sentiment as as measured by uh the soft data measures has been very poor. People are really bummed out about things. Businesses are, you know, feel really uncertain about the business uh outlook and consumers are talking about how they they feel like it's harder to find a job or that they think they're, you know, jobs are at risk and they think that the economy is tanking.They think inflation is very high, etc. If you survey many people, they'll they'll still tell you that, you know, maybe we're at the lows ...

What's going on here. Trump has proven to be right. You know, all of these things.We've taken it 88 billion in tariffs in two months. 88 billion with no inflation. Now, would like to get this guy to lower interest rates because, you know, if he doesn't, we have to pay.We have a lot of short-term debt. If he'd lower it by two points, we pay 600 billion dollars a year. That's for years, 10 years, 12 years, whatever we make it.But we can't get this guy to do it. And the fake news is saying, "Oh, if you fired h ...

What do you make of the action that we're seeing in the pre-market here in the US. We're seeing the major indices down right around one 1%. Surprised we aren't seeing a bigger reaction.That's exactly what I was going to say that I would have expected more. And I think that given what we're seeing, the potential rise in oil prices certainly complicates um the desire for this administration to bring in lower prices. Inflation is already a problem.Margins within the S&P 500 are under a lot of pressure. And one ...

Dollar Weakness Drivers - The dollar's longer-term downtrend is driven by cyclical and structural changes, including slowing growth and inflation, and the current account deficit [2][3] - Unexpected softness in inflation data has recently accelerated dollar weakness, shifting expectations towards more aggressive rate cuts from the Federal Reserve next year [3] - Reduction in global demand for assets may be contributing to dollar weakness [4] Market Factors and Events - Upcoming US retail sales report and Federal Reserve rate decision are important news events for the dollar [5] - Potential details on unilateral tariffs from the Trump administration could cause a near-term safe haven bid in the dollar [6] - The Federal Reserve may eventually push the button on rate cuts in Q4 [6] Yen and Central Bank Policy - BOJ (Bank of Japan) has been unpredictable and unconventional, with yen volatility creating trading opportunities [7][8] - Tariffs influenced BOJ's decision-making regarding interest rates [8]

Inflation & Tariffs Impact - Tariffs are expected to push year-over-year inflation to at least 3% [1] - Tariffs are estimated to reduce the average household income by approximately $1,000 [1] - Substantial price hikes due to tariffs pose a recession risk as consumers may reduce spending [2] Economic Outlook - Reduced risks associated with prohibitive tariffs on China have improved consumer confidence [2][3] - Pause of reciprocal tariffs has diminished some of the biggest risks [2]

Look, the better thanex expected inflation reports now have people thinking core PC is going to be like a tenth at the end of the month. It's extraordinary. And stocks have come roaring back to all-time highs.But my next guest says most people are still too overweight on equities. Let's bring in Rich Weiss. He's the chief investment officer of multi-asset strategies at American Century Investments, which has a cool 272 billion in assets under management.Uh Rich, it's great to have you here and and you're st ...

If we cut our interest by one point for years, we save 300 billion. If we cut it by two points, we save because it's pretty equivalent. We're going to save we're going to spend 600 billion a year. 600 billion because of one numpkull that sits here. I don't see enough reason to cut the rates now. And the the problem he's got is that and I explained to him, look, if inflation went up, cut your rates now. There's no inflation. We got it down. We got prices down. We got gasoline down. And you you'll keep it goi ...

I like long term cheap debt, but a lot of the debt comes through because Biden that's what he didn't do it. I'm sure he didn't know anything about it, but somebody approved short term debt. It's all over the place and it comes due starting very soon.And if we would lower the interest rates by one point, we pay about one point less. That's $300 billion a year. Can you believe at one point if it lowered by two points.We pay $600 billion a year, leases for years, ten years, 12 years, whatever we make it. But w ...

President Trump speaks from the White House about Fed Chair Powell and inflation. ...

Former Treasury Secretary Janet Yellen joins 'Money Movers' to discuss the economy, tariff impact on inflation and her market outlook. ...