ECB Governing Council member Madis Muller says the economy doesn’t justify interest rates that stimulate growth, allowing officials to take a pause from easing https://t.co/g3r5gXz54l ...

Monetary Policy - The Federal Reserve will maintain current interest rates due to steady economic activity [1] - The Federal Reserve is monitoring the impact of tariff increases on prices and economic growth before considering further interest-rate reductions [1]

Market Trends & Geopolitical Risks - Investors are closely monitoring Iran and Israel's trading strikes, alongside the Federal Reserve's meeting [1] - Markets appear inclined to shrug off risks related to geopolitical or trade tensions [2] - There's no shortage of a bid from the international community [9][10] Interest Rates & Debt Market - Volatility in rates is a significant concern [2] - US debt level is a frequent topic of discussion on Wall Street [1] - Credit markets have been exceptionally resilient, with both high yield and investment grade retracing losses [3] - Credit market activity is incredibly resilient, potentially leading to a record first half, absent the Covid acceleration of debt [4] Inflation & Economic Growth - Increased inflation is expected to be a focus in the Fed's projections and press release, with a potential downgrade of growth and one rate cut pushed into next year [13] - Tariffs are expected to increase inflation, with businesses potentially passing through about 50% of tariff costs to consumers [17] - The Fed may adopt a more hawkish bias than the market anticipates, potentially pushing one rate cut into next year [20][21] Fed Policy - The Fed is in a position to wait for more data, given strong labor markets and favorable inflation numbers [10] - The Fed aims to temper expectations of a "Fed put," viewing the inflationary impact as a one-off event that will be resolved by the fall of 2026 [19]

Let's just scenario play. Yes, please. What happens if Powell rips in a 100 basis point cut.Right now, I'll tell you. So, one part which is mathematical is the interest on the debt goes down. We save 300 billion.But there's something else that happens which is the Fed does control the front end of the curve. Meaning, how do people borrow money for small amounts of time from one day to about two years. If you make that cheaper, it's a test that's true as time.What happens is people borrow more money. that fu ...

former Treasury official and Morning Joe economic analyst Steve Ratner. Steve, there has indeed been plenty of speculation about how Trump's tariffs will impact the country. So tell us, how does the economy look almost 5 months into Trump's second term.Yeah, it's interesting, Jonathan. I think uh all of us predicted that inflation would start to go up as a result of those tariffs, but yesterday there was a report that in fact it has really not yet gone up, or at least not yet gone up. So the commerce depart ...