Podcasts about federal open market committee fomc

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Best podcasts about federal open market committee fomc

Latest podcast episodes about federal open market committee fomc

Key Wealth Matters
Market ‘Rebound' and Pause on Tariffs

Key Wealth Matters

Play Episode Listen Later Apr 14, 2025 27:16


In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into CPI inflation, initial unemployment claims, tariffs, the equities and bond market, and rate cuts.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities03:48 – The Bureau of Labor Statistics released a favorable Consumer Price Index (CPI) inflation report showing inflation for March, month-over-month, declined for the first time since May 2020, at -0.1%04:47 – Initial unemployment claims for the week ending April 5 were reported at 223,000, remaining stable05:41 – Comments on the considerable market volatility, within the equities market, brought on by recent U.S. tariff policies 11:41 – Mentions of ‘Prospect Theory', and a reminder of its principles, as the equities market, more specifically the Volatility Index (VIX), looks to be in crisis mode 14:20 – Remarks on bond market volatility and its effect on credit spreads, investment grades and yields19:08 – While a 90-day pause on reciprocal tariffs has been announced by the President, the Federal Reserve (Fed) may follow suit with a pause on cutting rates at the next two upcoming Federal Open Market Committee (FOMC) meetings20:10 – Final comments on what U.S. companies are doing to prepare earnings guidance for the second quarter (Q2:2025) after the uncertainty regarding tariffsAdditional ResourcesKey Questions: Do Cracks in the Credit Markets Mean US Corporates' Financial Health Has Cracked? | Key Private BankKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

AHR Weekly Market Update Podcast
Titan Wealth Weekly Market Update - Monday 24th March

AHR Weekly Market Update Podcast

Play Episode Listen Later Mar 24, 2025 3:07


Welcome to this week's Titan International market review for the week ending 23rd March 2025. US equity markets broke a run of weekly losses, eking out modest gains, while European bourses extended their strong start to the year. The US Federal Reserve held interest rates steady at its March meeting, maintaining the federal funds rate in the 4.25%–4.50% range for a second consecutive time. Updated projections from the Federal Open Market Committee (FOMC) suggest officials still anticipate two rate cuts in both 2025 and 2026, according to the so-called "dot plot". Across the Atlantic, the Bank of England struck a more hawkish tone. Meanwhile in Asia, the Bank of Japan opted to keep its short-term interest rate steady at 0.5%, as expected. In China, economic data painted a more upbeat picture. That's all for this week's Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com. 

Key Wealth Matters
What Can we Observe from International Markets?

Key Wealth Matters

Play Episode Listen Later Mar 14, 2025 24:25


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, CPI and PPI data, the equities market, tariffs, foreign government spending, the credit market, and the upcoming FOMC meeting.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyDonald Saverno, Director of Investment ResearchRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities01:46 – The Job Openings and Labor Turnover Survey (JOLTS) report was outlined 7.7 million job openings for January 01:58 – Both Consumer Price Index (CPI) and Producer Price Index (PPI) reports were released with CPI inflation down 0.2% from January, reporting at 2.8% for February02:56 – Comments on the recent equities market volatility after this week's 10% drop09:48 – Comments on tariffs and government spending among other foreign markets such as Europe and China; While the U.S. equities market seems to be in a down trend, other nations don't seem to share the same trend15:59 – Comments on the admirable resilience of the credit market, investment grades, and high yield bond spreads due to an abundance of liquidity 18:18 – Expectations for the upcoming Federal Open Market Committee (FOMC) meeting  and how recent economic data such as CPI, PPI, and PCE inflation rates and reports may affect the conversationAdditional ResourcesKey Wealth National Call Replay Key Questions: How Much Tech Do You Really Own? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedInKBCM Disclosure

Key Wealth Matters
Will AI Live Up to The Hype?

Key Wealth Matters

Play Episode Listen Later Feb 3, 2025 24:34


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into fourth quarter GDP, PCE inflation, the FOMC meeting, the equities market, and artificial intelligence (AI).  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed Income Portfolio Management George Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities02:01 – Gross Domestic Product for the U.S. fourth quarter 2024 advance estimate, at an annualized rate, was 2.3%. 02:42 – The Personal Consumption Expenditures (PCE) price index was released and measured inflation at 2.8% year-over-year for December, excluding food and energy 03:20 – A recap of this week's Federal Open Market Committee (FOMC) meeting11:12 – Comments on the DeepSeek panic earlier this week in the tech industry, and how it's been affecting the equities market16:39 – Remarks on the AI ‘killer app' and its benefits to the economy. Additional ResourcesKey Questions: Will AI Live Up to The Hype? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

AgriTalk
AgriTalk-January 28, 2025

AgriTalk

Play Episode Listen Later Jan 28, 2025 41:51


The price of eggs is still going up as the battle against avian influenza rages on. Iowa Secretary of Agriculture Mike Naig joins us to provide an overview of the situation. With the Federal Open Market Committee (FOMC) meetings today and tomorrow, we again welcome the informed perspective of Dr. Vince Malange of LaSalle Economics. We discuss potential fed rate changes, economic trends for the year, and various factors that play a role in the economy.See omnystudio.com/listener for privacy information.

Key Wealth Matters
A New Chapter Begins

Key Wealth Matters

Play Episode Listen Later Jan 27, 2025 21:27


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, the equities market, interest rates, and the upcoming FOMC meeting.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities01:18  – Initial unemployment claims for the week ending January 18th came in at 223,00002:05 – Remarks on the unexpected surge in stock market participation (breadth) amid the inauguration of a new presidential administration  08:31 – As Trump 2.0 takes shape, we hear how the president will potentially attempt to influence the Federal Reserve (Fed) to lower interest rates13:33 – Final comments on this week's data trends, the upcoming Federal Open Market Committee (FOMC) meeting, and recent presidential orders enacted this week Additional ResourcesKey Questions: Will AI Live Up to The Hype? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

CIO Weekly Investment Outlook
All eyes on the U.S.

CIO Weekly Investment Outlook

Play Episode Listen Later Jan 27, 2025 9:59


In this week's PERSPECTIVES Weekly podcast, the Private Bank's Chief Investment Officer for the Americas, Deepak Puri, reflects on what has been an historic and eventful past week with the new U.S. president taking office. He also outlines what investors should keep on their radar in the context of U.S. politics over the coming months.Looking into this week, Deepak provides key insights on the upcoming central bank meetings with the Federal Open Market Committee (FOMC) and European Central Bank (ECB) set to meet, and elaborates on what to look out for with the earnings season in full swing. For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Key Wealth Matters
Guess Who's Back?

Key Wealth Matters

Play Episode Listen Later Jan 22, 2025 21:25


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, CPI data, the stock and bond markets, tariffs, the debt ceiling, and Key Wealth's 2025 Outlook.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities02:07 – The Federal Reserve released its Beige Book in advance of the Federal Open Market Committee (FOMC) meeting on January 29th03:21 – The Consumer Price Index (CPI) was reported at 0.4% on all items for the month of December, and excluding food and energy, the CPI was reported at 0.2%06:48 – As we ease into 2025, we hear about the equities market and the CPI data's effect on it10:07 – Amid Treasury Secretary Designate, Scott Bessent's confirmation, and the plan to gradually increase tariffs, we hear comments on how it may affect the bond market and inflation15:05 – Remarks on Bessent's recent comments on the concept of potentially removing the US debt ceiling and the bond market's skepticism that it could be accomplished 16:10 – Final comments highlighting the recent release of Key Wealth's 2025 OutlookAdditional ResourcesKey Questions: Are Financial Stocks More Attractive Under a Second Trump Administration? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

Key Wealth Matters
Market Minutes Recap - Market Update (Perspectives on the FOMC meeting, GDP, and predictions for 2025)

Key Wealth Matters

Play Episode Listen Later Dec 20, 2024 22:37


In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the FOMC meeting, GDP, and predictions for 2025.  Speakers:Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Portfolio Management George Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities01:31 – The Federal Reserve (Fed) cut rates by 25 basis points at the recent Federal Open Market Committee (FOMC) meeting01:56 – The Bureau of Economic Analysis released the third quarter GDP analysis, showing an increase at an annual rate of 3.1%03:34 – A recap from this week's FOMC meeting06:42 – Comments on the sharp reaction from the markets after the confusion surrounding the FOMC meeting and Fed Chair Powell's press conference08:30 – Comments on the hawkish rate cut, and what we can expect from the Fed going into 202511:33 – The team gives their perspectives on what surprised them in the economy this past year in 202414:36 – The team gives their predictions on what economic activity can be expected in 2025Additional ResourcesKey Questions: Investment Manager Outperformance: Skill vs. Luck | Key Private BankKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

AgriTalk
AgriTalk-December 17, 2024

AgriTalk

Play Episode Listen Later Dec 17, 2024 41:53


We have Dr. Vince Malange of LaSalle Economics join us to discuss potential outcomes from the Federal Open Market Committee (FOMC) meeting plus Summit Carbon Solutions CEO Lee Blank provides an update to their carbon capture and storage project.See omnystudio.com/listener for privacy information.

