Podcasts about dallas fed president robert kaplan

Sara Eisen and Scott Wapner started the hour with former Dallas Fed President Robert Kaplan, who said the Fed's uncertainty on the rate path is a good thing. Later in the hour, the anchors also discussed Qualcomm's legal victory over Arm Holdings, involving a chip licensing dispute. Also in the mix; former IIF CEO Charles Dallara joined the show to discuss how Trump's potential trade tariffs could rattle the global markets. Squawk on the Street Disclaimer

The Dow hits a fresh record high, splitting from the Nasdaq and S&P 500 which both plunge into the red on weakness in chip production. CNBC hears from former Dallas Fed President Robert Kaplan who says he is expecting a 25 basis point cut from the central bank. Industrial profits in China grow at the fastest pace in 5 months, driven by the high-tech manufacturing sectors. Miner BHP beats earnings expectations and says it will be doubling down on its copper-related projects following its failed bid for rival Anglo American. CEO Mike Henry tells CNBC that Beijing's support could also benefit steel for the company. In France, President Emmanuel Macron rejects working with the left-wing NFP alliance choice for PM. And in entertainment news, Paramount is set to be snapped up by Skydance after media tycoon Edgar Bronfman Jr. drops his bid to buy the company.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Stocks started the month with a good amount of red on the board. So what's next for your money in the month of June? Gabriela Santos from JP Morgan Asset Management and Invesco's Kristina Hooper break down their forecasts for the weeks ahead. Plus, shares of Nvidia and AMD moved in opposite directions. Big Technology's Alex Kantrowitz discusses how he views the space right now. And, Goldman Sachs Vice Chairman – and former Dallas Fed President Robert Kaplan – maps out what he thinks the Fed will do at the next few meetings. 

Michael Derby, WSJ Fed beat reporter who broke the original financial disclosure for Dallas Fed President Robert Kaplan, comes back on the show to chat about past Dallas Fed presidents and Lorie Logan, the current SOMA manager at the New York Fed and next Dallas Fed president. Michael's article on twitter: @michaelsderby, @stevenkelly49, @kalebnygaard

Dallas Fed President Robert Kaplan and Boston Fed President Eric Rosengren have now resigned from their posts after being exposed by the Wall Street Journal for insider trading last week. Kaplan was found to have made major trades in companies such as Tesla, Amazon, Facebook and Johnson & Johnson. Rosengren invested in real estate trusts that dealt with the very mortgage backed bonds that have been bought up by the Fed aggressively in 2020.

The UK fuel shortage crisis continues with supplies to emergency and essential services believed to be under threat. Officials, however, claim that panic-buying is now receding. Meanwhile, Chinese factory profits decline for the sixth consecutive month as rising commodity prices and supply chain issues bite. Also in China, Evergrande shares rise after the PBOC promised to protect housing market consumers. The property giant faces another interest payment tomorrow. In the U.S., Dallas Fed President Robert Kaplan and Boston Fed President Eric Rosengren resign as fallout from the central bank trading scandal increases. And coalition talks are under way in Germany. The FDP and the Greens are set to hold discussions, while the CDU's Armin Laschet still hopes to become Chancellor despite coming second to the SPD's Olaf Scholz.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at COVID and the Delta variant's impact on the markets, as the Dow and S&P 500 are in the midst of a three-day losing streak. Airlines including Southwest, United and Delta say they have seen cancellations and softness in booking due to the variant outbreak. The anchors also reacted to Wednesday comments from Dallas Fed President Robert Kaplan about COVID's resurgence and impact on the travel, hospitality and leisure industries. Kaplan said that as a result, the Dallas Fed would be revising its Q3 GDP forecast downward to six-percent growth. On the earnings front, GameStop shares down sharply after posting a narrower quarterly loss that still missed street estimates, though revenue did top forecasts as sales grew more than 25-percent. Carl, Jim and David discussed CEO Matt Furlong ending GameStop's conference call without taking questions from analysts. On the flip side, shares of Lululemon surged on upbeat earnings and guidance, helped by strong direct-to-consumer sales. A new development regarding China's crackdown on tech: NetEase, Tencent and other videogame companies have been summoned by authorities in Beijing -- and ordered to follow new rules for the online-gaming industry. Tech investor Cathie Wood says her Ark funds have reduced their positioning in China "dramatically." Also in focus: Macy's shares jump on an upgrade from Cowen, President Biden to announce a vaccine requirement for federal workers, what the CNBC Post-SPAC Index is telling us about SPAC valuations, Morgan Stanley downgrades Cisco, and Tom Brady appears in an ad for crypto exchange FTX set to air during the Bucs-Cowboys telecast which kicks off the NFL season.

