The number of contenders for the top job at the Fed appears to be growing. The Wall Street Journal reporting that President Trump's team is looking at two additional new candidates, former uh St. Louis Fed President James Bullard and Mark Summerland, former economic advisor uh to President George W.Bush. Joining us with his insights is Roger Ferguson, former Fed vice chairman as well as a CNBC contributor. Do you um have anything other than just personal feelings about these new candidates, Roger.Do you hav ...

Joining me now is Paul Christopher. He's head of global investment strategy at Wells Fargo Investment Institute. Great to see you.Thanks for being here, Paul. The question for you is uh I guess two things, right. One is why has that trend flipped.And two is how long is it going to last. >> Well, yeah, this the second question, that's your $64,000 question, but let me take a tackle the first one first. Uh we it's not unusual during a rally to see the market pause for a time when they start to get evidence of ...

So, for more on all this, let's bring in Jason Ferman. He's a professor at Harvard's Kennedy School and a former CEA chairman himself. Jason, it's terrific to see you on this Friday.Uh, you're you're a former Obama guy, so I think our audience is going to expect that you're going to throw rocks here at Myron. So, let's start with something other than rock throwing for a second. Uh, let's start with the, you know, the most positive thing you can think of about this Myron pick.>> Uh, I don't know if it's the ...

Federal Reserve Bank of St. Louis President Alberto Musalem said he supported last week’s decision by policymakers to leave interest rates steady, adding the US central bank is still missing more on the inflation side of its mandate https://t.co/7ISyXU80BF ...

Tariff Impact & Inflation - JP Morgan 认为，行业特定的 Section 232 关税可能比国家特定的关税对有效关税率产生更大的影响，预计稳定在 22% 左右 [1] - 总体而言，预计关税总成本的约 60% 将转嫁给消费者，而公司承担约 40% [2] - 关税成本可能会在今年剩余时间内增加，但明年可能会被减税的一些好处所抵消 [3] - 商品成本可能会继续上涨，但服务领域可能会出现转变，有助于明年年底通胀下降 [4][5] - 增长和通胀通常朝着相同的方向发展，这可能会使明年上半年的通胀保持在高位 [5] Monetary Policy & Labor Market - 如果明年通胀保持在高位，增长加速，即使只是在较短的时间内，可能会进一步将降息推迟到下半年，并且总体而言，降息幅度可能会低于市场预期 [7] - 劳动力市场可能存在更大的复杂情况，明年上半年如果增长略高，可能会延长劳动力市场的寿命 [8][9] - 税收减免将在很大程度上帮助消费，但如果劳动力市场总体疲软，则存在疑问 [9] - 小型企业面临的十大业务问题中，利率和融资成本排名第 10，而劳动力质量排名第 2，劳动力质量高于劳动力成本 [12] - 人口结构变化正在减缓劳动力供应，需求也在变得更加疲软 [13]

Bank of England Chief Economist Huw Pill warned the central bank may need to slow its once-a-quarter pace of interest-rate cuts after a resurgence in inflation that risks changing the behavior of households and businesses https://t.co/av8DkCRAiG ...

South African Reserve Bank Governor Lesetja Kganyago said inflation is expected to quicken before cooling and that if it holds at current levels its forecasts predict lower interest rates https://t.co/6TaOC76VXm ...

Andrew Elise here. Donald Trump won at the end of the day because voters were dissatisfied with Biden's economy and the Biden administration had been a little tonedeaf pushing Biden when so much of the country was hurting. Do you think that now Donald Trump is falling into the same trap of trying to message that everything is okay while ignoring the real discontent among American voters.I think that he's exacerbating the problem because he promised people that inflation would end. It's a direct quote from h ...

Let's ask Wharton School professor of finance Jeremy Seagull. He's also chief economist for Wisdom Tree. Welcome back.It's nice to see you as always. Good to see you, Scott. You still like this market. Yeah, I I still like it.I I I think there were a little some disappointments today. I actually think uh the Bloomberg report that maybe Waller is the top candidate uh rather than War. uh he uh uh is not seen as uh uh dovish for Fed chair and I think that that kind of discouraged the market may a little bit co ...

The San Francisco Fed chief said the central bank has more work to do to fully cool inflation to its 2% target https://t.co/OkhKL5ZWYr ...