Schwab Market Update Audio
After Monday's Drop, Wall Street on Yield Watch

Schwab Market Update Audio

Play Episode Listen Later Dec 10, 2024 5:08


Investors have their eyes on Treasury yields following Monday's losses fueled partly by a yield rally. Rates could stay in focus ahead of Treasury auctions and CPI later this week.Here is Schwab's early look at the markets for Tuesday, December 10th: Major indexes begin the day licking their wounds and watching the bond market after moderate losses Monday to start a week dominated by U.S. inflation data and central bank meetings. Stocks finished near their lows yesterday, potentially putting the market in a weak spot on the charts as Tuesday dawns.Treasury yields rose across much of the curve Monday amid worries about tomorrow's Consumer Price Index (CPI) data and reaffirmation by President-elect Trump that he stands by his tariff and deportation policies, which the market see as inflationary.  Adding to pressure on bonds, which move the opposite direction of yields, was The New York Federal Reserve's November consumer inflation expectations for the year ahead climbing to 3% from 2.9% in October. That followed year-ahead inflation expectations jumping to 2.9% from 2.6% in Friday's University of Michigan's preliminary December consumer sentiment report, the highest in six months. "CPI & PPI loom large this week, and markets will be fixated on this inflation data," said Joe Mazzola, head trading and derivatives strategist at Schwab.Besides CPI, tomorrow brings a rate decision from the Bank of Canada followed by Thursday's expected rate cut by the European Central Bank (ECB). The CPI data and Thursday's Producer Price Index (PPI) could have a large impact on the U.S. rate outlook, but the Fed is seen almost certainly lowering rates when it gathers next week. Tech stumbled to start the week after driving last week's rally to record highs. The softness surfaced after China announced an anti-trust investigation into Nvidia (NVDA), which weighed on Nvidia and most other semiconductor stocks. Tech may find itself under more pressure today after Oracle (ORCL) disappointed late Monday with earnings that missed analysts' average estimate. Revenue came in as expected, dominated by AI-driven cloud performance, but shares fell 7% in pre-market trading. While Nvidia and semiconductors weighed on tech yesterday thanks partly to Beijing, not all the China news was bearish. China's Politburo shifted to looser monetary policy and promised more stimulus. This gave U.S.-listed Chinese stocks a boost and appeared to help U.S. gold mining and European luxury goods makers that might benefit from increased Chinese demand. Apple (AAPL), with a large presence in the Chinese market, registered a new all-time high Monday.  As of late Monday, traders saw an 86% chance rates will fall 25 basis points at the conclusion of the Federal Open Market Committee (FOMC) meeting December 17–18 and a 14% chance of no move, based on the CME FedWatch Tool. It's unlikely the Fed would want to rock the boat by pausing next week with the market primed for a cut. But the central bank might deliver a so-called "hawkish trim," meaning it could lower rates and also express caution in its updated projections and Fed Chairman Jerome Powell's press conference. Heading into Tuesday, the question is whether Wall Street sees any "buy the dip" action after Monday's washout. The worst performing S&P 500 sector yesterday was mega-cap dominated communication services, while only the defensive health care sector made any gains.The S&P 500® index (SPX) fell 37.42 points (0.61%) Monday to 6,052.85; the Dow Jones Industrial Average®($DJI) slipped 240.59 points (0.54%) to 44,401.93; and the Nasdaq Composite®($COMP) fell 123.08 points (0.62%) to 19,736.69.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political 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.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(1124-0130)

Talks from the Hoover Institution
Emerging Technology And The Economy | Hoover Institution

Talks from the Hoover Institution

Play Episode Listen Later Dec 7, 2024 65:05


Friday, December 6, 2024  Hoover Institution | Stanford University The Hoover Institution held a conversation with President and CEO of the Federal Reserve Bank of San Francisco, Mary C. Daly and Hoover Institution Senior Fellow, John H. Cochrane on Emerging Technology and the Economy on Friday, December 6th at 10:00 a.m. in the Shultz Auditorium, George P. Shultz Building.​ About the Speakers Mary C. Daly is President and CEO of the Federal Reserve Bank of San Francisco, where she contributes to shaping U.S. monetary policy as part of the Federal Open Market Committee (FOMC). A labor and public policy economist, Daly is devoted to research and to ensuring that it is translated into practices that improve the lives of everyone. In addition to her work with the Federal Reserve, Daly has served as a visiting professor at Cornell University and UC Davis, and has been an advisor to the Congressional Budget Office, the Library of Congress, and the Social Security Administration. Daly is known for her ability to communicate and is a frequent speaker in the U.S. and internationally. She also hosts an award-winning podcast, Zip Code Economies. Daly holds a bachelor's degree from the University of Missouri-Kansas City, a master's degree from the University of Illinois Urbana-Champaign, a Ph.D. in economics from Syracuse University, and completed a post-doctoral fellowship at Northwestern University. John H. Cochrane is the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution. He is also a research associate of the National Bureau of Economic Research and an adjunct scholar of the CATO Institute. Before joining Hoover, Cochrane was a Professor of Finance at the University of Chicago's Booth School of Business, and earlier at its Economics Department. He was a junior staff economist on the Council of Economic Advisers (1982–83). His most recent book is The Fiscal Theory of the Price Level. Cochrane frequently contributes editorial opinion essays to the Wall Street Journal. He maintains the Grumpy Economist blog. Cochrane earned a bachelor's degree in physics at MIT and his PhD in economics at the University of California at Berkeley. 

Key Wealth Matters
Market Minutes Recap - Market Update (Perspectives on the Purchasing Manager's Index, the recent U.S. presidential election, the equities and bond markets, and the recent FOMC meeting)

Key Wealth Matters

Play Episode Listen Later Nov 13, 2024 23:15


In this week's jam-packed Market Minutes recap, hear from our team of experts as they share their perspectives on the latest economic reports. Our panel shares detailed insights into the Purchasing Manager's Index, the recent U.S. presidential election, the equities and bond markets, and the recent FOMC meeting. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed Income Portfolio Management George Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities02:33 – The Purchasing Manager's Index (PMI) was released for both manufacturing, showing a continuous decline, and for services, showing a continuous expansion reporting the highest read since July 202204:17 – Comments on the recent U.S. presidential election and the outcome of the president elect07:45 – Comments on how the recent U.S. presidential election may affect the equities market and the performance we might expect to see for the next 4 years11:57 – Despite the equities market cheers regarding the U.S. presidential election results, the bond market is preparing for the new administration's fiscal policy that may lead to higher debt and deficits with a risk of a rise in inflation14:43 – A recap of Thursday's Federal Open Market Committee (FOMC) meeting and their decision to cut the federal funds rate by 25 basis points, making the new target rate the range of 4.50% – 4.75%18:20 – Final thoughts on Federal Reserve Chairman, Jerome Powell's statement: “with reference to interest rates cuts, we are on the right path, but we don't yet know the right pace” as well as the Federal Reserve's independenceAdditional ResourcesKey Questions: The Yield Curve Has Un-inverted. Now What? | Key Private BankKey Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

X22 Report
Big Pharma Panic,At What Stage Of The Game Do You Play The Trump Card?Now They All Lose – Ep. 3494

X22 Report

Play Episode Listen Later Nov 8, 2024 77:59


Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture Germany is economy is falling apart, they are pushing the green party out, now the people aren't getting the electric because of  no wind and no sun. UK cuts rates. Iran's currency declines. The [CB] cut rates early, setting the stage. Powell says he will not go if Trump asks him. Big Pharma is now panicking, one CEO has resigned and the others had a meeting. The [DS] is now pushing protests in different cities. Are they gearing up for another insurrection? Trump has declassified all the information, at what stage of the game do you play the Trump card. Now they all lose.   (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/disclosetv/status/1854461646074196257 https://twitter.com/BitcoinMagazine/status/1854513438199885971 https://twitter.com/DeepakRai98836/status/1854305773058498919?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1854305773058498919%7Ctwgr%5E60c6e1d9350834d4ed4042c1f409f7712ada031b%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2024%2F11%2Firans-currency-hits-all-time-low-following-president%2F   Fed cuts interest rates in first meeting since Trump win The Federal Reserve on Wednesday cut interest rates by a quarter of a percentage point, welcome news for consumers who have been struggling with higher rates. After a two-day meeting of its monetary policy committee in Washington, D.C., the Fed announced it would move its rate target to 4.50% to 4.75%. Investors anticipated the move after the central bank's bigger half percentage point cut at its September meeting.  Source: washingtonexaminer.com Powell says he would not resign as Fed chief if Trump asked for his resignation  Federal Reserve Chairman Jerome Powell said Thursday that the president does not have the legal power to fire or demote him. When asked whether he would step aside if President-elect Donald Trump asked him to resign, Powell simply said: “No.” Source: cnbc.com Legal Basis: Section 10 of the Federal Reserve Act specifies that members of the Board of Governors, including the Chairman, can be removed "for cause" by the President. However, what constitutes "for cause" isn't explicitly detailed in the law, but traditionally, it has been interpreted to mean serious misconduct like inefficiency, neglect of duty, or malfeasance in office. Policy disagreements generally do not suffice as cause for removal. Practical Considerations: Legal Challenge: If a President attempted to remove the Chairman without clear cause, the Chairman could potentially challenge this in court, which might lead to a Supreme Court decision defining what "for cause" means in this context. Federal Reserve Structure: Even if removed from the chairmanship, the individual might still serve as a Governor if their term hasn't expired, potentially retaining influence over policy through voting rights on the Federal Open Market Committee (FOMC). Trump's tariffs will contribute to the US economic boom Trump's tariffs (coupled with his reduction in the corporate income tax for American producers) would encourage businesses to build new factories in the United States.  In his commentary “Trump's Most Misunderstood Policy Proposal,” Cass pointed out that Americans, not foreign workers, get the wages when products are produced in the United States.  He also pointed out that manufacturing drives long-term growth: Manufacturing drives innovation.