Private venture- and private equity-backed companies have a homogeneity problem: Black directors have consistently held only 1 percent of board seats at these companies, and Latinx directors have held even less. Gabrielle Sulzberger of Two Sigma and Ursula Burns, former Xerox CEO, founded the Board Diversity Action Alliance, and they have data to prove that now is the time to make a change. CNBC's Steve Liesman reports on Dallas Fed President Robert Kaplan's portfolio holdings after Kaplan made multiple million-dollar-plus stock trades in 2020. Coinbase had planned to release an interest-earning product in the coming weeks, but the SEC might take legal action against it. A jury of seven men and five women has been chosen to determine the fate of Theranos founder Elizabeth Holmes. Holmes faces a dozen counts of wire fraud and conspiracy in connection with defrauding investors and patients, but she's waiting for trial in the Silicon Valley suburbs. Plus, Apple sent out invitations to the media for its annual September event, where the company is expected to launch new iPhones. In this episode: Steve Liesman, @steveliesman Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin

Carl Quintanilla, Jim Cramer and David Faber led off the show by discussing Jim's first take on the market since his return from vacation. He said "the remarkable staying power of technology has kept this market afloat" in the face of inflation fears, the COVID-19 Delta variant outbreak, Fed taper talk and worries about a growth slowdown. Cramer explained why he believes big tech will retain its leadership role. Speaking of tech, the anchors discussed PayPal's $2.7-billion deal for Japan's Paidy and what it could mean for the payments landscape as the "buy now, pay later" market heats up. Coinbase shares falling after the largest crypto exchange in the U.S. said the SEC is threatening to sue the company over its planned "Lend" product that would allow users to earn interest by lending crypto assets. The anchors reacted to how Coinbase CEO Brian Armstrong responded on Twitter to the SEC's Wells notice and defended his company's product. Lots of news regarding Apple: The stock entering Wednesday's session at record highs on the heels of the company announcing a product launch event slated for September 14, Morgan Stanley's Katy Huberty out with a note on Apple saying the recent App Store headlines have more bark than bite, and Ford announcing it has hired away Doug Field from apple to lead the automaker's emerging technology efforts. Field had been working on Apple's secret car project. Also in focus: The move in Bitcoin after Tuesday's brief 17-percent drop, China-based stocks and the latest on Beijing's crackdown, BlackRock responds to billionaire investor George Soros' criticism of its China investments, and Dallas Fed President Robert Kaplan reportedly made multiple stock trades of a million dollars or more last year.

TOPICS AND TIMESTAMPS: Dirty Little Secret 0:00 FED BUYING 0:45 AUSTRALIA 6:50 CHINA 12:38 $GPS INSIGHTS #1 THE FED BAILING OUT MEGA CORPS. MEMBERS BUY THE STOCKS #2 MIDDLE CLASS EVAPORATING WHILE TOTALITARIAN SYSTEM THRIVING #3 THEY WILL KNOW WHEN TO PULL THE PLUG Dallas Fed's Robert Kaplan Was Active Buyer and Seller of Stocks Last Year - WSJ https://www.wsj.com/articles/dallas-feds-robert-kaplan-was-active-buyer-and-seller-of-stocks-last-year-11631044094 The Fed is buying some of the biggest companies' bonds, raising questions over why https://www.cnbc.com/2020/06/29/the-fed-is-buying-some-of-the-biggest-companies-bonds-raising-questions-over-why.html Dallas Fed's Robert Kaplan Was Active Buyer and Seller of Stocks Last Year - WSJ https://www.wsj.com/amp/articles/dallas-feds-robert-kaplan-was-active-buyer-and-seller-of-stocks-last-year-11631044094?mod=searchresults_pos1&page=1 What's in the portfolio of Dallas Fed President Robert Kaplan? Have a look https://www.forexlive.com/centralbank/!/the-feds-kaplan-had-27-individual-stock-holdings-worth-more-than-1-million-each-20210907 dallasfedform.pdf https://s.wsj.net/public/resources/documents/dallasfedform.pdf Statement by Philip Lowe, Governor: Monetary Policy Decision | Media Releases | RBA https://www.rba.gov.au/media-releases/2021/mr-21-19.html UPDATE 1-Australian dollar falls as RBA delivers tapering with a dovish twist | Reuters https://www.reuters.com/article/australia-forex-idUSL1N2Q9098 Official Reserve Assets – August 2021 | RBA https://www.rba.gov.au/statistics/frequency/reserve-assets.html Cost of Moving Cars Across the Ocean Is at a 13-Year High - Bloomberg https://www.bloomberg.com/news/articles/2021-09-07/cost-of-moving-cars-across-the-ocean-is-at-a-13-year-high U.S. Ports See Shipping Logjams Likely Extending Far Into 2022 - WSJ https://www.wsj.com/articles/u-s-ports-see-shipping-logjams-likely-extending-far-into-2022-11630843202?mod=hp_lead_pos3 2021-08-27.png (1260×648) https://cms.zerohedge.com/s3/files/inline-images/2021-08-27.png?itok=xTPqMEXs Tent cities now part of the landscape https://www.chron.com/news/article/Tent-cities-now-part-of-the-landscape-16438916.php Chinese muscle in on Afghanistan's rare earth mineral deposits, create headaches for Biden - Washington Times https://www.washingtontimes.com/news/2021/sep/7/chinese-muscle-afghanistans-rare-earth-mineral-dep/ China Weighing Occupation of Former U.S. Air Base at Bagram: Sources | World Report | US News https://www.usnews.com/news/world-report/articles/2021-09-07/china-weighing-occupation-of-former-us-air-base-at-bagram-sources China's M&A Kings Cash Out of Overseas Bets at Near-Record Pace - Bloomberg https://www.bloomberg.com/news/articles/2021-09-06/china-s-m-a-kings-cash-out-of-overseas-bets-at-near-record-pace?sref=RJ2RlMrh

