on it. Let's bring in Solless Alternative Asset Management Dan Greenhouse joining us now. I mean, you made the argument that you think the Fed absolutely should cut in September and maybe they already should have.>> Yeah, I I that's a that's a correct characterization. I I would take issue with my good friend Steve Leeman in how he frames some of this and a lot of people do this. They talk about uh they frame it as in the Trump appointees think one way and everyone else thinks another.And I don't think that ...

Professor, fantastic to have you with us on this Friday of all Fridays. It's a fluid situation. What exactly the policy on gold imports is coming into the US, but I'm curious to hear your thoughts on what it could mean.We talked a little bit about the turmoil, what would it actually mean for the global economy if we did import or put tariffs rather, on gold imports. Well, I don't think the economic impact ultimately is very large, but I think what you're seeing is a symptom. A lot of us who have been follow ...

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]

Everyone always talks about four names in the running. Although President Trump has told us Scott Bessant asked him to stay at Treasury. So that leaves the Kevins one of whom is normally hawkish.WARSH Right. And then Chris Waller, who's been telling the Trump line, really, Waller has always been seen as sort of the insurance policy for the president, because he's already on the board and he is already confirmed. He would have to undergo another confirmation process to become chair.But it is likely very like ...

President Trump reiterated his criticism of the Bureau of Labor Statistics, said he was close to picking a new Fed chair, and teased new tariffs on semiconductors. Joining me now, Muhammad Alerian, president of Queens College of Cambridge to talk about that and many other things. Muhammad, good to see you.Good morning, Julie. I would like to start with this whole situation over the Bureau of Labor Statistics, the BLS. Um, with President Trump's removal of the person who heads up that agency, what does that ...

in Ben Emmons, the founder and chief investment officer at Fedwatch Advisors. Ben, I spoke mostly about the stock market there. We talked a little bit about the state of play with regard to rates.On balance, is this a market that is due for some kind of a churn and perhaps consolidation at lower levels. >> Good morning Tom. I think it is because, you know, the tone within the FOMC is really changing after that payroll report.I found it notable when Raphael Bostic was interviewed on CNBC. And just yesterday ...

President Trump is set to name a new Federal Reserve governor this week. This comes after Fed Governor Adriana Cougler, a Biden appointee, announced she is stepping down from her role at the central bank. Kougler's term was set to expire at the end of January 2026.Joining us now is Loretta Mester, former president and CEO of the Federal Reserve Bank of Cleveland. Loretta, it is great to see you as always. Let's start there with Cougler's departure.Loretta, what do you make it make of it and and who do you t ...

Joining us right now on the latest jobs report, the firing of the head of the Bureau of Labor Statistics, the impending departure of Fed Governor Adriana Cougler, and what this all could mean for the US central bank is former Cleveland Fed President Loretta Mester. She's now an adjunct professor of finance at UPEN's Wharton School and a CNBC contributor. And Loretta, thanks for being here.A small order of business, just a few things happening. What did you think about the numbers on Friday, first of all. We ...

Reports on the labor market and economic growth show there’s little booming these days outside of AI and equities, @conorsen says (via @opinion) https://t.co/rHf5OPRKeT ...

John Williams, president of the Federal Reserve Bank of New York, discussed the outlook for the labor market, inflation and interest rates during an interview. Here is a transcript. https://t.co/hQ8Me7ElgY ...