🇺🇸 NEW: JPMorgan expects the Federal Reserve to lower interest rates in September. https://t.co/m1MWf3WMRC ...

JUST IN: $4 trillion JPMorgan expects the Federal Reserve to lower interest rates in September. https://t.co/jAh1Js9UGr ...

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 ...

Interest Rate Drivers - Bloomberg Economics research suggests larger forces are keeping borrowing costs high [1] - The report encourages readers to explore the factors driving interest rates through Bloomberg Economics' resources [1] Monetary Policy - The report questions whether President Trump's new Fed pick will achieve his desired low interest rates [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 ...

JUST IN: 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Bank of England cuts interest rates by 25bps to 4%. ...

Joining us right now, former Speaker of the House Paul Ryan. He's currently a partner at Solomare Capital and vice chairman at Teneo. And it's good to see you, sir.Morning. Uh I'm curious what you make of the dialogue here as it relates to both the tariff issue and the Fed issue. We have so many former Treasury Secretaries.Everybody's trying to figure out what's really going on. Everyone's a little worried about whether the numbers are even going to be real in the future. What do you think.Well, I think we' ...

JUST IN: 🇺🇸 $3 trillion Goldman Sachs expects the Federal Reserve to begin cutting interest rates in September. https://t.co/zxVcDtOqwo ...

Elaine Chow was on yesterday and I I know you know she was uh I think she was labor secretary for eight years under um uh Bush too and she was your transportation secretary as well and she said you know the commissioner doesn't really even get involved uh with the actual minutia of of putting all these things together and there's no way that that it could have been that she could have chosen to rig these numbers uh to make them look bad and the these are statistical changes based on this antiquated system a ...

Market Outlook & Fed Policy - The market anticipates a potential rate cut, possibly larger than 25 basis points (0.25%) in September, influenced by a weakening labor market [2] - A 50 basis points (0.5%) rate cut is not currently priced into Treasury yields, potentially putting downward pressure on them, possibly around 4% [3] - The market views potential Fed rate cuts as an "insurance rate cut," which could prevent further weakening in the labor market [5][6] - If the Fed cuts rates too slowly, the economy could deteriorate; however, multiple rate cuts could fuel a market rally into year-end [7] - The market slowdown observed in GDP data has now impacted the jobs market, requiring market adjustment [9] - The stock market could reach S&P 500 levels of 6500 to 6700 by year-end, assuming fiscal stimulus arrives next year and the Fed proactively addresses economic issues [10][11] Fed Leadership & Rate Strategy - The new incoming governor nominee to replace Adriana Kugler is important, as they may adopt a more proactive approach to interest rates to stimulate the economy [11][14] - Markets are pricing in a potential funds rate of almost 3% from May to the end of next year, anticipating a more proactive Fed approach [15]