The morning after the Dow and S&P 500 posted record closing highs, Carl Quintanilla, Jim Cramer and David Faber led of the show with new wholesale inflation data: Producer prices for July coming in hotter than expected, rising one percent from the previous month and up 7.8-percent year-on-year. They explored how Fed Chair Jay Powell is approaching inflation and the recovery amid the Delta variant outbreak -- and reacted to comments from Dallas Fed President Robert Kaplan, who told CNBC that he'd "rather take the foot off the accelerator soon" when it comes to bond purchases. Cramer explains why it's time to nix the term "taper tantrum." COVID and the reopening trade also in focus: The FDA is on the verge of authorizing a third COVID vaccine dose for immunocompromised people, Moderna shares trying to rebound after Wednesday's 15-percent drop, and McDonald's and CNBC parent NBCUniversal joining the list of companies revising their return to work plans and announcing vaccination requirements for certain employees. With airline stocks under pressure, the anchors discussed data from Bank of America showing a pullback in credit card spending, with the biggest deceleration coming from spending on airfare -- which reflects concerns about the Delta variant. Also in focus: The outlook for chip stocks as Micron falls on a Wall Street downgrade, What to expect from Disney's quarterly results after the bell, and market reaction to earnings movers including eBay, Palantir, Bumble, Sonos and snacks maker Utz Brands.

We'll speak exclusively with Dallas Fed President Robert Kaplan about today's soft CPI report, and whether it's changed his mind about tapering. Plus, it's not just home buying that's hot right now. There are now bidding wars for RENTALS! We'll bring you the sky-high numbers. And, shares of secondhand e-commerce platform ThredUp are lower despite a relatively positive Q2. We'll discuss earnings & the road ahead with the CEO.

Barron's writer Lisa Beilfuss and Dallas Fed President Robert Kaplan discuss the state of the economy, the outlooks for the labor market and inflation, the future of Fed policy and more.

President Biden prepares to unveil his first budget. He is reportedly set to ask Congress for as much as $6 trillion in a bid to sustain the recovery. Oil prices nudge higher on the back of strong US economic data - with the Fed's preferred gauge of inflation due later today - and ahead of an OPEC+ meeting next week. But, Dallas Fed President Robert Kaplan thinks an imbalance in housing and labour prices mean the US central bank should start to think about tapering. Kaplan told CNBC it may be time to talk about moderating pandemic-induced asset purchases. Meanwhile, lawmakers on Capitol Hill remain poles apart as Republicans come back with an infrastructure bill counter offer. It's only a little over half of what President Biden's looking for at $928 billion. And in IPO news, JD Logistics delivers the goods on its market debut. The stock was up double digits in Hong Kong, after pricing at the lower end of the range to raise 3-point-2-billion dollars.

One of the most iconic brands in financial television returns for today's issues and today's world. This edition of Wall Street Week features David Westin's interviews with Dallas Fed President Robert Kaplan, BNY Mellon Wealth Management CEO Catherine Keating, Financial Times Editorial Board Chair Gillian Tett, Aperture Investors Chairman & CEO Peter Kraus, and Former Treasury Secretary Lawrence H. Summers. The conversations highlight the implications of the unexpected jump in CPI, the disruption to oil and gas shipments after a ransomware attack to the Colonial pipeline, and Elon Musk's decision to stop taking Bitcoin payments at Tesla because of the fossil fuels involved in mining Bitcoins.