Key Wealth Matters
Market Minutes Recap - Market Update (Perspectives on retail sales, the FOMC recap, and the equities market)

Key Wealth Matters

Play Episode Listen Later Sep 20, 2024 23:58


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed IncomeRajeev Sharma, Head of Fixed IncomeConnor Cloetingh, Senior Equity Analyst01:51 – The preliminary retail sales report for August showed a significant decline from 1.1% in July to 0.1% in August  03:56 – The Federal Open Market Committee (FOMC) met Wednesday and moved forward with an unexpected interest rate cut of 50 basis points 11:17 – Additional comments on the FOMC meeting and what can be expected for the remainder of the year; The Fed plans to shift its focus from inflation to the labor market; in addition, the market is expecting an additional 75 basis points to be cut by the end of the year, which differs slightly from the Fed's estimate of 50 basis points14:27 – Remarks on why the Fed chose to cut rates by 50 basis points instead of starting with a 25 basis point rate cut 18:56 – Comments on the equity market and its performance since Wednesday's FOMC meeting Additional ResourcesKey Questions: 25 or 50... Is That Really the Question? | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

Liberty Roundtable Podcast
Radio Show Hour 2 – 09/17/2024

Liberty Roundtable Podcast

Play Episode Listen Later Sep 17, 2024 54:50


* Guest: Nathan Worcester, politics reporter at The Epoch Times - TheEpochTimes.com * Kamala Harris has sat for just one and a half interviews since she was anointed the Democratic nominee. Meanwhile, Donald Trump just survived a second assassination attempt. So, it's seemingly easier to threaten the life of the Republican nominee than it is to interview the Democratic one. That really says all you need to know about the state of American politics - DailyCaller.com * In Michigan, Vance Emphasizes Illegal Immigrant Crime! * 55 to 60 Arrested During Violent DNC Protests: Chicago Police - Three journalists were among those taken into custody, according to Superintendent Larry Snelling. * As Trump Readied His Putt, He Heard 'Pop, Pop' of Gunfire! * How did Trump's would-be assassin know about the president's unplanned activities? * Eric Trump: 'My father is running out of lives here,' * Eric Trump told Megyn Kelly people need to "entertain" the idea that the second assassination attempt against Trump could be an "inside job". * Eric Trump urged viewers to "entertain everything" after Kelly pressed him on the possibility that the attack could have been an inside job as Trump wasn't officially scheduled to be at the golf course. * Oregon DMV Admits To Wrongfully Registering Hundreds Of Non-citizens To Vote! In the latest object lesson in why we need voter ID laws and why motor-voter initiatives are a terrible idea, the Oregon Department of Motor Vehicles quietly announced late last week that over 300 non-citizens had been accidentally registered to vote. Furthermore, The Oregonian's report on the matter seemed to indicate a number of these 306 people illegally registered to vote were also here illegally, as well. * Three Democratic senators urged the Federal Open Market Committee (FOMC) to aggressively cut its federal funds rate at its September meeting in an effort to jolt the economy as the November presidential election draws near. Massachusetts Democratic Sen. Elizabeth Warren, Colorado Democratic Sen. John Hickenlooper and Rhode Island Democratic Sen. Sheldon Whitehouse requested the Fed issue a 0.75% cut at the FOMC meeting on Tuesday and Wednesday - three times its usual quarter-point move, according to a letter sent by the senators to Federal Reserve Chairman Jerome Powell on Monday. * Lower interest rates would mean a lower cost of borrowing for businesses and consumers, which could spur economic growth, and, consequently, boost the Democrats chances of keeping the White House come November. "If the Fed is too cautious in cutting rates, it would needlessly risk our economy heading towards a recession," the senators wrote.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Kristina Hooper, Chief Global Market Strategist, Invesco shares her expert take on the size of rate cut that the Federal Open Market Committee (FOMC) is likely to decide on on this week, risk that investors should be watching out for when the retail numbers are released tomorrow and whether there's a sign of weakness among consumers on big ticket purchases. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Getty ImagesSee omnystudio.com/listener for privacy information.

Key Wealth Matters
Market Minutes Recap - Market Update (Perspectives on the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth National Call)

Key Wealth Matters

Play Episode Listen Later Aug 23, 2024 24:40


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the U.S. Leading Indicators, nonfarm payrolls, existing home sales, the Jackson Hole Symposium, the July FOMC meeting minutes, and the upcoming Key Wealth National Call.Speakers: Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed Income Portfolio ManagementRajeev Sharma, Head of Fixed Income 02:19 - The US Leading Indicators released by The Conference Board showed the month of July was down and that was followed by a decline in June, as well02:45 – The Bureau of Labor Statistics revised the Nonfarm Payroll report for the prior year by roughly 818,000 less 03:09 – Existing home sales grew 1.3% in July, halting the four-month sales decline which began in March03:46 – The Federal Reserve Chair, Jerome Powell, spoke at the Jackson Hole Symposium just hours ago04:53 – The Federal Open Market Committee (FOMC) released the meeting minutes from July's meeting. The overall theme observed was wide support for a September rate cut as the inflation risk has diminished and the risks to the labor market have increased06:38 – During Fed Chair Powell's press conference this morning, he addressed changing the direction of monetary policy as inflation has eased, the job market is not overheated, and the global supply chain has normalized. However, for rate cuts, the Fed will depend on incoming data08:33 – Fed Chair Powell seemed to have balanced and neutralized comments at his press conference this morning in regards to cutting rates by 25 basis points in September, but only if the data is encouraging 15:07 - Based on previous economic strategy, it seems that the Fed typically cuts rate by 25 basis points before it loosens or tightens its policies to not incite panic in the market. Even so, is the Fed too late to the game? 20:50 – Final comments highlighting the upcoming Key Wealth National Call Wednesday, September 4th at 1:00pm EST. Additional ResourcesKey Questions: "You're Killin' Me Smalls!" Will Small Caps Ever Outperform Again | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

Key Wealth Matters
Market Minutes Recap - Market Update (Perspectives on the JOLTS report, the Case-Shiller, the Employment Cost Index, the Employment Situation Summary, the recent FOMC meeting, and the VIX index)

Key Wealth Matters

Play Episode Listen Later Aug 2, 2024 21:59


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the JOLTS report, the Case-Shiller, the Employment Cost Index, the Employment Situation Summary, the recent FOMC meeting, and the VIX index. Speakers: Brian Pietrangelo, Managing Director of Investment StrategyCindy Honcharenko, Director of Fixed Income Portfolio ManagementGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:16 – The job Openings and Labor Turnover Survey (JOLTS) reported the amount of job openings remained unchanged as 8.2 million for June01:33 – The S&P CoreLogic Case-Shiller reported 5.9% annual of gains for May. This continues to support that home sale demand is high, however the inventory of homes is low01:58 – The Employment Cost Index measured wages and salaries increased to 4.2% in June 02:36 – The Employment Situation Summary showed unemployment increased to 4.3% for July 03:35 – The Federal Open Market Committee (FOMC) met Wednesday and decided to leave rates unchanged at 5.25% – 5.5%. While the economic outlook is uncertain, Fed Chair Powell didn't directly use language that hinted towards there may or may not be a rate cut in soon06:48 – The Fed seems to have inflation close to their intended target of 2%, now it seems their focus will soon shift from inflation to prioritizing normalization within the labor market09:25 – Comments on the Fed, and that the market anticipates two to three rates cuts by the end of the year due to the release of recent labor reports 14:03 – Comments on the stock market and highlighting the VIX index spiking to 24.5% signaling the economy getting back to a more normal volatility market Additional ResourcesKey Questions: "You're Killin' Me Smalls!" Will Small Caps Ever Outperform Again | Key Private Bank Key Questions | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

AgriTalk
AgriTalk-July 23, 2024

AgriTalk

Play Episode Listen Later Jul 23, 2024 41:54


With the next Federal Open Market Committee (FOMC) meeting coming up next week we wanted to get an informed perspective for a preview and there's no one better than Dr. Vince Malanga of LaSalle Economics. Similarly, there's no one better to talk ag policy with than Pro Farmer policy analyst Jim Wiesemeyer and he shares perspective on Vice President Harris's campaign.See omnystudio.com/listener for privacy information.

