The Kelsey prediction markets agree by the way with Hasset now back ahead of former Fed Governor Kevin Worsh who took the lead I think just this week. Hasset leading the odds today with a 53% chance of getting the nod. Worsh down to 34.While the market debates which Kevin could win the horse race, we wanted to ask what would be the real difference between them as far as the market can discern. Let's bring in Dan Clifton. He's head of policy research at Strategus.Dan, the task goes to you. I'm sure everyone ...

Canada’s budget watchdog is walking back his most charged criticisms of Mark Carney's fiscal policy, but says the government's decision to drop its debt-to-GDP guideline is a major shift that warrants more public debate https://t.co/7xjRhVoT0z ...

If Javier Milei’s first year as president was defined by a fiscal chainsaw and his second by managing the peso and elections, then his third will be about getting laws through Congress https://t.co/Cv67JRHN8x ...

JPMorgan Chase expects the dollar to soften next year on easier US monetary and fiscal policy, but cautioned that accelerated bets on future interest-rates hikes could challenge that view https://t.co/75VdNoopfk ...

China’s Finance Minister Lan Fo’an pledged to implement a stronger and proactive fiscal policy over the next five years in an effort to support the country’s economic growth, state media Xinhua News Agency reported on Friday https://t.co/maX1HsH7ev ...

Market Outlook & Investment Strategy - The market feels like 1999, suggesting a potential for significant price appreciation, similar to the NASDAQ doubling between October 1999 and March 2000 [3][4] - Investors should position themselves as if it's October 1999, but be prepared to exit the market quickly [4][5] - The greatest price appreciation typically occurs in the 12 months leading up to the market peak [5][6] - A "blowoff" is anticipated, potentially more explosive than 1999 due to current monetary and fiscal policies [6][7] - Current fiscal and monetary conditions, featuring a budget deficit of 6%, are reminiscent of the post-war period of the early 1950s [8][9] - The market is conducive to massive price appreciation in various assets, but requires increased retail buying and recruitment from hedge funds and real money [10][11][12] Investment Recommendations - Investors should consider positions in gold, crypto, and the NASDAQ [14][15] - The biggest winners in the market are signaling an inflation story, with gold up approximately 46-47%, Bitcoin up approximately 50-60%, and a Morgan Stanley retail flow basket (meme stocks) up approximately 67-68% [13] Risk Assessment - The circularity of certain deals, such as the Open AI deal with AMD, raises concerns [13] - Leverage, including margin debt and leveraged ETFs, is currently elevated compared to October 1999 levels [11]

Hawkish on security policy, dovish on fiscal policy and traditionalist on social policy, she will move her country to the right https://t.co/DZiXBTR8xN ...

Focusing on the natural rate of interest is important not just to get monetary policy right, but also to confront the fiscal pit we're digging, says @Clive_Crook (via @opinion) https://t.co/FNDt4pd9RZ ...

A Principal Asset Management fund is keeping a close eye on the rupiah after selling most of its Indonesian sovereign bonds, as political instability stirred concern over fiscal policy https://t.co/ZVLLU5JHvz ...

The dollar approached a two-month high on Wednesday as fiscal and economic concerns from Asia Pacific to Europe weighed on the currencies of its Group-of-10 peers https://t.co/clyD7rYALE ...