Let's talk more about the Fed and what's at stake today. Joining us on the phone is Alan Blinder, former Federal Reserve vice chair and Princeton professor. Allan, it's great to have you.Thanks for joining us this morning. >> Thank you. >> Uh so this consensus idea of a hawkish cut, minimal commitment to further cuts, you got any problem with what the street expects at least.>> I don't. I often do actually as you probably remember from past appearances, but in this case I don't. I think it makes perfect sen ...

It's Jordan Jackson. Nice to have you here at Post9 as well. It's a pretty big week.Got the Fed, you got Oracle, Broadcom. What are you thinking about. >> Well, we're keeping an eye on the Fed.Obviously, we think the Fed's going to cut rates. Um I think you are going to see a number of dissensions. Obviously, uh Mir's likely going to favor more aggressive easing.We could see a couple descents uh for for no easing at all. It's funny when we were uh penning our outlook AI lift and economic drift, uh we titled ...

The bond market isn’t buying President Donald Trump’s idea that faster rate cuts will send bond yields sliding down and, in turn, slash the rates on mortgages, credit cards and other types of loans. https://t.co/ctnm7178mT ...

Want to speculate on the next fed chair?Hasset is already at 72% chance.But i think the under the radar trade would be hammering 3 or 4 rate cuts for 2026.Reason being, Hasset is a dovish indiviudal who would side with Trump on MORE cuts than less.If he is this much of a shoe-in for Fed Chair.3 + 4 rate cuts should also be much higher.You can essentially take 2-4 rate cuts for a 50c combined average.Which means if you evenly buy 1000 shares of each, and next year we get anywhere from 2-4 rate cuts. You clea ...

There's a wide expectation that the Federal Reserve Board might lower again in December. Do you have a view on whether if the Fed does lower it should be 25 basis points or 50 basis points as a president or do you have a view on what might be better for the economy. >> Well, I you know first want to say that that I have high regard for Jay Powell.I've known him for a long time. Have uh had economic conversations with him many many times during the last administration and this time too. I think at times he a ...

Policy & Leadership - Kevin Hassett, a strong advocate for aggressive interest rate reductions, is currently considered the leading candidate for the next Fed chair [1]

I'll come back to you all in just a minute. I want to expand this conversation though on the prospects of a new Fed chair and maybe it if it is Kevin Hasset. Let's welcome in uh Richard Fischer.He's the former Dallas Fed president. He joins us now. We wanted you so high in our show because the market liked this report.Um do you like the report. >> Yeah, look it would follow tradition. Janet Yellen, Ben Bernani all came as former heads of the Council of Economic Adviserss even.That's that's where Kevin Hasse ...

President Trump has been pretty high on Kevin Hasset really since June. They had a bunch of private meetings in June that my sources told me went really well. Um and then you know the process just uh you know petered out a little bit.There have been so many sort of foreign policy challenges that he's been dealing with that that the Fed search just took a little bit of a back seat. Um and so now it is cropping back up now that people are looking to Powell's term ending in 2026 and Hasset really is still the ...

Market Trends & Investment Strategies - Thanksgiving week market rallies are no longer guaranteed due to the rise of algorithmic trading [2][3][4] - The market is closely scrutinizing data points, research, and earnings, even during holiday weeks [4] - High-quality dividend stocks offer relative safety during volatile periods, with Enbridge, Pfizer, and Realty Income highlighted as examples yielding over 5% [26][28][30] - The speaker advocates for buying into weakness, citing Oddity Tech as a compelling value after a pullback [67] - Monitoring specific "tells" like Micron, SanDisk, and Bitcoin's overnight trading can help spot market bottoms [109][111][112] Company Performance & Outlook - Zoom is facing challenges from competitors like Microsoft Teams [5] - Retail sales are expected to be weak, potentially leading to Federal Reserve rate cuts [8][9] - Dell Technologies is expected to perform well due to its data center and enterprise business [14] - HP is considered vulnerable to commodity price fluctuations [15] - Oddity Tech's new skincare brand, Methodic, aims to address unmet needs in dermatology using AI and telehealth [60][61][62][63] Healthcare Industry Dynamics - AstraZeneca is investing $2 billion to expand its manufacturing footprint in Maryland, creating approximately 2600 jobs [27][76][78] - AstraZeneca's share price has increased by 15% over the past year, driven by strong oncology results [80] - AstraZeneca is focusing on developing treatments for difficult cancers, including triple-negative breast cancer [83][84] - AstraZeneca aims to reach $80 billion in revenue by 2030, with half coming from the United States [94]

Boston Fed President Collins speaking yesterday at a community banking conference, taking a cautious tone around the path forward for rate cuts. A view that is echoed by our next guest. Joining us here at Post 9 this morning is former Minneapolis Fed President Gary Stern.Gary, it's great to have you back. Good morning. >> So Collins, Daly, Bostic, sort of this school that maybe it's good to slow down.>> Uh yes, and I would agree with that. I don't think first of all I don't think there's a compelling ration ...