Blockchain DXB

Show Notes for Blockchain DXB + Society X Live Podcast **Date:** Thursday, 13th June **Time:** 10:00 AM GST **Duration:** Approximately 45 minutes to 1 hour **Platform:** LinkedIn Live #### Hosts: - **RA George** from Blockchain DXB - **Markose Chentittha** from Society X #### Topics Covered: 1. **Double Whammy: Bidenflation and Inflation at 3.3%** - Analysis of the recent Consumer Price Index (CPI) report - Discussion on inflation rates: Slightly lower but still elevated - **Impact on Crypto:** - Market reaction with crypto prices rising - The role of the Federal Open Market Committee (FOMC) and its influence on the crypto market 2. **Press Conference Highlights:** - Inflation trends over the past two years - Ongoing geopolitical issues: - Russia vs. Ukraine conflict - Israel vs. Palestine tensions - Focus on efforts to reduce interest rates - Discussion on Bidenomics and its implications for the economy and crypto 3. **Is Bitcoin & Crypto Inflation Resistant?** - Examination of Bitcoin and other cryptocurrencies as hedges against inflation - Emerging trends in smart wallets: - Coinbase and Circle launching smart wallets for the Solana blockchain - Assessment of any potential compromises - Emphasis on user experience improvements 4. **Grants and Funding in the Crypto Space:** - Arbitrum's $237 million gaming proposal and community reactions - Polygon's $720 million funding initiative: - Two grant tracks: General Grant Track and Consumer Crypto Track - Application period from June 11 to August 31 5. **Market Updates:** - Anticipation for Ethereum ETF trading to commence - Shift from DEX (Decentralized Exchanges) to CEX (Centralized Exchanges): - A positive daily increase of 24% - Stablecoins: - Comparison of market cap vs. 24-hour volume - Key metrics to monitor 6. **LinkedIn Observations:** - Rising trend of AI and Blockchain news on LinkedIn - Highlights from Erich Vorhees' episode with "What Bitcoin Did" - Insights from Talal Tabba, CEO of Rain, on AI and Bitcoin as a medium of payment 7. **Society X Update:** - Markose Podcast developments - Announcements and future plans 8. **Blockchain DXB Update:** - Celebration of the 500th episode published on 6th July - Tips on "How to Start a Podcast" **Thank you for joining us!** Don't forget to subscribe to our podcast and follow us on LinkedIn for the latest updates and episodes.

On Investing
How Are Money Market Funds Managed?

On Investing

Play Episode Listen Later May 24, 2024 33:05


In this episode, Kathy interviews Linda Klingman and Lynn Paschen about money market funds. They discuss the structure and types of money market funds, the history of their popularity, and how they are managed. They also touch on the differences between retail and institutional money market funds, the impact of Fed policy on money market funds, and reforms taking place in the industry. Lynn and Linda also offer their views on the number of rates cuts in 2024 and where long-term Treasury yields are headed.Finally, Kathy and Liz Ann offer their outlook on what investors should be watching in next week's economic data and indicators.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The 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.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. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.All corporate 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. Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.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.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of an investment at $1.00 per share, it is possible to lose money by investing in the fund.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc. Schwab Asset Management and Charles Schwab & Co., Inc., Member SIPC, /Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.Zero interest-rate policy (ZIRP) is a macroeconomic concept describing conditions with a very low nominal interest rate, such as those in contemporary Japan and in the United States from December 2008 through December 2015 and again from March 2020 until March 2022 amid the COVID-19 pandemic. ZIRP is considered to be an unconventional monetary policy instrument and can be associated with slow economic growth, deflation and deleverage.Net asset value (NAV) is the value of an entity's assets minus the value of its liabilities, often in relation to open-end, mutual funds, hedge funds, and venture capital funds.The New York Fed conducts repo and reverse repo operations each day as a means to help keep the federal funds rate in the target range set by the Federal Open Market Committee (FOMC). Operation results include all repo and reverse repo operations conducted, including small value exercises.(0524-467X)

AURN News
Fed Minutes Show Inflation Battle Dragging On Longer Than Expected

AURN News

Play Episode Listen Later May 22, 2024 1:45


(AURN News) - The Federal Reserve remains locked in an intense battle against stubbornly high inflation, with policymakers signaling the road ahead will be longer and bumpier than previously anticipated, according to minutes from their latest Federal Open Market Committee (FOMC) meeting released Wednesday.  "Domestic data releases over the intermeeting period pointed to inflation being more persistent than previously expected and to a generally resilient economy," the minutes indicated. While overall inflation has eased over the past year, the minutes also reveal concerns that progress has stalled recently. Consumer prices, as measured by the personal consumption expenditures (PCE) index, "slowed significantly over the past year but had moved up slightly in recent months,” according to the minutes.  The FOMC also indicated in their meeting that inflation remained stubborn when it comes to both goods and services. "Participants observed that while inflation had eased over the past year, in recent months there had been a lack of further progress toward the Committee's 2 percent objective. The recent monthly data had showed significant increases in components of both goods and services price inflation," the minutes said.  Policymakers also voiced worries about inflation's continued financial impacts, noting, "Participants generally commented that they remained highly attentive to inflation risks. They also remained concerned that elevated inflation continued to harm the purchasing power of households, especially those least able to meet the higher cost," the notes said.  "Participants noted that they continued to expect that inflation would return to two percent over the medium term. However, recent data had not increased their confidence in progress toward two percent and, accordingly, had suggested that the disinflation process would likely take longer than previously thought."  While the Fed has indicated some progress, we are now learning that inflation is a tougher foe than expected.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro Musings with David Beckworth
Roberto Perli on the Past, Present, and Future of the Fed's Balance Sheet

Macro Musings with David Beckworth

Play Episode Listen Later May 20, 2024 50:25


Roberto Perli is the manager of the System Open Market Account (SOMA) and a senior leader in the New York Fed's Markets Group. In his role, Roberto is responsible for implementing monetary policy at the direction of the Federal Open Market Committee (FOMC). Roberto is also a returning guest to the podcast, and he rejoins Macro Musings to talk about a recent speech he made titled, *Balance Sheet Reduction: Progress to Date and a Look Ahead.* Specifically, David and Roberto discuss the Fed's recent balance sheet activities, the basics and functionality of the overnight reverse repo facility, the importance of slowing down the Fed's balance sheet runoff, and much more.   Transcript for this week's episode.   Roberto's NY Fed profile Roberto's Twitter: @R_Perli   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *Balance Sheet Reduction: Progress to Date and a Look Ahead* - Remarks by Roberto Perli at the 2024 Annual Primary Dealer Meeting, Federal Reserve Bank of New York   Timestamps:   (00:00:00) – Intro   (00:04:49) – Breaking Down the Role of SOMA Manager   (00:08:43) – Recapping the Fed's Balance Sheet Activities   (00:11:04) – How to Think About Quantitative Tightening   (00:13:19) – Breaking Down the Overnight Reverse Repo Facility   (00:20:42) – Slowing Down the Runoff and the Future of QT   (00:26:48) – How to Determine the Critical Level of Reserves   (00:33:03) – The Structural Demand for Bank Reserves Over Time   (00:38:55) – The Advantages of the Floor Operating System   (00:47:49) – Reserve Supply Focus Moving Forward   (00:49:44) – Outro

Macro Musings with David Beckworth
Mary Daly on Fed Policy, the Economic Impacts of AI, and the Future of the Fed's Framework

Macro Musings with David Beckworth

Play Episode Listen Later May 13, 2024 61:55


Mary Daly is the president and CEO of the Federal Reserve Bank of San Francisco, a voting member of the Federal Open Market Committee (FOMC), and is also a 28-year veteran of the Federal Reserve System. President Daly joins David for this special live episode of Macro Musings to talk about her non-linear career path to the world of monetary policy, the long-term economic impacts of AI, the future outlook for Fed policy and the Fed's framework, and much more.   Transcript for this week's episode.   Mary's Twitter: @MaryDalyEcon Mary's San Francisco Fed profile   David Beckworth's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   *Facts, Fears, and Functionality of NGDP Level Targeting* by David Beckworth   Timestamps:   (00:00:00) – Intro   (00:01:30) – Mary Daly's Background   (00:06:09) – Recent Inflationary Trends and the Future of Fed Policy   (00:15:39) – The Trajectory of R-Star Over the Medium to Long-Run   (00:19:06) – The Long-Term Economic Impacts of AI   (00:29:51) – Expectations for the Upcoming Fed Framework Review   (00:33:35) – Prospects for Nominal GDP Targeting at the Fed   (00:36:58) – Fed Policymaking During an Election Year   (00:38:16) – Audience Q&A Period   (01:01:09) – Outro

