Let's talk more about markets. Uh Peter Bookvar is here, chief investment officer at one point uh at uh BFG Wealth Partners and a CNBC contributor. Good morning to you, sir.Andrew, uh help us understand what you think is actually going on here in markets. Uh well, I think this rally, the AI tech trade got a second wind after the deepseek news in late January. And who doesn't want to buy stocks when the Fed is cutting interest rates.So, I think that's what brings us to where we are today. Uh, but there's som ...

Meanwhile, some newly released minutes from last month's Federal Reserve meeting showing officials strongly inclined to lower interest rates with the only dispute seeming to be over how many cuts were coming this year. That's two or potentially as many as three. The Fed deciding on September 17th to lower interest rates by 25 basis points.Joining us right now to talk treasuries and rates is Kamal Shri Kumar. He's the president of Shri Kumar Global Strategies. Would you be lowering rates twice, three times l ...

What changed between 2019 and 2025? Why are interest rates so much higher?Bloomberg's Tom Orlik and @RushEconomics join @TheStalwart and @tracyalloway on the Odd Lots podcast to unpack the neutral rate of interest, why it has gone up over the years and how it is affecting the global economy https://t.co/qoGXjc1GMM ...

🇺🇸 FOMC Minutes Highlights- Most officials said it would likely be appropriate to ease policy further this year.- A few officials indicated they could have supported keeping rates on hold in September.`- Some noted that current Fed policy may not be particularly restrictive. ...

Federal Reserve officials were divided over how much farther they should lower interest rates when they approved their first reduction of the year last month https://t.co/3Y1uvVkFhs ...

Monetary Policy Stance - The Federal Reserve (Fed) officials initially agreed on further easing after a quarter-point interest rate cut, though some expressed caution [1] - The Fed's decision to cut rates was influenced by a perceived shift in the balance of risks, with downside risks to employment increasing and inflation risks either diminishing or remaining unchanged [2] - A balanced approach is needed when addressing employment and inflation, focusing on the side of the mandate that is further from the goal [4] - There is an ongoing debate regarding how restrictive the Federal Reserve's policy is, influencing market perceptions [3][9][10] - The consensus leans towards future rate cuts, with the primary question being the extent of these cuts [9][10] Inflation Outlook - Some believe productivity and lower net migration will exert downward pressure on inflation, with employment not being a significant source of inflation [5] - Concerns about inflation stem from tariffs and elevated inflation expectations, with businesses planning to pass on tariff increases to consumers; most expect tariff effects to materialize by the end of next year [6] Economic Factors - Artificial intelligence (AI) is being closely monitored for its significant impact on GDP and investment, as well as its potential to reduce employment [7]

Federal Reserve officials showed a willingness to lower interest rates further this year, but many expressed caution driven by concerns over inflation at their policy gathering last month https://t.co/H1qK3Aq04Y ...

As interest rates come down, many investors will opt moving out of cash and into riskier assets. @edwardnh argues what they may not do is spend more, with these flows signaling the peak of the AI bubble. https://t.co/QXzrsZsZna ...

“I would not preempt the direction of any change."Bank of Spain Governor Jose Luis Escriva tells @KritiGuptaNews that policymakers don’t have a bias toward cutting interest rates at present and could equally end up hiking them instead https://t.co/6P73uiTjPx https://t.co/ofj0LX5y7S ...

Traders are betting on options to deliver bumper profits if the European Central Bank surprises markets and lowers interest rates multiple times by the middle of next year https://t.co/zTUKy8eW2B ...