WASHINGTON, Jan 30 (Reuters) - St. Louis Federal Reserve President Alberto Musalem said on Friday ​the U.S. central bank does not ‌need to cut interest rates further unless the job ‌market starts to deteriorate or inflation falls. The current 3.50%-3.75% policy rate range is neutral, Musalem said in remarks prepared for delivery to an ⁠event at the ‌University of Arkansas. With the economy expected to continue growing above trend, ‍there is no need to add monetary stimulus at a time when credit conditions ...

Joining us now is former Kansas City Fed President Thomas Honig. It's great to have you back, Thomas. So, I actually want to start with what what I think is the biggest market story today, which is the strength in the Japanese yen on rumors and speculation of intervention by potentially the US here at the same time where gold is making new highs and up another 2%.Is is this something that you think will get discussed at the Fed meeting this week. I'm almost certain it will be discussed at the Fed meeting bo ...

Vi e w p o i n t | 16 Jan 2026 14:58:05 ET │ 12 pages China Banks Our take on recent monetary stimulus; Fiscal stimulus on the way; Time to revisit China banks +852-2501-2367 calvin.leung@citi.com See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations. CITI'S TAKE On Jan 15, PBoC held a press conference and announced new supportive monetary policies (summarized in Fig 1), including: i) expansion of relending facilities quota/coverage with additional relending quo ...

So, I think everybody's trying to figure out what to make of this market right now. I want to ask you not about an investment but a trade. Right now, it seems like one of the more attractive uh trades in the market right now with the government shutdown, trade tensions, also questions about the labor market would be VIX futures.Do you see it that way as well or are you seeing some other opportunities with all this volatility. >> Right. I I might say that that trade is happening uh in spite of those um seemi ...

Economic Analysis - The two-speed economy creates a "Goldilocks" scenario, where economic weakness justifies continued stimulus [1] - Asset owners benefit from this scenario [1] Investment Strategy - The industry suggests being an asset owner to benefit from the economic conditions [1]

US Economic Outlook - The Trump administration's policies aim to improve the lives of American families, fueling market enthusiasm [1] - The US economy is currently experiencing fiscal and monetary stimulus typically seen during a recession, despite being in a period of near full employment [2] - The US economy is currently on a "sugar high" [3] Inflation and Monetary Policy - Markets may be underestimating the potential for substantial inflation due to immigration, fiscal, and monetary policies [4] - The Fed is prioritizing downside protection in the labor market over managing inflation, which could be risky if inflation reaccelerates in early 2026 [7] - The debate centers on whether the Fed should focus on the labor market or inflation, reminiscent of Janet Yellen's approach to avoid a second recession and job losses [5][6] Tariffs - The market has largely moved past tariff concerns, but high inflation issues related to tariffs remain unresolved [3]

For the past two years, Chinese officials unleashed major fiscal and monetary stimulus after disappointing data in the final quarters. This time around, Beijing has fewer options https://t.co/j7WC5uMOjP ...