Um there's uh definitely a bubble in uh the markets. Yeah. Um bubbles.What is a bubble. Right. Okay.What is a bubble. >> What what is a bubble. Uh a bubble um is that there's a lot of creation of wealth from various ways such as you decide that you're going to have a uh sell $50 billion worth of stock and value it at uh trillion dollars or you have multiples like that and then you create the wealth that way and then the question with all this wealth relative to money is who needs the money. So it's all it's ...

And now to our newsmaker of the morning. He is here joining us to discuss the markets, the history of economic bubbles, artificial intelligence, so much more. Bridgewater founder Ray Dallio is with us. Good morning to you, sir. >> Good morning. >> So, you've been uh providing lessons for us for a very long time about economic cycles and where we are and what's going on. The big question in the market right now because we're looking at Nvidia this morning and I think a lot of people are waking up thinking wh ...

Fed Reserve Governor Christopher Waller repeated his view that the central bank should again lower interest rates when policymakers meet in December, citing a weak labor market and monetary policy that is hurting consumers https://t.co/Gfg2Gnt0YH ...

Mark, you've been warning about this, this Bitcoin tech correlation, this Bitcoin tech kind of sentiment that's wrapped into each other. Your take on what this chart is showing. Yeah, I think we will continue to see some of that negativity from the crypto space.I know it's trading stronger today, but I don't that they the sell off there is over. I think the digital asset treasury companies have turned into a negative for the space. So I think that the negativity in crypto will continue to lean on tech and w ...

are getting some breaking news out of the Fed. For that, let's get to Steve Leeman. Hey, Steve. >> Hey, Carl.Yeah, timing is everything. You ask about Schmidt. We got Schmidt here, Kansas City Fed President, uh, who desented at the last meeting, saying monetary policy is modestly restrictive, and that, he says, is where it should be.He suggests in the speech he's about to give his intention to oppose additional cuts again in December. Says he mind could change, but right now, that's the way he's leaning. cu ...

Copper steadied after a four-day gain as investors waited for clues on US monetary policy, after a six-week government shutdown deprived them of official data https://t.co/ygfiMGbTvZ ...

Let's talk more about inflation and the Fed. We just got that news about Boston planning to retire at the end of his term in February. Joining us this morning here at Post9 is David Zervos, chief market strategist at Jeffre and of course a CNBC contributor.Good to see you, David. Welcome. >> Good to be here.>> I'm going to guess you're not too worried about the hand ringing about consumer much. >> You know, that's that's probably what you would think, but I am getting a little worried, believe it or not. An ...

Stablecoin Impact on Monetary Policy - New Fed governor Steven Myron suggests stablecoins could significantly impact monetary policy [1] - Stablecoins are described as potentially becoming a multi-trillion dollar factor for central banks [2] - The adoption of stablecoins could reach $1 trillion to $3 trillion by the end of the decade [2] - Stablecoins may reduce barriers to dollar usage globally, providing access to dollars for the financially repressed [2] Interest Rate Implications - Widespread stablecoin use could reduce interest rates by as much as 40 basis points (0.4%) [4] - The growth of stablecoins could increase the supply of loanable funds, putting downward pressure on the neutral rate [4] - A lower neutral rate, influenced by stablecoins, suggests a need for lower policy rates [5]

We always have to be cautious at reading too much into any one report and that's going to be even more the case when we have a government shutdown that we're not getting the data that we need to make monetary policy in the context of the overall picture of the job market. It seems like the pre-existing trends that were in place before the government shutdown labor market seem to be continuing uh you know at at a similar rate. You continue to see modest potential overall job creation.and you continue to see ...

Federal Reserve Bank of Cleveland President Beth Hammack said monetary policy should continue putting downward pressure on inflation, which she says is too high and remains a bigger risk for the US central bank than labor-market weakness https://t.co/gdfpUrRC3r ...