Federal Reserve Bank of Kansas City President Jeff Schmid signaled the US central bank may not need to lower interest rates again soon, citing the need to keep bringing down inflation https://t.co/CxrBEMgCY4 ...

Monetary Policy & Interest Rates - 美联储的政策立场被认为是温和限制性的，并准备好对经济发展做出反应 [1] - 政策已经从限制性和利率上升转变为降低利率，但降息的速度仍是问题 [3] - 市场普遍预期利率将会下降，但对降息的速度以及关税对通货膨胀的影响和劳动力市场的疲软程度存在争议 [4] - 降低利率有助于经济扩张 [16] Inflation & Economic Outlook - 3% 的通货膨胀率并非离谱，但 2% 更好 [7] - 2008 年金融危机后，长期处于较低的通胀和利率水平，2% 的通胀率是一种异常现象 [6] - 目前的财政政策是扩张性的，正在推动经济发展 [14] - 经济可能已经触底反弹，并正在加速增长 [14] Market Dynamics & AI Impact - 债券市场回顾过去，关注滞后指标劳动力市场，而股票市场是情绪驱动的，展望未来 [15] - 股票市场预计扩张性政策、较低的监管、大量的财政支出以及关税形式的税收将被人工智能支出抵消 [16] - 人工智能的繁荣必须扩大到更广泛的领域，才能保证股市持续增长，否则泡沫破裂时的下跌幅度会更大 [20] - 人工智能的成功可能会导致某些行业就业岗位减少，但在其他行业会增加 [21][22] - 美国需要人口增长，才能充分利用人工智能带来的生产力提升 [23][24] Financial Stability & Fed's Balance Sheet - 2008 年金融危机对全球金融网络进行了重组 [11] - 美联储的资产负债表规模过大，但如何在不造成大规模混乱的情况下缩减规模是一个问题 [13]

Treasury Secretary Scott Bessent chides Fed Chair Jerome Powell for not clearly establishing an agenda of cutting interest rates https://t.co/Tho634uBSA ...

Stephen Miran set out his case for lower interest rates, focused on changes made by the Trump administration. But the changes he cites don’t necessarily deliver as promised, James Mackintosh says. https://t.co/jboiHDnzTt ...

European Central Bank's Piero Cipollone doesn’t see major threats to inflation in either direction, with interest rates currently well positioned https://t.co/Gk0d9ZYsZc ...

Traders are reducing their expectations for how much the Fed will cut interest rates in the months ahead, a shift that shows how mixed messaging from central bank officials has clouded expectations for monetary policy https://t.co/lIWKhUhvdF ...

U.S. stocks fell from record highs Tuesday after Federal Reserve Chair Jerome Powell spoke for the first time since the central bank cut interest rates last week. https://t.co/pBsZx2SifN ...

Now that we've heard from the president of the UN, let's start on the next big focus for the market and that will be the Fed chair's speech this afternoon that follows the Fed's quarterpoint rate cut just last week. Joining us this morning, chief economics correspondent of the Wall Street Journal, Nick Timos is with us. Nick, good to have you.Welcome back. Thanks for having me, Carl. We always sort of have I don't know when pal speaks expressor kind of low expectations.His remarks might not get to monetary ...

Federal Reserve Chair Jerome Powell speaks Tuesday to the Greater Providence Chamber of Commerce 2025 Economic Outlook Luncheon. This is Powell's first speech since the Federal Open Market Committee lowered the central bank's key borrowing rate a quarter percentage point to a range of 4%-4.25%, the first cut of the year. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cn ...

Monetary Policy Stance - The analysis suggests the appropriate Fed funds rate is in the mid 2% area, almost two percentage points lower than current policy [1] - Monetary policy is considered well into restrictive territory [3] - Short term interest rates are roughly two percentage points too tight [3] Risks and Mandates - Leading policy restrictive by such a large degree brings significant risks for the Fed's employment mandate [2] - The Federal Reserve has the goal of promoting price stability [1] - The commitment is to bring inflation sustainably back to 2% [2] Economic Outlook - Overly tight policy risks unnecessary layoffs and higher unemployment [3]