Podcasts about fed chair powell

Trump meets with Fed Chair Powell following recent criticism

US equity futures are slightly weaker. European markets are firmer, while most Asian markets ended mixed. Markets continue to digest this week's US-China tariff de-escalation, with investor focus shifting toward the potential for new trade deals. Press reports suggest progress toward a US-Japan agreement, while Indian trade officials prepare to visit the US following comments from Trump about a potential zero-tariff offer from Delhi. April retail sales and core PPI both came in below expectations, while the Empire State and Philly Fed indices pointed to mixed regional activity. Fed Chair Powell avoided current policy commentary but reaffirmed the 2% inflation goal and flagged more frequent supply shocks going forward.Companies mentioned: Live Nation Entertainment, Meta Platforms, NVIDIA

APAC stocks were predominantly lower following the mixed handover from Wall St, where the major indices were somewhat choppy and small caps underperformed as yields edged higher.US equity futures were lacklustre with participants awaiting comments from Fed Chair Powell and a slew of US data releases.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.3% after the cash market finished with losses of 0.2% on Wednesday.Iran is ready to sign an agreement with certain conditions in exchange for the lifting of sanctions and would commit to never making nuclear weapons, as well as getting rid of its stockpiles of highly enriched uranium, according to a top advisor to the Supreme Leader cited by NBC News.Russian President Putin was not on a list of negotiators the Kremlin published for talks with Ukraine in Istanbul on Thursday.Looking ahead, highlights include German Wholesale Price Index, UK GDP, EZ Employment & GDP, US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECB's Cipollone, Elderson & de Guindos, Fed Chair Powell & Barr, BoE's Dhingra, Supply from US.Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere, Deutsche Telekom, Siemens, Allianz, Merck, Thyssenkrupp, RWE, Siemens, National Grid, United Utilities & Richemont.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European equities are subdued awaiting US data and Fed Chair Powell; US equity futures also tilt lower (ES -0.6%).DXY is subdued and contained whilst havens seen some inflows amid the broader risk tone.Fixed income benchmarks trade slightly firmer into US data and Fed Chair Powell's speech. Crude futures are curtailed by Trump suggesting the US is getting close to a deal with Iran, while metals await data & Powell.Looking ahead, highlights include US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECBʼs de Guindos; Fed Chair Powell & Barr, BoEʼs Dhingra. Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Tech giant Cisco reports after the close and Walmart is Thursday. Higher yields could be a hindrance after two days of stock rallies, and Fed Chair Powell speaks early tomorrow.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0525)

This episode of Macro Mondays aired live at 12:30pm BST on Monday, the 12th of May, 2025. Join us LIVE every Monday at 12:30 PM UK time for Macro Mondays with James Brodie and James Todd, where we break down the biggest financial market moves and what's coming next!

Fed Chair Powell is preaching patience as the Fed held interest rates last week, but individual investors have been leaning back into the stock market after a historical bout of pessimism. The tariff tantrum has reset the all-important CAPE Ratio, and while the fundamentals look a little better right now, the future of corporate profits is the $22 trillion question as trade negotiations continue. Plus, what to expect this week as new inflation reports and consumer sentiment readings are coming our way. Resource linkshttps://www.spglobal.com/spdji/en/spiva/article/us-persistence-scorecard/https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11731294https://www.investopedia.com/us-and-china-are-meeting-to-talk-trade-tariffs-this-weekend-heres-what-we-know-update-11731774https://www.investopedia.com/terms/c/cape-ratio.asphttps://classic.foodandwine.com/https://www.downtownjoshbrown.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. (00:21) Tim Beyers and Bill Mann discuss: - The Fed's continued wait and see approach to tariff policy, inflation, and interest rate cuts. - Ford's warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty. - How Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness. (19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway's annual meeting in Omaha, Warren Buffett's plans to step down as CEO, and what to expect next from Greg Abel. (31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta. Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT Host: Dylan Lewis Guests: Bill Mann, Tim Beyers, Jason Hall Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks amid fresh news on the tariffs and earnings front – and ahead of a new comments from Fed Chair Powell this afternoon. First: a read on rates and how the economy's holding up with the man advising America's biggest companies on their multi-billion dollar financings: Goldman's Jonny Fine… Plus: a deep-dive on Disney results, including demand trends in China and their new Abu Dhabi plans - CFO Hugh Johnston joined the team to breakdown the numbers.  Also in focus: housing headwinds - Taylor Morrison's CEO discussed key trends when it comes to the crucial spring selling season; a breakdown of looming tariffs on pharmaceuticals – and what it means for the stocks; and exclusive comments from the Education Secretary on student loans.  Squawk on the Street Disclaimer

Adam Crisafulli of Vital Knowledge and Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, break down the market action after the Fed left rates unchanged and a fresh wave of earnings. ARM and Skyworks report as semis stay in focus. Fed deep-dive with BNY Investments' Vincent Reinhart and Jefferies' David Zervos after fresh commentary from Fed Chair Powell. Jon Breaking down ARM's quarter with Benchmark analyst Cody Acree. Our Sara Eisen has an exclusive interview with Citadel CEO Ken Griffin on the markets, monetary policy, and Trump vs. Harvard. 

