Ted Cruz shouldn't mess with the Federal Reserve, says former New York Fed President Bill Dudley (via @opinion) https://t.co/bJUAmOTz8L ...

The Fed must be careful not to give away too much to banks, writes @PaulJDavies (via @opinion) https://t.co/iLB3IEQor2 ...

June 23, 2025 04:01 AM GMT Global Economic Briefing | North America The Weekly Worldview: Enough uncertainty to go around The interplay of country and sector tariffs, legal considerations, and trade deals will keep the level, timing and composition of tariffs uncertain. We discuss the read across of this uncertainty for the Federal Reserve. M The topic of tariffs has come off the boil in recent weeks, but the ultimate effect of tariffs has yet to show in the data. Markets are eying July 9, as the next "dead ...

Federal Reserve & Economic Policy - The market has largely absorbed the impact of tariffs, with focus shifting to the US deficit issue [5][6][7][8] - The speaker believes the Federal Reserve conversation is important, with rates potentially remaining stickier and higher than anticipated [13] - The market is currently pricing in three to three and a half rate cuts for the remainder of the year, but the speaker is skeptical, anticipating potentially only one cut [12] - The speaker views the recent dollar decline as more of a technical correction due to unhedged global investors rather than a long-term impact on the US economy [9][10] Investment & Market Trends - Global investors are returning to US assets, attracted by the strength and scale of the US economy [19] - Private capital is increasingly driving the economy, playing a significant role in financing, including a $45 billion (four and a half billion dollars) private capital financing deal for a nuclear power plant build in the UK and Germany [20][21][22] - The speaker does not see any immediate red flags in valuation underwriting, noting the US economy's resilience [18][21] - The speaker anticipates approximately 2% growth with about 3% inflation for the fundamental economy [36] European Market & Private Capital - European leadership is embracing private capital to address CapEx needs in areas like transmission lines, transportation, AI, and data centers [26][27] - European banks are increasingly focusing on ROIC and shareholder value, aligning more with US practices [25][31] - Germany aims to grow its economy from $4 trillion (four trillion dollars) to $6 trillion (six trillion dollars), embracing private capital alongside government spending [22][23]

Let's bring in Muhammad Ali. Muhammad is gonna have a few thoughts on this for sure. Alian's chief economic adviser, Muhammad.And here's the thing with the president's um kind of furer at Powell who is is not being very dovish right now. And and we've seen this with Supreme Court picks as well. You know, you think you're getting a conservative and you know, so is the president going to go out of his way to get someone who he thinks is going to be Look at everyone he's appointed to his cabinet the second tim ...

RT CoinDesk Podcast Network (@CoinDeskPodcast)📊 USD hits a 3-year low as Trump considers naming the next Fed chair early.Will Trump remove Powell before July? Who will be the next successor?Let us know in the comments 👇@jennsanasie brings you 'Chart of the Day,' presented by @cryptocom. 🔗👇 https://t.co/afmx88zGCF ...

I want to start with this data and maybe we can spend some time on a palace intrigue later on. Jobless claims, initial claims lower than expected, continuing claims higher than expected and creeping higher over the past few months. From your vantage point, president title, how much weight would you put on one versus the other.And what's the labour market picture look like in your point of view, your opinion. Well, the labor market is shaping up to be solid and the data today confirmed that. Now, continuing ...

joining us now with more on the markets, Noah Blackstein, Dynamic Funds, senior portfolio manager. Uh, no, we u, you know, we looked into the abyss when we I think the S&P got down to God, was it 4,800. I don't know where it was.We're we're almost all the way back to new highs. More new highs or now we look around and say, "Okay, what do we do?" Um, we're back to where we started the year basically up a little. We're up just a little.I mean from from the abyss we're up a lot obviously but um you know just f ...

You were criticizing the Federal Reserve chair before coming to this summit. I think he's terrible. I was wondering if you've begun interviewing different candidates for the Fed pick.Yeah, I I I know within three or four people who all going to pick. I mean, he goes out pretty soon fortunately because I think he's terrible. He's an average mentally person.I'd say low in terms of what he does. Low uh low IQ for what he does. Okay.Uh wait. So unsaid instead of paying $900 billion dollars, we don't want to pay ...

Well, joining us now is BNY Investments chief economist and former Federal Reserve Director of the Division of Monetary Affairs, Vincent Reinhardt. It's great to have you back on the show. Welcome.I want to start right there because we've had a lot of Fed speak to start the week and certainly Powell with his semiannual testimony on the Hill, part one of two days here today. The market seems to be taking his messaging maybe slightly more doubbish. But I'm not sure it's the right way to take his messaging, bu ...