Podcasts about fed watch

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest CPI and PPI reports and explains why cooler inflation headlines do not necessarily mean interest rate cuts are back on the table. Learn why falling energy prices are distorting the data, what businesses should actually be watching, and how inflation is affecting consumers differently across the economy. If you're trying to make pricing, budgeting, or investment decisions, looking only at the headline numbers could lead you in the wrong direction. Lauren explains what matters most and what to watch next as the Fed weighs its next move. Will one month of encouraging inflation data change the Fed's outlook, or is the bigger picture telling a different story?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down what the June jobs report is really telling us about the U.S. economy and why the headlines may not reflect the full story. She also examines the Supreme Court's decision in the Lisa Cook case, what it means for Federal Reserve independence, and why the outcome could shape future monetary policy. If you're trying to separate market noise from meaningful economic trends, this episode explains what business leaders should be watching next. What do you think will have the bigger impact on the economy: the labor market or Federal Reserve independence? Let us know in the comments.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down what looked like a strong GDP report and explains why the headline doesn't tell the whole story. Consumer spending weakened, inflation accelerated, and the latest PCE data may have significantly changed the outlook for interest rates. If your business is waiting for lower borrowing costs or trying to plan for the months ahead, these mixed economic signals could have important implications. Lauren explains what the latest data really means and why the Fed's next move may already be taking shape. Will higher inflation force the Fed to raise rates sooner than expected? Watch the full episode and let us know your thoughts in the comments.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the first Federal Reserve meeting under new Chair Kevin Warsh and why the market may need to rethink expectations for interest rates. While rates remained unchanged, the Fed's messaging took a noticeably different tone. Lauren examines what Warsh's leadership style could mean for future policy decisions, inflation management, Fed communications, and the broader economic outlook. For business leaders, investors, and decision-makers trying to navigate persistent inflation and uncertain rate expectations, this meeting may offer important clues about what comes next. Will a new chair lead to a new era at the Federal Reserve?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a week packed with economic data, including a stronger-than-expected jobs report, elevated CPI and PPI inflation readings, and what they mean for the Federal Reserve's next move. As markets increasingly price out rate cuts, Lauren examines why the conversation may be shifting toward higher interest rates instead. She also explores the European Central Bank's surprise rate hike and what it could signal for the global inflation outlook. If you're trying to understand where interest rates, inflation, and economic growth are headed next, this episode highlights the key trends business leaders should be watching. Do you think the Fed's next move could be a rate increase rather than a rate cut? #FederalReserve #InterestRates #Inflation #Economy #FedWatch #EconomicForecast #JobsReport #CPI #PPI #ITREconomics

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down Trimmed Mean PCE, the inflation measure drawing increased attention from Federal Reserve policymakers. With inflation signals sending mixed messages, businesses and investors face a growing challenge: which data should they trust when assessing future interest rate decisions? Lauren explains how Trimmed Mean PCE works, why some policymakers favor it, and what it could mean for the Fed's approach to inflation going forward. Could this lesser-known metric become a more influential guide for monetary policy? Watch to learn what makes it different and why it matters.