AURN News
Fed Holds Rates Steady, Signals No Rate Cuts Soon

AURN News

Play Episode Listen Later May 2, 2024 1:45


WASHINGTON (AURN News) - The Federal Reserve left interest rates unchanged on Wednesday, maintaining its aggressive stance in the battle against stubbornly high inflation despite the growing economic risks. In a widely expected move, the central bank's Federal Open Market Committee (FOMC) kept its benchmark federal funds at 5.25% to 5.5%, which is still the highest level since 2007. However, the Fed signaled it is not ready to pivot from its current inflation-fighting monetary policy, pushing back against market expectations for rate cuts any time soon. The decision underscores the Fed's resolve to tame the highest inflation in decades, even as high borrowing costs increase the risk of an economic downturn. While overall inflation has gone down from last summer, it still remains well above the Fed's 2% target, driven by rapid price increases for housing, food, and other goods and services. “The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent,” the FOMC said in a statement. Wednesday's pause is a continuation of pauses that began in December 2023 when the Fed first chose not to raise rates, following an aggressive tightening cycle of 11 consecutive hikes. The burden of rapidly rising prices has been particularly hard for many Americans and especially the Black community. As the 2024 election campaign heats up, soaring consumer costs are expected to remain a central issue, with both Trump and Biden offering their vastly different visions to provide much-needed economic relief. Learn more about your ad choices. Visit megaphone.fm/adchoices

J.P. Morgan Insights (audio)
Dot-Plot Danger and QT Limits

J.P. Morgan Insights (audio)

Play Episode Listen Later Mar 18, 2024 12:32


This week, investors will be focused on the Fed's second Federal Open Market Committee (FOMC) meeting of the year.  They are widely expected to make no change in interest rates.  However, Fed communications will provide guidance on two important subjects:  First, they will update their summary of economic projections and their “dot-plot” forecast for the federal funds rate.  Second, and particularly in Chairman Powell's press conference, they will likely provide some further hints on when and how they could begin to phase out quantitative tightening.  While their messaging will likely continue to point towards monetary easing in the months ahead, the implied timing and extent of that easing could have major impact on markets.

WSJ's Take On the Week
Tale of Two Feds: Will Interest Rates Drop and is FedEx a Tech Company?

WSJ's Take On the Week

Play Episode Listen Later Mar 17, 2024 21:37


This week, the Federal Open Market Committee (FOMC) is expected to release another interest rate decision. Will the Federal Reserve's statements move the markets and disrupt the bullish momentum in the stock market? Torsten Slok, partner and chief economist at Apollo Global Management, joins us to share what specific phrases from the FOMC may indicate when rate cuts will come and gives us a hot take of his own about what the Fed's decision will be. Then, we're turning our attention to FedEx's earnings report expected on Thursday. The company has marketed new technologies in their business strategies, such as providing integral data from packaged delivery services that may excite investors. WSJ reporter Esther Fung and Heard of the Street editor Spencer Jakab join to explain how companies leaning into ‘tech' branding can affect their stocks and what they're looking to hear on this week's earnings call. Finally, we're turning up the volume on music royalties becoming asset-backed securities. WSJ's Los Angeles bureau chief Sarah Krouse joins to share why musicians like Bruce Springsteen are getting big deals from investors and what it means for markets. How can we better help you take on the week? We'd like to hear from you. Send us an email to takeontheweek@wsj.com.

Facing the Future
Monetary Policy at a Crossroads

Facing the Future

Play Episode Listen Later Feb 21, 2024 44:57


This week on Facing the Future we'll examine how policies of the Federal Reserve Board affect the economy and the budget. Did the Fed's "quantitative easing" go too far and last too long? Our guest is Thomas Hoenig, former President of the Federal Reserve Bank of Kansas City and a member of the Federal Open Market Committee (FOMC) from 1991 to 2011.

Millionaire Mindcast
2024 Market Mastery: Navigating Investment Challenges and Opportunities – A Deep Dive into Real Estate Trends, Stock Market Dynamics, and More! | Money Moves

Millionaire Mindcast

Play Episode Listen Later Jan 31, 2024 42:45


Introduction Hosts Matty A and Brian Breedwell kick off the episode discussing the recent NFL games, focusing on the 49ers' performance. Market Insights and Predictions Discussion shifts to financial topics, including the Federal Open Market Committee (FOMC) updates and the implications for the economy. Analysis of recent earnings reports and global events impacting the market. Insights into real estate trends, both in the residential and commercial sectors. Investment Strategies Conversation on strategic vs. tactical investment approaches. The importance of holistic financial planning and diversification across asset classes. Economic Outlook Discussion on various economic forecasts and opinions from institutions like the New York Fed and BlackRock. Evaluation of the housing market's resilience and future prospects. Impact of Media and Public Figures on Financial Decisions A critical look at how public figures like Robert Kiyosaki influence investor behavior. Examination of sensationalist claims in the media and their impact on individual investment choices. Closing Remarks Final thoughts on staying informed and making educated financial decisions in a volatile market. Encouragement for listeners to stay proactive in their financial journey. Segments: NFL Game Recap: Conversation about the recent San Francisco 49ers game, including team performance and game highlights. Economic and Financial Analysis: Discussion on the Federal Open Market Committee updates, stock market trends, and the state of various economic sectors. Real Estate Focus: Insights into the real estate market, including predictions and current trends. Immigration and Border Issues: Addressing the Texas border situation and its impact on state and federal government dynamics. Investment Strategies: Providing advice on investment approaches and market predictions, focusing on wealth growth and financial planning. Audience Engagement: Encouraging listeners to share videos and topics for future discussions. Conclusion: The podcast wraps up with a summary of the key points discussed, emphasizing the importance of informed investment and financial planning. Episode Sponsored By: Caldera Lab: Visit https://calderalab.com/MINDCAST or use the code MINDCAST to get 20% off! Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://mattaitchison.com/coaching/ and submit your application to join! Uplift Desk: Visit https://www.upliftdesk.com/mindcast or use the code MINDCAST for a 5% discount! Gusto: Visit https://www.gusto.com/millionairemindcast to get 3 Months free!

Late Confirmation by CoinDesk
MARKETS DAILY: Crypto Update | Why Traders Should Watch Private Financing and M&A, With Elliot Chun

Late Confirmation by CoinDesk

Play Episode Listen Later Jan 30, 2024 11:43


The latest price moves and insights with Jennifer Sanasie and guest Elliot Chun, partner at Architect Partners.To get the show every day, follow the podcast here.On "Markets Daily," host Jennifer Sanasie speaks with Elliot Chun, partner at Architect Partners, about tomorrow's Federal Open Market Committee (FOMC) meeting and the most important mergers and acquisitions in crypto.This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Markets Daily Crypto Roundup
Crypto Update | Why Traders Should Watch Private Financing and M&A, With Elliot Chun

Markets Daily Crypto Roundup

Play Episode Listen Later Jan 30, 2024 11:43


The latest price moves and insights with Jennifer Sanasie and guest Elliot Chun, partner at Architect Partners.To get the show every day, follow the podcast here.On "Markets Daily," host Jennifer Sanasie speaks with Elliot Chun, partner at Architect Partners, about tomorrow's Federal Open Market Committee (FOMC) meeting and the most important mergers and acquisitions in crypto.This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cryptopulse
E6 S3: Navigating Cryptocurrency's Complex Landscape for Six Years

Cryptopulse

Play Episode Listen Later Dec 21, 2023 29:20


  Celebrate with us as we mark six remarkable years navigating the twists and turns of the cryptocurrency landscape, transitioning from bright-eyed novices to a beacon of insight in the blockchain community. Our latest episode encapsulates the wisdom we've distilled from the market's boom and bust cycles and underscores the crucial role of diligent research and learning through experience. As we eye the consolidation of Bitcoin's price and the looming holiday break, we steer through the market's volatility and share our strategies for staying informed and prepared, regardless of the season's unpredictability. The tides of regulation and institutional interest are reshaping the horizon of crypto, and we're here to analyze the latest from the Federal Open Market Committee (FOMC) meeting and its impact on our beloved digital assets. With a side glance at the meme coin frenzy, exemplified by the likes of Bunkcoin, our discussion balances the thrill of high-stake investments with a grounded approach to navigating these waters. We're all about fostering a cautiously optimistic outlook as we move into the new year, bracing for the ripples of regulatory changes and the burgeoning influence of heavyweight investors on the crypto scene.   E6 S3 Episode Chapters (0:00:00) - Six Years in Crypto (0:05:46) - FOMC Meeting and Regulation in Crypto (0:20:10) - Exploring Green Energy and BRC20 Tokens (0:31:05) - Market Implications and Future Plans   Ways To Connect With Cryptopulse Twitter: https://twitter.com/crypto_pulse   Instagram: https://www.instagram.com/crypto_pulse     LinkedIn: https://www.linkedin.com/company/cryptopulse     Website: http://www.cryptopulse.co.uk    

Beyond Markets
The Week in Markets – Aggressive bets on global yields after Fed's dovish pivot

Beyond Markets

Play Episode Listen Later Dec 19, 2023 8:39


In this episode, we discuss the dovish pivot by the Federal Open Market Committee (FOMC) and Federal Reserve (Fed) chair, Mr Jerome Powell, that has pushed US treasury yields sharply lower. The market now prices in 150bps cut as early as March while the Fed median dots plot points only to a 75bps cut. As the market fully discount the Fed's dovish policy, officials are now trying to dial back expectations of an early cut. Although credit spread is not cheap, investors can still lock in yields before the rate cut in 2024. We have upgraded Emerging Market (EM) to an Overweight backed by positive view on Latin America and Asia two weeks ago. The shift in US rates is positive for EM as the central banks in this region can now focus on growth and protecting employment gains. With Asian credit spread at a six-year low, favorable technicals will continue to support Asia high grade (HG). We expect the net redemption trend in 2023 to persist into 2024. In addition, resilient fundamentals, a stable rating trend and diversification reasons from developed market could lead to flows back to the region. The path to lower US interest rates is not a linear one. We could see some treasury volatility with setback at around 4.25%. Investors can use the opportunity to add quality HG bonds and financials in the US and Asia.This is also the last The Week in Markets episode till Jan next year. I wish you a Merry (and blessed) Christmas and happy 2024 and thank you for your continuing support.This episode is presented by Magdalene Teo, Head of Fixed Income Research, Asia at Bank Julius Baer.

