Monetary Policy & Interest Rates - Treasury Secretary suggested the Fed should consider a 50 basis points (0.5%) rate cut at the next meeting in September [1] - The market has indicated for three years that monetary policy is too tight, as the ten-year Treasury yield has been trading below the Fed funds rate [10] - The Fed's own standards suggest interest rates are well above neutral [9] - There is pressure for lower rates, and the list of potential replacements for Jay Powell is expanding [19] - Lower rates would help interest-sensitive sectors of the economy like housing, autos, and manufacturing [23] Trade & Tariffs - President Trump is trying to protect U S business and industry through negotiations with China [2] - The Nvidia chip export tax is being considered as a model for others, potentially moving towards industrial policy [4] - National security concerns are a significant factor in trade policy [3][5] Data & Economic Indicators - Concerns exist regarding the integrity and quality of BLS (Bureau of Labor Statistics) data due to patterns and magnitude of revisions [7][8][13] - There is a need for more rigorous quantitative standards for economic data [7] - The trend in payroll growth has slowed [9] - The economy rebounded in the second quarter, and growth in the third quarter looks good [31]

Economists at Nomura now forecast the Fed will begin cutting interest rates in September as the labor market weakens and inflation presents less risk https://t.co/dhNwfmx5qr ...

Investment Strategy - Warren Buffett's advice focuses on defending finances against inflation [1] Financial Planning - The report suggests strategies to protect the value of dollars during periods of inflation [1]

I did talk to the Treasury Secretary uh last week and uh he said uh he was going to be out of the country, but uh the Wall Street Journal broke the story up. I I guess uh I don't know where they got their info, but I did talk to him. Uh we had a brief conversation and uh I told them uh it didn't sound like they had a process locked down yet, but I I told him I'd be happy to uh you know proceed however they wanted to proceed.in terms of it it would be more um I guess vetting is that is that what is that what ...

Let's bring in SoFi's Liz Thomas and RS Asset Management's Carrie Firestone who as you see are here at Post 9 as well. Well, ladies, nice to see you. Nice to see you, too.Liz, what do you think about what you just heard. I think it sounds pretty optimistic and I got to say I too much so. No, not too much.So I I think you have to take a long-term view in order to hop on that optimistic train at this point not only in the year but at this level of valuations at this point where we're waiting for so much data ...

🇺🇸 JUST IN: Trump said tariffs have brought trillions into the U.S. without causing inflation. https://t.co/d4mE6HsxDk ...

Goldman Sachs also had a study that two thirds of companies have absorbed tariffs so far in corporate margins. Is it your expectation that some at some point that will end and potentially result in weaker growth as consumers push back against higher prices. I think it's going to be very company dependent.If the companies have the wiggle room in their margins to absorb and if they have a price sensitive customer, they'll probably absorb. But I think we are seeing more and more companies, as Mike mentioned, N ...

Consumer Behavior & Inflation - Consumers are actively seeking value due to perceived inflation across various categories, influencing their purchasing decisions [1][2] - Costco benefits from this trend as consumers prioritize value and positive experiences [2] - The trend of consumers seeking value and in-demand items/services is a key theme [4] Company Performance & Strategy - Costco's parking lots are consistently packed, indicating strong customer traffic [3] - Costco continues to attract customers by adding new offerings [4] - Uber is expanding its services within its "super app" to enhance value and increase user engagement, aiming for recurring revenue [5][6] Competitive Landscape - TJX (TJ Maxx) is positioned as a destination for branded apparel at a value, potentially benefiting from the downfall of other retailers or during economic downturns [6] - TJX is becoming a go-to place for consumers looking to save money, especially with rising prices [7] - Uber's pricing is becoming expensive compared to competitors like DoorDash [6]

The price of Bitcoin and other cryptocurrencies rose after a widely watched inflation gauge was cooler-than-expected in July.Read more: https://t.co/X2Eqfq4b8m ...

Monetary Policy - Federal Reserve Bank of Kansas City President Jeff Schmid favors keeping interest rates on hold [1] - The goal is to prevent robust economic activity from adding to inflation pressures [1]