Palantir opens for trading, we have the tick by tick of its debut. Dallas Fed President Robert Kaplan discusses his dissent in the FOMC decision earlier this month. Plus, one strategist tells us the worst thing investors could do during an election year.   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Federal Reserve says its shifting its policy around inflation, which could have long-lasting effects on our economy. We break down this historic move with Dallas Fed President Robert Kaplan. Plus, Walmart is teaming with Microsoft in the battle for TikTok, on the same day the embattled social media firm’s CEO quit after less than three months on the job. We explore all of the TikTok drama in Rapid Fire. And, a historic moment for sports, as NBA players walked out of games in protest of the shooting of Jacob Blake. We discuss the path forward for pro sports amid social unrest. Learn more about your ad choices. Visit megaphone.fm/adchoices

China's industrial profits drop the most in 8 months as the U.S.-China trade war takes its toll, while President Donald Trump says a phase one deal is near. Strong results from Best Buy help drive U.S. stocks to fresh records, while discount retailer Dollar Tree blames tariffs for a cut to its outlook. And in an exclusive interview with CNBC, Dallas Fed President Robert Kaplan says if the U.S. wants more than two percent growth, the economy needs more than just monetary policy.

Bloomberg's Michael McKee joins us with a series of interviews from the Jackson Hole Economic Policy Symposium. First, St. Louis Fed President James Bullard says U.S. farmers are in a down economy. Dallas Fed President Robert Kaplan says, "I'm open to adjusting rates but would prefer not to." Cleveland Fed President Loretta Mester is "confident" inflation is moving back toward the Fed's goal. And Philadelphia Fed President Patrick Harker thinks the Fed should stay its course and see "how things unfold." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg's Michael McKee joins us with a series of interviews from the Jackson Hole Economic Policy Symposium. First, St. Louis Fed President James Bullard says U.S. farmers are in a down economy. Dallas Fed President Robert Kaplan says, "I'm open to adjusting rates but would prefer not to." Cleveland Fed President Loretta Mester is "confident" inflation is moving back toward the Fed's goal. And Philadelphia Fed President Patrick Harker thinks the Fed should stay its course and see "how things unfold."

RATE AND REVIEW this podcast on Facebook. https://www.facebook.com/PeterSchiff/reviews/ Optimism Over No Tariffs Fueling Market Move Donald Trump, I think, was the reason the markets ended up finishing in the black today, at least most of the major indexes.  In fact, the only index that was down on the day was the NASDAQ - the NASDAQ was the only major index that was down on the week, thanks to weakness in tech stock, in particular, the FANG stocks.  The comments that Trump made today basically gave hope to some people that potentially 25% across the board tariffs on all Chinese imports may not go into effect at the beginning of next year, which is the threat. If the Chinese ant Trump don't come to an agreement, then those tariffs are going to hit. Tariffs Are the Stick Apparently the tariffs are the stick that is going to be brandished by Trump, and he is going to use it to hit the Chinese over the head. But the threat of this big stick is supposedly going to bring the Chinese to the table, and there will be a deal that is favorable to the United States.  Of course, if these tariffs actually go into effect, the people who are really going to be hit with the stick are going to be Americans.  It's going to be American consumers who have to pay 25% more for everything they buy, and it's going to be American retailers who, of course, are going to sell a lot less stuff, because, if they have to raise prices by 25%, sales are going to collapse. Fed Hinting that "Data Dependent" May Signal Slowdown in Rates We had a couple of Fed guys out today -Fed Vice Chairman Richard Clarida - was interviewed today on CNBC by Steve Liesman -  I happened to catch that interview, and was listening closely to what Clarida had to say.  To me, he almost admitted that when the Fed pretended to be "data dependent" early on, they really weren't data dependent at all. They were just raising interest rates because they wanted to get them higher. They were afraid of getting caught with rates too close to zero in the beginning of the next recession, so they wanted to re-load that gun, so they wanted to get interest rates higher.  They kept saying they were data dependent, but I never really thought they were. Once they started to raise rates, they were just on auto pilot. But now, Clarida seems to open the door to the possibility that maybe, some of the rate hikes that we think are coming aren't going to come, because he talked about how now, the Fed can be more data dependent than it was in the past. Optimism Among Warning Signals Where in the past, we talked about being data dependent, but we really weren't, but now we actually can be because now we're closer to neutral. And since we're now closer to that number  we can take the data more seriously, meaning that if the data comes out weaker than we expect, well maybe we won't raise rates as much as we think.  and I think Dallas Fed President Robert Kaplan was also out today making similar comments that were initially taken as Dovish by the markets, because he was leaving the door open, apparently to the fact that the Fed may not deliver as many rate hikes as the markets believe. Both of these guys are extremely optimistic and upbeat about the U.S. economy. As if none of the bad news  that is happening around them matter. You've got the semi-conductors, you've got the retailers, you've got the autos, you've got the home builders.  All these sectors are blowing up one after another and they guys at the Fed are thinking "No Problem!" Cramer Exceeding Very Low Bar Set By Fed Also today, Jim Kramer, on CNBC, was out there critical of the Fed, basically saying that these guys don't know what they are talking about and that he's smarter than them, and they should pay attention to what he's saying.  Kramer may in fact know more than the Fed, because you've got a really low bar there. Although, in many cases, you don't really know what the Fed knows, because the Fed could be lying.  We know this.