This week's conversation points to an economy that is still expanding, but with a market narrative that may be shifting. Manufacturing and services remained in expansion, job openings improved, and May payrolls came in stronger than expected, reinforcing a firmer labor backdrop ahead of the June FOMC meeting. At the same time, the team discusses early cracks in the AI trade, the potential for rotation as large IPOs approach, and why higher yields may persist. In fixed income, resilient credit markets still favor quality, while policy and inflation remain central watchpoints for portfolio positioning. Continue the conversation at our upcoming Key Wealth National Call: 2026 Mid-Year CIO Update on June 9, 2026 at 1:00 PM ET. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:39 — Manufacturing, services, Beige Book, JOLTS, and May payrolls.05:16 — Middle East developments, oil inventories, and summer supply risks.08:10 — AI trade cracks, Broadcom, and the coming SpaceX IPO.16:54 — Jobs, Fed expectations, higher yields, and resilient credit.23:07 — National Call reminder and what investors should watch next. Additional ResourcesRegister Now: Key Wealth National Call: 2026 Mid-Year CIO UpdateRead: Key Questions: What's Behind the Back Up in Global Bond Yields? Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest GDP revision, persistent inflation pressures, and why expectations for future Fed policy may be shifting in a surprising direction. Many business leaders are waiting for lower interest rates before making major investment decisions. But what if that wait no longer makes sense? Lauren explores what the latest economic data is signaling, why inflation remains stubbornly elevated, and how changing market expectations could impact capital spending decisions heading into the second half of the year. Could the next Fed move be a rate hike instead of a rate cut? Share your thoughts and questions in the comments below.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest Federal Reserve meeting minutes and the growing divide inside the Fed over the future direction of interest rates. While markets continue searching for clues about future rate cuts, new dissents from Fed officials reveal deeper concerns about persistent inflation and the path forward under incoming Fed Chair Kevin Warsh. Lauren explains why these disagreements matter for businesses, investors, and economic planning, and what the structure of the Federal Open Market Committee could mean for future policy decisions. As uncertainty around inflation and monetary policy continues, understanding how these internal Fed debates shape economic outcomes is becoming increasingly important. Could shifting dynamics inside the Fed change the direction of interest rates sooner than markets expect?

Kevin Warsh is set to become the next Federal Reserve chair, inheriting high inflation, low unemployment, and complex market pressures. This video breaks down the challenges Warsh faces, including potential interest rate hikes, balance sheet decisions, and political dynamics with the White House.Stay informed on how Warsh's first moves could impact the U.S. economy, investors, and everyday Americans.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest inflation data and why April's hotter-than-expected CPI and PPI reports are raising new concerns for businesses and policymakers alike. Lauren explains what persistent inflation means for margins, borrowing costs, and future Fed decisions as Kevin Warsh prepares to step into the Fed Chair role. Could the next move from the Federal Reserve actually be a rate hike instead of a cut? If your business is struggling with rising costs, shrinking margins, or uncertainty around capital investment decisions, this episode highlights the key economic signals you should be watching right now. Do you think the Fed's next move will be to hold rates steady, cut, or raise them again? #FederalReserve #Inflation #InterestRates #Economy #FedWatch #BusinessStrategy #EconomicOutlook #LaurenSaidelBaker

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the growing divide inside the Federal Reserve as more officials begin raising concerns about persistent inflation and the future of rate cuts. Lauren explains why recent inflation pressures may be more structural than temporary, how Middle East conflict is impacting oil prices and supply chains, and what weakening consumer trends could mean for the broader economy moving forward.

If executed perfectly, this swap allows the Fed to neutralize a shrinking money supply by swapping $2 trillion in mortgages for $2 trillion in government debt. Original article: https://mises.org/power-market/mbs-slope-n-swap

If executed perfectly, this swap allows the Fed to neutralize a shrinking money supply by swapping $2 trillion in mortgages for $2 trillion in government debt. Original article: https://mises.org/power-market/mbs-slope-n-swap

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a major leadership transition at the Federal Reserve and what it could mean for policy direction in the months ahead. With Jerome Powell stepping down as Chair but remaining on the Board, questions around influence and continuity are front and center. She also examines the latest GDP data, highlighting the growing role of AI-driven business investment, and explains why inflation remains more persistent than many expected. If you are trying to understand where the economy is headed and what risks could impact your planning, this episode offers key insights without the noise. Could a leadership shift at the Fed quietly reshape monetary policy? And what does stubborn inflation mean for your business strategy?

Whether rates go up or down, neither outcome will be pleasant, leaving a bondholder caught between the Unthinkable and the Unimaginable.Original article: https://mises.org/power-market/those-big-beautiful-bonds

Whether rates go up or down, neither outcome will be pleasant, leaving a bondholder caught between the Unthinkable and the Unimaginable.Original article: https://mises.org/power-market/those-big-beautiful-bonds