China's Ministry of Commerce confirmed US-China trade talks with Vice Premier He Lifeng to visit Switzerland from May 9th-12th and will visit France from May 12th-16th for economic and financial dialogue.PBoC Governor Pan announced to cut RRR by 50bps effective May 15th and to cut the policy interest rate by 10bps effective on May 8th with the 7-day reverse repo rate lowered to 1.40% and interest rates on Standing Lending Facility across all tenors lowered by 10bps. Pan stated that the policy rate cut will lead to a Loan Prime Rate cut of 10bps and the RRR cut will release about CNY 1tln in liquidity.European stocks mixed whilst US-Sino trade talks have been confirmed and as traders await the FOMC.USD stronger vs. peers as US-China meeting spurs trade hopes, JPY underperforms.Two way action for EGBs & Gilts but benchmarks ultimately firmer, aided by auctions. USTs more contained pre-FOMC.Crude firmer on China's monetary policy easing, US-China trade talks, and rising tensions between India and Pakistan.Looking ahead, Fed, NBP, CNB & BCB Policy Announcements, US Treasury Secretary Bessent, Fed Chair Powell's Presser, Supply from the US, Earnings from AppLovin, Carvana, Arm, DoorDash, AMC, Uber, Disney, Barrick Gold.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China's Ministry of Commerce confirmed US-China trade talks with Vice Premier He Lifeng to visit Switzerland from May 9th-12th and will visit France from May 12th-16th for economic and financial dialogue.PBoC Governor Pan announced to cut RRR by 50bps effective May 15th and to cut the policy interest rate by 10bps effective on May 8th with the 7-day reverse repo rate lowered to 1.40% and interest rates on Standing Lending Facility across all tenors lowered by 10bps. Pan stated that the policy rate cut will lead to a Loan Prime Rate cut of 10bps and the RRR cut will release about CNY 1tln in liquidity.An Indian missile attack on Pakistan-controlled territory has killed at least 26 civilians and left 46 injured; a Pakistan military spokesman noted there were exchanges of fire with Indian troops at multiple places along the ceasefire line in Kashmir and announced that five Indian aircraft were shot down.US President Trump said they will have a very big announcement before the Middle East trip which will be a really positive announcement on Thursday, Friday or Monday before they leave.APAC stocks traded mostly higher as participants digested the PBoC's announcement to loosen monetary policy and reports of upcoming US-China talks this week but with the gains capped amid geopolitical escalation between India and Pakistan.European equity futures indicate a slightly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market finished with losses of 0.4% on Tuesday.Looking ahead, highlights include German Industrial Orders, French Trade Balance, EZ Retail Sales, Fed, NBP, CNB & BCB Policy Announcements, Fed Chair Powell's Presser, Supply from France, UK & US, Earnings from AppLovin, Carvana, Arm, DoorDash, AMC, Uber, Disney, Barrick Gold, Bunge, BMW, Fresenius, Siemens Healthineers, Novo Nordisk, Pandora & Nexi.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were ultimately mixed in holiday-thinned trade with most major markets in the region shut.US President Trump said he is willing to lower tariffs on China at some point. He answered no when asked if he plans to speak with Chinese President Xi this week.US President Trump reiterated that the Fed should lower interest and said he won't remove Fed Chair Powell.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.1% after the cash market closed with gains of 2.4% on Friday.DXY has begun the week on the backfoot, notable strength seen in APAC-currencies (TWD), EUR/USD returned to a 1.13 handle.OPEC+ members agreed to raise oil output by 411k bpd in June, a source report noted the group will likely approve another accelerated hike of 411k bpd for July.Israel is readying a "massive response" to Houthis and Iran after the airport missile attack, according to the Washington Examiner.Looking ahead, highlights include Swiss CPI, EZ Sentix Index, US Employment Trends, ISM Services, Supply from the US. UK markets are closed. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said he is willing to lower tariffs on China at some point. He answered no when asked if he plans to speak with Chinese President Xi this week.US President Trump reiterated that the Fed should lower interest rates and said he won't remove Fed Chair Powell.European bourses are mixed but with price action fairly rangebound; FTSE 100 closed, with the UK on holiday; US futures entirely in the green.USD kicks the week off on the backfoot, EUR/USD returns to a 1.13 handle, APAC currencies in focus.USTs rangebound with price action subdued amidst a number of holidays.Crude slips on OPEC+; precious and base metals catch and hold a bid.OPEC+ members agreed to raise oil output by 411k bpd in June, a source report noted the group will likely approve another accelerated hike of 411k bpd for July.Looking ahead, US Employment Trends, ISM Services, Supply from the US, Earnings from Palantir, Him & Hers, Ford, Realty, Tyson Foods.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The focus this week turns to central banks. We discuss the Fed staying on-hold amid likely more pressures from Trump, and the uncertain outlook for US tax policy which is becoming a top legislative priority. We also discuss our expectations for the Bank of England, Norges Bank and Riksbank which could have diverging decisions but some risk of a dovish tone, as well as Beijing's latest stance on de-escalation and stimulus prospects. All eyes will be on the data to gauge how much of the tariffs are already starting to have an impact, on how these central banks factor in the uncertainty, and on any progress on the trade talks where things also remain influx. Chapters: US (01:56), Europe (10:58), China (14:42), Asia (20:00).

The feud between President Trump and Fed Chair Powell is really a fool's errand. Neither can possibly know what interest rates should be, simply because interest rates are derived in the marketplace. Price fixing, by either the Fed or the President, always ends us creating economic malaise. The Fed should not exist because there's no way to properly fix prices, and counterfeiting is unconstitutional and immoral. The current posturing between fails to get us closer to ending this anti-American institution.

Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025.Read more insights from Morgan Stanley. ----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Chetan Ahya: And I'm Chetan Ahya, Chief Asia Economist.Michael Gapen: Today we'll discuss some significant changes to our Asia growth forecast on the heels of tariffs. As well as how the U.S. economy is reacting to the changes in the global trading environment.It's Friday, April 25th at 8am in New York.Chetan Ahya: And 8pm in Hong Kong.Michael Gapen: So, Chetan, since the last time we were both on the show, it appears that we are headed towards at least some de-escalation of trade tensions. Just last week, you wrote in your report that the tariffs on China are too prohibitive for any trade to take place – and that you expected some dialing down of the escalatory action. And this week the administration started to talk about easing tariffs on China significantly.Considering all the events since April 2nd – and it's felt like a lot of events since April 2nd –where does it leave you in terms of how you are thinking about the outlook?Chetan Ahya: So, Mike, that's right. You know what we thought was that the current level of tariffs that the U.S. has on China and what China has on the U.S. means that effectively there are no transactions possibleBut look, even after those tariff rates are going down, we are still expecting it to be in the range of around 60 per cent. And that would still be relatively high level of tariffs. If I were just to translate this into what it means for the whole region? So, for the whole region, the weighted average tariff will still be around 32 per cent. And remember this number was close to 5 per cent in early January.So, we are talking about a huge amount of uncertainty related to this tariff path and the tariff level itself is going to remain somewhat high.And so, with that concern on uncertainty, we are expecting a region's investment growth to be affected significantly, taking down region's growth lower.Michael Gapen: So, Chetan, I was looking over your growth forecast and noticed that you have a sharp step down in growth from the second quarter of 2025 on. Can you walk us through these revisions in particular?Chetan Ahya: So yes, we have changed our forecast and what we are now seeing is in terms of growth path is that Asia's overall GDP growth will slow from 4.8 per cent that we saw in fourth quarter of last year, to around 3.6 per cent by fourth quarter of this year.And for comparable time period, China's growth will slow from 5.4 to 3.7 [per cent]. So that's another meaningful step down for ChinaMichael Gapen: What do you think Asian economies can do to counteract the impact from tariffs at this point?Chetan Ahya: So, we expect the policy makers in the region to take up both monetary and fiscal policy easing. But, you know, despite that policy easing effort, you will still see that meaningful growth drag. So, for China, we think it'll be the fiscal policy that will do the heavy lifting. Whereas for Asia ex-China is going to be more monetary policy that will do the heavy lifting.And in terms of the exact magnitude, we're expecting 50 to 150 basis points depending upon the economy in the region in form of rate cuts. And specifically on China; on the fiscal policy, we expect them to take up about 2.5 per cent of GDP increase in fiscal deficit in form of investment in infrastructure, as well as some programs for supporting consumption spending.Michael Gapen: So Chetan, it sounds like a lot of monetary and fiscal policy easing and support is coming from the Asian economies. But I guess the bottom line is that you don't think it would be sufficient to fully counteract the impact from tariffs. Is that right?Chetan Ahya: That's right Mike. And let me come to you now and get your thoughts on how you see the development of the tariffs, et cetera, affecting the U.S. economy. You've already recently characterized your view on the U.S. economy as still living on the edge. What's driving this view?Michael Gapen: It's a way that we were trying to communicate that, you know, we don't see the economy at the moment, falling into a recession, but we think it's close. If we thought that the effective tariff rate was going to stay where it was -- or where it is -- roughly around 18 per cent, then we would have a much more negative view on the outlook. And we do expect the effective tariff rate to come down for all the reasons that you suggested there. And there's openings for that, to happen. And that's where the conversation has been going in recent days.And so, I think there's a tension between how much uncertainty can be reduced on one hand. And then on the other hand, how quickly volumes in the economy, activity in the economy may slow. So, I think we're in a window here where – where we are in a race against time to bring the effective tariff rate lower, in order to keep the economy in recovery. So that was really my narrative here where living on the edge, where we're not projecting a recession, but we're close enough to one. That, it's almost a coin toss. And I think we need to backpedal here relatively quickly, or we could have much more negative effects on the economy.Chetan Ahya: And Mike, I remember that, in 2018, we did not see this kind of a reaction in the consumer confidence data, but we are seeing that in this cycle. And on top of it, we have this expectation that corporate confidence will also be weighed down by policy uncertainty. So how does this double whammy of weak confidence feature in your forecast?Michael Gapen: I think the key component or in, in this case two key components for the outlook for the economy – because it's relatively straightforward to try and project or pass through the direct effect of tariffs on consumer spending, real incomes and trade volumes. But what's really hard to understand here is what does a highly uncertain environment do to asset markets and business sentiment?So, the, the two channels here that you mentioned, consumer confidence and business confidence. These are kind of what might get you spill over effects, and a recession.So, for the consumer, what we're really focused on here is, yes. Stated confidence by households is weak, but they're still generally spending. And tariffs affect lower- and middle-income houses more than they do upper income households. So, we're really keyed in on: Do equity markets fall enough? Do we get a negative wealth shock on upper income consumers, where they decide, ‘Hey, I feel less wealthy, therefore I'm going to spend less than save more.'So, then the business sector delays spending and may even, you know, generate some layoffs; and recessions, as you know, happen when there's a lot of negative feedback loops in the economy. And so, this is what we're worried about.Chetan Ahya: Another interesting debate, that we as a team are having with the investors is about the Fed policy response. And so, Fed Chair Powell has said that tariffs would generate at least a temporary rise in inflation. How do you think the Fed will handle a tariff induced spike in inflation?Michael Gapen: So, there has been an evolution in the Fed's thought and thinking around how to handle tariffs. Given the dramatic increase in tariffs,, I think the Fed has to wait and they have to see the actual data come in.So, in our view, with inflation rising first and activity weakening later, you probably don't get any Fed cuts this year. And the Fed moves to rate cuts in 2026. If we're wrong in the economy, and, and it decelerates, and moves into a recession more quickly than we would anticipate, and the labor market deteriorates rapidly, then the Fed will ease.But what they're doing here is they're responding to a world where both sides of their mandate are getting worse. And they're going to respond to the one that's more offsides than the other. And in the short run, we think that'll be inflation. So, it means the Fed moves much later than markets currently expect.Chetan Ahya: In terms of the next set of data points or events that you're watching, uh, which can change your view on the growth outlook – what are you really, looking out for?Michael Gapen: Well, I think in the very short run, it's looking at all the inflation data and seeing whether or not the higher tariff rates are getting passed through to the final consumer. We think a little of that will show up in the April inflation data that's due out in the middle of May. That'll be mainly around autos. But then we think the May, June, and July data will begin to show much more increase in goods prices from the tariff pass through. So, we'll be kind of watching that to see whether the inflation impulse is as strong as we think it will be.Second, I think in the very short run, we'll be watching trade volumes. We'll be watching even, shipping container volumes.We'll be watching for blank sales where ships skip ports because there's just not any activity or demand. And then finally, I'd say employment, right? Obviously, expansion versus contraction and whether the economy will stay in expansion phase will be dependent on whether employment continues to grow. We'll get an early look on that. For the April employment data in early May. We don't think there'll be much negative imprint on April employment, but as we move into May, June, and July, we could see hiring slow down more rapidly.So, Chetan, that's what I would point to – just ascertaining the near-term inflation impulse, looking out for any sharp slowdown in trade volumes and whether or not the labor market holds up.Michael Gapen: Before we close, based on what I just described about the U.S. and also how you're thinking about the tariff situation, how would you differentiate the economies in your part of the world? I only have to deal with one. You have to deal with many. How would you differentiate between economies in your region right now?Chetan Ahya: So Mike, what we've tried to do is to think about this more from which economies are more trade oriented and which economies are less trade oriented. Because we are aware about the fact that there is going to be an overall trade slowdown for the region. And so, in that context, India and Australia are the ones we think will be, relatively less affected from this trade slowdown and global growth slowdown. Whereas more trade-oriented economies, which is, you know, the likes of Korea, Taiwan, Thailand, Malaysia would be getting more affected.; The reality is that China is facing the maximum amount of tariffs within the region. And therefore we are building in a bit more growth slowdown in case of China, even while its trade orientation is a bit lower than Korea and Taiwan.Michael Gapen: Chetan, thanks for taking time to talk today.Chetan Ahya: Great speaking with you, Mike,Michael Gapen: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Former Richmond Fed president Jeffrey Lacker, a member of the Shadow Open Market Committee, on tariffs and the inflationary hangover; Pres. Trump vs. Fed Chair Powell; and the peculiarities of post-Covid economic life.

