You say we're on hold, but does that also include December. Because that's not what Stuart Pohl just told us. He thought maybe making for a smooth transition to the next Fed chair would call for maybe a cut.Absolutely. And good morning. No high conviction here that they go ahead and December.I thought the whole hawkish narrative from the Fed a week or two ago was a little bit silly given the situation that we're witnessing in the labour market figures, whilst they argue that they're kind of flying blind abo ...

And it's a fresh read on the nation's fiscal health. The aforementioned Steve Leeman with those [music] headlines and could probably also talk about the Fed. Steve.Yeah, Brian. Thanks for that introduction. The Treasury uh reporting that the deficit hits an October record of 284 billion, but with a bunch of asterises.I think that's the plural. Expenses were boosted by a calendar change moving some stuff from uh uh into October from November of about $ 105 billion. So that's also an issue, but they were redu ...

So joining me now with where he's putting his money is Paul Christopher, head of global investment strategy over at Wells Fargo Investment Institute. Paul, thank you very much for being here with us. Let's take us, >> please just take us through what exactly you mean when you say that you are out of some of these AI names into other parts of the market, but you still believe in the AI trade.Well, yeah, that's the fundamental premise is that we think there are years left to go as AI and other technology deve ...

A monetary tightening cycle that took Brazil’s benchmark interest rate to a nearly two-decade high has ended, central bank director Nilton David said Tuesday, adding that its next move will likely be a cut https://t.co/LvS7aiythC ...

US stocks declined as Alphabet threatened the dominance of Nvidia and traders assessed delayed economic data for clues about the interest-rate path of the Federal Reserve https://t.co/QIqv1uQlUp ...

🇺🇸 NOW: Odds of a December rate cut surge to 80.9%, up from 42.4% last week. https://t.co/BTofs9ci5Y ...

The Federal Reserve's next rate move may hinge on delayed employment data, which won't be released until after its next scheduled rate cut decision. https://t.co/dKgZBQ3kBD ...

🚨JUST IN: U.S FED GOVERNOR CHRISTOPHER WALLER SAYS HE WILL PUSH FOR AN INTEREST RATE CUT AT THE DECEMBER MEETING ...

Monetary Policy - Fed Governor Christopher Waller advocates for an interest rate cut at the December meeting [1]

Interest Rate Forecasts - Brazil economists cut their 2026 year-end interest rate forecasts for the first time since September [1] Inflation and Monetary Policy - Inflation is gradually coming down in Brazil [1] - The central bank maintains a hawkish stance on monetary policy [1]