There's a wide expectation that the Federal Reserve Board might lower again in December. Do you have a view on whether if the Fed does lower it should be 25 basis points or 50 basis points as a president or do you have a view on what might be better for the economy. >> Well, I you know first want to say that that I have high regard for Jay Powell.I've known him for a long time. Have uh had economic conversations with him many many times during the last administration and this time too. I think at times he a ...

Policy & Leadership - Kevin Hassett, a strong advocate for aggressive interest rate reductions, is currently considered the leading candidate for the next Fed chair [1]

I'll come back to you all in just a minute. I want to expand this conversation though on the prospects of a new Fed chair and maybe it if it is Kevin Hasset. Let's welcome in uh Richard Fischer.He's the former Dallas Fed president. He joins us now. We wanted you so high in our show because the market liked this report.Um do you like the report. >> Yeah, look it would follow tradition. Janet Yellen, Ben Bernani all came as former heads of the Council of Economic Adviserss even.That's that's where Kevin Hasse ...

President Trump has been pretty high on Kevin Hasset really since June. They had a bunch of private meetings in June that my sources told me went really well. Um and then you know the process just uh you know petered out a little bit.There have been so many sort of foreign policy challenges that he's been dealing with that that the Fed search just took a little bit of a back seat. Um and so now it is cropping back up now that people are looking to Powell's term ending in 2026 and Hasset really is still the ...

Market Trends & Investment Strategies - Thanksgiving week market rallies are no longer guaranteed due to the rise of algorithmic trading [2][3][4] - The market is closely scrutinizing data points, research, and earnings, even during holiday weeks [4] - High-quality dividend stocks offer relative safety during volatile periods, with Enbridge, Pfizer, and Realty Income highlighted as examples yielding over 5% [26][28][30] - The speaker advocates for buying into weakness, citing Oddity Tech as a compelling value after a pullback [67] - Monitoring specific "tells" like Micron, SanDisk, and Bitcoin's overnight trading can help spot market bottoms [109][111][112] Company Performance & Outlook - Zoom is facing challenges from competitors like Microsoft Teams [5] - Retail sales are expected to be weak, potentially leading to Federal Reserve rate cuts [8][9] - Dell Technologies is expected to perform well due to its data center and enterprise business [14] - HP is considered vulnerable to commodity price fluctuations [15] - Oddity Tech's new skincare brand, Methodic, aims to address unmet needs in dermatology using AI and telehealth [60][61][62][63] Healthcare Industry Dynamics - AstraZeneca is investing $2 billion to expand its manufacturing footprint in Maryland, creating approximately 2600 jobs [27][76][78] - AstraZeneca's share price has increased by 15% over the past year, driven by strong oncology results [80] - AstraZeneca is focusing on developing treatments for difficult cancers, including triple-negative breast cancer [83][84] - AstraZeneca aims to reach $80 billion in revenue by 2030, with half coming from the United States [94]

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 ...

Core Insights - The current higher-for-longer interest rate environment, along with the potential for future rate cuts, is making fixed income ETFs attractive again [1] Group 1: Market Environment - The fixed income market is experiencing renewed interest due to the prolonged high interest rates [1] - There is ongoing uncertainty in the market, which may affect investor sentiment and decisions [1]

Inflation & Interest Rates - US President Trump stated inflation is almost non-existent, currently around 2%, potentially even 1% [1] - Low inflation environment suggests potential for more comfortable interest rate cuts [1]

Monetary Policy - Continued rate cuts are still considered reasonable [1]

Economic Policy - Donald Trump advocates for more interest rate cuts to bolster the US economy [1] - The central bank provided one rate cut [1] Market Overview - The US economy is described as wavering [1]