This podcast segment covers a holiday-shortened week brought temporary calm to bond markets, but political pressure on Fed Chair Powell and looming data releases suggest renewed volatility ahead.-----------------------------------------------------Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is currently the Founder and CEO of MBSLive!He's been covering bond/mortgage markets, writing commentary, alerts, and chatting with the live community every business hour of every business day ever since.Matt also serves as the Chief of Operations for mortgagenewsdaily.com, where he is one of the industry's most respected mortgage rate experts, frequently quoted in the media. Mortgage News Daily's rate index is used as the definitive resource on day-to-day mortgage rate averages.He lives in the Pacific Northwest with his wife and son where he enjoys skiing, fishing, coaching youth sports, playing the guitar, and more DIY projects/hobbies than he'd care to admit.

This week, Emily Bazelon and David Plotz are joined by Henry Blodget to discuss the financial and political fallout from the President's threats to fire Fed Chair Powell and subsequent retreat; a Supreme Court case over free exercise of religion that could have broad implications; and why Trump stands by Hegseth after Signalgate Part 2. For this week's Slate Plus bonus episode, Emily and David are joined by Henry Blodget to discuss the weird and somewhat terrifying AI experiment he conducted for his Substack Regenerator.   In the latest Gabfest Reads, John talks with author Maggie Smith about her new book, Dear Writer: Pep Talks & Practical Advice for the Creative Life.   Email your chatters, questions, and comments to gabfest@slate.com. (Messages may be referenced by name unless the writer stipulates otherwise.)   Research by Emily Ditto   Want more Political Gabfest? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Political Gabfest show page on Apple Podcasts and Spotify. Or visit slate.com/gabfestplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Emily Bazelon and David Plotz are joined by Henry Blodget to discuss the financial and political fallout from the President's threats to fire Fed Chair Powell and subsequent retreat; a Supreme Court case over free exercise of religion that could have broad implications; and why Trump stands by Hegseth after Signalgate Part 2. For this week's Slate Plus bonus episode, Emily and David are joined by Henry Blodget to discuss the weird and somewhat terrifying AI experiment he conducted for his Substack Regenerator.   In the latest Gabfest Reads, John talks with author Maggie Smith about her new book, Dear Writer: Pep Talks & Practical Advice for the Creative Life.   Email your chatters, questions, and comments to gabfest@slate.com. (Messages may be referenced by name unless the writer stipulates otherwise.)   Research by Emily Ditto   Want more Political Gabfest? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Political Gabfest show page on Apple Podcasts and Spotify. Or visit slate.com/gabfestplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Emily Bazelon and David Plotz are joined by Henry Blodget to discuss the financial and political fallout from the President's threats to fire Fed Chair Powell and subsequent retreat; a Supreme Court case over free exercise of religion that could have broad implications; and why Trump stands by Hegseth after Signalgate Part 2. For this week's Slate Plus bonus episode, Emily and David are joined by Henry Blodget to discuss the weird and somewhat terrifying AI experiment he conducted for his Substack Regenerator.   In the latest Gabfest Reads, John talks with author Maggie Smith about her new book, Dear Writer: Pep Talks & Practical Advice for the Creative Life.   Email your chatters, questions, and comments to gabfest@slate.com. (Messages may be referenced by name unless the writer stipulates otherwise.)   Research by Emily Ditto   Want more Political Gabfest? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Political Gabfest show page on Apple Podcasts and Spotify. Or visit slate.com/gabfestplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

US equity futures are softer Thursday following two consecutive sessions of gains. European equity markets opened lower. Asian markets ended mixed. The US-China trade narrative continued to evolve with reports the White House is considering cutting China tariffs by more than 50%. Trump reiterated that a deal would bring substantial reductions, though not elimination of tariffs. Treasury Secretary Bessent emphasized any rollback would be conditional and that a full trade agreement could take 2–3 years. Separate trade talks with Japan, Vietnam, and South Korea continued. In earnings, TSLA's results were weak but in line with expectations, with Musk pledging to shift focus from DOGE in May. On policy, Fed Chair Powell's position appeared secure following Trump's comments, while the Fed's Beige Book cited stable activity but highlighted tariff-driven uncertainty.Companies mentioned: WW International, Columbia Banking System, Pacific Premier Bancorp, Ford, General Motors, Tesla