StockOdds Podcast
Odds & Ends Market Talk: Dec 11-15

StockOdds Podcast

Play Episode Listen Later Dec 11, 2023 26:29


Try the Top 10 Odds Swing Trade Ideas list here Watch the latest video version of this podcast here Rob Friesen and Dave Singh discuss Odds, trading setups and considerations for the week of December 11-15. Recorded on December 10, 2023. In this edition of the StockOdds, Odds & Ends Podcast, hosts Dave and Rob delve into a comprehensive analysis of the stock market, preparing listeners for the upcoming trading week. The episode begins by examining the S&P 500 (SPY), noting its recent achievement of a new closing high and discussing the potential for further growth. The focus then shifts to the NASDAQ (QQQ's) and its recent movements, including a brief pullback and subsequent momentum gain. The Dow Jones Industrial Average (DIA) is highlighted for its significant strength compared to other indices, while the Russell 2000 Index (IWM) is noted for its volatility and modest gains. The hosts then review sector performances, with energy and technology sectors taking the spotlight for their contrasting week-long behaviors. The podcast also discusses market and sector ETF performances, drawing attention to the lower relative volumes and potential implications for trading. A detailed map of the market is provided, showcasing the performance of key companies and sectors throughout the week. Seasonality for December is a significant theme, with a focus on the potential soft spot mid-month, especially leading into the third Friday. The hosts discuss the implications of the Federal Open Market Committee (FOMC) meeting on December 13th and how it might influence market trends. The episode also covers the economic calendar for the week, highlighting important events like the core CPI report, core PPI, and the FOMC interest rate decision. The potential impact of these events on market sentiment and trading strategies is thoroughly analyzed. Finally, the podcast touches on recent news, including Macy's buyout offer, Cigna's decision regarding Humana, and earnings reports from major companies like Oracle and Adobe. The hosts conclude with strategic insights for navigating the week's trading, emphasizing caution and preparedness for the FOMC announcement and market expiration. Tune in to this episode of the StockOdds, Odds & Ends podcast for a detailed and strategic analysis of the stock market, offering valuable insights to help traders navigate the complex financial landscape in the week ahead. Disclaimer: The views, thoughts, and opinions expressed in this video belong solely to the contributor(s). All future returns are hypothetical as market conditions can and do change. There is a very high degree of risk involved in trading. There is Risk of Loss. Past results are not indicative of future returns. StockOdds, Inc., its associates and contributors assume no responsibilities for your trading and investment results. The indicators, strategies, and all other information is for informational purposes only and should not be construed as investment advice. Affiliates, partners, and principals of StockOdds, Inc. may have a position for or against, or effect transactions in the securities described herein (or options thereon) and/or otherwise employ trading strategies that may be consistent or inconsistent with the provided strategies.

AURN News
Slow Economic Growth Predicted in 2024

AURN News

Play Episode Listen Later Dec 4, 2023 1:47


As we navigate the final stretch of the year, many of us are feeling the economic constraints of the past year as the nation continues to battle inflation and higher costs. So what can we expect for the rest of December and next year? The National Association of Business Economics (NABE) has unveiled its latest outlook survey, shedding light on what lies ahead for the remainder of December and into the coming year. The organization's projections indicate a positive finish for 2023, with even stronger expectations compared to their October Outlook survey. According to the NABE, the nation is expected to experience slower growth between the fourth quarter of 2023 and the fourth quarter of 2024. Despite the optimism for the current year, the panelists are cautious about the trajectory of economic expansion in the near future. Notably, three out of four panelists have expressed concerns, suggesting a 50% chance of a recession within the next year. “While most respondents expect an uptick in the unemployment rate going forward, a majority anticipates that the rate will not exceed 5%. Too much monetary policy tightness and broadening conflicts in Ukraine and the Middle East are cited as the largest downside risks for the U.S. economy,” NABE President and chief U.S. economist for Morgan Stanley, Ellen Zentner, said in a statement. “Panelists anticipate further slowing in core inflation—excluding food and energy costs—but doubt it will reach the Federal Reserve Board's 2% target before year-end 2024,” commented NABE's Outlook Survey Chair Mervin Jebaraj, who also serves as director for the Center for Business and Economic Research at the University of Arkansas. The Federal Open Market Committee (FOMC) is poised to play a pivotal role in shaping the economic landscape, with its upcoming meeting scheduled for December 12th and 13th. At the end of this meeting, we will hear more from Fed Chair Jerome Powell on what happens next with interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices

AURN News
Is Inflation Easing?

AURN News

Play Episode Listen Later Dec 1, 2023 1:45


(AURN News) – A report released Thursday from the U.S. Department of Commerce is offering new insight into the state of inflation and the American economy. The data highlights an increase in personal income by over $57 billion in October, coupled with a 0.2% rise in overall spending. The Federal Reserve, in its ongoing efforts to gauge inflation, places particular emphasis on Personal Consumption Expenditures (PCE) data. The report underscores progress being made in lowering inflation to the goal target of 2%. Just weeks ago, the Fed, following a series of interest rate hikes, officially declared that there would be no further increases at the time. The Federal Open Market Committee (FOMC) is scheduled to meet again on December 12th and 13th, when we'll find out the Federal Reserve's next decision on interest rates. And while Thursday's report from the Commerce Department may signal good news in the fight against inflation closer to home, everyday Americans continue to feel a tight economic squeeze, especially at grocery stores where food prices remain high. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unfiltered Finance
Q3 2023 in Perspective | Part One: Interest Rates Reach 22-Year High

Unfiltered Finance

Play Episode Listen Later Nov 2, 2023 26:12


Markets were off to one of the best start in decades during the first half of 2023—then came the third quarter. The Federal Reserve resumed increasing rates, bringing them to a 22-year high at the Federal Open Market Committee (FOMC) meeting at the end of July. This led to ongoing elevated interest rates through August, pushing bond yields higher and challenging lofty equity valuations. In this episode, Casey Dylan, CIMA®, Investment Communications Strategist (Consultant), and Tom Romano our Head of Strategic Relationships & Product Development, will provide timely insights, and analysis, on market activity from around the world this financial quarter. We will also discuss what this could mean for long-term term investors. If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/ You can also find us on LinkedIn, Facebook, YouTube, and Instagram. As always, we remain invested in your goals. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.   Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice. 

AURN News
Fed Holds Steady on Interest Rates

AURN News

Play Episode Listen Later Nov 1, 2023 1:45


WASHINGTON (AURN News) — The Federal Reserve has announced that there will be no change in interest rates following the conclusion of its Federal Open Market Committee (FOMC) two-day meeting. This decision came as a pivotal moment for the nation's economic watchers amid high inflation. The Fed cited robust economic activity during the third quarter and praised the overall health of the U.S. banking system. Nevertheless, in a statement, it acknowledged that inflation remained "elevated" and expressed a continued commitment to reducing it to the target rate of 2 percent. Federal Reserve Chairman Jerome Powell, in a press conference on Wednesday afternoon, spoke to a strong labor market. "In the labor market. What we've seen is a very positive rebalancing of supply and demand, partly through just much more supply coming online. And with labor demand still clearly remaining very strong when you're when we have the kind of job growth we've had over the last quarter. It's still very strong demand," Powell stated. The decision not to change interest rates comes amidst persistent concerns about high inflation, which has been a pressing economic issue since last year. Inflation currently stands at 3.7 percent, down from last year's high of 6.5 percent. Investors and financial markets had been eagerly awaiting the FOMC decision, as it carries significant implications for borrowing costs, investment decisions, and broader economic trends. The decision not to raise interest rates was welcomed by many investors and markets as stocks rose after the announcement. The next FOMC meeting is scheduled to take place on December 12 and 13 when the Federal Reserve will once again evaluate economic conditions, make any necessary adjustments to its monetary policy, and determine if interest rates will increase. Learn more about your ad choices. Visit megaphone.fm/adchoices

