The first mountain was of course after co where inflation went up to almost 10% and now it's come down again to around 3%. The risk is that there's another mountain because you could have growth coming partly because of AI. There's also the one big beautiful bill.One of the important laws in the one big beautiful bill is that you could do immediate expensing of your capital expenditures if you're a company. Normally you have to do that over several years. If that's the case you should expect to see a boom c ...

I would start this getting your reaction on why the markets are ripping higher, the Fed cut rates, but I'm listening to the Fed chair Torson. I I came away thinking this is the first meeting where the Fed chair is worried about the impact to the labor market because of the AI expansion in the US and around the world. Is AI about to I guess just put a bowling ball through the labor market next year.Well, he was asked that question by a number of the reporters and this continues to be a very very important is ...

Trade and Geopolitical Factors - Trade deal timeline is uncertain, influenced by geopolitical developments more than bilateral trade issues [1][2] - A trade deal agreement would significantly boost Indian market sentiment by removing risk premium [4] - Trade uncertainties impact GDP projections, but domestic economy and exporter diversification mitigate negative effects [5] Economic Growth and Reforms - India's potential growth has likely increased due to decade-long structural reforms, including public infrastructure investment, digital infrastructure rollout, GST, and insolvency/bankruptcy code [8] - The economy has consistently outperformed expectations in the last five years post-COVID, suggesting potential for continued positive surprises in fiscal year 2026-2027 [11] - RBI estimates India's growth at 73% for fiscal year 2025-2026, and predicts around 67% for the next fiscal year [10] Consumption and Household Savings - Consumption is expected to strengthen, particularly in urban India, supported by GST reform and direct tax relief [12][14] - Rural consumption is performing well due to successive good monsoons and real wage/income growth [12][13] - India's household savings rate has increased from 49% of GDP in 2022-2023 to 6% of GDP, indicating improved household balance sheets [15] Rupee and Inflation - Weaker rupee improves the Indian trade balance on a net basis, offsetting import costs and benefiting exporters [17][18] - Rupee weakness reflects investor caution and is undervalued relative to India's economic fundamentals [20][22] - The rupee could be undervalued by 5% to 15% in real effective terms [24] - Lower inflation is seen as beneficial for the Indian economy, reflecting the impact of structural reforms on supply-side constraints [32] Aviation Industry - Recent disruptions in the aviation sector, such as flight cancellations, are expected to lead to better systems and resilience in the long run [38] - The long-term impact of aviation issues on Indian domestic and foreign tourism is not expected to be significant, given growing market and purchasing power [40]

We got some uh breaking news I want to get to right now from the Treasury. Some big changes coming to the Financial Stability Oversight Council. Our own Steve [music] Leeman, economics, senior economics reporter joins us with that exclusive story.What you got. >> Hey Andrew, CNBC has obtained exclusively the contents of a letter written by Treasury Secretary Scott Besson, proposing a pretty radical rethink of how the government will promote financial stability and prevent systemic risk. Rather than addition ...

Let's start with the Euro's own economy. It looks as though things are going rather well. >> So, I'm I'm used to say we are in a good place.And of course, I talk about our monetary policy. I talk about price stability, which is the primary objective of the European Central Bank. And with a track record of around 2% inflation and a medium-term projection at 2% I would say again that we are in a good place.Now of course that is in with the landscape of a Eurozone economy which is doing better than was feared. ...

How you doing. >> I'm good. >> Nice to see you.>> GPA weren't in uh percentage terms. So, >> no, they were not. Uh the Fed's decision just hours away.Joining us right now with more on how the central bank's rate path is going to impact the financial sector, Jason Goldberg is Barkley's senior equity analyst. What's your expectation, sir. >> I mean, I think the market's widely expecting a 25 basis point cut out of the Fed, maybe a couple descents either way.Um but certainly the market's pricing in a 25%. >> W ...

Group 1: ECB Economic Outlook - ECB President Christine Lagarde provided an optimistic assessment of the Eurozone economy, indicating that growth projections may be revised higher in December and that the economy is "quite close to potential" [2][9] - Lagarde emphasized the ECB's commitment to focusing on inflation while considering the broader economic context, with underlying inflation indicators aligning with the ECB's 2% medium-term target [3][9] Group 2: Support for Ukraine - Lagarde highlighted the geopolitical necessity of supporting Ukraine, stating it is the ECB's "duty to support Ukraine" and advocating for joint EU financing for defense, which she described as a "perfect case" for cooperation [4][9] Group 3: Deere & Company - Deere & Company is reportedly planning additional job cuts in 2026 due to intensified strain on US farmers caused by Donald Trump's tariffs, following thousands of layoffs in recent years [5][6][9] - The company is also shifting some production to Mexico as part of its response to the challenging environment in the agricultural sector [6][9] Group 4: CATL Bond Issuance - Chinese battery manufacturing giant CATL is planning to issue bonds worth up to CNY10 billion, which could provide significant capital for the company in the global electric vehicle battery market [7][9]

Federal statistical agencies are releasing delayed reports on inflation, jobs, and economic growth as they work through a major backlog from the 43-day government shutdown. Here's the economic calendar. https://t.co/FFxXVKOBAR ...

We do think uh the Fed's likely to cut rates uh at the upcoming meeting. We also think that this is a Fed that would like to get rates a bit lower uh into 2026. The challenge of course is that we expect to see a little bit of reaceleration in the economy uh during the first half of the year and we also expect inflation to remain uh comfortably above the central bank targets.So we believe this Fed when they say they're going to continue to focus on the data. We do think the data is going to be a bit confusin ...

RT plur daddy (@plur_daddy)There hasn't been much discussion of another reconciliation bill recently, so this is incremental.Trump is getting hammered on cost of living concerns. There are three directions he can take.1. Biden Mode: Dig his head in the sand and make the case that the electorate is wrong.2. Volcker Mode: Turn turbohawkish and crush inflation, at the cost of hitting economic growth and financial markets. While this is the only correct option, the issue is the pain is immediate while benefits ...