US economy
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X @Bloomberg
Bloomberg· 2025-10-01 10:56
Goldman Sachs' Christina Minnis says the US economy has been "remarkably resilient" despite "some of the bumps it's had"#BBGWomenMoneyPower https://t.co/D71n0UVSBN https://t.co/Nt4y2jlXYW ...
X @Bloomberg
Bloomberg· 2025-09-29 22:12
A shutdown of the federal government could deprive policymakers, business leaders and investors of critical data to assess the state of the US economy: Here’s your Evening Briefing https://t.co/jZq7vzgH9w ...
As a gov't shutdown looms, here's a look at the politics and the impacts on airlines, US economy
Yahoo Finance· 2025-09-28 14:01
[Music] A partial government shutdown is just days away as lawmakers continue to debate a spending agreement. So, we're taking a closer look at what a shutdown means for you and your money. Essential services will continue through a shutdown, including military, law enforcement, the Postal Service, the Federal Aviation Administration, and the Transportation Security Administration.But those workers will not be receiving paychecks. During past shutdowns, some TSA checkpoints were closed and travelers faced l ...
Powell: The Fed gets "disproportionate amount of attention."
Yahoo Finance· 2025-09-24 13:01
the policies that really matter for the US economy in the long run, things like investment, particularly investment in people, uh, you know, that's not that's not something we can do. We we we I think we get a disproportionate amount of attention compared to the things that really matter for the country, which are the things that Congress can do and the private sector can do, which are the the things that will really matter for future generations. ...
X @Bloomberg
Bloomberg· 2025-09-17 20:11
On today’s Big Take podcast, Fed and US economy reporter @TheAmaraReport and host @davidgura discuss what the rate cut says about the state of the US job market, the broader economy and the central bank’s independence https://t.co/b9hHfUuhMC https://t.co/iSOYU3rfek ...
Watch CNBC's full interview with the 'Power Lunch' Fed Panel
CNBC Television· 2025-09-17 18:53
Federal Reserve Policy & Economic Outlook - The wide dispersion in views on the Federal Reserve's dot plot reflects confusion about the current state of the US economy, particularly regarding the labor market and the impact of tariffs [1][2][3] - The Federal Reserve's independence is considered tremendously important, and members are wary of appearing to be overly influenced by the administration [4][5] - The Phillips curve, which relates unemployment to wage inflation, is a key framework the Federal Reserve is using; concerns about a weakening labor market could lead to rate cuts despite inflation above 3% [6][7] - Seven members of the Federal Reserve indicated they foresee no more rate cuts this year, suggesting it may not be a proper easing cycle [32][35] Market Impact & Investment Strategies - Productivity is expected to move higher into 2026, already starting in 2025, which could support higher market multiples and is bullish for equity markets [9] - Small cap stocks, particularly the SML small cap 600 index (up 2%), tend to move at the later end of a rate cut cycle, suggesting potential opportunities in domestic American companies [10][11] - The 10-year yield remained stable at 4%, indicating the bond market has already priced in significant easing and mortgage relief may not be forthcoming [12][13] - Fiscal dominance is in play, meaning the long end of the curve (mortgages) is more sensitive to government actions (shutdown risks, budgets) than Federal Reserve actions [14][15] Uncertainties & Future Considerations - AI's impact on the labor market and the American economy is a significant uncertainty for the Federal Reserve [20][21][27][28] - A capex-driven cycle, fueled by approximately $500 billion investment in AI infrastructure, is underway, reminiscent of the 1990s [22] - Immigration levels and tariffs add to the uncertainty surrounding the economic outlook [28] - The strength and independence of the Federal Reserve as an institution are seen as positive for markets and could help hold down long-term rates [19][20][29]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-09-16 12:10
The US economy has succeeded this year despite the Fed working against it.Imagine what happens when the Fed cuts rates this week… ...
X @Bloomberg
Bloomberg· 2025-09-15 10:05
The changing US economy will result in more opportunities and jobs for women, says @allisonschrager, but not necessarily more pay (via @opinion) https://t.co/j0oyhlLoDu ...
X @Bloomberg
Bloomberg· 2025-09-11 00:34
UBS CEO Sergio Ermotti said the impact of global tariffs on the US economy and Federal Reserve monetary policy remains unclear https://t.co/F5T267H7Oz ...
X @Andy
Andy· 2025-09-06 21:31
What did I just listen to…“The only thing that matters in a Ponzi scheme is liquidity. The best at driving liquidity now is streamers.”“Media is essential to generating liquidity”“The US economy is a giant liquidity exit scam - the only goal of the economy is for elites to get their money out before the entire thing f*cking collapses”- @goodalexander ...