uh Matt and Brin. Brin first. So, where are we now as we finish a newly volatile week in the in the markets.>> I think what's happened this week has been very healthy for the market. I think the market is saying to the oracles of the world, um, hey, if you're going to go negative free cash flow and you're going to saddle yourself to a private company that may have decent revenues, but it's still early days, we're going to penalize you. And I think this is very good for the other companies that are like spen ...

on investors minds is the future of Fed policy and whether we will actually see a cut at the Fed's final meeting of the year which is just about a month away. Yahoo Finances Fed correspondent Jennifer Shawnberger is here with more. Jen, >> hey Miles, a rate cut in December is becoming increasingly doubtful as more Fed officials are expressing caution about cutting rates further.Today, Kansas City Fed President Jeff Schmid the latest to reiterate that he believes inflation is too high right now and that he t ...

An early swoon shook the U.S. stock market on Friday, as Nvidia, bitcoin, gold and other high flyers swung on what’s become an increasingly antsy Wall Street, but it quickly calmed.After starting the day with a sharp drop of 1.3%, the S&P 500 erased all of it and was up by 0.4%, with an hour remaining in trading. The Nasdaq composite also flipped to a gain of 0.6%, while the Dow Jones Industrial Average trimmed its loss to 163 points, or 0.3%, after earlier being down nearly 600 points.AI stocks were again ...

A faction of Federal Reserve policymakers has stepped up warnings that inflation progress could slow or stall, casting doubt over the prospects for another interest-rate cut in December https://t.co/rD9U4lXqL0 ...

RT Vivek Sen (@Vivek4real_)🇺🇸 BILLIONAIRE RON BARON JUST SAID LIVE ON CNBC THAT HE IS BUYING #BITCOIN TO FIGHT INFLATIONBILLIONIERS ARE COMING https://t.co/QBMmodDgoe ...

Joining us now, Henrietta Trees, co-founder and director of economic policy for Veta Partners. Maya Roupert is senior adviser for was senior adviser for the Warren campaign and former campaign manager for Julian Castro. So Henrietta, if the tariff exemptions would go through, what impact could it have on the economy and on Americans wallets.>> Well, first of all, we could finally bring coffee prices back down to where they were in the Biden era, which was 50 percentage points lower than where they are today ...

Joining me is KPMG's chief economist Diane Swank and CNBC's Steve Leeman. Steve, let me begin with you. Is this a big departure from what we had seen after the last Fed meeting.>> Um, yeah, and by the way, Contessa, unfortunately, you blinked. And, uh, it's an even bigger departure because those probabilities are now down to 41%. Um, and I get that because it's only just been in a little bit that we've had that move.As you saw, uh, the 10-year yield rise higher. uh to around 414 and now the probabilities ha ...

Economic Outlook - The Federal Reserve's probability of two successive interest rate cuts in October and December has significantly decreased to 41% from nearly 100% prior to the last meeting, influenced by recent Fed communications and economic concerns [2][3][4] - Inflation remains a critical issue, with current rates around 3%, exceeding the Fed's target of 2%, leading to concerns about the Fed's credibility in managing inflation [4][7][8] Inflation Drivers - The rise in inflation is attributed not only to tariffs but also to broader economic factors, including labor market shortages in sectors like elder care and daycare, which are contributing to affordability issues [6][9] - The dispersion of price indices in the Consumer Price Index (CPI) indicates that more goods and services are experiencing price increases, suggesting persistent inflationary pressures [5][6] Labor Market Dynamics - Despite a seemingly strong economy, the labor market data indicates softness, with job growth concentrated in specific sectors like AI and infrastructure, raising concerns about overall labor market participation [7][10] - Current immigration policies may lead to stagnation or even a decline in labor force growth, with estimates suggesting that a payroll growth rate as low as 30,000 to 50,000 jobs per month may be necessary to maintain stable unemployment rates [13][14]

Market Overview - A significant wave of volatility has hit Wall Street due to Federal Reserve commentary, casting doubt on a potential rate cut in December [1][3] - The credit market is experiencing instability, leading to a rare wholesale in high-grade bonds [1][20] - The market is currently awaiting a cluster of economic data releases that could influence volatility [5][6] Economic Indicators - October data is expected to be noisy and affected by the government shutdown, with full employment being a key challenge [2][4] - The absence of recent economic data has created uncertainty regarding the economy's performance, with expectations of a flood of data in the coming weeks [3][6] - Fed officials are signaling caution in their approach, indicating limited room to ease policy without becoming overly accommodative [4][10] Federal Reserve Outlook - The probability of a rate cut in December is currently estimated at 50%, a significant drop from near certainty a month ago [3][8] - Fed members are divided on the future direction of rates, with some advocating for higher rates while others suggest lower [8][9] - The Fed is likely to pause on rate cuts as they seek to understand economic developments better [10][12] Investment Grade and High Yield Market - The investment-grade bond market is seeing a significant amount of cash on the sidelines, with a total supply of $1.5 trillion expected this year [26][28] - There is a notable increase in skepticism regarding new investment-grade bonds, with no companies currently considering new issues [24][25] - High-yield investors are anticipating an uptick in the market over the next 12 months, despite recent pullbacks [34][35] Sector-Specific Insights - The AI and tech sectors are expected to see substantial funding in the coming year, but current market volatility is causing pushback on specific issuers [23][24] - The outlook for capital-intensive sectors, such as utilities, is under scrutiny as investors reassess the long-term viability of investments [30][31] - The high-yield market is experiencing a shift in sentiment, with investors becoming more cautious about large issuers potentially facing downgrades [34][35]

>> FROM NEW YORK CITY, I’M SCARLET FU. BLOOMBERG REAL YIELD STARTS RIGHT NOW. >> COMING UP A MASSIVE WAVE OF VOLATILITY HITS WALL STREET TRIGGERED BY FED COMMENTARY THAT LEAVES THE DECEMBER RATE CUT IN DOUBT.UNSTEADY CREDIT MARKET LEADS TO A RARE WHOLESALE IN HIGH GRADE. WE START WITH THE MARKET. >> IF THE FED DOESN’T DELIVER THEACTICS WILL BE PRICED.THAT IS THE SPARK THAT LIT THIS. THERE’S A BROAD A YOU RAY OF RISK. THEY HAVE IT FIGURE OUT WHAT THEY DO TO PRIORITIZE.THE OCTOBER DATA WILL BE VERY NOISY AND ...