Taiwan's fourth-quarter GDP grew by 12.68%, versus an estimate of 8.75%, the fastest since 1987 https://t.co/5wIE8h291b ...

want to thank my entire cabinet for 12 months of unprecedented achievements. We really have I mean unprecedented the numbers we've had on the economy and growth. Uh you see them and that's despite a Democrat shutdown.Without the shutdown we would have picked up about a point and a half more than already high numbers, record setting numbers. So this has been I think and a lot of people say it the most successful year of any administration in American history. first year.There's never been a first year like t ...

FOR THE FIRST TIME SINCE JULY, THE TWO FED GOVERNORS APPOINTED BY PRESIDENT TRUMP DISAGREED WITH THE MOVE MIRRORING TRUMP'S CALL TO LOWER RATES IN THEIR DECENT. LET'S BRING IN FORMER TREASURY OFFICIAL AND MORNING JOE ECONOMIC ANALYST STEVE RATNER WHO HAS CHARTS ON YESTERDAY'S FED DECISION. FIRST UP, EXPLAIN THE PAUSE, THANK YOU VERY MUCH FOR JOINING US, STEVE.YEAH, AS YOU SAID MECA, THE FED HAS BEEN REDUCING RATES PRETTY STUDILY SINCE JULY WHEN THEY PEAKED AT ABOUT ALMOST 5 .5 % AND THEY'VE GONE DOWN, DOWN, ...

JONATHAN: FOR THE AUDIENCE WORLDWIDE, GOOD AFTERNOON. THE FED DECIDES STARTS RIGHT NOW. >> THIS IS A SPECIAL EDITION OF "BLOOMBERG SURVEILLANCE." WITH JONATHAN FERRO, LISA ABRAMOWICZ AND TOM KEENE."BLOOMBERG SURVEILLANCE: THE FED DECIDES." JONATHAN: HERE WE GO AGAIN. FOR THE FIRST TIME IN 2026 THE RATE DECISION FROM THE FOMC 27 MINUTES AWAY. 30 MINUTES AFTER THAT, A NEWS CONFERENCE WITH CHAIRMAN POWELL.IT IS FAIR TO SAY THE LEAST ANTICIPATED FED MEETING OF THE LAST 12 MONTHS. TOM: YOU HAVE TAKEN THE KOOL-AI ...

Summary of Key Points from the US Economics Analyst Conference Call Industry Overview - The analysis focuses on the US economy, particularly GDP growth, labor market dynamics, inflation trends, and fiscal policy implications for 2026. Core Insights and Arguments 1. **GDP Growth Forecast**: The company forecasts GDP growth at 2.5% for 2026 Q4/Q4, above the consensus of 2.1%. For the full year, the forecast is 2.9% compared to a consensus of 2.4% [5][7][70]. 2. **Business Investment**: Business investment is expected to be the strongest component of GDP, growing over 5% on both a Q4/Q4 and full-year basis, which is double the consensus forecast. This growth is attributed to spending on artificial intelligence, easier financial conditions, and new tax incentives [12][16][70]. 3. **Residential Investment**: Residential investment is projected to remain the weakest component of GDP, with single-family housing starts unlikely to rebound above 1 million due to a construction boom earlier in the cycle and affordability constraints [19][20][29][70]. 4. **Labor Market Dynamics**: The labor market is expected to remain balanced, with wage growth around 3.5%. However, job losses in AI-exposed industries are anticipated to increase, potentially displacing 6-7% of current jobs [31][35][70]. 5. **Inflation Trends**: Core PCE inflation is expected to decline from 3% in December 2025 to 2.1% in December 2026, with significant drops in core goods inflation and shelter inflation [42][51][70]. 6. **Federal Reserve Policy**: The Fed is expected to implement two rate cuts in 2026, with the next cut projected for June, bringing the rate to 3-3.25% [56][58][70]. 7. **Fiscal Policy Outlook**: The company does not expect major new fiscal stimulus measures ahead of the midterm elections, with a positive fiscal impulse averaging +0.5pp from previously passed tax cuts and spending increases [62][64][70]. Additional Important Insights - **Tariff Policy**: The effective tariff rate is likely to remain stable or decrease slightly due to political considerations ahead of the midterm elections [59][60][70]. - **Household Formation**: A decline in net immigration is expected to reduce new household formation, further impacting the housing market [24][70]. - **Affordability Issues**: High prices and mortgage rates are constraining demand for new single-family housing, despite a national housing shortage [26][29][70]. - **Investment Incentives**: New tax incentives from the One Big Beautiful Bill Act are expected to boost investment primarily in manufacturing, mining, and transportation sectors [16][70]. This summary encapsulates the key points discussed in the conference call, providing a comprehensive overview of the economic outlook for 2026 as analyzed by the company.