Watch The X22 Report On Video No videos found Klaus Schwab wanted everyone to eat bugs, use solar and wind and give up everything, meanwhile he has everything. AOC and Sanders uses a private plane while going green. Trump is weaving in out of the [CB], keeping the market up, while the [CB] is trying to crash it. Trump signals that the Fed is obsolete. The [DS] is in the process of destroying themselves. The more they do the worse its going to get for the D's and the [DS]. Trump is slowly pushing the information out so the [DS] is feeling the pain. When the time is right Trump will bring the hammer down on the entire corrupt system.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/DonaldJTrumpJr/status/1914796678890012813 https://twitter.com/DanielTurnerPTF/status/1914667184254492860   https://twitter.com/GuntherEagleman/status/1914731340936737271 https://twitter.com/amuse/status/1914704144075551118     https://twitter.com/elonmusk/status/1914956571496661285 https://twitter.com/sfliberty/status/1914751437994614985 https://twitter.com/Geiger_Capital/status/1914733728691073119 https://twitter.com/TrumpWarRoom/status/1914794507763142951 https://twitter.com/WarClandestine/status/1914738395747586259 Trump Meets with U.S. Retail Giants, Walmart and Target Might Feel the Pain Differently   U.S. President Donald Trump met with the CEOs of three major American retailers at the White House: Doug McMillon of Walmart, Brian Cornell of Target, and Ted Decker of Home Depot. After the meeting, all three retail giants issued similar statements, describing the discussions as "productive" and "constructive." Trump has now launched a global tariff war, imposing significantly higher tariffs on China—a country that plays a critical role in the global supply chain—compared to other nations. This move poses challenges for U.S. retailers. The impact of these tariffs varies across different retailers, such as Walmart and Home Depot. For instance, two-thirds of the goods Walmart sells in the U.S. are made domestically, but Target, a furniture and household goods giant, sources the majority of its products overseas, with China accounting for roughly 50% of its supply chain. Source:  mitrade.com  Now as new trade deals are announced with major economic powers, the market will jump Soon we'll not only have new all time highs in equities, but the middle class will actually be able to enjoy the rewards as well as new manufacturing jobs are brought back to America Media will try ignore or downplay Trump's economic success https://twitter.com/KobeissiLetter/status/1914806834965131559 Fed Chair Powell 5. Trump on April 21st: Fed Chair Powell is "a major loser" . Trump today: "No intention" to fire Fed Chair Powell What changed today? “No. None whatsoever. Never did. The press runs away with things,” Trump said. “No, I have no intention of firing him. I would like to see him be a little more active in terms of his idea to lower interest rates. This is a perfect time to lower interest rates.” “If he doesn't, is it the end? No, it's not, but it would be good timing. It… could have taken place earlier, but no, I have no intention to fire him,” he added.   Trump challenges the Fed Source: americanthinker.com https://twitter.com/blayone/status/1914744634313424910 Political/Rights https://twitter.com/ExxAlerts/status/1914846365391241287 https://twitter.com/julie_kelly2/status/1914831046375260228 https://twitter.com/libsoftiktok/status/1914998359271559663 https://twitter.com/ChrisVanHollen/status/904684045476515840

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases as the markets surged for a second straight day, including the Dow aiming for another1,000-point session. Catalysts ranging from President Trump saying he has "no intention" of firing Fed Chair Powell to the latest White House developmentson China tariffs. Boeing CEO Kelly Ortberg joined the program to discuss the jet maker's quarterly results that gave a big lift to the stock. Tesla shares also in rally modedespite a big Q1 miss: Elon Musk said he plans to spend less time on DOGE. Also in focus: The AI trade and data centers, AT&T's customer gains and higher profits. Squawk on the Street Disclaimer

Today's slide deck: https://bit.ly/4jHvS8G    - Today we look at the impact of Trump's big softening on tariffs against China as well as his declaration he has no intention of firing Fed Chair Powell, asking whether this is a major reversal across the board or merely a big slow-down in the "direction of travel" toward a US-China economic decoupling. We talk gold, silver, crude oil, equities, currencies and key US earnings as everything has been roiled once again by Trump's latest rhetoric. On today's pod are Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.  

A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed President Esther George weighs in on the Beige Book and Fed Chair Powell's latest moves. 

US equities are mostly higher with S&P and TSX futures pointing up. US 2-year yield stays at 3.8% and 10-year down 5 bps to 4.4%. Gold finished down 2.6%, bitcoin futures was up and WTI crude settled up 1.4%. European equity markets are firmer, follows broad strength in Asia, with decent gains for Nikkei and Hang Seng. Attention to the White House, President Trump said he never intended to fire Fed Chair Powell. He repeated his criticisms of Powell and said that he'd like him to be more active in terms of lowering interest rates, but that even if Powell doesn't, it would not result in his termination. Sell-side firms warned firing Powell risked inviting fresh market turbulence though there was also lingering scepticism that Trump would carry out threat to remove Powell given financial repercussions that would follow.Companies mentioned: Voyager Acquisition, VERAXA, Fonterra Co-operative Group, Intel

What happens when a president hints at firing the Fed chair, markets spiral, and Elon Musk suddenly retreats from Washington?In this episode, Anthony and Piers dissect Trump's headline-grabbing U-turn, the deeper implications for Fed independence, and why Tesla shares soared despite disastrous earnings.Plus, is a US-China trade thaw finally in sight and what could that mean for inflation and rates? Another high-stakes week in global markets made easy to understand for everyone.(01:58) Trump vs Powell: The Current State of Play(05:03) Why Does Trump Want Lower Rates?(06:19) Can Trump actually fire Fed Chair Powell?(09:53) How have Markets Reacted to this Idea?(15:19) The Most Important Story Isn't Trump(18:19) Why Fed Independence is Important(21:18) Is a Japanese and Indian Trade Deal Coming?(25:50) Elon Musk Turns Attention Back to Tesla(33:11) Handling Volatile Markets When Investing Hosted on Acast. See acast.com/privacy for more information.

Kevin Green is back on Morning Movers as equity futures build on Tuesday's rally. KG examines the headlines coming out of the White House as President Trump appears to be softening his tone on Fed Chair Powell. Investors will also await news from Treasury Sec. Bessent who is set to speak at 10am ET with an apparent update on trade deals. KG is looking for stability in rates and the U.S. dollar which could in turn help the overall stock market. For the S&P 500 (SPX) range he's monitoring today, KG sees downside $5275 and $5500 to the upside.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Stocks drop again as President Trump continues to target Federal Reserve chair Jerome Powell. And Pete Hegseth reportedly shared war plans in a second Signal chat. Plus, a look at the legacy of the late Pope Francis and the future of the Catholic Church. Tyler Pager, Susan Glasser, David Drucker, Ron Insana, Charlotte Howard, Jonathan V. Last, and Jon Meacham join The 11th Hour this Monday. 

