Monetary Policy Outlook - Allies of Federal Reserve Chair Jerome Powell have prepared for him to potentially advocate for a rate cut at the December meeting [1] - The rate cut proposal could face significant opposition within the committee, potentially leading to multiple dissents [1]

the odds of a December interest rate cutter rising. Steve Leeman joins us right now. He's got the latest on that front.And Steve, this has been on again, off again, watching it uh pretty substantially move on a dayby-day and week-by-eek basis. Yeah, I I've gone back and forth on this, but it does appear now, Becky, that the everchanging winds of this Fed's December pol policy decision look now to be blowing more decisively towards a rate cut, despite the possibility of a significant number of dissents at th ...

Allies of Federal Reserve Chair Jerome Powell have laid the groundwork for him to push a rate cut through a divided committee at December’s meeting even though it could draw multiple dissents https://t.co/evUIVuUc8i ...

Market Sentiment - Current market sentiment is fragile, with recent sell-offs in Bitcoin, gold, and NASDAQ indicating a shift from previous optimism surrounding AI investments [3][9][21] - The likelihood of a near-term rate cut has increased significantly, which may provide a boost to the market if confirmed [8][9] Cryptocurrency Insights - Bitcoin and other cryptocurrencies are experiencing volatility, with significant sell-offs leading to concerns about market liquidity and leverage positions [5][20] - The current state of Bitcoin is described as oversold, presenting potential buying opportunities for investors [21][22] Geopolitical Factors - Increased military presence around Venezuela and actions against Russian tankers could impact oil markets, potentially leading to higher oil prices [15][17] - Geopolitical tensions are seen as a macro factor that could influence market dynamics, particularly in the oil sector [16][17] Currency and Economic Policy - Japan's recent economic stimulus of 135 billion could affect the yen carry trade, which has implications for global markets [10][12][14] - The dollar is approaching a six-month high, which may influence investor behavior and market trends [10]

What Boston Fed President Susan Collins wants to see before supporting another rate cut https://t.co/zQuXf9gcfl ...

Federal Reserve Bank of Chicago President Austan Goolsbee signaled that he’s still apprehensive about delivering another rate cut at the central bank’s December meeting https://t.co/PGBTEry8Td ...

RT Bloomberg Opinion (@opinion)@EconBerger @JonathanJLevin @AllisonSchrager “The probability of a December rate cut has ticked up to 37%,” says @JonathanJLevinhttps://t.co/IDe2ypIzco ...

According to WSJ, the Federal Reserve’s October minutes showed a split over a possible December rate cut, with many officials saying a cut would not be appropriate and several saying it could be. Nick Timiraos noted that “Many” is greater than “several.” The minutes also flagged risks from elevated asset valuations, with a few officials warning that a sudden reassessment of AI-related prospects could trigger disorderly equity declines. https://t.co/MmjW0Q4dpj ...

Treasuries rallied as trading in the cash market resumed after a holiday, with traders pricing in a higher chance of a Fed rate cut in December following a weak private payrolls report https://t.co/S3zWMPvEAu ...

JUST IN: 🇺🇸 Bitcoin supporter and Fed Governor Stephen Miran says he expects another rate cut in December ...