Speaking of the Fed, let's uh turn to Steve Leeman because we have some new potential replacements for Chair Pal that are being floated. Mr. . Leeman broke that story.He's got the details for us. Steve. Yeah, good morning, David.CNBC learning that the Trump administration currently considering 11 candidates that include three includes three names that have not previously been disclosed. All those to replace Federal Reserve Chairman J. Pal when his term expires in May.According to two administration official ...

Wall Street might do even better if the Federal Reserve cuts interest rates. The president was pretty clear yesterday, put out this comment to Rome, to Lake Powell, must now lower the interest rate. Is it reasonable to give them a bit more time to draw conclusions about what's happening here.Well, I think what we could see is that, first of all, if what if the BLS data had been the higher quality and we've had those numbers, Jonathan. So if we'd seen those numbers in May, in June, I suspect we could have ha ...

🇺🇸 U.S. Treasury Secretary Bessent says we should already be 150–175 bps lower on the Fed’s rate.More cuts = more liquidity = bullish for Bitcoin 🐂 https://t.co/nsicHyF5uS ...

🇺🇸 LATEST: Treasury Secretary Bessent expects Fed to begin rate cuts in September with 50 bps. https://t.co/VIMg2qQpWi ...

🇺🇸 FED Bostic, Goolsbee and Barkin are all speaking today.Will they drop hints on rate cuts? 👀 https://t.co/7FKEr6ixsL ...

RT THE HUNTER ✴️ (@TrueGemHunter)BREAKINGCPI is 2.7% less than expected 2.8% chances for rate cuts are near 100%This is bullish for $BTC crypto and stock market PUMP IT UP ...

on it. Let's bring in Solless Alternative Asset Management Dan Greenhouse joining us now. I mean, you made the argument that you think the Fed absolutely should cut in September and maybe they already should have.>> Yeah, I I that's a that's a correct characterization. I I would take issue with my good friend Steve Leeman in how he frames some of this and a lot of people do this. They talk about uh they frame it as in the Trump appointees think one way and everyone else thinks another.And I don't think that ...

Federal Reserve Chair Selection - The market anticipates potential rate cuts by next May [1] - The Trump administration may prioritize loyalty over professional reputation in selecting the next Federal Reserve Chair [3][5] - Stronger candidates might be overlooked in favor of those perceived as more pliable [4][5] Potential Candidates - James Bullard and Marc Summerlin have been added to Trump's list of potential candidates [1] - There is speculation that James Bullard may not be chosen due to his independent stance [3] - The administration values loyalty above all else, potentially influencing the selection process [5]

Tariff Impact & Inflation - JP Morgan 认为，行业特定的 Section 232 关税可能比国家特定的关税对有效关税率产生更大的影响，预计稳定在 22% 左右 [1] - 总体而言，预计关税总成本的约 60% 将转嫁给消费者，而公司承担约 40% [2] - 关税成本可能会在今年剩余时间内增加，但明年可能会被减税的一些好处所抵消 [3] - 商品成本可能会继续上涨，但服务领域可能会出现转变，有助于明年年底通胀下降 [4][5] - 增长和通胀通常朝着相同的方向发展，这可能会使明年上半年的通胀保持在高位 [5] Monetary Policy & Labor Market - 如果明年通胀保持在高位，增长加速，即使只是在较短的时间内，可能会进一步将降息推迟到下半年，并且总体而言，降息幅度可能会低于市场预期 [7] - 劳动力市场可能存在更大的复杂情况，明年上半年如果增长略高，可能会延长劳动力市场的寿命 [8][9] - 税收减免将在很大程度上帮助消费，但如果劳动力市场总体疲软，则存在疑问 [9] - 小型企业面临的十大业务问题中，利率和融资成本排名第 10，而劳动力质量排名第 2，劳动力质量高于劳动力成本 [12] - 人口结构变化正在减缓劳动力供应，需求也在变得更加疲软 [13]

>> Hopefully you're watching. But yesterday we spoke with President Trump about Jay Powell's replacement. Joining us now well let's listen.Here we go. >> I have two other people that are doing well. You look it's in the end.There are numerous people that are qualified. No I think that it will be one of four people. >> Are the other to make the.>> Decision soon. >> Joining us now, Krishna Guha, vice chairman at Evercore ISI and the Journal actually has a lead story on what we were talking about, Kristen. And ...