At the Federal Reserve's most recent meeting, they released their forecast for lower GDP, higher unemployment, and inflation than at the previous meeting. They projected GDP at 1.4%, unemployment to rise to 4.5%. And inflation to reach 3% in 2025.This combination of slowing growth and persistent inflation fits the classic definition of stagflation. A rare economic environment where both joblessness and prices climb at the same time. Now, in past instances of stagflation, it's been an exogenous force that pu ...

Welcome back. The S&P 500 NASDAQ hitting record highs this morning as we close out the first half of the year. Joining us now, Apollo global management chief economist Torson Sllock to give his outlook for the economy in the second half of the year.Torson, very good morning to you. Good to see you. Thanks for having me.Um, just that snapshot on what we learned there from Kevin Hasset and the developments over the weekend. Is is your expectation that the big beautiful bill ultimately does whether it's this w ...

So, we kind of hit some of the worries. What do you see as the potential upside. Like, what could actually move the market higher right now at at highs.Can we keep going. I mean, we had our um someone from City kind of give us their S&P price target with like a 1% increase the rest of the year. What's your view.No, we're still at around 6,000 for the S&P 500. So, I think you're in a range here. You have slower growth coming and we think higher inflation, but you also have that there's been very steady retai ...

Panmure Liberum策略师认为，如果伊朗采取报复行动但不关闭霍尔木兹海峡，通胀冲击将是显著的， 但只是短暂的，不足以使市场脱轨。预计油价在经历最初的恐慌性飙升后，将在70-80美元/桶的区间内 波动。 ...

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So, what do you make of this this two-week time frame that the president has put out here to make his decision when it comes to Iran. How does that impact the markets. Does it impact certain sectors more than others.Yeah, I think the thing that's been notable at this entire conflict so far is it really hasn't been seen as impacting the the overall macro story for the US, for the US economy. It's been more focused on the energy commodities and then by extrapolation on the companies that develop energy in the ...

Treasuries right now, though well-behaved with the ten year at 4.41% on Wednesday, the fed, as you know, left rates unchanged as widely expected to continue to pencil in two rate cuts by the end of the year, while also hinting at concerns about stagflation. For more, let's bring in Roger Ferguson, former fed vice chair, as well as a CNBC contributor. And when we're when we're on hold and we have you on, Roger, we've always got a lot to talk about, but sometimes it seems like we're talking about the same thi ...

Stagflation is the combination of slow economic growth, high unemployment, and a high rate of inflation. https://t.co/3Zw5KSj7Vn ...

No change in the Federal Reserve funds rate staying at a net level of four and a quarter to four and a half percent. Some really interesting stuff in the forecast. Let me tell you about the assessment of the economy.First, they're saying the economy continues to expand at a solid pace. Unemployment remains low. Inflation is somewhat elevated.And they talk about the idea that swings in net exports, all that front running is affecting the data. Now, the Fed forecast increase the inflation outlook. They reduce ...

aside, let's talk about expectations because again, no cut right now. But we knew that not one person thought there was going to be a cut today. But when I'm looking at the end of this year into next year, the expectations, the dot plots are all over the place.Where do you and RBC fall. >> Well, we expect the fed to cut later this year, but look at the balance of shifts in these forecasts. We're going from stagflation light to stagflation moderate.And this is going to be the story for the US economy. Inflat ...