Governor, welcome to the program, sir. We've got tons of time to talk about what's going to happen next. Your thoughts on the labor market, the balance of risk, the broader economy.I actually wanted to lead the conversation with this one. Governor, what was your experience like. I'm sure this was unexpected 12 months ago.What was it like walking into the room and was it different to what you expected. Good morning and thanks for having me. It's great to see you again.Look, you know, walking into the room, y ...

Governor, welcome to the program, sir. We've got tons of time to talk about what's going to happen next. Your thoughts on the labor market, the balance of risk, the broader economy.I actually wanted to lead the conversation with this one. Governor, what was your experience like. I'm sure this was unexpected 12 months ago.What was it like walking into the room and was it different to what you expected. Good morning and thanks for having me. It's great to see you again.Look, you know, walking into the room, y ...

J P M O R G A N Asia Pacific Economic Research 22 September 2025 Global Data Watch: Asia China domestic demand continues to underwhelm, underscoring case for more policy support Summary Even as the contribution from exports to growth continues to wane, domestic demand underwhelmed for a second month thereby accentuating the slowdown observed in this quarter. August retail sales softened as the impact of trade-in subsidies faded and consumer confidence remained weak. Industrial production moderated and fixed ...

South Korea should maintain its accommodative fiscal and monetary policy settings to support the economic recovery, the IMF says https://t.co/B7tOgFOBJh ...

Markets across equities, commodities, housing, and digital assets are pressing toward record highs, sparking optimism that the rally still has legs. But according to Frank Holmes, CEO of U.S. Global Investors, the bigger risk isn’t a credit meltdown, it’s fiscal policy. Speaking with TheStreet Roundtable, Holmes dismissed comparisons to the 2008 global financial crisis, arguing that today’s corporate and banking balance sheets are far healthier. “At this time, I don't see a credit crisis like we had in 20 ...

We will cut the R and policy rate. We will also cut central bank policy rate to seven day repo rate. At the same time, we will guide the LPR and the deposit rate downward.We will also set up a special re lending program for increasing the holding of shares. We will enhance the quality and value for investment of listed companies to better serve investors. We will make use of stocks, bonds and futures, among other capital market tools, to invigorate the restructurings and M&A market.Yeah, that was a throwbac ...

The darkest cloud hanging over Colombia’s economy is high government spending. A fiscal mess awaits the next president https://t.co/lv1HzHxzkb ...

France’s prolonged political crisis has turned the country into the euro area’s fiscal flash-point, taking over a role long played by Italy https://t.co/wL70l29K73 ...

Italy’s budget shortfall may drop below 3% of output this year, allowing it to leave the EU's fiscal shackles earlier than thought, its finance minister said https://t.co/ppoQiHr5aY ...

Core Insights - The discussion revolves around the Federal Reserve's current stance on monetary policy, particularly in light of inflation and employment statistics [4][10][12] - There is a perception of confusion regarding Jerome Powell's communication, but some argue he was clear in articulating the balance of risks [3][5][6] Group 1: Inflation and Employment - Inflation is currently running close to 3%, which necessitates a positive real return to support capital formation for businesses [4][5] - Weak employment statistics are attributed to fiscal and immigration policies, indicating external factors affecting the labor market [5][10] Group 2: Federal Reserve's Decision-Making - The Federal Reserve's dual mandate includes both inflation control and employment stability, which complicates decision-making [10][11][12] - There is concern that political pressures may influence the Fed's decisions, particularly regarding interest rate cuts, which could be seen as a response to the president's focus on employment [12][13][14] Group 3: Perspectives on Jerome Powell - Some analysts believe Powell's communication may have lacked focus, but others defend his clarity in discussing economic risks [2][3][6] - The influence of other Federal Reserve members, such as Bowman and Waller, is highlighted, suggesting a commitment to economic logic over political pressures [6][8]