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest retail sales data and what it reveals about consumer resilience despite rising energy costs. With gasoline prices surging, many businesses are questioning whether demand can hold and how long margin pressure may persist. Lauren also examines growing political tensions surrounding the Federal Reserve, including leadership transition uncertainty and what it could mean for future interest rate direction. As confirmation battles unfold, businesses are left navigating an increasingly unclear policy environment.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the growing uncertainty surrounding Federal Reserve leadership and what it could mean for market stability. With questions around Chair Powell's term, potential legal challenges, and political pressure, businesses are left wondering how much confidence they can place in the Fed's independence. Lauren also highlights a key economic indicator tied to business-to-business investment that is showing stronger-than-expected momentum. What does this signal about the direction of the economy and future demand? If you are trying to plan ahead in an environment shaped by both political uncertainty and shifting economic signals, this episode offers critical insights without the noise. Will markets continue to trust the Fed if political pressure intensifies?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a major data week, including a downward revision to fourth quarter GDP and a sharp rise in inflation driven by geopolitical tensions. With CPI climbing and energy prices surging unevenly across markets, business leaders are facing a key challenge: how to manage rising costs without eroding demand. Lauren explores what these inflation pressures mean for pricing strategies, consumer behavior, and the broader economic outlook. While headlines point to volatility, the bigger question remains: will the Fed hold steady, cut rates, or be forced to act more aggressively? Watch now for key insights that can help you navigate uncertainty and make more informed decisions in the months ahead.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker examines how rising oil prices are complicating the Federal Reserve's next move and what it means for businesses trying to plan in an uncertain environment. As energy costs climb, companies face margin pressure while consumers feel the strain at the pump. But does this inflationary shock justify higher interest rates, or could it slow growth enough to force rate cuts? Lauren also breaks down the latest retail sales data, revealing why strong headlines may be masking underlying weakness in consumer demand and what that signals for the months ahead. If you are navigating pricing pressure, demand uncertainty, or planning for the second half of 2026, this episode highlights the key signals you need to watch. Will rising costs force a shift in Fed policy, or will the economy absorb the shock?

This week on Fed Watch, ITR Economist and Speaker Brian Beaulieu examines why rising producer prices and ongoing global uncertainty may keep the Federal Reserve from cutting interest rates in 2026. With inflation pressures tied to oil and commodities still building, many businesses are struggling to separate headlines from reality. Brian breaks down what the data actually shows, why the Fed may stay cautious, and how shifting expectations could impact your planning strategy. He also shares insight into bond market stress, employment trends, and what companies should be doing now to protect margins before inflation accelerates again. If you are trying to make informed decisions in an uncertain environment, this episode will help you focus on what truly matters and avoid reacting to misleading signals. Are you planning based on headlines, or on the data that actually drives your business?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down why the Fed held rates steady and what shifting market expectations signal for the year ahead. With rate cuts now pushed further into the future, many business leaders are asking: are we prepared for higher-for-longer interest rates? Lauren explores the growing possibility that the Fed's next move may not be a cut at all. She also unpacks rising oil prices, inflation risks, and why today's energy costs may not hit the economy as hard as in the past. Plus, insight into internal Fed debates and what leadership uncertainty could mean for policy direction. Are markets underestimating the risk of sustained or even rising rates?

Want to Learn about having "you're own" ITR Economist on your team?→ https://promotions.itreconomics.com/en-us/insights-from-itr-economics Don't miss our Executive Webinar on March 20th→ https://itrondemand.com/store/product/profitless-prosperity This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest inflation data and what it means for the Federal Reserve's next move. With CPI and Core CPI still running above the Fed's target, inflation remains stubbornly persistent, raising new questions for businesses and consumers alike. Lauren also examines how rising geopolitical tensions and potential disruptions in global oil supply could influence energy prices and consumer budgets. While the impact may be temporary, the combination of higher energy costs and growing electricity demand from AI and data centers could complicate the Fed's path toward rate cuts. What does this mean for inflation trends, business planning, and the likelihood of interest rate relief this year? Watch the full episode to understand the forces shaping the economic outlook and what to watch next. 00:02 – Inflation remains sticky: CPI and Core CPI update 00:42 – Middle East tensions and risks to global oil supply 02:12 – How higher energy prices impact consumers 03:25 – Why energy costs matter less than they used to 04:05 – AI, data centers, and rising electricity demand 04:45 – What sticky inflation means for Fed rate cuts 05:30 – Other economic data: GDP, housing, and labor market

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker unpacks February's surprising jobs report and explains why one weak headline number doesn't necessarily signal trouble for the economy. With job losses making headlines and uncertainty lingering, many leaders are asking the same question: Is the labor market starting to crack? Lauren breaks down what's really behind the data, from temporary healthcare job losses to ongoing labor shortages in key industries like manufacturing and construction. She also explores why wages are still rising and what that means for inflation, interest rates, and the Federal Reserve's next move. For business leaders navigating slower growth and persistent inflation, the bigger risk may be something ITR calls “profitless prosperity.” What does that mean for your strategy in 2026? Are you making decisions based on headlines, or on what the data is actually telling us?

