Economic Context - The Federal Reserve will consider interest rates amidst significant political pressure [1] - Evolving trade policy creates economic uncertainty [1] - Economic cross-currents add complexity to the decision-making process [1]

to you more. Steve, of course, our senior economics correspondent, our chief fed watcher is Steve Liesman. Now let's bring in CNBC contributor Adam Park.It's good to have you here. >> Thanks for having me. How are you thinking.>> About this. Because the market market doesn't like it. Obviously market doesn't like the constant, you know, beatdown that the president's been giving the fed chair that suggestion that he was going to fire him unsettled the market for about five minutes.But what do you think. >> I ...

Monetary Policy - Policymakers globally may be more inclined towards rate cuts than the Fed [1] Geopolitical Context - Donald Trump is facing challenges in persuading the Federal Reserve to lower interest rates [1]

Never fully beaten, inflation is coming back to life, @johnauthers says. Just in time for a rates showdown (via @opinion) https://t.co/rzVxKZXqIP ...

Monetary Policy - Atlanta Fed President Raphael Bostic advocated for a cautious approach due to economic policy uncertainties [1] - A wait-and-see strategy can prevent the need for interest rate reversals [1]

and vice chairman Marty Chavez joins us. He's also of course former CFO at Goldman Sachs. Marty, long time no speed.Great to see you. It's been a while. It's wonderful to see you.Well, I first question I just have to ask on this trade framework that's been announced with Vietnam and if if the outcome is 20% tariff and uh 40% of its pass through trade with with Vietnam, is that a good outcome for the economy and for markets in in your eyes because it's not higher or is it fairly high. Well, well, um, as you ...

Federal Reserve Policy & Interest Rates - The market is debating whether the Federal Reserve should cut interest rates by 25 basis points [5][6] - The current Fed funds rate is floating around 425 to 450 basis points, approximately 43% [2] - Some believe the Fed is too focused on past data and risks being late in responding to economic changes [4][6][10] - Cutting rates by 75 basis points occurred last year [5] Inflation & Economic Factors - Housing costs, a significant component of CPI and PPI, are impacted by the Fed's balance sheet reduction of $35 billion [3] - Tariffs' full effect on inflation is still uncertain [2][6] - The speaker believes inflation is moderating and not out of control [5][6] - The Personal Consumption Expenditures (PCE) at 31% is not a major concern [9] Bond Market & Treasury Yields - The 2-year Treasury note yield is around 4% [2] - The 10-year and 2-year Treasury yields are at the same level as in autumn 2022 [13] - The bond market and the Federal Reserve may not be aligned in their expectations [12]