Key Wealth Matters
Market Minutes Recap - Market Update (Perspectives on the housing market, unemployment claims, the FOMC meeting, fixed income, and the stock market)

Key Wealth Matters

Play Episode Listen Later Sep 22, 2023 18:02


In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the housing market, the FOMC meeting, unemployment claims, fixed income, and the stock market.Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeCynthia Honcharenko, Director of Fixed IncomeMichael Sroda, Senior Lead Equity Analyst 01:09 - Indications that increased mortgage rates are having an effect as we saw existing home sales went down 0.7% in August, and housing starts also went down to 11.3% in August from July 2:08 - Recap on the Federal Open Market Committee (FOMC) meeting and press conference; comments on the Fed opting to not increase interest rates leaving funds unchanged at the 5.50% upper bound 6:00 - Reactions to the Fed staying paused and passing on raising interest rates; Likewise, we saw central banks like Swiss National Bank and Bank of England are following suit in taking a pause which is contributing to higher global bonds yields 11:59 - A look into how the Fed's announcement contributed to the week's stock market trends with the S&P 500 down 2.56%, the Dow down 1.6%, and the NASDAQ down 3.32% 15:19 - Final comments on reports and trends we can expect to see as the end of the quarter approaches Additional Resources:Key Questions: What Can Coco Gauff Teach Us About Investing? | Key Private BankKey Questions | Key Private Bank Key Private Bank Investment Brief | Key Private BankSubscribe to our Key Wealth Insights newsletterEconomic & Market ResearchWeekly Investment BriefFollow us on LinkedIn

Tech Path Podcast
1261. Fed Meeting vs. Crypto LIVE | Jerome Powell + Inflation Sentiment Analysis

Tech Path Podcast

Play Episode Listen Later Sep 21, 2023 54:58


The Federal Open Market Committee (FOMC) is the monetary policy committee of the Federal Reserve System. It meets eight times per year to set interest rates and conduct other monetary policy operations. The FOMC's decisions have a significant impact on the global economy, including the traditional financial markets and the Bitcoin and crypto sectors.On Wednesday, September 20, 2023, at 2:00 pm ET, the FOMC will announce its decision on the federal funds rate. The federal funds rate is the interest rate that banks charge each other for overnight loans. It is the benchmark interest rate in the United States, and it affects all other interest rates in the economy.The FOMC is widely expected to raise the federal funds rate by 75 basis points (bps) at this meeting. This would bring the federal funds rate to a range of 5.25% to 5.5%. This would be the highest level of the federal funds rate since 2006.The FOMC will also release a statement and a set of economic projections at the same time as its rate decision. The statement will provide more detail on the FOMC's rationale for its decision and its outlook for the economy. The economic projections will show the FOMC's forecasts for economic growth, inflation, and unemployment.The FOMC's decisions are typically followed by a press conference by Federal Reserve Chair Jerome Powell. Powell will hold a press conference at 2:30 pm ET on Wednesday to discuss the FOMC's decision and answer questions from reporters.The FOMC's rate decision and Powell's press conference are closely watched by investors and other market participants around the world. The FOMC's decisions can have a significant impact on the prices of stocks, bonds, and other assets, including Bitcoin and cryptocurrencies.Investors and traders in both the traditional financial markets and the Bitcoin and crypto sectors are closely watching the FOMC's rate decision this Wednesday. They are eager to learn how the FOMC will balance the need to combat inflation with the risk of slowing economic growth.In the traditional financial markets, investors are concerned that the FOMC may be raising interest rates too quickly, which could lead to a recession. However, they are also aware that the FOMC needs to take action to bring inflation under control.In the Bitcoin and crypto sectors, investors are concerned that the FOMC's rate hikes could lead to a sell-off in risky assets, including cryptocurrencies. However, they are also hopeful that the FOMC's actions will help to stabilize the global economy and create a more favorable environment for Bitcoin and cryptocurrencies in the long term.Federal Reserve Chair Jerome Powell will address the public, shedding light on the decision, 30 minutes post-announcementPowell's press conference will be closely watched by investors and other market participants for insights into the FOMC's thinking and its plans for the future. Powell is likely to discuss the following topics:The FOMC's rationale for its rate decisionThe FOMC's outlook for the economyThe FOMC's plans for future rate hikesThe FOMC's views on Bitcoin and cryptocurrenciesPowell's comments could have a significant impact on the prices of stocks, bonds, and other assets, including Bitcoin and cryptocurrencies. Investors and traders will be listening carefully for any signs that the FOMC may be changing its stance on inflation, interest rates, or Bitcoin and cryptocurrencies.

Monday Morning Minutes
MMM Episode 129: Negative Week for Stocks, Bonds and Commodities amid Higher Rates

Monday Morning Minutes

Play Episode Listen Later Aug 18, 2023 23:57


DoubleLine Portfolio Manager Jeff Mayberry and Quantitative Analyst Eric Dhall begin their review of the week ended Aug. 18 with a rough market for equities (1:18) All 11 sectors of the S&P 500 ended the week in the red. The catalyst for the losses in equities appeared to be higher interest rates (2:46), with the yield of the 10-year Treasury notably breaking above 4.20%. Higher rates (4:22) virtually by definition led to negative returns in many areas of fixed income, including for the Bloomberg US Aggregate Bond Index, the most widely followed gauge of domestic high grade bond performance. Commodities (5:47) shared in the red ink, led lower by energy and industrial metals. Dominating the relatively light macro news for the week (9:13) were a major property default in China, robust retail sales in the U.S. (albeit possibly skewed by Amazon Prime day), mixed import prices and the release of the minutes of July 26 meeting of the Federal Open Market Committee (FOMC), the monetary-policy setting body of the Federal Reserve. The FOMC minutes (12:57) may have led markets to price in the likelihood of the federal funds rate remaining higher for longer than previously expected. Looking to the week ahead, Jeff and Eric will be especially tuned in to Federal Reserve officials' comments at their annual retreat at Jackson Hole, Wyoming (17:45), in particular Fed Chair Jerome Powell's speech scheduled for 7:05 am Pacific/10:05 am Eastern Friday Aug. 25.

GM NFTs on Rug Radio
The Latest News & Vibes

GM NFTs on Rug Radio

Play Episode Listen Later Jul 11, 2023 93:02


ChatGPT2 / 2Welcome to this episode of our podcast, where we'll be diving into some interesting developments in the financial markets and crypto space. Today, we'll cover topics ranging from equities and interest rates to the state of Binance US and the intriguing speculation surrounding a massive Miner. We'll also touch upon Arkham, an initiative that has garnered attention and mixed reactions.Let's start with equities, which are currently experiencing a period of uncertainty. They are described as "basically uncharges," implying that they lack a clear direction. Meanwhile, interest rates have had a rally, likely impacting market dynamics.Raoul Pal, a prominent figure in the finance industry, recently posted about short interest in treasury bonds. This comes just as the Consumer Price Index (CPI) number is approaching, which adds to the anticipation and speculation among investors. The Federal Open Market Committee (FOMC) and their concerns are also contributing to a crowded short position, further complicating the market outlook.Shifting gears to the world of cryptocurrency, Binance US has been the subject of scrutiny due to discrepancies in market prices and concerns about the availability of coin inventory. Users have reported difficulties moving USD in or out of the platform, leading to speculation that the entire platform may be winding down.Another intriguing topic is the speculation surrounding a massive Miner. This individual or group is believed to be responsible for preventing Bitcoin (BTC) from breaking past the $31,000 mark. The motives behind such actions remain unknown, sparking curiosity and discussions within the crypto community.Lastly, we delve into Arkham, a project that aims to identify anonymous accounts and increase transparency through incentivized information sharing. Some view Arkham as a Fed-backed initiative, akin to a "big brother" overseeing and doxxing individuals. Memes and tweets surrounding this project have circulated widely, often injecting humor into the conversation. However, the actual product has left many people feeling uneasy, as it highlights the fact that everything one does is recorded on the blockchain, reinforcing the idea that true anonymity may be elusive.These recent developments showcase the complex and ever-evolving nature of the financial markets and the crypto space. As always, it's crucial to stay informed and consider the implications of these trends on your investment strategies. Remember, even in the world of decentralized finance, privacy might not be as guaranteed as it seems.GM! Hosted on Acast. See acast.com/privacy for more information.

