Interest Rate Policy - The Federal Reserve faces a dilemma between political pressure from President Trump and economic considerations regarding interest rate adjustments [1] - There is room for the Federal Reserve to lower interest rates, referencing the Fed's Beige Book as a basis for potential action [2] - Real interest rates are currently high relative to historical levels [2] - A significant term premium is built into the term structure of interest rates [2]

I want to talk about the Fed and cuts. I just did a snap poll on X and we have most people think to cuts. That seems a majority.Second, most would be one and then 13% said zero. I'm in the 13% camp. I just don't see the need for it.What's the problem here. Why cut rates. Why change something if it seems to be going so well right now.So. So I throw out one thing. So you think about the Fed raised interest rates 500 basis points.What was the impact on the economy. Not really debilitating. And I think one thin ...

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We are now joined by U.S. Treasury Secretary Scott Betts. And just as the Senate has begun voting on what's known as the big, beautiful bill. You look at the latest version of the tax bill.The big question that remains is the GOP holdouts. What kind of deal can be cut with those holdouts. And what are you and the president prepared to offer for support.Well, I'm confident that the bill is going to progress, as is over the next few hours, and it'll be on the president's desk to sign on July 4th. So the Senat ...

While we're talking about interest rates and the Federal Reserve, it has been recently reported that you might be in consideration for the job as the next Fed chair. When you've been asked about the likelihood recently, you said that it's up to the president. Is it a job that you would want.I will do what the president wants, but I think I have the best job in D. C. We're making a lot of progress with the president's leadership.You know, I think think about it. We are going to have the tax bill on his desk ...

I'd love him to resign if he wanted to. He's done lousy job. Look, uh, if you were there, you'd say, well, you know, the United States is doing well.They have no inflation, and if they do get inflation in a year or two, we'll put we'll start raising the rates. We'll get rid of the inflation, you know, and do other things. Uh, Biden had the worst inflation in the history of our country, 19%, but I think it was much higher than that.Frankly, they say 19%, they say. I think it's a lot higher than that. And we ...

he's a very stupid person, actually. >> Well, President Trump's battle with Fed Chair Jay Powell taking another turn this week or another leg down. I suppose those attacks coming as the Wall Street Journal reported this week that the president may announce Powell's replacement by early this fall.The white House yesterday denying that the president is close to announcing Powell's successor. And joining us right now is former Federal Reserve Governor Daniel Tarullo. He led the central bank's regulatory reform ...

I guarantee you threequarters of the country doesn't know what the hell the Fed is. So you do not have all eyes on the Fed. Well, on that note, Fed Chair Jay Pal has been under extreme pressure to cut interest rates from within and outside the Fed.Senior economics reporter Steve Leeman is here. He takes a look at where it's coming from and where it's going to. Just kidding.And possible motives. Welcome, Steve. Thank you, Becky.The pressure on Powell to cut rates comes from the president, some in Congress, a ...

Units of Indian real estate investment trusts are poised to extend gains on the back of falling interest rates and a buoyant commercial property market, analysts tracking the sector said https://t.co/vgB7LgWDXD ...

Federal Reserve & Economic Policy - The market has largely absorbed the impact of tariffs, with focus shifting to the US deficit issue [5][6][7][8] - The speaker believes the Federal Reserve conversation is important, with rates potentially remaining stickier and higher than anticipated [13] - The market is currently pricing in three to three and a half rate cuts for the remainder of the year, but the speaker is skeptical, anticipating potentially only one cut [12] - The speaker views the recent dollar decline as more of a technical correction due to unhedged global investors rather than a long-term impact on the US economy [9][10] Investment & Market Trends - Global investors are returning to US assets, attracted by the strength and scale of the US economy [19] - Private capital is increasingly driving the economy, playing a significant role in financing, including a $45 billion (four and a half billion dollars) private capital financing deal for a nuclear power plant build in the UK and Germany [20][21][22] - The speaker does not see any immediate red flags in valuation underwriting, noting the US economy's resilience [18][21] - The speaker anticipates approximately 2% growth with about 3% inflation for the fundamental economy [36] European Market & Private Capital - European leadership is embracing private capital to address CapEx needs in areas like transmission lines, transportation, AI, and data centers [26][27] - European banks are increasingly focusing on ROIC and shareholder value, aligning more with US practices [25][31] - Germany aims to grow its economy from $4 trillion (four trillion dollars) to $6 trillion (six trillion dollars), embracing private capital alongside government spending [22][23]