🚨 NEW: Bessent said the Federal Reserve must recommit to maintaining the confidence of the American people. -WSJ https://t.co/R4osqglfTN ...

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 ...

The Federal Reserve should cut 100 basis points in September to catch up to where they should have been all along.We need a big, bold move instead of an incremental cut. ...

Today is the biggest macro day of the month.🇺🇸 Non-Farm Payrolls & Unemployment Rate release:- Weak jobs + higher unemployment → Risk assets pump (crypto & stocks)- Strong jobs report → Fed likely delays cutsGET READY FOR VOLATILITY! https://t.co/xBfN3V1BT7 ...

REMINDER 🚨🇺🇸 US UNEMPLOYMENT DATA WILL BE RELEASED TODAY AT 8:30AM ET.EXPECTATIONS: 4.3%IF IT COMES AT 4.3% OR HIGHER, THE FED COULD EVEN CUT RATES BY 50BPS. https://t.co/xbPY5hQSpP ...

You're a member of the council of economic advisory. If you're confirmed, will you resign from the council. >> Thank you, senator.Um I have received advice from council that uh what is required is an unpaid leave of absence from the council of economic adviserss. And so considering the term for which I'm being nominated is a little bit uh more than four months, that is what I will be taking. Uh if I as as long as that is the advice of council, I will follow the law.>> Well uh your independence has already b ...

Monetary Policy & Leadership - Stephen Miran, President Trump's nominee for the Federal Reserve Board of Governors, addressed concerns about his independence [1] Political Context - The report highlights potential political influence on the Federal Reserve [1]

The Senate Banking Committee grilled Donald Trump's pick for the Federal Reserve on Thursday. Dr. Stephen Miran fielded questions about an independent Fed and his proposed changes for the Fed https://t.co/J4nU3F8PkB https://t.co/YUGWFtGLer ...

Bitcoin Adoption & Corporate Strategy - Corporations are increasingly driving Bitcoin adoption, catching up to initial adoption by individuals [4] - Businesses have emerged as the primary force behind Bitcoin's ongoing bull market [4] - Bitcoin inflows onto business balance sheets in the first eight months of 2025 have exceeded the total for all of 2024 by $125 billion [5] - Treasury companies account for 76% of all Bitcoin purchases since January 2024 and 60% of publicly reported business holdings [6] - A 1% allocation to Bitcoin in 2020 could have resulted in a $14 billion to $29 billion treasury gain for companies like Microsoft, Google, and Apple [12] - Businesses using River allocate an average of 22% of their net income to Bitcoin, with a median allocation of 10% [13] Inflation & Investment - Inflation has eroded the purchasing power of corporate balance sheets by $14 billion to $21 billion since 2020 [11] - Holding cash leads to losses due to the debasement of the dollar, while holding assets like stocks, gold, Bitcoin, and real estate leads to gains [16] - The dollar has lost 30% of its purchasing power since 2020 [17] Monetary Policy & Inflation Target - The Federal Reserve's inflation target of 2% may be too low, and a 3% target might be more appropriate given current economic conditions [20][21][23] - Consumer finances data suggests that 3% is the new 2% [27][28][29]

Monetary Policy - The Federal Reserve nominee assures Democratic critics of commitment to an independent central bank [1]