Federal Reserve kicking off its two-day meeting on interest rates tomorrow. Want to take a closer look at the markets right now with Ed Yardeni, Ardeni Research President. Good morning to you, sir.Thank you. >> We're all trying to figure out where this is all headed. I think we're at a quarter point, but I don't know.Some people are now suggesting maybe we we get uh you know, half a point. >> It's a stretch. It's possible, but uh I'm I'm like everybody else in the quarter point camp.I've actually been in th ...

“My best guess, I stress the word guess, is the US will end up with 10 to 15% tariffs on most countries, ongoing”. Tyler Cowen tells “Money Talks” how he thinks Trump will reshape the global economy https://t.co/wpC4vRgxTI ...

Welcome back. And joining me now is Republican Senator Lindsey Graham of South Carolina. Senator Graham, welcome back to Meet the Press.Thank you. Well, thank you for being here. I'm so sorry we have to meet under these circumstances again, Senator.You were on this program the day after the first assassination attempt against President Trump. My question for you this morning, Senator, what is your message to people this morning about this moment that we're in in this country. Well, number one, my message to ...

on Thursday. Our next guest joins us with the catalyst he thinks will be the most important for investors next week. So, let's bring in vital knowledge founder Adam Chrysafouli.Adam, it's great to have you back on and let's start right there. Is this all about central bank decisions. Yeah, definitely think the Fed will be the most important um event of next week and we also have a lot of other central banks, BOJ, BOE, Bank of Canada, but the Fed will be the big highlight by far.Okay. And is it really about ...

Tariffs and Supply Chain - Tariffs serve an important purpose in addressing fragile supply chains exposed during COVID-19, particularly for essential goods [4] - The US has made progress in bringing key parts of the supply chain back, incentivizing domestic manufacturing of critical components like chips [5][6] - Government intervention, such as providing capital to stimulate economic growth, should ensure sovereign protection and secure supply chains [9][10] Corporate Response to Tariffs - Companies are facing a conundrum with rising input costs due to tariffs and limited ability to raise prices for consumers [12] - Corporations are adapting to tariffs by becoming more efficient and reducing human capital [14] - Revenue for companies in Q2 increased by just over 6%, while earnings per share (EPS) increased by 118% [16] Labor Market Dynamics - The job market is weak despite a good economy and strong earnings, as companies are downsizing to offset increased input costs [17][18] - Companies are leveraging AI and natural attrition (80,000+ people turning 65 weekly) to reduce headcount [19][21] - Downsizing explains the conundrum of a weak jobs market despite efforts to bring jobs back to the US [26] Future Economic Outlook - A rebirth in jobs and manufacturing is hoped for, contingent on lower interest rates and a restart in housing [27] - Capital expenditure (capex) will be spent over several years (2026-2030), primarily on equipment rather than labor [28][29]

Watch: President Trump repeatedly claims tariffs will reap “billions” of dollars for the U.S.—and so far, he’s right. Here’s a look at how all of that money is collected and where it goes. https://t.co/51QAW52iHf ...

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All right, we got some breaking news out of Washington DC. The Treasury Department is releasing its monthly interest statement and Megan Cassella is all over the story. She's got the details.Megan, Don, that's exactly right. This time it was another big deficit month for the US Treasury. The US running a $345 billion deficit for the month of August.That compares with about $300 billion expected among economists surveyed by Dow Jones. Now, on an adjusted basis, that accounts for standard calendar differences ...

Trade Negotiations - India is under pressure to open its market and cease purchasing Russian oil, which has increased from 1% to 40% of its oil imports since the Ukraine war began [1] - Upcoming trade deals are anticipated with Taiwan and Switzerland, while South Korea's compliance with agreements remains to be seen [1] Success Stories in Trade Agreements - The trade agreement with Europe involves 450 million people and a 20 trillion dollar economy, allowing for complete market access to the U.S. and a 15% tariff payment [1] - Japan has committed 550 billion dollars for investments in the U.S., including infrastructure projects like the Alaska pipeline and nuclear power plants, in exchange for tariff reductions [1] Economic Impact - Tariffs are generating 40 billion dollars monthly, contributing to deficit reduction without significantly causing inflation [1] - A projected 10 trillion dollars in factory construction is expected, leading to a surge in construction jobs and GDP growth exceeding 4% next year [1]

Market Trends & Historical Data - 30 years ago, the Dow started the year under 4,000 and finished around 5,000, compared to today's Dow at approximately 45,000 [2] - 30 years ago, the price of oil was about $11 per barrel [3] - Investors generally view the economy as being in reasonable shape, but are uncertain about the impact of tariffs [21] - The IPO market is loosening up, which is a good sign that the economy is not in big trouble [22] Monetary Policy & Inflation - The market expects the Fed to reduce interest rates by 25 basis points [9][19] - A 50 basis point cut by the Fed would scare the markets, suggesting the economy is weaker than perceived [9] - The Fed's dual mandate includes worrying about both inflation and unemployment [11] - Current inflation is still about 80 basis points above the Fed's 2% target [12] - There is pressure on the Fed to lower interest rates [13] Economic Outlook & Labor Market - The economy is in reasonably good shape, growing reasonably well for its size, though not at 5% annually [14] - The Fed is more likely to reduce by 25 basis points [16] - Unemployment is now a concern, and the economy is weakening a bit [19]