*TRUMP: BETTER GO OUT AND BUY STOCKS NOW Last time he said this was the 90 day pause

Trump: Could call Powell for meeting, but it’s like talking to wall

It is England, NYT reporting

Trump: Big news conference tomorrow morning, concerning major trade deal

Will be interesting to what wins tomorrow: China talks or no cut Fed

Bessent, Greer to meet w/ China to launch trade talks: BBG

*BESSENT: IF WE CAN TAKE AWAY THE CREDIT RISK OF THE U.S. GOVERNMENT, INTEREST RATES WILL COME DOWN Some policy certainty could help with that

Bessent: I'm not going to talk about the Fed

Including revision pretty much at expected

The US Employment Situation -- April 2025

*CHINA COMMERCE MINISTRY: CHINA'S POSITION HAS ALWAYS BEEN THE SAME, TALK, THE DOOR IS OPEN Yeah well that has been the problem so far, so doesn't look like much changed

China says currently evaluating possible US trade talks: BBG

Observation, not prediction of the future or opinion. CAD was gaining against USD when liberal majority was at 80% likelihood, reversed all gains and then some when liberal minority became most likely

Canada’s ruling liberals win election – CTV

No surprise here, CAD likes it though...

Canada’s ruling liberals win election – CTV

I think this is wishful thinking but: this could be a way for Trump to show a 'tough guy' front while giving clearance to cut before trade talks begin. China media reported that they are looking into tariff exemptions, if there is a big enough ...

Trump: Won’t drop China tariffs unless they give us something

Now to see if the whole report gets refuted by the White House in a couple hours lol

White House considers slashing China tariffs to de-escalate trade war

Warsh is very hawkish and anti-interventionist, even open to rules based rate setting. Seems like the opposite of what Trump would want considering all the complaining about Powell not cutting.

Trump spoke w/ former Fed Governor Warsh about succeeding Powell: WSJ

*BESSENT: SOMETIME IN THE FALL FOR DISCUSSING NEXT FED CHAIR To save the suspense, good chance it is Kevin Warsh. Was a contender for Treasury but is a better fit for the Fed, supportive enough of Trump's policies to get the nomination, hawkish, and ...

US Treasury Secretary Bessent: US tariffs on China are far from a joke

Very blasé response to the decoupling question, not like it would mean completely blowing up global supply chains as we know them lol

US Treasury Secretary Bessent: US tariffs on China are far from a joke

CHINA CUSTOMS SPOKESPERSON: *AT PRESENT, CHINA'S EXPORTS ARE FACING A COMPLEX AND SEVERE EXTERNAL SITUATION, BUT "THE SKY WILL NOT FALL" *IMPORTANTLY, CHINA'S DOMESTIC DEMAND MARKET IS BROAD This language and government support of asset prices makes ...

China exports skyrocket over 12% in March while imports extend declines as trade war...

Fed's Collins: Everyone stop selling treasuries or else we will buy them!

Fed's Collins: Federal Reserve ‘absolutely’ ready to help stabilise market if needed - FT

The inflation expectations are still unbelievably high, maybe the great 'transitory' adventure of 21-23 is still on consumers minds and undermining the Fed's credibility on fighting inflation.

UMich April prelim consumer sentiment 50.8 vs 54.5 expected

url Instead, the Trump administration seems to have used quite a simple calculation: the country’s trade deficit divided by its exports to the United States times 1/2. That’s it. For example, America’s trade deficit with China in 2024 was $295.4 ...

President Trump Participates in the Make America Wealthy Again Event

Total quits down y/y despite increase from government workers = labor force anticipating a weaker job environment

US Job Openings and Labor Turnover – February 2025

"There's doves and hawks but I'm with the dogs" -- what a legend

Chicago Fed President Goolsbee: Rates will be lower in 12-18 months if we make progress on...