I think Melody Wright is horribly wrongHistorically rate cut environments do the opposite to housing prices as it shifts to a buyers marketTrumps nom for fed chair most likely has more cuts than less&& were forecasted to be under 5% interest rates for next year.I’d hammer the opposite side of this take all day.unusual_whales (@unusual_whales):The U.S. housing market is going to face a price correction “worse than 2008,” according to housing analyst Melody Wright, who expects home prices to drop in half as s ...

The reported frontrunner to take over as Federal Reserve chair in May has a recent track record of advocating for the central bank lowering interest rates. https://t.co/N0H4EfVDr0 ...

Economists at JPMorgan see the Federal Reserve cutting interest rates next month, a reversal of the bank’s briefly held view that policymakers would delay reducing borrowing costs until January https://t.co/F6jvRFRc1F ...

Economic Outlook & GDP Growth - Trend growth in GDP for 2026 is expected to be decent, with a slight pickup from this year's slightly below-trend performance [1][2] - AI spending is estimated to be about 1.5% of GDP, contributing about a quarter of the GDP growth [6][7] - Government shutdown is expected to reduce GDP growth by 1-1.5% [30] - GDP is running at about 4.2% for the third quarter and was about 4% in the second quarter [25] Inflation & Monetary Policy - Inflation is expected to be a bit elevated in Q1, with potential Fed cuts after the next Fed chair takes position [4] - The Fed is likely to cut rates in December, then potentially pause as growth picks up [3] - The Fed may implement two more cuts after December, but further dovish policy may be difficult to push through due to differing opinions among members [4][15] - Rates are closer to what FOMC members view as neutral, making further cuts more difficult [14] Labor Market - Job growth is expected to average around 80,000 for 2026, compared to the recent average closer to 60,000-70,000 [19] - A pickup in cyclical areas of the economy like retail, finance, leisure, and manufacturing is expected to support job growth [18] - September jobs report showed payrolls rose by 119,000 a month, though the unemployment rate ticked up to 4.4% [21] AI Impact - AI is considered an important but not game-changing factor in economic growth [7] - Concerns exist about overinvestment in AI, but it doesn't appear to be in bubble territory yet [9][10] - Companies are expected to continue investing in AI to avoid being left behind [11][12] Federal Reserve Leadership - Kevin Hasset is a front runner to be the next Fed chair [1] - Even with a more dovish Fed chair, getting committee consensus on policy may be difficult, especially with elevated inflation [13][14] - Fed independence is a lingering concern, but recent voting patterns suggest members are coming together [15][16]

Rachel Reeves cleared the path for the Bank of England to resume cutting interest rates next month https://t.co/cyYA5C0jvT ...

you think Kevin Hasset ultimately would be a good good choice whe when it comes to economic monetary policy market stability all all the important things for the Fed chair >> I think all five candidates on the short list um are qualified experienced and I think reduce the concern that we once had that you will get a purely political appointment >> cuz that that was the concern with Hasset and I have to say just based on my own reporting of talking to you know bank executives and and hedge funds executives t ...

Core Viewpoint - The current White House National Economic Council Director aligns with Trump's perspective on interest rates [1] Group 1 - The National Economic Council Director's stance reflects a broader economic strategy that may influence future monetary policy decisions [1] - This alignment suggests potential continuity in economic policies that prioritize lower interest rates [1]

Leadership Change at Federal Reserve - Kevin Hassett is a leading candidate for Federal Reserve chair, aligning with President Trump's preference for lower interest rates [1] Financial Interests & Cryptocurrency - Hassett previously advised Coinbase Global Inc and holds at least $1 million in Coinbase shares [1]

Give us your response, your thoughts on Kevin Hassett as the next potential Fed chair. Yeah. Well, I mean, I think he's he's seen by markets as as the candidate that is closest to the administration in terms of their their views on interest rates.And that is, you know is clearly more dovish than the the central you know, the consensus on the committee right now. You know, just in terms of the outlook for him, you know, it's no guarantee that Powell will step down from the board when his chairmanship chairma ...

Major stock indexes jumped Monday to begin a holiday-shortened trading week, with investors increasingly confident the Federal Reserve will cut interest rates at its December meeting. https://t.co/wgdSuHkcCY ...