This week on Fed Watch, ITR Economist and Speaker Connor Locar breaks down January's hotter-than-expected Producer Price Index report and what it means for interest rates as we head into March. With inflation data coming in warm and money supply growth accelerating at the fastest pace in nearly four years, the likelihood of a near-term rate cut appears to be fading. At the same time, bond yields are dipping below 4 percent, raising new questions about growth expectations and market sentiment. Add in the latest 10 percent tariff action under Section 122 of the 1974 Trade Act, and businesses are once again facing pricing uncertainty. If you are trying to plan capital spending, manage borrowing costs, or protect margins in an environment of persistent inflation pressure, this episode will help you frame what matters most right now. Are markets signaling confidence, or concern?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a major Supreme Court decision striking down the administration's use of emergency powers to impose tariffs, and what that means for inflation, business costs, and economic uncertainty ahead. With fourth quarter GDP coming in at 1.4% and core PCE inflation rising to 3%, headlines are painting a mixed picture. Is growth really faltering? Are inflation pressures reaccelerating? And how should business leaders interpret the latest data amid shifting trade policy? Lauren unpacks what is signal versus noise, why government shutdown effects matter, and why inflation may not fade as quickly as some hope. Most importantly, she explains why the tariff ruling does not automatically mean lower prices for businesses and consumers. If you are navigating margin pressure, pricing strategy decisions, or concerns about profitless prosperity, this episode offers critical context. What does this ruling really mean for your cost structure in 2026?

Stronger Jobs Report, Fed Pause Likely, and Global Concerns Rise | Fed Watch by ITR Economics

This week on Fed Watch, ITR Economist and Speaker Connor Lokar steps in to unpack how markets are responding to the Fed Chair announcement and what the latest data means for rates, inflation, and demand. With bond yields holding steady and PMI surging to a multi-year high, a key business pain point remains front and center: meaningful rate relief still looks elusive. Connor explains why stable yields do not signal coming cuts, how rising new orders point to renewed demand pressure, and why the housing market faces a longer recovery timeline than many expect. What do these signals mean for your planning as we move deeper into 2026?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a busy week for the Federal Reserve, from the FOMC's decision to hold interest rates to the surprise announcement of Kevin Warsh as President Trump's pick for Fed Chair. With markets already uneasy about inflation and the timing of the next rate move, leadership changes at the Fed raise important questions for businesses planning around borrowing costs, capital investment, and economic uncertainty. Get insight into what Warsh's policy stance could signal for rate cuts, Fed credibility, and the path forward. What should decision-makers be watching most closely right now?

This episode looks ahead to the Federal Reserve's first rate decision of the year and a busy week of economic data. We also preview major earnings from leading technology, industrial, and financial companies.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

This week on Fed Watch, Economist and Speaker Lauren Saidel-Baker examines the issue of central bank independence and what it means for today's financial markets. She breaks down why markets have largely dismissed recent concerns about the Federal Reserve's autonomy and explores the risks that could emerge if interest rate cuts move ahead without support from underlying economic conditions. Lauren also unpacks the inflationary implications and key market signals business leaders should be monitoring. Are you factoring these policy dynamics into your forward-looking strategy?

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the delayed December jobs report and explains why softer hiring may not signal economic weakness, highlighting employment as a lagging indicator and the growing divide between sector winners and losers in the labor market. She also examines what the latest data means for the Federal Reserve's rate path, why borrowing costs continue to diverge from Fed policy, and how renewed discussions around Fannie Mae and Freddie Mac could influence mortgage rates, raising important questions for businesses and borrowers navigating ongoing uncertainty.

