The market's gearing up uh for this decision. Maybe we'll stay with this J. You want to talk over this.You can do that. >> Absolutely. Happy to do it.>> All right, let's keep looking at pictures. That's a great idea. But joining us now, and we'll get a shot of her later with her take on the market, just so you know it's really her, not someone imitating Jenny Johnson.Really is the CEO of Franklin Templeton. Has $1.6% trillion dollars in assets under management. That might be bigger than uh the UK.No, I'm ki ...

Core Viewpoint - Jonathan Golub, chief equity strategist at Seaport Research Partners, emphasizes that earnings and the economy will play a crucial role in supporting stock prices [1] Group 1: Earnings Outlook - The expectation is that corporate earnings will remain resilient, which is essential for maintaining investor confidence in the stock market [1] - Analysts predict that earnings growth will be a key driver for stock performance in the upcoming quarters [1] Group 2: Economic Factors - The overall economic environment is expected to provide a supportive backdrop for equities, with indicators suggesting stability [1] - Economic growth is anticipated to contribute positively to market sentiment and stock valuations [1]

Federal Reserve & Interest Rate Policy - A Federal Reserve committee is scheduled to discuss a potential interest rate cut [1] - The market anticipates the Fed will likely reduce interest rates, with debate focusing on a 025% or 050% cut [9][14] - The President advocates for more aggressive rate cuts to stimulate the housing market and overall economy [9] - The Fed's primary objectives are to maintain employment levels and control inflation [10] Key Personnel & Board Dynamics - Lisa Cook's position on the Fed board remains uncertain due to legal challenges following President Trump's attempt to dismiss her [1][3] - Steven Myron is expected to be confirmed to the Fed board, potentially influencing the upcoming meeting [2] - The composition of the Fed board, consisting of twelve members, plays a crucial role in deciding monetary policy [10][13] Economic Indicators & Concerns - The job market shows signs of weakening, with a rising proportion of long-term unemployed individuals [10][11] - Inflation remains a concern, creating a dilemma for the Fed as rate cuts to stimulate the job market could exacerbate inflationary pressures [11][12] - There's a notable trend of "no hire, no fire" among companies, leading to fewer entry-level job opportunities, particularly affecting recent college graduates [15][16][17] - Youth unemployment, specifically among Gen Z, is reportedly high, potentially reaching 105% [15]

RT Bloomberg Opinion (@opinion)@BBGIntelligence @JonathanJLevin @AllisonSchrager Is airfare the canary in the coal mine for a weakening economy? ✈️Tune in for live analysis from BI Sr. Airlines analyst George Ferguson:https://t.co/ILZTV05tN5 ...

Well, you've got you've got conflicting things, you know, going on for sure. There's a there's a lot of optimism around technology innovation and there's certainly a strong belief on the part of CEOs that scale matters and they feel like they have an opportunity to position their businesses for the next decade and you don't know how the regulatory pendulum can swing. Obviously, we have a, you know, we have a system where we definitely have swings back and forth.And so, this is an opportunity for CEOs to be ...

I think the economy is weakening, you know, whether that is on the way to recession or just weakening, I don't know, and that just confirms what we already thought, kind of. And I know that's a big revision. And speaking of kind of what we were going back to with the state of the economy, the difficulty predicting one of the questions people have is what's going on with the consumer right now.They're still spending money. It's a little bit different depending on what income set they're coming from. They sti ...

Economic Outlook - The economy is projected to perform well in 2027, according to Trump [1] Societal Impact - There are concerns about how much longer tax-paying Americans can wait for economic improvements [1]

Okay, this may come as a small surprise to many of you. Donald Trump's economy is apparently struggling. Today's weak job numbers report shows only 22,000 jobs were added in August.That's well below the expected 75,000 jobs. The unemployment rate also ticked up to 4.3%, the highest it's been in nearly four years. Now, none of this is good news for the president, who was already facing pretty steep backlash for his economic policies.Quinnipic's latest poll shows 57% of Americans don't approve of Trump's hand ...

How do you invest in what appears to be a slowing but still growing economy. Rebecca Patterson is former chief investment strategist at Bridgewwater Associates, also a senior fellow at the Council on Foreign Relations. Is it wrong to characterize this economy as slowing but still growing.>> From the labor market perspective, it's definitely slowing. I would even say stalling. You know, the challenge is going to be the disconnect between GDP reports and labor reports in the coming months and maybe quarters, ...

I want to bring in Ron Insana, CNBC contributor and publisher of the message of the market on Substack. Peter Baker is New York Times chief White House correspondent and an MSNBC political analyst. Mark McKinnon is a former adviser to President George W.Bush and Senator John McCain as well as creator of the television series The Circus. So Ron, the president says we are the hottest economy in the world. What does this report tell us.Well, I would fly in the face of that analysis and and and I think you know ...