Market Trends & Fed Influence - The report analyzes the impact of presidential criticism of the Federal Reserve (Fed) on interest rates and bond yields [1][2] - A research paper suggests Trump's tweets had a significant impact on U S Treasury futures, moving fed funds futures lower by 2 6% basis points [4] - The market may be anticipating the impact of a Trump-appointed Fed chair on future interest rates [8] Factors Influencing Bond Yields - Bond yields are influenced by various factors, including weak ADP reports, strong payroll data, inflation figures, and geopolitical events like Iran hostilities [6] - Deficits, a weaker dollar, and weaker growth also affect bond market trading [7] Fed Independence & Foreign Investment - Questioning the Fed's independence could make U S assets, particularly treasuries, less attractive to foreign buyers [9] Future Fed Composition - Four of the seven Fed board members will be Trump appointees, potentially leading to a more united governor group but a more disparate presidential group [15][16] Fed's Consensus-Driven Culture - The Fed operates with a culture of consensus, where members often defer to the chair and seek agreement on policy decisions [17][19] - Powell has had a low percentage of dissents, indicating his ability to create consensus within the Fed [21]

Fed Chair Jerome Powell said Tuesday that if not for President Trump's aggressive tariff policies, the Fed would have likely already cut interest rates in 2025. https://t.co/CjGY5ibeh8 ...

ECB Governing Council member Madis Muller says the economy doesn’t justify interest rates that stimulate growth, allowing officials to take a pause from easing https://t.co/g3r5gXz54l ...

But chair, would the Fed have cut more by now if it weren't for the tariffs. So I I do think that I think that's right where in effect we went on hold uh when we when we saw the size of the tariffs and where and essentially all all inflation forecasts for the United States went up materially as a consequence of the tariffs. So uh we we didn't overreact. In fact, we didn't react at all.We're we're simply taking some time. As long as the US economy is in a in solid shape, we think the the the prudent thing to ...

That's very high. It's funny you mentioned chairman pal because uh he is joining some of his counterparts in a panel discussion at the ECB central banking forum in Portugal. Not pal chairman.Here is what chairman Powell had to say just a few moments ago. Chair, would the Fed have cut more by now if it weren't for the tariffs. So I I do think that I think that's right.where in effect we went on hold when we when we saw the size of the tariffs and where and essentially all all inflation forecasts for the Unit ...

Federal Reserve Chairman Jerome Powell speaks at a European Central Bank forum on Tuesday morning. The panel focuses on the macroeconomy amid policy shifts. It takes place in Sintra, Portugal. Other panelists include: Andrew Bailey, Governor of Bank of England; Christine Lagarde, President of European Central Bank; Chang Yong Rhee, Governor of Bank of Korea; and Kazuo Ueda, Governor of Bank of Japan. Powell's commentary comes after the U.S. Federal Reserve once again held interest rates steady at its policy ...

everything wood should be. >> All right, welcome back everybody. We've got a lot of ground to cover with our next guest equity and credit markets, emerging markets, the fed currencies, real estate and why he expects a correction in the S&P 500.Joining us right now is Rob Citroen. He is the founder and portfolio manager at Discovery Capital Management. That's a hedge fund that invests in public and private markets with a particular focus on emerging markets.And by the way, they manage, I'm told, around $3 bi ...

New Bank of Japan Board Member Kazuyuki Masu indicated that he backs Governor Kazuo Ueda’s gradual and cautious approach for raising interest rates. https://t.co/p9mVfiOdCG ...

Fiscal Policy & Debt Management - A large debt/dollar crisis can be prevented by cutting the budget deficit to approximately 3% of GDP [1] - A mix of tax revenue increases and spending decreases is required to sustainably deal with the deficit/debt problem [1] - A balanced approach, such as a 4% increase in tax revenue and a 4% spending cut, would improve the supply/demand balance for US debt [1] - Lower interest rates, resulting from the improved debt supply/demand balance, would help reduce the budget deficit and benefit markets and the economy [1] Political Challenges - Political promises of "no tax increases" and "no benefit cuts" are inconsistent with the need to reduce the budget deficit [1] - Political absolutism prevents representatives from pursuing a balanced approach to deficit reduction [1]

NEW: 🇺🇸 In a recent post President Trump suggests interest rates should be between 0.50% and 1.75%.The President also claims Fed Chair Jerome Powell has "cost the USA a fortune https://t.co/nPl6V64jGO ...