 1: Market Reactions - The positive response in stocks indicates that the market is not particularly concerned about the geopolitical situation in Venezuela, suggesting a focus on potential positive outcomes like "peace through strength" [2]. - Investors are assessing the implications of the US incursion into Venezuela but are currently prioritizing established market themes from 2025, including a resurgence in AI investments [2][3]. Group 2: Economic Impact - Portfolio managers believe that the current geopolitical climate will not significantly impact company fundamentals or the global economy, indicating a perception of the situation as manageable [3]. - The market's reaction may be interpreted as a "risk-on" event, suggesting that investors are willing to take on more risk in light of the geopolitical developments [3]. Group 3: Geopolitical Context - The year 2026 is anticipated to be a significant geopolitical year, potentially acting as a catalyst for market rallies similar to those seen in 2016 during major regime shifts [4]. - Concerns are raised about China, the largest buyer of Venezuelan oil, as a potential source of greater risk due to its economic interests in Venezuela [4][5]. Group 4: Venezuela's Oil Reserves - Venezuela possesses the world's largest proven oil reserves, but its output has dwindled to less than 1% of global supply due to mismanagement, underinvestment, and US sanctions [5]. - The US administration's focus on reparations and reclaiming oil rights from Venezuela may lead to legal battles, particularly as China seeks to protect its economic interests [5].

[Music] New Year resolve. Bitcoin and the rest of the crypto market rallies despite geopolitical unrest and the promise of another crazy year courtesy of Donald Trump. What to watch as 2026 gets underway. We break down the key crypto catalysts that could get the market moving again. And we'll bring you the tweets of the week, more TA from Lewis, and the conclusion of our portfolio competition. This is the Coin Bureau News Live. Hello everyone. A very happy new year to you. Uh to you one and all. A very happ ...

Core Viewpoint - Donald Trump criticized Federal Reserve Chair Jerome Powell, labeling him a "fool" and suggesting potential legal action for "gross incompetence" regarding the renovation costs of the Federal Reserve headquarters [1][5]. Group 1: Economic Commentary - Trump claimed the US economy is in great shape, despite his negative view of Powell's leadership at the Federal Reserve [2]. - He expressed disappointment that President Biden reappointed Powell, despite having appointed him himself in 2018 [2]. Group 2: Renovation Cost Discrepancies - Trump inaccurately stated that the renovation cost for the Federal Reserve headquarters is $4.1 billion, while the actual cost is $2.5 billion, as clarified by Powell [3]. - He described the renovation as the "highest price in the history of construction" [3]. Group 3: Comparisons and Future Plans - Trump compared the renovation costs to the construction of a ballroom at the White House, claiming it would cost "a tiny fraction" of the Federal Reserve renovation [4]. - He acknowledged that the ballroom's cost has increased to $400 million, which is double the previously stated estimate of $200 million [5]. - Trump mentioned that the increased cost is due to security requirements for the inauguration, including bullet-proof glass and a drone-free roof [6]. Group 4: Future Leadership of the Federal Reserve - Trump indicated he would appoint Powell's successor next year and plans to announce his choice in January [6].

Core Viewpoint - The discussion centers around the impact of the Federal Reserve (Fed) and earnings growth on market performance, with a focus on the potential for continued double-digit gains in the stock market. Group 1: Federal Reserve's Role - The Fed's actions, particularly rate cuts, have been significant but there is a belief that further cuts may not be necessary given strong GDP growth of 4.3% in Q3 and projected 15% profit growth year-over-year for the next year [3][4] - There is speculation that the Fed may still cut rates once or more in the coming year due to political pressures, but the primary focus should be on earnings growth rather than Fed actions [4][6] Group 2: Earnings and Economic Growth - Earnings growth is identified as the primary driver of market gains, with initial fears about earnings being unfounded as the year progressed [2] - The combination of strong earnings, supportive monetary and fiscal policies, and robust GDP growth creates a favorable environment for the stock market [6][8] Group 3: Market Outlook and Risks - There is cautious optimism about the market's ability to continue its upward trajectory, driven by AI and other sectors, despite potential volatility and risks such as upcoming Supreme Court decisions that could impact trade policy [15][16] - Concerns about inflation resurfacing if rate cuts are implemented too aggressively highlight the delicate balance the Fed must maintain [11][12]

Bitcoin Outlook - Strategy CEO Phong Le views Bitcoin as a unique asset class combining technological innovation, macroeconomic attributes, and capital market breakthroughs [1] - Short-term Bitcoin price performance is influenced by liquidity and risk appetite, exhibiting volatility similar to other risk assets [1] - The long-term value of Bitcoin requires time for market understanding [1] Potential Macroeconomic Factors for Bitcoin in 2026 - A more dovish Federal Reserve could create a more favorable macro environment for Bitcoin [1] - A rebound in risk appetite associated with the midterm election cycle could positively impact Bitcoin [1] - Continued adoption of Bitcoin by banks and nation-states could contribute to a more favorable environment [1]