Economic Uncertainty & Recession Risks - Uncertainty, stemming from policy, geopolitical factors, and President Trump's attacks on the Federal Reserve, poses a significant threat to US economic growth [1][2] - Recession risks are higher than average, though not overwhelming, as the US consumer remains resilient [7][9] - Corporate investment is hindered by uncertainty, impacting medium to longer-term plans [5] Monetary Policy & Inflation - It's difficult to argue for lower interest rates currently due to uncertainty about future inflation [11] - There are no overwhelming signs of weakening economic activity that would call for monetary policy stimulus [12] - The pass-through of tariffs into higher prices has been modest so far, but it's still early stages [11] Immigration & Demographics - Slower population growth due to immigration shocks negatively impacts medium-term potential output [8][9] - Aging populations and declining birth rates in the US and other advanced economies impact potential growth [14] - Immigration has historically contributed to trend growth in the US economy [8][14] Debt & Fiscal Policy - The US budget bill is estimated to add at least $3 trillion to the deficit over the next 9 to 10 years [15] - High debt levels and debt servicing costs are a concern, potentially hindering more productive investments [17][18] Globalization & Trade - Globalization has been off its peak since the global financial crisis [20] - While globalization has benefited consumers through cheaper products, it has also led to a hollowing out of various sectors in the US [20][22] - Increased global cooperation is preferred over a fragmented system [22] Global Debt Crisis - The unfolding debt crisis in low-income countries is something to watch, as it could amplify to emerging markets with bigger footprints [24][25]

Donald Trump’s advisers are encouraging him to nominate a temporary Federal Reserve governor to fill the soon-to-be vacant seat on the central bank’s board https://t.co/YrFjfOWciJ ...

Federal Reserve Leadership - The decision on a replacement for the Fed governor will be made before the end of the week [1] - The term for the Fed governor replacement will be for a four-month period or for permanence [1] - There are a couple of candidates being considered for the Fed governor position [1] - The search for the Fed chair has been narrowed down to four people [1] - Two of the candidates for Fed chair are named Kevin [2]

Federal Reserve governor Adriana Kugler is set to leave the central bank on Friday, and President Trump is seriously considering tapping her successor to be the next Fed chair https://t.co/tgf29rj5lK ...

🇺🇸 JUST IN: President Trump says the Fed governor decision will be made before the end of the week, and adds four people are being considered for Fed chair. https://t.co/jNHpBD4C16 ...

Federal Reserve Policy - The market is awaiting Trump's decision this week on a replacement for outgoing Federal Reserve Governor Adriana Kugler [1]

Which takes us to our talk of the tape. Is this market just taking a breather before launching its next leg higher. Or has momentum just grinded to a halt.Let's ask Adam Parker. He is Triariat's founder and CEO and a CNBC contributor. Welcome back.>> Thanks for having me. >> You make the argument that dips should be bought. Why.>> Well, you know, I think most institutional investors think we're going to get some kind of growth scare, maybe a stag inflation scare here. August through October. >> Is that what ...

I know you two Kevin are doing well and I have two other people that are doing well. You look it's in the end there are numerous people that are qualified. President Trump you said there are four names.There are two other names that have been mentioned in the press. One is Governor Waller. The other is the Treasury Secretary Scott Bessant.Are those the four that you're considering. Well, I love Scott, but he wants to stay where he is. I will I'll take him off the Because I asked him just last night, "Is thi ...

President Trump says Treasury Secretary Scott Bessent is no longer being considered as a potential replacement for Federal Reserve Chair Jerome Powell. https://t.co/86bvgmWxj3 ...

President Donald Trump said Treasury Secretary Scott Bessent told him he did not want to be nominated to replace Jerome Powell as the next chair of the Federal Reserve https://t.co/XNDHlavjv1 ...