We are thinking about how global narrative around A. I. continues to develop.Have you got any worries that we've been seeing, at least in the pressure in the stock market of late. No, I think this is a little garden variety correction because we've had a few wobbles bad news in the private credit market. I think that we'll have maybe a 5% correction.I think the year will finish on a very, very strong note because really the trend for artificial intelligence was so strong for data centers. In fact, when you ...

Aluminum and copper decline as investors await delayed US economic data amid fading expectations of a Federal Reserve interest-rate cut next month https://t.co/XmZ7XNZChd ...

From @WSJopinion: Americans would benefit from higher take-home pay and greater purchasing power if only the Federal Reserve’s leadership stopped defending its mistakes and started correcting them, writes Kevin Warshhttps://t.co/ZCCTGl2Qws ...

Core Points - Adriana Kugler, a Federal Reserve governor, resigned abruptly in August [1] - Following her resignation, she filed a financial disclosure form for her investments [1] - The central bank's ethics officer declined to certify this financial disclosure [1]

Economic Outlook & Concerns - Allianz 首席经济顾问 Mohamed El-Erian 表示，并未看到有损系统完整性的因素 [1] - El-Erian 讨论了下一任美联储主席应坚持的经济目标类型，以及让他夜不能寐的经济风险 [1] - 对人工智能对劳动力市场的影响以及市场泡沫形成的持续猜测表示关注 [1] Federal Reserve & Monetary Policy - 美国国会推动并通过了一项新的融资法案，以重新开放联邦政府，为美联储在 12 月 FOMC 会议前审查大量经济数据打开了大门 [1] - 前美联储副主席 Lael Brainard 表示，她将支持现任美联储官员在通胀和劳动力市场风险的背景下再次降息 [1] - Guggenheim Partners 认为美联储不能完全脱离政策监督 [1] Key Speakers & Their Affiliations - Mohamed El-Erian 是 Allianz 首席经济顾问 [1] - Lael Brainard 曾任国家经济委员会 (NEC) 主任和奥巴马政府时期的财政部国际事务副部长 [1] - Anne Walsh 是 Guggenheim Partners 的管理合伙人兼 Guggenheim Partners Investment Management 的首席投资官 [1] Market Commentary & Analogies - 报告提到了 Jamie Dimon 等华尔街主要人物对信贷市场存在“蟑螂”的担忧 [1] - El-Erian 使用“白蚁”来比喻可能侵蚀系统完整性的因素 [1]

Federal Reserve Bank of Atlanta President Raphael Bostic signaled that while he was able to support the most recent two interest-rate cuts, he wasn’t yet convinced about another move next month https://t.co/mWoknNrhGE ...

It's been a difficult week. We planned this morning show with the narrative in the market right now that this is about the Fed and what they will or won't do in December. But actually over the course of the week, it wasn't about that at all.It was about valuations in an air bubble or not in a bubble. What's the real driving force right now that's top of mind for the people you speak to. You know, the debate has absolutely intensified when we talk about are we in an air bubble.And there's really there's two ...

COMPONENT. IF THEY ARE BECOMING LONG-DURATION ASSETS THEY WILL SWING WITH RATES. JONATHAN: TO THE FORCES I AM TALKING ABOUT PUT THE YEAR IN THE RALLY IN JEOPARDY.GEORGE: WE WILL GO THROUGH MANY CYCLES BEFORE WE GET TO THE TYPICAL YEAR END RALLY WHICH TYPICALLY KICKS OFF CLOSER TO THANKSGIVING INTO THE END OF THE YEAR. I THINK NOW WITH THE GOVERNMENT REOPENING WE WILL GET THE DATA. SOME DATA.NOT ALL OF IT. THE BURDEN OF PROOF IS THERE. YOU HAVE TO HAVE REALLY STRONG JOBS DATA TO TURN OFF THE FED.EVEN THOUGH ...

Boston Fed President Collins speaking yesterday at a community banking conference, taking a cautious tone around the path forward for rate cuts. A view that is echoed by our next guest. Joining us here at Post 9 this morning is former Minneapolis Fed President Gary Stern.Gary, it's great to have you back. Good morning. >> So Collins, Daly, Bostic, sort of this school that maybe it's good to slow down.>> Uh yes, and I would agree with that. I don't think first of all I don't think there's a compelling ration ...

Welcome to our special preview of Invest 2025, a global streaming event packed full of conversations with CEOs and leaders to help you, the investor. Today's the big day. Stay locked into Yahoo Finance for a day of unparalleled insight starting right in London right now on the pre-show.Beyond the big headline that the longest ever government shutdown in US history is now over, we'll also be hearing from one of the world's most respected economists on what the future of markets could look like. And our execu ...