talking about the economy and maybe what the Fed's going to do. Uh we're going to talk about that, the markets, uh and everything else. Want to bring in David Servos.He is chief market strategist at Jeffre, a CNBC contributor. Uh good morning to you. We'll talk to Austin Goldby later.I'm curious what you thought of what you heard earlier this week from the Federal Reserve and uh what you think it portends and were you surprised that the equity markets actually moved up on the back of this news. You [clears ...

Federal Reserve Bank of Philadelphia President Anna Paulson said Friday her main concern right now is the state of the job market, in remarks that also said the current state of monetary policy should help bring down inflation to the Fed's 2% target. ...

By Michael S. Derby NEW YORK, Dec 12 (Reuters) - Federal Reserve Bank of Philadelphia President Anna Paulson said Friday her main concern right now is the state of ​the job market, in remarks that also said the current state of monetary ‌policy should help bring down inflation to the Fed’s 2% target. “On net, I am still a little more concerned ‌about labor market weakness than about upside risks to inflation,” Paulson said in a speech prepared for a gathering held by the Delaware State Chamber of Commer ...

The Bank of Japan is moving to raise its policy rate at the Dec. 18-19 monetary policy meeting with a 25-basis-point increase from 0.5% to 0.75% emerging as the leading option, Nikkei has learned. This would be the first hike since January 2025 and will lead to a level not seen since 1995. https://t.co/c0llUnfDKD ...

In a move widely interpreted as a strategic effort to insulate the central bank from political interference, the Federal Reserve Board on Thursday unanimously approved the reappointment of all 12 regional Reserve Bank presidents and first vice presidents.Trump-Proofing The Federal Reserve?While the reappointments follow a standard statutory schedule, the confirmation of these tenures months ahead of their expiration has drawn immediate attention from economic observers.The decision secures the leadership of ...

M Global Foundation December 8, 2025 07:00 AM GMT Global Economic Briefing The Global 360 Our views around the world. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. For analyst certification and other impo ...

Monetary Policy & Market Impact - The Federal Reserve announced a 25 basis point rate cut, bringing the Federal Funds rate down to 350-375% [2] - The Federal Reserve will restart balance sheet expansion with $40 billion in monthly Treasury bill buys, signaling a return to quantitative easing (QE) [3] - QE is expected to push bond yields down, encouraging investors to move into riskier assets, making borrowing cheaper and boosting confidence across financial markets [7] - Historically, QE has inflated financial assets, potentially benefiting stocks, Bitcoin, digital assets, and real estate [8][12] - The US dollar is expected to weaken with QE, while short-term cash-like investments may become less attractive [10] Economic Outlook & Risks - Multiple deflationary forces, including AI, robotics, tariffs, and increased deportations, could challenge the Fed's monetary policy [6] - Despite rate cuts and QE, the housing market remains constrained by low supply and existing low-rate mortgages [23] - Treasury Secretary confirmed approximately $100-150 billion in tax refunds are expected in 2026, potentially boosting GDP growth [16][20] Housing Market Analysis - The housing market is described as "broken" due to high prices and affordability issues [21] - Deregulation at the local level to allow more housing construction is suggested as a solution to the housing shortage [27]

Joining us here at Post 9 is Guggenheim Partners investment management CIO Annne Walsh. Anne, it's great to have you here. Hi.>> What a treat. We haven't seen you in a while. So, how are you thinking about the the 2026 outlook after another strong year for the overall market.>> So, let's break it down into the economy and then market. So, 2026 looks like it's shaping up to be a year of what I refer to as equilibrium. Um, we're going to have, I think, um, on trend growth.So by trend growth is sort of you kno ...

My colleagues and I remain squarely focused on achieving our dual mandate goals of maximum employment and stable prices for the benefit of the American people. The Federal Reserve says they're fighting inflation. They say they are committed to a 2% target and that they're well positioned to wait and see.But the charts tell a very different story. While everyone is distracted by the quarter point rate cut and the drama of the dissenting votes, we're staring down the barrel of a massive liquidity injection in ...

QE is back.Cut rates. Print money.Assets go HIGHER. https://t.co/sFwCr1vde8 ...