Well, you heard us talk about it. Our next guest has reportedly uh been added to the short list, President Trump's short list on Fed Chair Pics, former St. Louis Fed President James Bullard. He's now the dean of Purdue University Business School, longtime friend of the show, and I I when I heard the news, Jim, I said, "Well, I don't know if he's a hawk or dove. I just know he's really smart, and I've known you a long time, and I've been out to the St. was fed with you and everything else and I think you'd b ...

Economic Concerns - Job losses or fear of job losses coupled with high interest rates or loan inaccessibility could lead to disaster [1] - The Fed should act promptly [1]

The government inflation data is outdated and inaccurate.Real-time inflation is currently at 1.8%The Fed should cut rates immediately. https://t.co/agZzFX9mZ5 ...

Inflation & Interest Rates - Brazil's annual inflation slowed much more than expected in July [1] - The central bank locked interest rates in at sky-high levels [1] Monetary Policy - The central bank aims to bring down cost-of-living increases [1]

A trader has placed a wager on the Bank of England lowering interest rates 100 basis points by the middle of next year, more than double the expectations currently implied by money markets https://t.co/tM6OApAlRJ ...

Bond Market Overview - Investors should always consider bonds for income, capital preservation, and diversification, regardless of the interest rate environment [5][6][7] - The yield curve, typically referring to Treasury bonds, reflects inflation and growth expectations, and its shape signals future economic conditions [8][9] - An inverted yield curve, where long-term rates are lower than short-term rates, often anticipates Federal Reserve rate cuts due to declining inflation or a weakening labor market [13][14] Investment Strategies & Considerations - Reinvestment risk arises when short-term investments mature and proceeds must be reinvested at lower rates, potentially decreasing income [15][16][17] - Mortgage rates are based on expectations for the next 10-30 years, not solely on current Federal Reserve actions [20] - Investment-grade corporate bonds (rated BBB or above) offer low to moderate risk with average yields around 45%-5%, making them attractive compared to 2010-2022 levels [25][26][28] - High-yield or junk bonds (rated BB or below) are riskier due to higher debt and volatile cash flows, and the current compensation for this risk is relatively low [26][27] Federal Reserve & Monetary Policy - The 1951 Fed Treasury Accord established Federal Reserve independence, separating monetary policy from government spending [2][3][38][39][40] - Fed independence is crucial to avoid using monetary policy for short-term political gains, which could lead to higher inflation, long-term interest rates, and a weaker dollar [41][43] - Quantitative easing (QE), where the Fed buys long-term securities, and yield curve control, where the Fed targets longer-term rates, could undermine Fed independence if used to lower government interest expenses rather than address emergencies [47][48][49][50] Mortgage Rate Strategies - Adjustable-rate mortgages (ARMs) may be favored in a Fed rate-cutting environment, as they are more closely tied to short-term interest rates [55][57] - Potential homebuyers should temper expectations, as mortgage rates may not fall as much as the Fed funds rate, and a return to 3%-4% mortgage rates is unlikely [59][60][61]

With the Federal Reserve expected to cut interest rates in September, now’s a smart time to lock in a winning rate while you can. https://t.co/dNzT3RWy84 ...

Australia’s central bank cuts interest rates by 0.25% to the lowest level since April 2023 https://t.co/AM67uFThnA ...

Rising inflation could put the Federal Reserve in a dilemma: lower interest rates in September to boost the economy and preserve the job market, or keep them high to prevent inflation from surging. https://t.co/u0Re0GQpHX ...

Hong Kong has two gravity-defying puzzles, says @shuli_ren. The city’s interest rates are so low and the housing market is so bad (via @opinion) https://t.co/wl7prqE0sg ...