     Earth Day — 45 years of fear, lies, and false predictions     From Musk's $100M “carbon capture” XPRIZE to CO2 pipelines that are the pipe dream of Green-Grifting GOPers partnering with BigOil to grift on climate fear     And the satanic DARPA projects to crush freedom with digital avatars and surveillance, and robo-cops.      But God…5:23 Net Zero? One Word: “Plastics”The Graduates have been gaslit and brainwashed, but those scripting this know exactly what they're doing — driving humanity toward a de-industrialized Dark Age      Brace yourself for a mind-blowing exposé that rips apart the green agenda's deadly lies! From brainwashed graduates to oblivious policymakers, the world is being gaslit into a neo-feudal nightmare. Discover how the push for net zero is a calculated plot to obliterate oil, electricity, and 6,000+ essential products—while secretly aiming to slash billions from the global population!          Unmask the elite's depopulation scheme, fueled by fake climate alarmism and corporate greed, as they drive humanity toward a de-industrialized Dark Age. This is the shocking truth they don't want you to know! 17:11 CO2 Pipeline Catastrophe: The Deadly Green Grift Threatening Your Life and Land John Birch Society documentary, unveiled on Earth Day shows the hidden dangers of CO2 pipelines — with a failure unleashing a suffocating cloud of concentrated carbon dioxide, hospitalizing dozens, knocking out cars, and leaving survivors with brain damage and shaky limbs.      Trump allies like Kristi Noem, Doug Burgum, and Summit back a massive carbon sequestration scheme backed by Big Oil and billions in taxpayer cash.  Your property and safety are at risk Watch now at StandYourGround.watch and fight back against this toxic corporate takeover 41:07 Elon Musk's $100M Carbon Capture Con: Green is the Color of Money      Musk's $100 million X Prize for carbon capture that began 4 years ago, is to be unveiled on Earth Day, 2025 — today!     Is this a noble quest to ‘save the planet'?  Never forget that Musk became the richest man ever by pushing the green agenda — no wonder the true believer alarmists hate him.       Watch the former Musk persona introduce the contest and talk about “peak oil” and the necessity of him having rockets (while you can't have a car). 56:40 Climate Crazies Target Your Pets: Dogs and Cats in the Crosshairs of Their Doomer FantasiesHold onto your leashes — climate alarmists are now waging war on your furry friends, branding dogs and cats as planet-destroying carbon culprits.  Private Jet CEO says his corporate jets produce less “carbon” than 3 dogs     Meanwhile, others flip the script, trying to scare pet owners that climate change will drown, burn, or depress your dogs! 1:07:00 Trump's Golden ERROR: Fiat Tariffs Fiasco Crashes Fiat Dollar, Skyrockets GoldTrump's tweets ‘he who has the gold makes the rules' — unfortunately people have reservations about the dollar as a reserve currency, tanking the dollar to a three-year low, stocks plummeting, and investors fleeing to gold. From slapping $5.2 million fees on Chinese supertankers (coming to American ports to buy American oil) to threatening Fed Chair Powell, Trump's petulant tactics are crushing commerce and sparking a global financial rebellion and paving the way for a stablecoin surveillance nightmare. 1:32:00 LIVE comments from audience 1:37:28 Thailand's RoboCop: Beginning of “Legions” of these Monsters?      The world's first RoboCop, armed with facial recognition and 360-degree camera vision! Dubbed ‘Colonel Safe,' this menacing machine is anything but, poised to replace human police and military with an army heavy metal enforcers.     The race for robotic domination is on, threatening to crush freedom under metallic boots 1:43:48 AI Leaks Naughty Chats and DARPA's PsyOp Simulation of the World      Who needs Jeffrey Epstein — AI chatbots spill sordid user secrets onto the open web, exposing everything from explicit fantasies to chilling child abuse scenarios!       Meanwhile DARPA's sinister Sentient World Simulation crafts digital avatars of every person to predict and manipulate your behavior. From geospatial intelligence to psyops like Dark Winter and Operation Warp Speed, the military-industrial complex is weaponizing big data to trap you in a surveillance nightmare.     But there's hope—discover how faith in Christ can shield your soul from this satanic CIA-DARPA plot to control humanity's every move 2:00:41 Klaus Schwab's Exit: Globalist Kingpin Abandons WEF Throne      Klaus Schwab, the sinister mastermind behind the World Economic Forum, abruptly resigns at 87, after his 55-year reign to steal everything from you     Turns out that he had more in common with Pope Francis than their age.  From Schwab's ‘Great Reset' to the Pope's radical climate encyclical penned by a depopulation extremist, their legacy screams totalitarian control2:06:03 Rebels, Redcoats, and Revolution: How Americans Understood British Tyranny     Join James Bovard, JimBovard.com, as he unveils the shocking parallels between 1776's tyranny and today's government overreach, revealing why the colonists' defiance still resonates. It's a wild ride through history that'll make you rethink freedom, power, and the cost of compliance!     From crippling tariffs and ship seizures to invasive home searches and pine tree eminent domain, the Crown's iron grip pushed colonial farmers to grab their muskets and fight back.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