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down why inflation is becoming the Fed's dominant concern as we enter 2026. She unpacks the latest Fed meeting minutes, growing dissent within the FOMC, and what a more hawkish voting lineup could mean for interest rate policy. Lauren also explores why the U.S. consumer remains resilient, how upcoming tax refunds could provide short-term support, and why now is the time for businesses to revisit pricing strategies as CPI pressures build. What risks should business leaders be watching most closely this year?

December 19, 2025 This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the latest U.S. jobs report and what softer headline growth is really signaling beneath the surface. She also examines why inflation remains stubbornly above the Fed's target, what recent CPI data suggests about a turning point ahead, and how rising cost pressures could impact pricing strategies in 2026. Plus, Lauren looks ahead to GDP, business spending, and why uncertainty may finally be easing as we move into the new year. What should business leaders be preparing for now? Click here to buy our webinar, Strategic Shifts for Resiliency in the 2030s Great Depression, here → https://hubs.la/Q03VQwhz0

December 12, 2025 This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker unpacks the Fed's latest rate cut. Is the real story hiding between the lines? With committee views drifting apart and borrowing costs sticking higher than many expected, the outlook is anything but settled. Are the Fed's inflation assumptions on track, or is the bond market seeing something they're not? Tune in for our unbiased answers. Click here to buy our webinar, Strategic Shifts for Resiliency in the 2030s Great Depression, here → https://hubs.la/Q03VQwhz0

Join Moe & Javaid as they analyze the markets on Fed announcement day. Is there a rate cut being put in place and how many basis points is the cut? Has the market already priced in the cut? How will the market react to the news? Listen now to find out the answers to these questions and more! 

December 5, 2025 This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a pivotal moment for monetary policy as markets price in a likely rate cut ahead of next week's meeting. With government data delayed by the shutdown, businesses are left navigating uncertainty and relying on less-predictive private-sector indicators. Lauren also highlights major Federal Reserve data revisions that could reshape how leaders interpret historical trends, plus new political developments that may influence future Fed leadership and independence. If your business is interest rate sensitive, this episode offers timely context to help you prepare for rate-driven risks and opportunities. What change in policy would impact you most? Join us for our upcoming webinar to discover the essential tools and strategies you will need → https://hubs.la/Q03VQwhz0

Joanne Bianco explains the risks of reaccelerating inflation ahead of Friday's PCE report, though it is anticipated to continue to moderate next year. She expects a rate cut next week from the Fed but thinks they might pause for a few months after that. Joanne is waiting to see dissensions within the Fed and the independence of various members. She also comments on the fixed income market and what traders might trend towards next year.======== 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 – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join 'Einstein on Wall Street' as he delivers a forensic breakdown of today's market activities from the New York Stock Exchange floor. Today's episode covers market movements, the AI sector's resilience, and robust consumer confidence as evidenced by strong retail numbers. With critical economic data and upcoming Federal Reserve decisions in focus, discover how these elements shape market trends and investor sentiment. Stay informed and engaged with expert insights and analysis to navigate the financial landscape effectively. Follow Peter on Instagram: @einsteinofwallst 00:00 Welcome to the Show! 00:43 Daily Market Wrap-Up 00:52 Market Analysis and Trends 01:11 AI and Economic Indicators 02:12 Consumer Confidence and Spending 02:59 Fed's Upcoming Decisions 03:15 Market Performance and Predictions 04:01 Final Thoughts and Encouragement 04:25 Closing Remarks All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

November 21, 2025 This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down the long-delayed September employment report and explains what the unexpected strength means for the labor market and the Fed's December meeting. Discover where job losses are emerging, why certain sector gains matter for consumer momentum, and how unusual data collection conditions during the government shutdown affected the report's quality.

November 14, 2025 In this week's episode of Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down how the end of the government shutdown restores critical economic data that the Federal Reserve needs before its December meeting. With mixed signals from policymakers and uncertainty around future rate cuts, how will this renewed data clarity shape monetary policy? Lauren also tackles one of today's biggest economic questions: Is AI transforming the labor market as much as we think? She highlights new insights from a Yale study showing that while AI boosts productivity, its impact remains gradual — not revolutionary.

