Treasury yields a little higher this morning after dipping post Fed. They were up, they were down, back up again to 416 for the 10 year, the two years at 353. And joining us right now with his insights on the bond market and the Fed's decision on rates this week is Mark Cabana.He's head of US rate strategy at Bank of America Securities. And Mark, big week. >> It was >> heard a lot from the Fed.We're still trying to figure out what comes next. Um it's a split Fed at this point and we're going to probably hea ...

Markets powering higher today. Record closes for the Dow, the S&P 500, and the Russell 2000, 52- week high for the Dow Transports. Let's talk more about these record-breaking markets as we head into 2026.Joining us now, right here on set, is Stephanie Gild. She is chief investment officer at Robin Hood. It's great to have you.Welcome. >> Thanks for having me. >> All right.Stocks at record highs. What do you think. >> Uh, well, I'm a little worried about the S&P 500 from here.I I do see it going up a little, ...

AI Impact on Labor Market & Economy - The market is considering the potential impact of AI expansion on the labor market, with concerns about job displacement [1] - There's uncertainty regarding AI's impact on the economy, specifically whether it will increase the unemployment rate [2] - While AI implementation is expected to create productivity gains for companies, the macro-level impact, especially by 2026, remains uncertain [5][6] Affordability & Fiscal Policy - The rising prices of education, healthcare, and housing are consuming a larger share of consumer spending, impacting affordability [9][10] - The Federal Reserve has limited tools to directly address the affordability crisis, particularly in sectors like housing [11][12] - Fiscal policy, particularly actions by Congress, such as rolling back tariffs on food or providing tax incentives for first-time home buyers (e g, $5,000 or $10,000), could help improve affordability [14][15][16] Inflation & Economic Growth - There's a risk of a second inflation surge due to growth driven by AI and fiscal policy, particularly the immediate expensing of capital expenditures [19][20][21] - The market rally is potentially anticipating an economic boom, leading to increased investment in sectors like technology stocks [22] - The narrative is shifting from concerns about economic slowdown to expectations of accelerated growth, potentially leading to increased corporate earnings by 2026 [25][26] Federal Reserve & Monetary Policy - The potential for political influence on the Federal Reserve's decisions, especially regarding interest rate cuts, is a concern [27][30] - Disagreement among Federal Reserve members regarding interest rate policy is increasing, potentially leading to less clear messaging from the Fed [31][32] - The choice of the new Fed chair in May 2026 is critical, as they will need to balance the risks of high inflation against a potentially weaker labor market [28][29]

The Federal Reserve’s board of governors voted unanimously to reappoint 11 reserve bank presidents to new five-year terms beginning March 1, 2026 https://t.co/B8L9GETt0h ...

Bitcoin Isn’t Buying What the Fed Is Selling: Here’s What the Charts Suggest Happens Next► https://t.co/zPcitFrhY3 https://t.co/zPcitFrhY3 ...

Well, I think that the the unproductive bubbles I would describe as financial fads. Portfolio insurance was one, subprime mortgages was another. Just, you know, financial activities that become fashionable, zoom into popularity, get overhyped and then recede.But then there are bubbles which are based on technological progress, starting with the steam engine, the railroad, the radio, the automobile, computers, internet, etc.. And these actually push society ahead and change it irreversibly. But in the proces ...

How concerned are you that we get a Federal Reserve that's more accommodative for a variety of reasons that leads to even more risk taking. This idea that not only did the Fed cut rates, indicated more rate cuts, but also is adding to its balance sheet in a way that could potentially prop up demand. Well, you know, I was thinking about this when I was waiting to see you today.You know, most of the people listening to this program, including me and you are interested in the free markets. And we think free ma ...

Welcome back everybody. Time to bring in our next guest, Senator Elizabeth Warren, who is the lead Democrat on the banking committee. And Senator Warren, thank you for being with us this morning.Um, from your position on the banking committee, thought we might start with the Federal Reserve, what you thought about what happened yesterday, and maybe more importantly, what you think about this overall conversation about who will take over the Federal Reserve next, who the next chairman will be. I I know in th ...

Jerome Powell is right to proceed cautiously at the Fed. President Trump is likely to attack him anyway, @jonathanjlevin says (via @opinion) https://t.co/SARvGdSKEy ...

On Today’s Big Take podcast, Bloomberg Economics’ Chief US Economist @AnnaEconomist joins host @sarahsholder to break down the economic impact of the latest rate cut and what the Federal Reserve could look like next year if Trump economic advisor Kevin Hassett is nominated to succeed Fed Chair Jerome Powell https://t.co/ROqz98i4Z8 ...