image Hassett Blue Warsh Green - Kalshi

Trump: I want to keep Hassett where he is

Interesting, repayment or uncertainty of new tariffs being the issue? If SCOTUS decides to strike down tariffs but not for repayments do you still expect a negative reaction Mon?

The Supreme Court may rule Friday on Trump’s tariffs. Here’s what’s at stake for the economy

Sure, 1 selection this term out of a 16 person FOMC pool

At least two more Fed cuts likely in 2026, says Moody's Mark Zandi

Scary scenario, but I don't agree that Waller and Bowman are Trump loyalists. They have agreed with the President on rate path, but they have not showed any indication that they will listen to the administration on appointments. Even a non-Trump ...

At least two more Fed cuts likely in 2026, says Moody's Mark Zandi

Bostic replacement is by Atlanta Fed board and confirmed by the Fed Board of Govs not by POTUS, and Powell's term on the BoG doesn't end until 2028 (he may resign after his Chair term ends next year but shouldn't if they will put a stooge in). ...

At least two more Fed cuts likely in 2026, says Moody's Mark Zandi

1) ATH on SPY today??? 2) May be looking at the price index and the (inflationary/price insensitive) pick up in health care spending? *TRUMP: INFLATION WILL TAKE CARE OF ITSELF OR WE CAN RAISE RATES I'm sure every CFO would be excited to have a ...

Trump: I want new Fed Chairman to lower interest rates if market is doing well; Anybody that...

Look at all of 2026 not just January. Went from 0/1 to 2.

LEI for China Declined in November

About time, test balloon to see market reaction to Dec hike. JGBs!

BOJ Likely To Raise Rates In December, Government To Tolerate Move – RTRS Cites Sources

*SIGNAL WEAK COMMITMENT TO THE 2% TARGET Feb 2021, for those keeping track

Minutes of the Federal Open Market Committee

If they want to verbally intervene they are going to have to try much harder than that

Japan FinMin Katayama: Alarmed by recent FX movements

FOMC members and trading, seems to be a trend…

Former Fed Gov. Adriana Kugler violated trading rules while at central bank: ethics report

What money will be left over? Tariff revenue has stabilized at $30B/month per CRFB. 360b/2k = 180m people. We are breaking even if it is only paid to ~50% of Americans.

Trump: All money left over from the $2000 payments, will be used to substantially pay down...

Excellent news! The data quality of ADP was always dubious at best, but high frequency employment indicator does not necessarily need to be as precise as a monthly release.

ADP Announces National Employment Report Preliminary Estimate Publicly Available on a Weekly...

I agree with your premise but not your conclusion. The fact the cuts are so strongly penciled in through Dec gives more reason to pay attention, as any change would cause more volatility than a 50/50 decision. I agree that 2 25bps are very very ...

Fmr. Minneapolis Fed president: At least one more rate cut expected, but I’d be cautious after...

This has to be ragebait. 2.3>2.4>2.7>2.7>2.9>3.0 = cooling? If you mean the rate of inflation increases m/m then I guess but that is second order and a pretty low bar to hit.

Flash US PMI signals strong start to fourth quarter

Canada is the new China XD Don't dare quote Reagan!!!!

Trump: All trade negotiations with Canada are hereby terminated

Everyone will forget about this in 2 hours when Trumpster says Xi is one of his very good friends. The push/pull of China trade negotiations before is going haywire, as China is simply not responding anymore.

US to probe China's 2020 trade deal compliance: NYT