LIVE: Jerome Powell at the FOMC After Fed Keeps Rates Steady https://t.co/6qFrHHGFmL ...

Federal Reserve (The Fed) & Interest Rates - The biggest public misunderstanding about the Fed is the idea that lower interest rates are a reward for good economic behavior, rather than a tool to manage the economy [1][2][3] - The economy is confusing, with mixed signals from unemployment and inflation indicators, making a strong case for a rate move difficult [4][5] - There's no clear case for the Fed to move rates, and anyone confident about the correct move isn't paying attention [5] - The Fed's "transitory" inflation call was conceptually correct but numerically off, and criticisms of the Fed being behind the curve were wrong [7][8][9] - Politicizing the Fed is a clear intention, with potential for "Turkey-style" economic policy if political constraints were absent [13] Trade & Tariffs - The long-term effect of Trump's tariffs is estimated to reduce GDP by 04%, which is significant but not catastrophic [18][19] - Markets may be correctly concluding that the trade situation will settle down into a world of high tariffs, leading to a slightly poorer economy but not a depression [20][21] AI & Technology - AI, or rather large language models, are not truly "thinking" but statistically predicting responses based on existing knowledge [24][25] - Significant job displacement due to AI is possible, as many jobs don't require deep thinking [25] - It's possible to believe that some AI stock prices are in a bubble while also acknowledging that AI is a seriously important new technology [23]

JUST IN: 🇺🇸 Treasury Secretary Bessent says he is not expecting the Federal Reserve to cut interest rates today. https://t.co/OiMuqvisrL ...

Our next guest will weigh on uh weigh in on the deal environment, the Fed and more. Joining us now, Mullis and Company, Vice Chairman, Eric Caner. He of course a former Congressman uh of Virginia, served as House Majority Leader.Uh you you're like a Renaissance man. I could ask you anything. I know that from uh DC to the halls of uh Wall Street.I'll talk I'll start let's start with deals. Andrew loves uh talking about deals whether they're happening or not. I in the guilded age, George Russell and it's like ...

Market Trends & Trade Developments - Trade developments are being taken in stride by the markets, with a focus shifting towards earnings, the Federal Reserve, and jobs reports [2][1] - Uncertainty remains a key characteristic of the market, but trade deals are progressing, earnings are strong, and consumer spending is holding up [3] - Overall earnings are broadening out, which is healthy for the marketplace [7] Investment Strategy & Opportunities - Investors need a strategy in an uncertain market [2][3] - Strategy should involve keeping cash and locking in higher rates before the Federal Reserve potentially lowers interest rates in the latter half of the year [4] - Healthcare sector has been lagging year-to-date, potentially representing a value play [6] - AMD is highlighted as a pick due to its upside potential in the AI trade [7][8] Company Performance & Analysis - UnitedHealth Group (UNH) reported earnings of $48 per share, which was $0.40 below estimates, with revenue slightly ahead of estimates at $1116 billion (111.6 * 10^9) [5] - Despite missing on EPS, UNH stock is moving higher, possibly indicating a bottoming in the healthcare sector [5][6] - AMD increased the pricing of its MI350 chip (rival to Nvidia's Blackwell) by 67%, from $15000 to $25000, indicating strength in the AI space [8][9]

How The President Can Fight The Federal Reservehttps://t.co/tYY68IkKEf https://t.co/j062TsU19h ...

💥BREAKING:TRUMP ON FEDERAL RESERVE: THEY HAVE TO CUT RATES. https://t.co/zAFj4JY3Zj ...

From @WSJopinion: What can the Federal Reserve do to help itself? The central bank should focus on its dual mandate and not try to solve all the economy’s problems, write Charles I. Plosser and Mickey D. Levy. https://t.co/JVudYRPCRo ...

While the Federal Reserve is widely expected to leave rates unchanged, the decision may not be unanimous. https://t.co/jUxEjPhmG7 ...

2.7% is now 3.1%. >> I'm not aware of that. >> Yeah, it just came out.>> Yeah, I haven't heard that from anybody at the Fed. >> You're including the Martin renovation. You just added >> our entire capital. >> Yeah, you just you just added in a third building is what that is. That's a third building.>> It's a building that's being built. >> No, it's been it was built 5 years ago. We finished Martin 5 years ago.>> It's part of the overall work. >> It's not new. Well, those tensions between President Trump and ...