RT Bloomberg Opinion (@opinion)@JonathanJLevin Will the Fed adjust its inflation target?Tune in for live CPI analysis 🎥https://t.co/2Xeig7Su8A ...

Market Impact of CPI Data - A clearly strong CPI data set could disrupt both stocks and bonds markets [1] - Strong CPI data may hinder the Federal Reserve's dovish pivot, making interest rate cuts less likely [2] - Elevated CPI data could raise stagflation concerns and increase scrutiny on the US fiscal outlook [2] - Higher-than-expected CPI figures, even slightly above consensus, could cause market problems [6] - A high CPI print could lead to a sell-off in Treasuries, lower stock prices, and a knee-jerk reaction of dollar strength [5] US Fiscal Outlook and Treasury Market - Factors that previously supported a bullish view on Treasuries have shifted to bearish [4] - Recent Treasury auctions have been poor, reflecting concrete mood changes regarding the US debt burden [3][4] - Fiscal measures are now impacting expected US debt payments over the next year [4] - Tariffs may soon contribute to inflation [4] - Ten-year Treasury yields are expected to rise substantially over the coming six months to a year, potentially testing multi-year highs [8][9]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Vonnie Quinn taking you through to that closing bell with a global cybercast. It started with Tim Stenovec in the radio booth.Isabelle Lee in today for Carol Massar. Welcome to our audiences across all of our Bloomberg platforms Television, radio, YouTube. Tim Stanley back here on an interesting day here, a day where we see the markets move lower only fractionally.But of course, this is ahead of some key economic ...

Market Overview & Economic Cycle - The market briefly hit a new high for NASDAQ, but lacked strong conviction near the close [1] - The market is considered to be in the middle of a market cycle, not a late-cycle bull market, as credit spreads are not blowing out and bankers are not tightening lending standards [2][4] - The economy is slowing down, which typically leads to policy easing [2] - A slowdown environment favors higher quality mega-cap stocks, which make up a large portion of the broad index [3] Catalysts & Policy - Policy easing and a reacceleration of leading indicators, along with improved sentiment, are needed for market broadening [4] - The current policy mix, including trade and Federal Reserve policies, is contributing to a below-trend environment [5] - The Federal Reserve's policy should be more accommodative given the slowing economy, with the Fed funds rate potentially needing to be 50 to 75 basis points lower [9] Corporate Performance & Reliance on Rate Cuts - Second quarter earnings growth showed 12% year-over-year earnings growth and 6% revenue growth, indicating a strong market [7] - The market is not overly reliant on rate cuts, as much of the capex is coming from free cash flow [12][13] - Smaller capitalization companies are more sensitive to rate cuts [8][13]

Federal Reserve Chair Selection - The market anticipates potential rate cuts by next May [1] - The Trump administration may prioritize loyalty over professional reputation in selecting the next Federal Reserve Chair [3][5] - Stronger candidates might be overlooked in favor of those perceived as more pliable [4][5] Potential Candidates - James Bullard and Marc Summerlin have been added to Trump's list of potential candidates [1] - There is speculation that James Bullard may not be chosen due to his independent stance [3] - The administration values loyalty above all else, potentially influencing the selection process [5]

From @WSJopinion: Trump’s Federal Reserve nominee, Stephen Miran, believes the dollar is overvalued because of its status as the world’s reserve currency. He’d like to change that. https://t.co/Fxpzls4xdr ...

The Federal Reserve’s two vice chairs, Michelle Bowman and Philip Jefferson, and Dallas Fed President Lorie Logan are under consideration to serve as chair of the central bank when the position opens next year. Listen to that and the latest stories on Bloomberg News Now https://t.co/UCNB4C6Tf9 ...

RT Anthony Pompliano 🌪 (@APompliano)I sat down with @jvisserlabs to talk about bitcoin coming to 401k’s, the lack of volatility, why Wall Street is talking about ETH & stablecoins, what is going on at the Fed, how AI & GPT-5 will impact the economy, and how you can make more money.Enjoy!YouTube: https://t.co/REooIZiJOZSpotify: https://t.co/yQdDrQgMaMApple: https://t.co/jHEYQhuLR2TIMESTAMPS:0:00 - Intro0:56 - Impact of bitcoin coming to 401k’s6:26 - Bitcoin’s current lack of volatility10:32 - Thinking throug ...

Federal Reserve Governor Michelle Bowman delivered two key pieces of news on Saturday, announcing she will host an Oct. 9 community bank conference and favors three interest-rate cuts this year https://t.co/1StiYiQIIv ...

Cryptocurrency & Investment - Bitcoin's integration into 401k plans is discussed [1] - The report addresses Bitcoin's current low volatility [1] - Ethereum and stablecoins are being analyzed by Wall Street [1] Technology & Economy - The potential economic impact of AI and GPT-5 is explored [1] - Individual productivity gains are examined for their impact [1] Monetary Policy - The report provides insights into the actions of the Federal Reserve (The Fed) [1]