I believe that monetary policy should look through the tariff impacts on inflation. I've been saying this for a year. With underlying inflation close to 2%, market based measures of longer term inflation expectations firmly anchored, and the chances of an undesirable weakening in the labour market have increased.Proper risk management means the FOMC. FOMC should be cutting the policy rate right now. I felt this way in July and all the evidence since then has led me to feel more strongly about it today.Based ...

I'm very glad the Ethereum community realized that ETH will never compete with BTC in valuation if the community continued to refer to it as a "cashflow asset" or try to label "revenue" of any kind from DA.That was a losing bet.Very simply put, ETH is a sovereign store of value with better long-term monetary policy than BTC. This is the winning mindvirus for institutional investors.Period.If you want to go a bit deeper...ETH acts like a commodity (need it for transactions), a yield bearing asset (with staki ...

The Philippines eased monetary policy for the third consecutive meeting this year, bringing the key interest rate to its lowest in nearly three years https://t.co/WpMBmY0I5B ...

Core Argument - If an asset possesses immutable, absolute scarcity due to its monetary policy, its primary function is to serve as a store of value [1] - Perpetual credit expansion and the resulting price inflation represent the central crisis of the 21st century [1] - Bitcoin is positioned as a hedge against this crisis [1]

>> THIS IS "BALANCE OF POWER," LIVE FROM WASHINGTON, D. C. JOE: FROM BLOOMBERG'S WASHINGTON TV STUDIOS TO OUR TV AND RADIO AUDIENCES, WELCOME TO "BALANCE OF POWER." I'M JOE MATHIEU.PRESIDENT TRUMP CONSIDERING OPTIONS TO EXTEND HIS INFLUENCE OVER THE FED. A BLOOMBERG NEWS SCOOP HOURS AFTER THE PRESIDENT MOVED TO FIRE FED GOVERNOR LISA COOK. >> AN INFRACTION, SHE CANNOT HAVE AN INFRACTION.ESPECIALLY THAT INFRACTION BECAUSE SHE IS IN GEORGIA. MORTGAGES. WE NEED PEOPLE THAT ARE 100% ABOVE BOARD.JOE: SHE WILL NO ...

What would it mean for his influence over the central bank. Sure. So, if uh the president is successful in his bid to oust Governor Cook, that would give him another opening um to another vacancy to appoint someone on the Fed board in Washington.There are seven governors on the board and then that includes the chairman. Uh right now there are two Republican appointees. Uh Trump has nominated a third.Um and that nomination is pending because we we had a fed governor resign in early August, Governor Adriana C ...

Federal Reserve Governance & Influence - The President's potential ousting of Governor Cook could create another vacancy on the Fed board, allowing for another presidential appointment [1] - Currently, there are two Republican appointees on the seven-member Fed board, with a third nomination pending [1] - If another governor steps down, the President could potentially secure a majority (four out of seven) on the Fed board [2] - A majority on the Fed board could potentially support the President's push for lower interest rates [2] Regional Bank Oversight - The Fed board has the authority to reauthorize the 12 regional bank presidents every 5 years [4] - The administration might consider exerting pressure on regional bank presidents through board members aligned with their views, particularly regarding interest rate policies [4] - This scenario is hypothetical but is being considered by administration officials [5]

Market Trends & Fed Influence - The market is influenced by the Federal Reserve's independence, which impacts interest rates and financial markets [3] - Debates about whether the Federal Reserve is dovish or hawkish are ongoing and impact portfolio managers' decisions [5] - Bond market indicators, including the yield curve, inflation expectations, and currency markets, are key factors in shaping the market outlook [5] Investment Strategy & Asset Allocation - Vanguard believes US exceptionalism has a time stamp, suggesting diversification outside the US is prudent, regardless of AI outlook [7] - Fixed income market is more compelling than it has been in 15-20 years, offering opportunities for active risk-taking [9] - Bonds are back, offering higher coupons and diversification benefits, making them attractive even for those skittish on the equity market [10] - Intermediate exposure is recommended as a starting point for Treasury investments, cautioning against short duration strategies [13] Bond Market Opportunities - Many bonds have outperformed the US equity market over the past 25 years [8] - The fixed income market presents compelling opportunities for returns and diversification [11] - Consider the re-entry point when the Federal Reserve eases, as it's a challenging aspect of tactical investing [14]

The latest economic indicators suggest a tricky environment for policy makers at the Federal Reserve. Inflation remains above the Fed's 2% target, but importantly, it's no longer accelerating. In fact, the inflation picture has begun to reverse in a striking way.Goods inflation is now running well below the Fed's target held by cooling supply chains and softer demand, while services inflation remains elevated and sticky, reflecting wage pressures and persistent demand in areas like healthcare. This split co ...

Mexican Peso Appreciation Factors - The Mexican peso's appreciation over the past 3 months is due to domestic economic stability, proactive governmental policies, and favorable external conditions [1] - Mexico's GDP has been moving higher and unemployment remains near historic lows, indicating economic stability [1] - Inflation has been ticking lower, nearing the Bank of Mexico's target of 3% [2] - Monetary policy is considered favorable due to ongoing interest rate reductions [2] Trade and Global Relations - Postponements of tariffs in February and August have allowed for continued trade dialogue [3] - Mexico is focusing on increasing internal economic activity and developing global relationships to reduce dependence on US trade [3] - These factors have allowed the peso to outperform most global currencies over the past 3 months [3]