Chile’s central bank held its key interest rate unchanged for the second meeting as policymakers await clearer signs that fresh consumer price risks are subsiding and inflation will slow to target. https://t.co/49feflqoxf ...

Short-term bonds can offer income, flexibility, and stability in a diversified portfolio. This episode of Market Sense explores how short-term bonds have performed in the current economic environment, especially with more rate cuts on the table. A Fidelity bond fund manager will also discuss how inflation, tariffs, and Fed policy are shaping bond market dynamics. Topics covered: • Interest rate cuts • Bonds & short-term bonds • Tariffs, Government debt, and Fed Independence • Active vs. Passive 00:00 Introd ...

A Fed rate cut may be coming, but uncertainty over inflation, jobs, and the shutdown could shape what’s next for the economy—and your wallet. https://t.co/SMJFRGcu2E ...

DeFi and Traditional Finance Convergence - The industry anticipates finance will integrate centralized and decentralized infrastructure, similar to the internet's evolution, where the distinction between internet and non-internet companies disappeared [4][5] - FinTechs and legacy firms are embracing crypto technology to gain a competitive advantage and better serve customers [6][7] - Exchanges are converging, with crypto-native exchanges listing public equities and traditional exchanges listing crypto products, aiming to become "everything exchanges" [8][9][10] - Coinbase and City partnered to ease crypto on- and off-ramping for institutional clients, highlighting the role of crypto and stablecoins in upgrading the global financial system [12][13] - Western Union is piloting stablecoin settlement rails to speed up cross-border payments and reduce reliance on Swift, viewing stablecoins as an opportunity [14][15] - The "DeFi mullet" concept suggests a familiar user interface with upgraded backend infrastructure, making stablecoins accessible without requiring technical knowledge [19][20] Economic Outlook and Market Trends - The median American family's net worth is at an all-time high of $192,000, while the average American family's net worth is over $1 million [32] - The report suggests that the current administration's economic policies are showing signs of improvement, with inflation, gas prices, and rent easing [25][26][27][28] Bitcoin and Gold Investment Strategies - Bitcoin is expected to outperform gold, with investors rotating from gold to Bitcoin for higher returns after initial uncertainty [40][41] - The speaker believes Bitcoin will eventually have a larger market cap than gold, driven by the principles of sound digital money [45]

I don't know. They're going to be surprises. They're going to cut tomorrow. They're going to announce. I would guess they're going to end quantitative tightening.Those aren't surprises. I think the only possible surprise is I think Jay Powell, I believe, should leave the door open to cutting in December. The markets are pricing in that they're going to cut in December.But he's going to want to leave some optionality just in case they're getting closer to neutral. Inflation is still running 7500 basis points ...

The U.S. central bank seems almost certain to cut interest rates on Wednesday but it’s unclear whether bankers will end quantitative tightening (QT) and what its impact might be on crypto markets, analysts told Decrypt. QT is when the Federal Reserve reduces the amount of money in the financial system by letting its bond holdings shrink—pulling cash out of circulation to cool the economy and fight inflation. It’s the opposite of quantitative easing (QE), when the Fed pumps money in by buying bonds. Crypt ...

[Music] With headline inflation ticking up to 3% year-over-year in September, its highest level since January, and the unemployment rate sitting at 4.3%, the Federal Reserve faces a classic dual mandate dilemma. Persistent price pressures clash with a slightly softer labor market where job gains have slowed and revised data reveal 911,000 fewer positions created from April 2024 through March 2025 than previously thought. Yet the Fed will likely prioritize jobs.Despite stubborn inflation, officials have sign ...

Group 1 - The Federal Reserve is facing a dual mandate dilemma with headline inflation rising to 3% year-over-year in September, the highest since January, while the unemployment rate is at 4.3% [1] - Job gains have slowed, with revised data indicating 911,000 fewer positions created from April 2024 through March 2025 than previously thought, suggesting a slightly softer labor market [1] - Despite persistent inflation, the Fed has signaled a pivot by cutting rates at the September FOMC meeting, with a 96.7% chance of another quarter point trim at the upcoming October meeting [2] Group 2 - The Fed fund's target rate is expected to drop to 3.75% to 4%, even as core CBI remains at 3.1%, indicating a focus on supporting employment [2] - The decision to prioritize employment over inflation concerns reflects the Fed's balanced approach to prevent deeper economic problems in the future [2]

Market Overview - US stocks experienced mixed results last week, with the S&P 500 and Nasdaq Composite rising slightly over 1.6%, while the Dow increased by 2% [2] - Both the DJIA and S&P 500 reached record levels on Friday, influenced by Q3 earnings season, dovish Federal Reserve commentary, and better-than-expected inflation data [2][12] Earnings Season Insights - The second week of Q3 earnings season showed mixed results, with initial strong performances from big banks followed by disappointing reports from regional banks and major tech companies [3] - High-profile disappointments included Tesla, which saw profits drop 37% year-over-year despite beating revenue expectations, leading to a 4% stock drop [4] - IBM reported better-than-expected earnings but showed slowing growth in its core cloud services, facing stiff competition from AWS, Microsoft Azure, and Google Cloud [4] - Netflix missed earnings estimates due to a tax dispute, despite having a successful film, resulting in a 5% stock decline [4] Positive Earnings Reports - Honeywell exceeded analyst expectations due to strength in its aerospace division, resulting in a 4% stock increase [5] - American Airlines reported better-than-expected results driven by travel demand and provided strong guidance for Q4 and the full year [5] - Intel reported strong earnings driven by AI chip demand, leading to a 3% stock gain for the week [5] - The blended EPS growth rate for the S&P 500 increased to 9.2%, up from 8.5% the previous week, marking the ninth consecutive quarter of growth [5] Job Market Trends - Initial jobless claims rose to approximately 227,000, indicating an upward trend in unemployment applications [6] - Major corporations announced workforce reductions, including Meta (600 layoffs), Rivian (over 600 layoffs), and Target (1,800 corporate jobs) [6] - GM laid off over 200 employees, while Amazon plans to replace over half a million jobs with robots in the next seven years [6][14] Upcoming Earnings Reports - The upcoming week is expected to be significant for the Q3 earnings season, with major companies like Microsoft, Meta, Alphabet, Apple, and Amazon reporting [7][8] - The "Magnificent 7" companies are anticipated to have a substantial impact on overall market growth, with expected YoY EPS growth of 14.9% compared to 6.7% for the rest of the S&P 500 [7] Conclusion - Despite mixed corporate earnings signals and layoff news, the market closed at record highs, driven by favorable inflation data [12] - The focus will shift back to corporate fundamentals as the "Magnificent 7" prepare to report, which will be crucial for sustaining market growth [12]

Joining us now is Paul McCully, former chief economist at PIMCO, currently an adjunct professor at Georgetown's Mcdana School of Business. Thank you both for being here for uh for commenting. Um I want to get your perspective, Paul, because Steve just outlined his survey where he said, I believe the numbers, and correct me if I'm wrong, Steve, 66% said the Fed should cut, but 92% believe they will cut.Y >> so that I mean that's a pretty big distinction. And how should we how should we kind of distill that. ...