Powell has the ideal platform to deliver a clear signal the Fed is about to resume cutting interest rates — but the economy isn’t giving him a clear signal that now is the time https://t.co/ztirYfkY3Q ...

Bond traders’ big bet that the Fed is poised to lower interest rates faces a key moment this week as Chair Jerome Powell gets a chance to weigh in on the economy https://t.co/Ew5FQmtnH7 ...

Federal Reserve Policy - The market anticipates the Federal Reserve (Fed) to potentially cut rates, influenced by conflicting signals from inflation and employment data [2][3] - There is internal debate within the Federal Open Market Committee (FOMC) regarding whether to prioritize inflation or growth concerns [3][4] - The market is closely watching for guidance from the Fed chair, as his stance will be critical in shaping committee consensus [9][10][11] - Dissent within the FOMC is growing, potentially leading to a divided committee and a challenging press conference for the chair [11][12][13][14][15] Inflation and Market Expectations - The market is pricing in inflation above the Fed's 2% target in one year's time, as indicated by one-year ahead inflation swaps trading at 33% [11] - The market has adjusted its expectations regarding the number of rate cuts, initially anticipating three cuts but now expecting closer to two [18] Economic Outlook and Trade - Concerns exist about a potential trade-related slowdown, particularly in the context of ongoing trade wars [20] - Simulations suggest that raising the effective tariff rate from 3% to 18% could decrease GDP by 07%, but not necessarily lead to a recession [21][22]

Economist Marc Sumerlin, viewed as a candidate to chair the Federal Reserve, said policymakers should slash interest rates next month, but cautioned that they would have to stop if longer-term Treasury yields rose. https://t.co/tKia43rMuZ ...

For President Donald Trump and everyone else eager to see interest rates come way down, today’s data on wholesale prices was a step in the wrong direction. https://t.co/Cx8e92REzn ...

Market Sentiment & Fed Policy - The stock market's record-setting run is heavily reliant on the Federal Reserve cutting interest rates in the fall [1] - Despite a hot PPI print, the stock market remained relatively flat, suggesting investors bought the dip [2] - The worst-case scenario for investors is the Fed hiking interest rates; a neutral stance could be seen as positive, indicating the economy can withstand current rates [4] - A 25 or 50 basis point cut by the Fed to normalize real interest rates could be positive for stocks [5] - The conversation has shifted from a 25 or 50 basis point cut to a 25 basis point cut or no cut at all [6] - The economy appears to be holding up under the current interest rates, even though the Fed's policy rates are higher compared to the rest of the world [7] - A 25 basis point cut could be perceived as hawkish if the Fed signals a "wait and see" approach [8] Investor Positioning - Many investors are positioned for a pickup in inflation and were expecting a hot PPI number, which is why the market reaction was muted [8][9]

All right, let's officially now bring in David Zervos, chief market strategist at Jeffre, as well as a CNBC contributor, also on the not so short list of 11 candidates who may replace J. Pal. Welcome.That was that was a long introduction, Melissa. It was I mean, there's so many mantles which you carry these days. And a frequent guest here, which is how we know him.We don't really care about the stuff. What did you make of the number today. I don't make a lot of it. I I Steve said it's a very volatile number ...

The Fed's St. Louis President Alberto Musalem said it’s too early for him to decide on whether to lower interest rates at next month’s meeting https://t.co/gsV3EnuVF9 ...

Hey, it's time. Let's bring co-anchor of CNBC Squawkbox and the New York Times columnist Andrew Ros and Andrew get some new numbers. Hopefully, nobody gets fired for them because they are not as good as was expected.Tell us about them. Uh they are not as good as had been expected. In fact, it appears that inflation is creeping higher.Uh this is the ne this is really the second piece in the uh puzzle that we've now seen inflation creeping higher and it's going to give the Fed pause now uh potentially about l ...

US Treasury Secretary Scott Bessent criticized the BOJ's cautious approach to raising interest rates, saying it was falling "behind the curve": Here is your Evening Briefing. https://t.co/wMM1ghKW2B ...