What is going on. Let's answer that question with Andy Brener, head of International Fixed Income at National Alliance. He puts out must-read market commentary, and he joins us now.Andy, it's great to have you back on the program. It's been too long. What is happening with global fixed income markets.Brian, it's it's a new month and uh what you have is a lot of supply coming. You have supply coming all throughout Europe and you have supply today in the in the corporate markets. We counted about 25 deals tod ...

Diesel’s summer rally may extend into the fall if the Fed cuts interest rates this month, bolstering industrial activity powered by the workhorse fuel, analysts say https://t.co/TlenasSXzA ...

Monetary Policy - European Central Bank Governing Council member Martin Kocher 提倡在下一次利率决策中采取谨慎态度 [1]

Interest Rate & Political Influence - Greater political influence over the Fed is projected to increase interest rates [1] - The increase is attributed to the heightened risk of unfavorable decisions [1] Risk Assessment - The report highlights the risk associated with political influence on the Federal Reserve [1]

Donald Trump believes the Federal Reserve has been too slow to cut interest rates. But if that is his reason for going after Lisa Cook, he’s chosen an odd target https://t.co/6faVHMnNbG ...

Federal Reserve & Monetary Policy Impact - The Federal Reserve's actions, including interest rate adjustments, directly influence household finances, affecting mortgage rates, credit card debt, and the cost of groceries [2] - Lisa Cook's role at the Federal Reserve and the broader Fed policies have a tangible impact on the financial well-being of every American household [2] Socio-Political Context - The analysis suggests a pattern of targeting Black individuals in positions of power, framing attacks on Lisa Cook within this context [3][4] - The document argues that attacks on Lisa Cook are not solely about her position but reflect broader issues of power dynamics and inclusion [4] Economic Implications - The document asserts that the situation impacts paychecks, jobs, savings accounts, and student loans, linking it to personal financial security [5] - The narrative suggests that the attacks on Lisa Cook and the independence of agencies have implications for individual economic stability [5]

Monetary Policy - San Francisco Fed President Mary Daly hinted at potential interest rate cuts soon [1] - The Fed anticipates that inflation resulting from tariffs is likely to be temporary [1]

Monetary Policy & Inflation - The former Kansas City Fed President suggests the court should sort out the authority of the president to fire someone, emphasizing the need for due process [2] - The analyst observes that inflation is at 3%, one percentage point above the target, while the Fed is considering cutting rates [7] - The PCA inflation has tipped up slightly, and unemployment remains at 42% [9] - With inflation at 3%, real interest rates are approximately 15%, which is close to neutral [10] - There is no case for cutting rates in a rising inflation environment [11] - The recent budget reconciliation bill is expansionary, adding another $2 trillion of debt [12] - Cutting rates in an environment of rising inflation and low unemployment poses a risk to the Fed's appearance [14] Labor Market - A Fed governor suggests the labor market is weak and about to turn negative based on extrapolations of revisions [8] - Initial claims were down, indicating a relatively stable labor market [10] Fed Actions & Considerations - The Fed may be facing pressure from elsewhere on the FOMC to cut rates [13] - It may be time for the Fed to wait and see rather than signaling rate cuts [11]

Revenue Generation - Tether 通过生息国债产生收入 [1] - 行业关注降息对 Tether 收入的影响 [1] Investment Opportunities - 行业探讨投资于由 AI 硬件和计算贷款支持的稳定币的可能性 [1] - AI 被认为是当今最具颠覆性的技术 [1]

Revenue Generation - Tether 通过生息国债产生收入 [1] - 行业关注降息对 Tether 收入的影响 [1] Investment Opportunity - 行业探讨投资于由 AI 硬件和计算贷款支持的稳定币的可能性 [1] - AI 被认为是当今最具颠覆性的技术 [1]