November 7, 2025 This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker discusses the Fed's latest policy shift, ending quantitative tightening, and what it means for future rate cuts. She also discusses the ongoing government shutdown, now the longest in U.S. history, and its uneven impact on consumers and GDP. Plus, Lauren examines the Supreme Court's review of Trump-era tariffs and what to watch as pricing effects unfold over time.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week defined by a sharp momentum meltdown across high-beta and speculative assets. Meme stocks, crypto miners, and quantum computing names saw steep declines before rebounding on news of potential government investment. Precious metals like gold and silver also dropped from recent highs amid overbought conditions and macro uncertainty. Despite the volatility, major indices stabilized, supported by strong earnings and sector rotation into Energy, Healthcare, and Industrials. The week closed with optimism as markets regained footing and investors looked ahead to key economic data and trade developments.

Renewed US-China trade tensions, the impact of tariffs on rare-earth minerals and the growing uncertainty facing markets are among the topics discussed in this episode of Macro Matters, part of Bloomberg Intelligence's FICC Focus series. Host Ira Jersey, BI's chief interest rate strategist, speaks with Ben Emons, founder and CIO of Fed Watch Advisors, about how these developments could influence inflation, unemployment and the Federal Reserve's rate decisions. They also examine gold's surge, global spillovers and what lies ahead for Fed policy and leadership. The Macro Matters podcast is part of BI's FICC Focus series.

CoinDesk's Jenn Sanasie sits down with Ben Emons, Founder and Chief Investment Officer of FedWatch Advisors, to discuss why the crypto market is feeling "frothy and nervous," what a hawkish or dovish surprise from the Fed would look like, and the critical resistance zones for bitcoin.

Asian markets stumbled midweek as a selloff in heavyweight U.S. tech stocks spilled across global equities. Most major indexes in the region dipped, with Taiwan Semiconductor and SoftBank among the hardest hit. The MSCI Asia Pacific index fell 0.5%, and Nasdaq futures slid after their second-worst loss since April's tariff shock. Treasuries held steady, the dollar climbed for a third straight day, and oil edged higher following a volatile prior session. We examine the broader market landscape with Ritesh Ganeriwal, Head of Investment & Advisory at Syfe.Meanwhile, attention is turning to Jackson Hole, where Fed Chair Jerome Powell will speak Friday. Traders are nearly certain a September rate cut is coming, but Powell's tone could shape the longer-term policy outlook. With July CPI showing tame goods inflation but sticky services prices, investors are looking for guidance on how aggressively the Fed may ease into 2026. We look at the prospective path of rate policy with Gene Goldman, Chief Investment Officer at Cetera Financial Group.See omnystudio.com/listener for privacy information.

Chicago Federal Reserve President Austan Goolsbee joins Mark and Cris to talk about the economy and monetary policy. He explains that the up and down tariffs and other economic policies have thrown lots of dirt in the air, so to speak, complicating things for the Fed and thus delaying the normalization of interest rates. He also weighs in on the policy response to the financial crisis and the economic repercussions of artificial intelligence. And tune in to hear why he wants to be 80% Paul Volker and 20% Muhammad Ali. Guest: Austan Goolsbee, President of the Federal Reserve Bank of ChicagoHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

On this episode of The Horizon, John discusses the complex forces influencing interest rates, inflation, and investment strategy in today's real estate market. He breaks down Wall Street's predictions for Fed rate cuts, explains why the Federal Reserve is likely to hold steady due to policy uncertainty—especially around tariffs, immigration, and supply chains—and challenges the idea that waiting to buy or sell will yield better opportunities. John also explores how cap rates, treasury yields, and government deficits intersect with real estate performance, ultimately advising investors to seek deals with built-in value or value-add potential rather than attempting to time the market. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, David Faber and Mike Santoli discussed stocks extending Monday's losses after the broader market snapped its nine-day win streak. The Fed's two-day policy meeting also in the spotlight ahead of Wednesday's decision on interest rates. The anchors explored Palantir shares taking a hit despite upbeat results and guidance: What's next for what has been a high-flying stock? Also in focus: An AI warning from legendary investorPaul Tudor Jones, Ford suspends guidance in wake of tariffs, what CEOs at the Milken Institute Global Conference told David about the macro environment.   Squawk on the Street Disclaimer