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]