Federal Reserve Bank of Richmond President Tom Barkin said uncertainty over the direction of the US economy is decreasing, but it’s still unclear whether the central bank should concentrate more on controlling inflation or bolstering the job market https://t.co/mpDncbjvgE ...

RT Bloomberg Opinion (@opinion)“The key issue this month again is gonna be what happens with this tariff passthrough,” says @JonathanJLevin. “But we’ll also want to try and understand what’s going on with underlying inflation.”Tune in for CPI Day 🎥https://t.co/2Xeig7Su8A ...

The number of contenders for the top job at the Fed appears to be growing. The Wall Street Journal reporting that President Trump's team is looking at two additional new candidates, former uh St. Louis Fed President James Bullard and Mark Summerland, former economic advisor uh to President George W.Bush. Joining us with his insights is Roger Ferguson, former Fed vice chairman as well as a CNBC contributor. Do you um have anything other than just personal feelings about these new candidates, Roger.Do you hav ...

Joining me now is Paul Christopher. He's head of global investment strategy at Wells Fargo Investment Institute. Great to see you.Thanks for being here, Paul. The question for you is uh I guess two things, right. One is why has that trend flipped.And two is how long is it going to last. >> Well, yeah, this the second question, that's your $64,000 question, but let me take a tackle the first one first. Uh we it's not unusual during a rally to see the market pause for a time when they start to get evidence of ...

So, for more on all this, let's bring in Jason Ferman. He's a professor at Harvard's Kennedy School and a former CEA chairman himself. Jason, it's terrific to see you on this Friday.Uh, you're you're a former Obama guy, so I think our audience is going to expect that you're going to throw rocks here at Myron. So, let's start with something other than rock throwing for a second. Uh, let's start with the, you know, the most positive thing you can think of about this Myron pick.>> Uh, I don't know if it's the ...

Federal Reserve Bank of St. Louis President Alberto Musalem said he supported last week’s decision by policymakers to leave interest rates steady, adding the US central bank is still missing more on the inflation side of its mandate https://t.co/7ISyXU80BF ...

Tariff Impact & Inflation - JP Morgan 认为，行业特定的 Section 232 关税可能比国家特定的关税对有效关税率产生更大的影响，预计稳定在 22% 左右 [1] - 总体而言，预计关税总成本的约 60% 将转嫁给消费者，而公司承担约 40% [2] - 关税成本可能会在今年剩余时间内增加，但明年可能会被减税的一些好处所抵消 [3] - 商品成本可能会继续上涨，但服务领域可能会出现转变，有助于明年年底通胀下降 [4][5] - 增长和通胀通常朝着相同的方向发展，这可能会使明年上半年的通胀保持在高位 [5] Monetary Policy & Labor Market - 如果明年通胀保持在高位，增长加速，即使只是在较短的时间内，可能会进一步将降息推迟到下半年，并且总体而言，降息幅度可能会低于市场预期 [7] - 劳动力市场可能存在更大的复杂情况，明年上半年如果增长略高，可能会延长劳动力市场的寿命 [8][9] - 税收减免将在很大程度上帮助消费，但如果劳动力市场总体疲软，则存在疑问 [9] - 小型企业面临的十大业务问题中，利率和融资成本排名第 10，而劳动力质量排名第 2，劳动力质量高于劳动力成本 [12] - 人口结构变化正在减缓劳动力供应，需求也在变得更加疲软 [13]

Monetary Policy - Bank of England's Chief Economist Huw Pill cautioned that the central bank might need to decelerate its quarterly interest-rate cuts [1] - Resurgence in inflation poses a risk of altering the behavior of households and businesses [1]

South African Reserve Bank Governor Lesetja Kganyago said inflation is expected to quicken before cooling and that if it holds at current levels its forecasts predict lower interest rates https://t.co/6TaOC76VXm ...

Economic Policy & Impact - Tariffs are viewed as a tax increase on working people, potentially the largest since the 1930s [2][11] - The manufacturing sector experienced job losses, with approximately 26,000 jobs lost in May and June, and a preliminary estimate of 11,000 jobs lost in July [5] - Concerns exist regarding the feasibility of rapidly reshoring manufacturing, comparing the US manufacturing sector's current state to a person who hasn't exercised in 30 years [6] - Potential loss of energy tax credits could negatively impact employment in the renewable energy sector and innovation in battery technology [7] - Companies are challenging the legality of tariffs and demanding repayment of tariff fees already paid, which could undermine the argument that tariffs generate revenue for tax cuts [9][10] - Tariffs on American chips could undermine the progress made by the CHIPS Act in ensuring competitiveness with China in vital technologies [12][13] - The application of tariffs to allies is driving them closer to China, effectively prioritizing China's interests over America's [13][14] Political & Public Perception - Voters were dissatisfied with the economy under the Biden administration [1] - The speaker believes Trump is repeating the mistake of ignoring the discontent among American voters [1] - Trump's promises to quickly end inflation are not being met, and his actions, such as tariffs, are seen as contributing to rising costs [2] - Trump is perceived as treating people as unintelligent, particularly regarding the Epstein files and economic data [3][4] - Trump is accused of lying about the revenue generated by tariffs and its use for tax cuts [10] - Special treatment for corrupt elites is seen as the opposite of what people were promised, leading to outrage [12]