you think Kevin Hasset ultimately would be a good good choice whe when it comes to economic monetary policy market stability all all the important things for the Fed chair >> I think all five candidates on the short list um are qualified experienced and I think reduce the concern that we once had that you will get a purely political appointment >> cuz that that was the concern with Hasset and I have to say just based on my own reporting of talking to you know bank executives and and hedge funds executives t ...

JPMorgan Chase expects the dollar to soften next year on easier US monetary and fiscal policy, but cautioned that accelerated bets on future interest-rates hikes could challenge that view https://t.co/75VdNoopfk ...

ECB President Christine Lagarde warns against seeing monetary policy as a solution to debt problems https://t.co/MFH0xIh8t9 ...

Governor Martin, good morning. Good morning once again. Thanks for being here. Thanks for having me back.We've got to start with the labor market. Your reflections on what we saw yesterday. Does it lean one way or the other.Yeah, I mean, I think the implications of yesterday were obviously dovish. And if anyone was on the fence, I would hope that this would move them in the direction of cutting. I mean, you saw the unemployment rate edged up a bit.You know, you saw some other indicators like an increase in ...

We have reduced rates 50 basis points already through the the last couple of meetings. And so I think that we need to maintain a modestly a somewhat restrictive stance of policy um to make sure that we are continuing to bring inflation back down to our 2% objective. It's great that inflation expectations remain contained.Uh but that is a place that that I remain focused that we continue to bring inflation back down to target. And so right now to me uh monetary policy is barely restrictive if at all. And I t ...

Um there's uh definitely a bubble in uh the markets. Yeah. Um bubbles.What is a bubble. Right. Okay.What is a bubble. >> What what is a bubble. Uh a bubble um is that there's a lot of creation of wealth from various ways such as you decide that you're going to have a uh sell $50 billion worth of stock and value it at uh trillion dollars or you have multiples like that and then you create the wealth that way and then the question with all this wealth relative to money is who needs the money. So it's all it's ...

And now to our newsmaker of the morning. He is here joining us to discuss the markets, the history of economic bubbles, artificial intelligence, so much more. Bridgewater founder Ray Dallio is with us. Good morning to you, sir. >> Good morning. >> So, you've been uh providing lessons for us for a very long time about economic cycles and where we are and what's going on. The big question in the market right now because we're looking at Nvidia this morning and I think a lot of people are waking up thinking wh ...

Fed Reserve Governor Christopher Waller repeated his view that the central bank should again lower interest rates when policymakers meet in December, citing a weak labor market and monetary policy that is hurting consumers https://t.co/Gfg2Gnt0YH ...

Mark, you've been warning about this, this Bitcoin tech correlation, this Bitcoin tech kind of sentiment that's wrapped into each other. Your take on what this chart is showing. Yeah, I think we will continue to see some of that negativity from the crypto space.I know it's trading stronger today, but I don't that they the sell off there is over. I think the digital asset treasury companies have turned into a negative for the space. So I think that the negativity in crypto will continue to lean on tech and w ...

are getting some breaking news out of the Fed. For that, let's get to Steve Leeman. Hey, Steve. >> Hey, Carl.Yeah, timing is everything. You ask about Schmidt. We got Schmidt here, Kansas City Fed President, uh, who desented at the last meeting, saying monetary policy is modestly restrictive, and that, he says, is where it should be.He suggests in the speech he's about to give his intention to oppose additional cuts again in December. Says he mind could change, but right now, that's the way he's leaning. cu ...