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Google Shows the AI Trade Isn't Dying, Just Changing. How to Play It.
Barrons· 2026-02-05 11:43
Group 1 - The ongoing detente between Trump and Xi indicates a potential easing of tensions that could impact global trade dynamics [1] - Federal Reserve's Lisa Cook highlights that progress on inflation has stalled, suggesting potential implications for monetary policy and economic outlook [1] - Bitcoin has fallen below $70,000, reflecting volatility in the cryptocurrency market and potential investor sentiment shifts [1]
'Can you shut up?' House Dems clash with Sec. Bessent over Trump's economic agenda
MSNBC· 2026-02-04 21:48
Treasury Sec. Scott Bessent testified before the House Financial Services Committee where he was grilled on inflation, tariffs, and cryptocurrency. MS NOW: My Source for News, Opinion, and the World. Same mission. New name. » Subscribe to MS NOW: https://www.youtube.com/@msnow MS NOW is the go-to destination for domestic and international breaking news, and best-in-class opinion journalism. For more context and news coverage of the most important stories of our day click here: https://www.ms.now/ #scottbess ...
X @Watcher.Guru
Watcher.Guru· 2026-02-04 16:11
JUST IN: 🇺🇸 Treasury Secretary Bessent says tariffs do not cause inflation. ...
Is New Fed Chair Kevin Warsh Really A "Hawk"?
From The Desk Of Anthony Pompliano· 2026-02-03 17:30
So what exactly is Kevin Worsh's general philosophy on monetary policy. Well, historically Worsh has been hawkish. He believes that controlling inflation through higher interest rates was the correct path to pursue.And for example, he dissented against the ridiculous QE stimulus during the global financial crisis. He made strong arguments that the QE tools would distort markets, risk inflation, and erroneously expand the Fed's remitt outside of its core mandate. Now, you're going to see lots of headlines ab ...
X @Bloomberg
Bloomberg· 2026-02-03 13:12
Federal Reserve Bank of Richmond President Tom Barkin said last year’s interest-rate reductions have helped bolster the labor market as officials now look to bring inflation back down to the central bank’s target https://t.co/ToRSuq6W6A ...
Bostic Sees Fed at Neutral in Maybe One or Two Rate Cuts
Bloomberg Television· 2026-02-02 19:18
You've given us a great summary of the performance of the economy, how it's performing, what is likely to how it's likely to inform, what's your policy outlook. And maybe you can go back to December when you had to project for the year, which makes it somewhat independent of the arrival of a new chair. What do you think the policy picture.How many rate cuts, for example, in 2026. So for me, I didn't have any luck. To me, I think we have so much momentum in the economy that we need to keep our policy rate in ...
X @Bloomberg
Bloomberg· 2026-02-02 11:55
Kevin Warsh: supply-side optimist, inflation hawk and defender of central bank independence? We'll see (via @opinion) https://t.co/Ghgdl8srN0 ...
What is Jerome Powell and the Fed thinking?
From The Desk Of Anthony Pompliano· 2026-02-01 22:45
Jerome Powell, he came out in his press conference today and he said they are not going to do an interest rate cut. This is absolute insanity. We have an economy where we know the labor market is weakening.We know that inflation is falling at a rapid pace. Inflation is now lower than 1.2%. Now, on top of that, we know that AI is a big deflationary force.It's going to smack into the economy and it's going to further bring down inflation. What the heck is the Federal Reserve looking at. So, the only thing I c ...
X @Bloomberg
Bloomberg· 2026-02-01 19:51
Money managers at BlackRock Inc., Bridgewater Associates and Pacific Investment Management Co. are shoring up their portfolios against a fresh bout of inflation. https://t.co/TKOlsDtqYA ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2026-02-01 19:18
I will pay $1,000 in bitcoin to whoever creates the best montage of the economic experts predicting high inflation & economic crisis due to the tariffs.Video must be 1+ minute long.“Best” is simply whichever video I like the most.DM me the video by midnight tomorrow night. ...