     Earth Day — 45 years of fear, lies, and false predictions     From Musk's $100M “carbon capture” XPRIZE to CO2 pipelines that are the pipe dream of Green-Grifting GOPers partnering with BigOil to grift on climate fear     And the satanic DARPA projects to crush freedom with digital avatars and surveillance, and robo-cops.      But God…5:23 Net Zero? One Word: “Plastics”The Graduates have been gaslit and brainwashed, but those scripting this know exactly what they're doing — driving humanity toward a de-industrialized Dark Age      Brace yourself for a mind-blowing exposé that rips apart the green agenda's deadly lies! From brainwashed graduates to oblivious policymakers, the world is being gaslit into a neo-feudal nightmare. Discover how the push for net zero is a calculated plot to obliterate oil, electricity, and 6,000+ essential products—while secretly aiming to slash billions from the global population!          Unmask the elite's depopulation scheme, fueled by fake climate alarmism and corporate greed, as they drive humanity toward a de-industrialized Dark Age. This is the shocking truth they don't want you to know! 17:11 CO2 Pipeline Catastrophe: The Deadly Green Grift Threatening Your Life and LandJohn Birch Society documentary, unveiled on Earth Day shows the hidden dangers of CO2 pipelines — with a failure unleashing a suffocating cloud of concentrated carbon dioxide, hospitalizing dozens, knocking out cars, and leaving survivors with brain damage and shaky limbs.      Trump allies like Kristi Noem, Doug Burgum, and Summit back a massive carbon sequestration scheme backed by Big Oil and billions in taxpayer cash.  Your property and safety are at risk Watch now at StandYourGround.watch and fight back against this toxic corporate takeover 41:07 Elon Musk's $100M Carbon Capture Con: Green is the Color of Money      Musk's $100 million X Prize for carbon capture that began 4 years ago, is to be unveiled on Earth Day, 2025 — today!     Is this a noble quest to ‘save the planet'?  Never forget that Musk became the richest man ever by pushing the green agenda — no wonder the true believer alarmists hate him.       Watch the former Musk persona introduce the contest and talk about “peak oil” and the necessity of him having rockets (while you can't have a car). 56:40 Climate Crazies Target Your Pets: Dogs and Cats in the Crosshairs of Their Doomer FantasiesHold onto your leashes — climate alarmists are now waging war on your furry friends, branding dogs and cats as planet-destroying carbon culprits.  Private Jet CEO says his corporate jets produce less “carbon” than 3 dogs     Meanwhile, others flip the script, trying to scare pet owners that climate change will drown, burn, or depress your dogs! 1:07:00 Trump's Golden ERROR: Fiat Tariffs Fiasco Crashes Fiat Dollar, Skyrockets GoldTrump's tweets ‘he who has the gold makes the rules' — unfortunately people have reservations about the dollar as a reserve currency, tanking the dollar to a three-year low, stocks plummeting, and investors fleeing to gold. From slapping $5.2 million fees on Chinese supertankers (coming to American ports to buy American oil) to threatening Fed Chair Powell, Trump's petulant tactics are crushing commerce and sparking a global financial rebellion and paving the way for a stablecoin surveillance nightmare. 1:32:00 LIVE comments from audience 1:37:28 Thailand's RoboCop: Beginning of “Legions” of these Monsters?      The world's first RoboCop, armed with facial recognition and 360-degree camera vision! Dubbed ‘Colonel Safe,' this menacing machine is anything but, poised to replace human police and military with an army heavy metal enforcers.     The race for robotic domination is on, threatening to crush freedom under metallic boots 1:43:48 AI Leaks Naughty Chats and DARPA's PsyOp Simulation of the World      Who needs Jeffrey Epstein — AI chatbots spill sordid user secrets onto the open web, exposing everything from explicit fantasies to chilling child abuse scenarios!       Meanwhile DARPA's sinister Sentient World Simulation crafts digital avatars of every person to predict and manipulate your behavior. From geospatial intelligence to psyops like Dark Winter and Operation Warp Speed, the military-industrial complex is weaponizing big data to trap you in a surveillance nightmare.     But there's hope—discover how faith in Christ can shield your soul from this satanic CIA-DARPA plot to control humanity's every move 2:00:41 Klaus Schwab's Exit: Globalist Kingpin Abandons WEF Throne      Klaus Schwab, the sinister mastermind behind the World Economic Forum, abruptly resigns at 87, after his 55-year reign to steal everything from you     Turns out that he had more in common with Pope Francis than their age.  From Schwab's ‘Great Reset' to the Pope's radical climate encyclical penned by a depopulation extremist, their legacy screams totalitarian control2:06:03 Rebels, Redcoats, and Revolution: How Americans Understood British Tyranny     Join James Bovard, JimBovard.com, as he unveils the shocking parallels between 1776's tyranny and today's government overreach, revealing why the colonists' defiance still resonates. It's a wild ride through history that'll make you rethink freedom, power, and the cost of compliance!     From crippling tariffs and ship seizures to invasive home searches and pine tree eminent domain, the Crown's iron grip pushed colonial farmers to grab their muskets and fight back.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTFor 10% off supplements and books, go to RNCstore.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Carl Quintanilla, Jim Cramer and David Faber explored stocks recouping most of their losses from Monday's sell-off, which put the Dow on track for its worst April since the Great Depression. Jim weighed in on President Trump's criticism of Fed Chair Powell and its impact on the markets. The anchors also discussed earnings from the likes of Verizon, GE Aerospace and 3M -- which saw its shares jump despite the addition of "tariff sensitivity" to its guidance. Also in focus: Warren Buffett's timely Apple stock sale, what Goldman Sachs CEO David Solomon told CNBC about tariffs, Boeing sells some of its digital aviation assets to Thoma Bravo for $10.55 billion, International Monetary Fund slashes its 2025 U.S. growth forecast. Squawk on the Street Disclaimer

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 250 where she reiterates her view that the US is already in recession, explains the "collapse in confidence" spreading through markets, and evaluates the growing tension between President Trump and Fed Chair Powell. Booth reveals concerning trends in consumer credit, employment data, and housing that mainstream statistics aren't capturing.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Links: QI Research: https://quillintelligence.com/subscriptions/ Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 00:00 - Introduction 03:31 - Discussion on US exceptionalism and capital migration out of US dollar assets 06:50 - Exploring the implications of collapsing confidence 08:35 - Trump's Truth Social post about Powell and interest rates 11:59 - Federal Reserve's independence and potential rate cut decisions15:20 - Discussion on whether rate cuts are necessary and timing 16:02 - Explanation of Fed blackout period and limitations on communication 17:59 - Analysis of Trump's strategy regarding Fed commentary 19:17 - Consumer 22:20 - CEO confidence decline, reduced capital expenditures, and potential layoffs 23:47 - Discussion on high unemployment claim rejection rates (44%)25:19 - Effects on gig economy and discretionary spending like rideshare services 27:03 - Confirmation that we are in a recession 31:34 - Housing market assessment and discussion of market conditions34:05 - Housing price outlook and structural issues 36:00 - Closing thoughts

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we go deeper into the budding feud between President Trump and Fed Chair Powell. Plus, Robbie sits down with Polunsky Beitel Green's Peter Idziak for a chat on IMBs expanding into territory traditionally reserved for depositories and overall lender expansion into a fuller suite of products out of competitive necessity. And we close with a look at what should be a very busy day of Fed speakers.Today's podcast is brought to you by nCino, makers of the nCino Mortgage Suite for the modern mortgage lender. nCino Mortgage Suite's three core products -- nCino Mortgage, nCino Incentive Compensation, and nCino Mortgage Analytics -- unite the people, systems, and stages of the mortgage process. See how nCino can support a homeownership journey that your borrowers and your team will love at nCino.com.

