Central Bank
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X @Bloomberg
Bloomberg· 2025-12-19 06:45
This isn't the Japan of 1995, write @Moss_Eco & @GearoidReidy. According to the central bank, it's not even the same as last May (via @opinion) https://t.co/7fYclgMbxJ ...
X @Bloomberg
Bloomberg· 2025-12-18 13:45
In the absence of competent government, Britain needs a stronger central bank. The BOE is failing to meet the moment, writes @marcusashworth (via @opinion) https://t.co/bat5zh5AD5 ...
X @Bloomberg
Bloomberg· 2025-12-17 15:49
RT Bloomberg en Español (@BBGenEspanol)Javier Milei no solo está apurado por acumular reservas: también quiere tener al peso bajo control.Cómo es la estrategia que despliega la mesa de cambios del banco central para acotar la volatilidad de la moneda. @ioliveradoll explica https://t.co/8Mvn32E9Ud https://t.co/V38GHIOYdb ...
Why the Stock Market's Fed Fixation Is Misplaced
Barrons· 2025-12-16 20:49
Investors don't need to worry about the central bank's coming interest-rate decisions. Policymakers have their back. ...
X @Bloomberg
Bloomberg· 2025-12-16 18:08
Governor Tiff Macklem says the Bank of Canada’s review of its framework next year must assess whether it gives the central bank the best chance of keeping inflation low and stable in a “more shock-prone world.” https://t.co/Irh5X2qz3e ...
X @Bloomberg
Bloomberg· 2025-12-15 17:44
Federal Reserve Governor Stephen Miran said he’ll likely remain at the central bank after his term expires at the end of January, until a new appointee is confirmed to fill his seat https://t.co/9ZVvg3LOqk ...
X @Cointelegraph
Cointelegraph· 2025-12-11 15:08
Is Saylor Building A Bitcoin-Backed Central Bank? #CHAINREACTION https://t.co/YHT3CtfEDj ...
The Fed Is Pumping Liquidity… And Asset Prices Can Only Go One Way
From The Desk Of Anthony Pompliano· 2025-12-07 15:01
Economic Outlook & Monetary Policy - The Fed's shift towards easier monetary policy, including ending quantitative tightening and leaning towards lower interest rates, is expected to inject liquidity into markets, potentially driving up asset prices [1] - The current GDP growth of approximately 4% is considered strong, comparable to Asian economies, while job weakness is attributed to foreign-born workers returning home, with American worker numbers remaining solid [1] - The Fed's actions are often perceived as benefiting Wall Street, creating a reverse Robin Hood effect where economic crises benefit the wealthy who own assets [3] - The Fed aims for a 2-3% inflation rate to avoid upsetting voters and facing potential congressional intervention, limiting its ability to print excessive amounts of money [2] AI & Technology - AI is currently in a bubble phase, similar to the dot-com era, with potential for further growth due to easy money funding new technologies [1] - AI is not primarily impacting blue-collar jobs but rather white-collar cubicle workers in IT, customer service, accounting, and HR [6] - The AI bubble is still in its early stages, focusing on semiconductor companies like Nvidia and Taiwan Semiconductor, with the "stupidity" phase of malinvestments yet to come [5] Immigration & Labor Market - Mass deportations historically lead to 5 to 10 times more people leaving than are actually deported [4] - Immigration does not necessarily solve labor shortages but rearranges wages, potentially crashing wages for low-skilled Americans while raising demand for skilled workers [4] - Removing immigrants can raise wages for low-income individuals and lower wages for high-skilled individuals, with an unclear overall impact on inflation but a reduction in headline GDP [4] Investment Strategies & Asset Bubbles - The big trade right now is AI, which is considered to be in a bubble, but it may have a few years left to run [5] - Gold and silver are driven by liquidity and the debasement trade, betting on a future crisis due to a lack of structural reforms on budget deficits [5] - Bitcoin's momentum is being affected by AI, as speculators are shifting their focus, but its debasement argument remains strong [5] Social & Political Commentary - Communism resonates most with elite kids who are losing status, driven by factors like deportations and the impact of AI on white-collar jobs [6] - Government interference often leads to negative consequences, and the battle between freedom and socialism is a constant one [13][14] - UBI may disincentivize work and reinforce poverty, potentially becoming politically appealing during the next recession due to AI-related job losses [7][8][9][10][11][12]
X @The Economist
The Economist· 2025-12-05 20:40
On paper he may look like a conventional pick. But his appointment would mark an abrupt shift in the relationship between America’s central bank and the White House https://t.co/II4Snq8pKY ...
X @The Wall Street Journal
The Wall Street Journal· 2025-12-03 09:57
The Trump administration canceled interviews with a group of finalists to be the next Federal Reserve chair as Trump again suggested he had made up his mind about who should lead the central bank https://t.co/5enkualQxU ...