GDP is already growing at 5%.That is only a double away from 10%.Don’t say it is impossible.Ask what can I do to help us get there? ...

Fiscal Deficit and Economic Projections - The fiscal deficit is estimated at 4.2% of GDP for FY27, with the government's borrowing cost expected to be between 6.8-7% [1] - Nominal GDP growth for FY27 is projected at 10.5-11%, influenced by rising international commodity prices affecting wholesale inflation [1] - Capital expenditure is projected to exceed ₹12 lakh crore in FY27, reflecting a year-on-year growth rate of 10% [1] Tax Revenue and Borrowing Trends - Personal income-tax collections are expected to continue surpassing corporate tax collections in the FY27 Budget [2] - Gross market borrowing over the next five fiscal years is estimated at ₹93.8-95.2 lakh crore, indicating a need for alternative borrowing sources such as small savings [2] Medium-term Fiscal Strategy - The central government has established a medium-term fiscal consolidation roadmap, aiming to reduce the debt-to-GDP ratio to 56.1% in FY26 from 57.1% in FY25 [5] - The government is committed to a declining trajectory for central government debt towards around 50% (± 1%) of GDP by March 2031, barring major external shocks [5] - The report recommends that state governments adopt medium-term, scenario-based debt-to-GSDP paths aligned with realistic growth assumptions and development needs [5]

Joining us now is former Kansas City Fed President Thomas Honig. It's great to have you back, Thomas. So, I actually want to start with what what I think is the biggest market story today, which is the strength in the Japanese yen on rumors and speculation of intervention by potentially the US here at the same time where gold is making new highs and up another 2%.Is is this something that you think will get discussed at the Fed meeting this week. I'm almost certain it will be discussed at the Fed meeting bo ...

>> AFTER 20 YEARS OF FINANCIAL PRESSURE, WERE BACK TO LIVE MARKETS. >> THE MARKET IS PROBABLY GOING TO TAKE OFF AGAIN. >> WE SEE A LOT OF UPSIDE IN U.S. VOLATILITY MARKETS. >> THE U.S. BOND MARKET IS STILL THE PLACE TO REACT. >> THIS IS "BLOOMBERG BR WITH SURVEILLANCE, WITH JONATHAN FERRO, ANNMARIE HORDERN. SON PATRICK: GOOD MORNING. -- JONATHAN: GOOD MORNING."BLOOMBERG SURVEILLANCE" BEGINS RIGHT NOW. INTERVENTION RISKS AND GOAL. SMASHING THROUGH $5,000, BUILDING ON A RECORD-BREAKING RALLY, GOAL ON A SIX-DA ...

Economic Growth - The U.S. economy grew at an annualized rate of 4.4% in Q3, surpassing economists' expectations of 3.3% [1][2] - This growth rate represents the fastest increase in two years, following a contraction of 0.6% in Q1 and a growth of 3.8% in Q2 [2] Consumer Spending and Investment - Strong consumer spending, along with increases in exports, government spending, and investment, contributed to the GDP rise [4][5] - Real final sales to private domestic purchasers rose by 2.9% in Q3, indicating robust consumer activity and investment [6] Trade Dynamics - The report noted a decline in imports and an increase in exports during Q3, reflecting shifts in trade dynamics [8] - The impact of a government shutdown on data collection was acknowledged, which delayed the initial GDP estimate [8] Economic Insights - The strong GDP reading was attributed to resilient consumer spending, robust investment in equipment and AI, and increased federal government outlays [9] - The economy is described as adjusting to various economic pressures rather than overheating or stalling [9] AI and Technology Investment - Investment in AI and data centers played a significant role in driving GDP growth, highlighting the importance of technology in the current economic landscape [10]