There are times when if you tune in to the show, it's all about the Federal Reserve and trade policy all the time. I prefer to focus on the fundamentals of individual companies. You know that trying to help you identify winning stocks.But there are moments when these big picture macro forces trump what's going on at the companies themselves. No, no pun intended. We just went over the Federal Reserve at what they really do, why they feel compelled to raise interest rates in a strong economy, why those higher ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer.Other people want to make friends. I'm just trying to make you a little money. My job is not just to entertain, but to educate you.So call me at 1800743 CNNBC or tweet me at Jim Kramer. If you spend much time watching this network, you've heard endless chatter about the Federal Reserve, the business cycle, tariffs and trade, and of course all the ways our trading partners try to get over on us by breaking the rules of the Great Arbor, the World Trade ...

If you spend much time watching this network, you've heard endless chatter about the Federal Reserve, the business cycle, tariffs and trade, and of course, all the ways our trading partners try to get over on us by breaking the rules of the Great Arbor, the World Trade Organization, or at least breaking them in spirit. But for all the relentless focus on the Fed or trade policy or the inherent boom and bust nature of the economy, we don't always do a great job of putting this stuff into context and explaini ...

Israel Iran war redhot Nancy you saw the president is on social media today he was demanding Iran's surrender you know there's the risk when you when you ask this question Nancy that you can come off sounding kind of cold but I'm just wondering if you think as a longtime market watcher does the market ultimately Nancy kind of look through all that and as long as oil behaves itself here and I'm looking at WTI still under 75 the market do you think Nancy is ultimately going to just concentrate on the economy ...

Market Outlook - CNBC's Fed survey participants show growing optimism about the outlook for markets, anticipating a bounce back in the economy and stocks in 2026 [1] - The survey projects the S&P 500 to reach 6133 by year-end, a 15% increase, and 6625 in 2026, nearly a 10% increase from yesterday's close [2] - Equity markets are near all-time highs, anticipating certainty on tariffs, extension of the 2017 tax cuts, deregulation, AI productivity, and Fed easing, potentially leading to economic reacceleration in the second half into 2026 [2][3] Interest Rates and Monetary Policy - The survey indicates no expectation for a rate cut next month, with the funds rate remaining above the long run neutral rate into 2026 [4][5] - The survey builds in two rate cuts for this year and one for next year [4][5] Fiscal Policy and Deficit - 82% of respondents believe the tax bill will increase the deficit [3] - Opinions are divided on the tax bill's impact on growth, with 29% more optimistic, 29% less optimistic, and 43% believing it doesn't matter [3][4] Inflation and Tariffs - A 43% to 32% margin believes tariffs will be one-time price increases rather than creating broader inflation [6] - 61% of respondents anticipate tariff inflation is yet to come in the months ahead [6]

Joining us this morning, Fidelity Investments director of Global Macro, Yuri Timmer, with us, who I'm sure has been listening in. Yurian, it's good to see you. Of the dual threats that we were just discussing, uh, do you think there's that one is more pronounced than the other.Um, I think they're fairly imbalanced right now. And again, this is the really the first time in decades that the Fed has had to really think about both mandates, right. for the last 15 years or so whenever there was a shock to growth ...

The U.S. Bureau of Engraving and Printing manufactures U.S. currency at plants in Washington D.C. and Fort Worth, Texas, but the amount they print is up to the Fed. https://t.co/BkJziY72Zg ...

boosting the richest by $12,000 a year. Joining us right now is Phil Swagel. He's the director of the Congressional Budget Office.And Phil, let's talk through some of the criticism you've received. Russ Vought said on X that this bill reduces deficits by $1.4% trillion. When you adjust for the CBO's one big gimmick, not using a realistic current policy baseline.Caroline Leavitt said that the CBO assumes long term GDP growth of an anemic 1.8%. And that's absurd. And then you had President Trump himself sayin ...

Economic Sentiment - 56% of voters believe Trump is losing the battle against inflation, with 85% of Democrats, 24% of Republicans, and 61% of Independents agreeing [11] - 52% of voters think the U.S. economy is strong today, an increase of 6 percentage points since April 2025 [6] - 39% of voters believe the U.S. economy is on the right track, with inflation (34%) and immigration (32%) being the top two issues [6] Political Approval Ratings - Trump's approval rating stands at 46%, a decrease of 6 points from February 2025, with the highest support among Republican, male, 25-44 years old, white, and rural voters [2] - The Republican Party's approval rating is at 47%, down 5 points, while the Democratic Party's approval rating remains steady at 42% [6] Voter Perspectives on Policies - A majority of voters support most of Trump's policies, particularly on lowering prescription drug prices (84% support) and deporting illegal immigrants who have committed crimes (80% support) [6] - 67% of voters are aware of Trump's "Big Beautiful Bill," with 50% opposing it and 42% believing it will add too much to federal debt [11] Foreign Policy Views - 60% of voters support the administration's efforts to take out Iran's nuclear weapons program, with 85% stating Iran must not obtain nuclear weapons [13] - 73% of voters believe Russian President Putin is stalling in the Ukraine war, and 62% support continued U.S. military aid to Ukraine [16] Public Opinion on Key Figures - Voters have a more favorable view of Robert F. Kennedy Jr. (+6 net favorable) and Vice President J.D. Vance (+2) compared to less favorable views of Chuck Schumer (-14) and Elon Musk (-13) [6] - 49% of voters trust neither Trump nor Musk on economic policy, although more voters trust Trump over Musk by a net of 26 [11]

The federal government has as a core duty the right and responsibility to enforce immigration law and police the borders. That's what the government is. That's what the federal government is really.So if you contest that, it is like a threat to disunion fundamentally. I mean I think there's a lot at stake and we reached this point because a series of paradoxically weak federal governments allowed sanctuary cities to continue literally for decades. Each one its own form of insurrection against the central go ...