Monetary Policy - Federal Reserve officials indicated maintaining stable interest rates likely appropriate for the rest of 2025 [1]

Traders expect that the Federal Reserve is more likely to hold off from cutting interest rates at the December policy meeting after the Bureau of Labor Statistics said it will not publish an October employment report https://t.co/jSQbljJoVk ...

JUST IN: 🇺🇸 President Trump says interest rates are "too high." ...

The Federal Reserve should cut interest rates in December. ...

Fed Reserve Governor Christopher Waller repeated his view that the central bank should again lower interest rates when policymakers meet in December, citing a weak labor market and monetary policy that is hurting consumers https://t.co/Gfg2Gnt0YH ...

Federal Reserve Vice Chair Philip Jefferson on Monday said he sees increased downside risks to employment, though repeated his view that policymakers need to proceed slowly as interest rates approach neutral https://t.co/KW8HHgQAG5 ...

Market Trends & Economic Outlook - The S&P 500 experienced a recovery from an earlier dip, currently down about 033% [1] - The Nasdaq is also recovering, trading near the flatline, led by Micron, Microsoft, and Nvidia [1] - The consensus expects inflation to remain around 3% for the next 18 months [3][4] - A rebound in the economy is expected next year, with a bill potentially adding almost a full percentage point to GDP growth due to accelerated depreciation [17] Federal Reserve & Monetary Policy - The debate around the Federal Reserve's actions is causing anxiety, particularly in the tech sector [2] - The majority of FMC members are communicating that they are not done fighting inflation, making interest rate cuts in December unlikely [2][3][4] - Upside pressure on inflation is expected due to the dollar's decline and potential pass-through from tariffs [5] - The speaker anticipates the Fed to hold in December due to concerns about upside risks to inflation, which is already at 3% [18] Labor Market Analysis - The true health of the labor market is complex to assess due to data challenges and the timing of the employment report [5][6][7] - Companies predict 2026 will be the worst college grad job market in 5 years [9] - Unemployment rate data for college graduates aged 22-27 shows a divergence, with the rate decreasing for women and increasing for men [9] - The narrative that AI is causing widespread job losses is questioned, as jobless claims are not increasing [10] International Trade & AI Impact - China has been able to adjust its exports, doubling sales to other Asian countries to offset declines to the US [11][12] - The AI story's burden is now on seeing more earnings growth, particularly in the S&P 493, to benefit from AI [15][16] - Service sector companies' input costs have been rising significantly, potentially leading to upside pressure on service inflation next year [20]

are getting some breaking news out of the Fed. For that, let's get to Steve Leeman. Hey, Steve. >> Hey, Carl.Yeah, timing is everything. You ask about Schmidt. We got Schmidt here, Kansas City Fed President, uh, who desented at the last meeting, saying monetary policy is modestly restrictive, and that, he says, is where it should be.He suggests in the speech he's about to give his intention to oppose additional cuts again in December. Says he mind could change, but right now, that's the way he's leaning. cu ...

Some of this year’s highest-flying stocks are suddenly slumping as investors pull back from risk. Blame the outlook for interest rates https://t.co/WKvin4eC9g ...

Uh Drew, uh obviously the market under some pressure here in part because of this switch back in the AI names, but uh the Fed is part of the story. I guess we at some point we're pretty sure Fed was going to be easing into a decent economy. How do you see that equation.>> Well, I think the Fed's talking about not easing into a faltering economy because I think, you know, the data that's come out that the housing data is just yet another kind of thing that doesn't make sense that the economy is as strong as ...