John asks, “Why is the current Fed acting like the JV tennis team?” At his first FOMC meeting, Chairman Jerome Powell couldn’t seem to get on the same page as the press releases coming from his own office. Scott breaks down the current interest rate “dot plot” and what Dallas Fed President Robert Kaplan said that has the entire market scratching its head. John and Scott discuss the appointment of National Security Advisor John Bolton, Chinese tariffs, and the negotiation style of Trump that’s now showing a predictable trend to the markets.   Scott weighs in on technology, the #deletefacebook movement, and tells you that more regulation could be on the way for Silicon Valley. Is the blocked Qualcomm-Broadcom merger a sign of tougher times to come for the tech industry? Will the FANG trade decouple? Scott tells you the one stock that could be in line to replace one of the FANGs.   John tells you why Jim Chanos, Kyle Bass, and the Wall Street Journal have all been dead wrong about China. China has big economic plans, including competing heavily with the dollar. Will the new petro-yuan overtake the petro-dollar and threaten US dominance as a reserve currency?

Dallas Fed President Robert Kaplan says businesses have far less pricing power right now and to expect wage pressures to mount in the months ahead. Prior to that, Kate Moore, BlackRock's chief equity strategist, says we should feel confident about the sustainability of the market. Megan Murphy, editor of Bloomberg Businessweek, discusses Lloyd Blankfein's banking resiliency. Kenneth Leon, a bank analyst at CFRA, says Wells Fargo is a "super-regional bank" rather than a diversified global bank. Finally, Thomas Coburn, a former senator from Oklahoma, says health care won't get fixed in Washington. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dallas Fed President Robert Kaplan says businesses have far less pricing power right now and to expect wage pressures to mount in the months ahead. Prior to that, Kate Moore, BlackRock's chief equity strategist, says we should feel confident about the sustainability of the market. Megan Murphy, editor of Bloomberg Businessweek, discusses Lloyd Blankfein's banking resiliency. Kenneth Leon, a bank analyst at CFRA, says Wells Fargo is a "super-regional bank" rather than a diversified global bank. Finally, Thomas Coburn, a former senator from Oklahoma, says health care won't get fixed in Washington.

From the Council on Foreign Relations in New York City, Dallas Fed President Robert Kaplan tells Tom Keene that the Fed should tighten policy patiently and gradually. He also says the central bank should begin unwinding its balance sheet later this year. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

From the Council on Foreign Relations in New York City, Dallas Fed President Robert Kaplan tells Tom Keene that the Fed should tighten policy patiently and gradually. He also says the central bank should begin unwinding its balance sheet later this year.

St. Louis Fed President James Bullard says the central bank is close to its goals; Dallas Fed President Robert Kaplan says the path of Fed rate hikes going forward will be flatter; Atlanta Fed President Dennis Lockhart says he can see two rate hikes this year; NYU's Brad Hintz says negative rates are crushing bank balance sheets; Columbia Business School Dean Glenn Hubbard and Barclays' Michael Pond discuss the Fed's policy toolbox. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

St. Louis Fed President James Bullard says the central bank is close to its goals; Dallas Fed President Robert Kaplan says the path of Fed rate hikes going forward will be flatter; Atlanta Fed President Dennis Lockhart says he can see two rate hikes this year; NYU's Brad Hintz says negative rates are crushing bank balance sheets; Columbia Business School Dean Glenn Hubbard and Barclays' Michael Pond discuss the Fed's policy toolbox.