RT Nick Szabo (@NickSzabo4)@Excellion @LukeDashjr @zamir591582 @adam3us @satflation @jabulanijakes @BitMEXResearch It should be both in consensus and in policy. Since consensus is currently full of holes, we need to go heavy in the short term on policy. In the long term fix the consensus. Then we'll be doing both. ...

Michael Hershorn, a producer, filmmaker, resistance activist who wrote this week's New York Times essay voting for Mandami, taught me why Trump won and what you call a kind of energy or magnetism that they share, not on ideology, but on politics. Explain. >> Yeah, I think the idea that uh has been prevalent in the Democratic party in particular is you kind of figure out what people believe through polling, through research, and then you kind of regurgitate it back at them.Mhm. >> And what Mdani is doing is ...

Economists see increasing economic risks, many of which they say are caused by current policy. https://t.co/7zfNFOHlxO ...

Market Sentiment - Market interprets Powell's statement as not hawkish [1] - Market was expecting a more neutral stance from Powell [1] Policy Outlook - Powell indicates a potential adjustment of policy due to shifting balance of risks [1]

Monetary Policy Stance - The industry suggests the current monetary policy is quite restrictive [1] - The industry believes the Fed's balance sheet has contracted to near neutral after a period of significant stimulus [1] - The combination of the balance sheet and the rate structure indicates a more restrictive environment [3] Interest Rate Considerations - The industry advocates for rates to return to a more neutral level [2] - The industry emphasizes the importance of considering both the balance sheet and the rate structure, rather than solely focusing on the Fed funds rate versus the 10-year yield [2][3] Recommendations - The industry proposes presenting a cogent case to the committee arguing that rates are more restrictive than perceived by the Fed, staff, and street economists [3]

for more now is David Zervos. He's the chief market strategist at Jeffre and a CNBC contributor. David, I wonder, you know, knowing the president and how he operates the way you do.I wonder if you think that the president is getting some leverage here by nominating Myin just for that temporary position until January. Does the president then have leverage over him. Even though Myron is is a Trump guy, you know, he's going to if he wants the job permanently, he's going to have to watch how he votes, won't he. ...

Policy Analysis - Raymond James Washington policy analyst Ed Mills discusses President Trump's AI policy blueprint [1] - The discussion includes the impact of Trump's megabill [1]

Market Focus - The market anticipates Fed Chair Powell's speech at 9:30 A.M ET, expecting insights into policy panel discussions [1]

Market Events - Fed Chair Powell is scheduled to speak on a policy panel discussion on Tuesday, July 1 at 9:30 A M ET [1]