Fed independence brings stability, and markets love stability. (00:21) Asit Sharma and Dylan Lewis discuss: - The Trump Administration's focus on Fed Chair Jerome Powell. - The role of an independent Federal Reserve Bank for the market and investors. - Netflix's earnings and status as a “recession-proof” stock. (16:23) Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies discussed: NFLX, SHOP, AMZN Host: Dylan Lewis Guests: Anand Chokkavelu, Dan Caplinger, Rick Munarriz Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Dow, S&P, and Nasdaq kicking off the week in the red - with all the Mag-7 sitting firmly lower. Sara Eisen, David Faber, and Carl Quintanilla broke down the latest for stocks after a weekend of growing calls from President Trump for Fed Chair Powell to be fired… and ahead of huge IMF and World Bank meetings in DC. What investors need to know, and where things stand (on jobs, inflation, consumer sentiment and more) heading into the action, including a breakdown of CNBC's latest All-America Economic survey results.  Plus: a deep dive with Apollo Chief Economist Torsten Slok, on the heels of a new note from the firm arguing there's a 90% probability of a US recession this year – and more with one former U.S. Trade Representative who calls tariffs an “exit ramp” for better policy.  Also within the hour: a Netflix bull-bear debate post-results, the latest out of DOJ Vs. Google, and a live report from the Vatican as tributes roll-in for Pope Francis.   Squawk on the Street Disclaimer

The U.S. Supreme Court issued a secretive midnight order halting Trump's deportations under the Alien Enemies Act, drawing a sharp rebuke from Justice Alito. Meanwhile, Kristi Noem was robbed in D.C., Hegseth leaked strike intel on Signal, and Trump called Fed Chair Powell a “loser” as markets dropped. The administration pushed a Ukraine peace deal favoring Russia, clashed with Israeli pressure on Iran, and faced backlash after Christians were blocked from Easter worship in Jerusalem. Pope Francis died, Schwab quit WEF, and China launched mass production of humanoid robots.Rick Wiles, Doc Burkhart. Airdate 4/21/25Join the leading community for Conservative Christians! https://www.FaithandValues.comYou can partner with us by visiting TruNews.com, calling 1-800-576-2116, or by mail at PO Box 399 Vero Beach, FL 32961.Get high-quality emergency preparedness food today from American Reserves!https://www.AmericanReserves.com             It's the Final Day! The day Jesus Christ bursts into our dimension of time, space, and matter. Now available in eBook and audio formats! Order Final Day from Amazon today!https://www.amazon.com/Final-Day-Characteristics-Second-Coming/dp/0578260816/Apple users, you can download the audio version on Apple Books!https://books.apple.com/us/audiobook/final-day-10-characteristics-of-the-second-coming/id1687129858Purchase the 4-part DVD set or start streaming Sacrificing Liberty today.https://www.sacrificingliberty.com/watchThe Fauci Elf is a hilarious gift guaranteed to make your friends laugh! Order yours today!https://tru.news/faucielf

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, April 21st -- Learn more about FactSet: https://www.factset.com/lp/mrkt-call MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube

Investors are seeing red this morning, with futures pointing to a negative start to the new trading week.Plus, the "sell America" trade is hitting the dollar, which continues its pullback this morning.And later, what's hanging over the markets? President Trump's pressure campaign against Fed Chair Powell.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we explore the budding feud between President Trump and Fed Chair Powell. Plus, Robbie sits down with Planet Home's Mike Dubeck for a chat about managing a company through market cycles and driving business through investment. And we close with a look at what's on this week's economic calendar and how it could shape market sentiment.Today's podcast is brought to you by nCino, makers of the nCino Mortgage Suite for the modern mortgage lender. nCino Mortgage Suite's three core products -- nCino Mortgage, nCino Incentive Compensation, and nCino Mortgage Analytics -- unite the people, systems, and stages of the mortgage process. See how nCino can support a homeownership journey that your borrowers and your team will love at nCino.com.

Trump says Fed Chair Jerome Powell's “termination can't come fast enough” and doubles down on demanding rate cuts. The PBD Podcast crew unpacks Trump's strategy, Powell's calm resistance, and the political need for “good news” before the election.

Eric Criscuolo, Market Strategist at the NYSE, details the latest trends and developments in global markets. In this week's episode he discusses the day-to-day market swings, the weakening of the U.S. Dollar, and the reaction to Fed Chair Powell's recent comments. 

In this episode, Scott Becker covers eight key stories, including UnitedHealth Group's steep stock drop, President Trump's clash with Fed Chair Powell, and more.

Stocks dropping as Nvidia gets hit, and a tariff warning out of Fed Chair Powell only made things worse. And while Gold hits fresh records, the disconnect between yields and the dollar is breaking down. Plus, as volatility stays elevated, investors are seeking shelter. The latest read on investor sentiment, and the top concerns impacting their portfolio moves. Fast Money Disclaimer

Federal Reserve Chair Jerome Powell says President Donald Trump's tariff increases are larger "significantly larger than anticipated" and "same is likely to be true of the economic effects, which will include higher inflation and slower growth"; Gov. Gavin Newsom (D-CA) announces the first lawsuit against the Trump Administration over tariffs, challenging the President's use of emergency declarations as the legal basis; Attorney General Pam Bondi announces a federal lawsuit against the state of Maine for not complying with the President's Executive Order banning transgender athletes in girl's and women's sports; Health & Human Services Secretary Robert F. Kennedy, Jr. said the increase in autism rates in children is evidence of an epidemic, contradicting the finding of a CDC study that pointed to increased awareness and better diagnosis; federal judge James Boasberg finds “probable cause exists” to hold Trump administration officials in criminal contempt for violating his orders to stop the use of the Alien Enemies Act to deport alleged Venezuelan gang members; Sen. Chris Van Hollen (D-MD) travels to El Salvador to try to free Kilmar Abrego Garcia, who was deported there, accused of being a gang member; President Trump has ordered the military into a new, enhanced role on border security, turning a narrow strip of land running along the U.S.-Mexico border into a de facto military base. we will talk about it with Military-dot-com reporter Thomas Novelly. (38) Learn more about your ad choices. Visit megaphone.fm/adchoices