The Higher Standard
David Solomon, How To Use Credit Cards & Bonds For Dummies

The Higher Standard

Play Episode Listen Later Jun 16, 2023 74:55


The Federal Open Market Committee (FOMC) is expected to maintain its benchmark lending rate at the 5%-5.25% range, marking the first skip after 10 consecutive increases going back to March of last year. While officials' efforts have helped to reduce price pressures in the US economy, inflation remains well above their goal. Investors' focus will be on the Fed's quarterly dot plot in its Summary of Economic Projections, which is expected to show the policy benchmark rate at 5.1% at the end of 2023. In this episode of The Higher Standard, Chris and Saied examine this news and determine the effect it will have on the economy as a whole.They discuss comments from Goldman Sachs CEO David Solomon, who claims to be surprised at the way the US economy has weathered higher interest rates, elevated inflation, and banking turmoil over the past year.Chris and Saied look at recent Fed data, indicating that Americans have a record amount of credit card debt right now — close to $990 billion.They also offer some thoughts on a revised home prices forecast from Goldman Sachs strategists, who now predict a smaller decline this year — 2.2% decline in 2023, down from 6.1%. Join Chris and Saied for this fascinating and informative conversation.Enjoy!What You'll Learn in this Show:The little signs that people are noticing that signal a recession.Why people are reluctant to change their living standards.Why consumers will start cutting back on discretionary spending.And so much more...Resources:"The U.S. economy has been incredibly resilient,” Goldman Sachs CEO" (CNBC)"Americans have almost $990 billion in credit card debt" (Marketplace)"The hidden risk on bank balance sheets" (Axios)"'I told you so': Dave Ramsey made the correct call on US real estate 18 months ago — but is he still right about housing in 2023? Here's what the financial guru thinks now" (Moneywise)https://moneywise.com/real-estate/dave-ramseys-2023-real-estate-predictions"Wall Street is divided on the outlook for US house prices. Here's what 6 experts have recently said." (Markets Insider)"Fed Is Set to Pause and Assess the Effect of Rate Hikes" (Bloomberg)

WEALTHTRACK
Is the 'Don't Fight the Fed' Strategy Dead? Ed Yardeni Weighs In

WEALTHTRACK

Play Episode Listen Later Apr 28, 2023 26:01


Part 2 of 2 We continue our interview with Ed Yardeni, an experienced economist, strategist, and Fed watcher who has been closely following the Fed throughout his 40-year investment career.  Yardeni is the author of “Fed Watching for Fun and Profit: A Primer for Investors” and head of his own global investment strategy firm, Yardeni Research. He believes that anticipating the actions of the Federal Reserve System's Federal Open Market Committee (FOMC) is critical to successful investing.  Despite the historically aggressive pace of interest rate hikes over the past year, Yardeni thinks the Fed is done hiking interest rates for now. We will discuss whether "Don't Fight the Fed" still works as an investment strategy. WEALTHTRACK episode 1944 broadcast on Apr 28, 2023 More info: https://wealthtrack.com/does-dont-fight-the-fed-still-work-as-an-investment-strategy-strategist-ed-yardeni-responds/ Bookshelf: Fed Watching for Fun & Profit, A Primer for Investorshttps://amzn.to/42amRwr --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

The Higher Standard
It's Time to get Frank, Banks and Boing Boing

The Higher Standard

Play Episode Listen Later Apr 18, 2023 75:53


Released Federal Reserve documents seem to indicate that fallout from the U.S. banking crisis is likely to tilt the economy into recession later this year. Minutes from the March meeting of the Federal Open Market Committee (FOMC) included a presentation from staff members on potential repercussions from the failure of Silicon Valley Bank and other tumult in the financial sector that began in early March.In this episode of The Higher Standard, Chris and Saied examine this news and determine the effect it will have on the economy as a whole.They discuss a report from the Labor Department indicating that US producer prices unexpectedly fell in March as the cost of gasoline declined, along with signs that underlying producer inflation was subsiding.Chris and Saied look at analyst's estimates, suggesting that deposits at JPMorgan Chase, Wells Fargo and Bank of America will tumble $521 billion from a year earlier, the biggest drop in a decade.They also offer some thoughts on criminal fraud charges brought by the Department of Justice against Charlie Javice, founder and former CEO of Frank, a startup college financial planning company for students, in which they allege that she "engaged in a brazen scheme" when she sold her company to JPMorgan Chase in 2021.Join Chris and Saied for this fascinating and informative conversation.Enjoy!What You'll Learn in this Show:The statistics that can be found behind the CPI report.The two main problems with the shelter component of the CPI report.Why the Fed expects a banking crisis to cause a recession this year.The ins and outs of the Charlie Javice fraud case.And so much more...Resources:"US consumer prices rise moderately; underlying inflation too hot" (Reuters)"US labor market gradually losing steam; producer inflation cooling" (Reuters)"U.S. producer prices unexpectedly fall in March" (Reuters)"Fed expects banking crisis to cause a recession this year, minutes show" (CNBC)"Top US banks to reveal $521 billion deposit drop, the most in a decade” (Bloomberg Business)"Deposit Crisis Sets Up a Tough First Quarter for All but the Biggest Banks" (The Wall Street Journal)"Charlie Javice, the founder accused of fraud by JPMorgan, is arrested as DOJ files criminal charges" (Fortune)"The Fed's efforts to fight housing inflation by hiking interest rates has backfired, Cramer says" (CNBC)

The Higher Standard
Credit Suisse Sells, Regional Banks and the Key to Happiness

The Higher Standard

Play Episode Listen Later Mar 24, 2023 82:39


Banking giant UBS is in discussions to take over all or parts of Credit Suisse, with the boards of Switzerland's two biggest lenders set to meet separately over the weekend. The Swiss National Bank and regulator FINMA are organising the talks in an attempt to build confidence in the country's banking sector. On Friday evening, Swiss regulators informed their counterparts in the United States and United Kingdom that the merger of the two banks was their "Plan A" to salvage the confidence in Credit Suisse. Several other options are also under discussion between the two banks as both sides try to evaluate regulatory constraints in different jurisdictions.In this episode of The Higher Standard, Chris and Saied examine this news and determine the effect it will have on the economy as a whole.They discuss an 85-year long study by Harvard researchers indicating that, while particular roles can't be reliably correlated with dissatisfaction and burnout, certain job characteristics can be. Jobs that require little human interaction and don't offer opportunities to build meaningful relationships with co-workers tend to have the most miserable employees, the study found.Chris and Saied look at news that Bitcoin has climbed to a nine-month high as turmoil in the banking sector drives some investors to turn to digital assets. It rose as far as $28,567, its highest since mid-June, and was last up 0.9%, amid growing expectations that central banks would slow the pace of interest rate hikes.They also offer some thoughts on contingent convertible bonds, or CoCos, often described as high-yield investments with a hand grenade attached. The UBS takeover of Credit Suisse has pulled the pin on $17 billion of them.Join Chris and Saied for this fascinating and informative conversation.Enjoy!What You'll Learn in this Show:What's happened at the Federal Open Market Committee (FOMC) meeting on Tuesday.Why Switzerland is known for having low levels of financial risk and high levels of privacy.Why the axing of Credit Suisse's $17 billion contingent convertible (CoCo) debt has big implications for the newly combined bank and the wider market.Bitcoin's climb to a nine-month high as turmoil in the banking sector sparks a rally.And so much more...Resources:Markets and Mayhem via Twitter"UBS in talks to acquire Credit Suisse" (article from The Financial Times)Ulrich Körner via Wikipedia"UBS buys Credit Suisse for $3.2 billion as regulators look to shore up the global banking system" (article from CNBC)"UBS Agrees to Buy Credit Suisse for More Than $3 Billion" (article from The Wall Street Journal)"Big Banks Best Positioned to Weather Crisis: Morningstar" (article from The Street)"Credit Suisse's $17...

Late Confirmation by CoinDesk
THE HASH: Bitcoin Hovers Around $22K as Fed's Powell Softens Tone; Coinbase Launches 'Wallet As a Service'

Late Confirmation by CoinDesk

Play Episode Listen Later Mar 8, 2023 24:14


The most valuable crypto stories for Wednesday, March 8, 2023. Bitcoin (BTC) is hovering around $22,000 as Federal Reserve chair Jerome Powell stressed that the central bank has yet to make a decision on the size of the rate hike when the Federal Open Market Committee (FOMC) meets later in March. Powell is testifying before the House Financial Services Committee for his semi-annual monetary policy report. Separately, Coinbase is launching a "wallet as a service" business that will enable companies to customize their blockchain wallets for their own customers. "The Hash" panel weighs in on today's top stories.See also:Federal Reserve's Powell: We Don't Want to Strangle Crypto Innovation, but Sector Is a MessFed Chair Powell's Comments Shift Rate Projections; Bitcoin Holds WarilyBitcoin Rebounds Above $22K, Equities Struggle After Fed Chair Powell Says Rates Are ‘Likely to Be Higher'Coinbase Starts ‘Wallet as a Service' Companies Can Build Into Their Own Apps-This episode has been edited by Ryan Huntington. The senior producer is Michele Musso and the executive producer is Jared Schwartz. Our theme song is “Neon Beach.”-Are you building the next big thing in Web3? Apply to pitch your project live on stage at the CoinDesk Pitchfest Powered by Google Cloud at Consensus, the industry's most influential event happening April 26-28 in Austin, Texas. Apply by March 31 for a chance to be among the twelve finalists selected to pitch. Visit consensus.coindesk.com/pitchfest for more information.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bitcoin Magazine
FedWatch 130 - The Fed Just Made This HUGE Mistake

Bitcoin Magazine

Play Episode Listen Later Feb 3, 2023 57:57


Hosts: Ansel Lindner and Christian Keroles (Find links below or, along with charts, at bitcoinandmarkets.com/fed130) In this episode, we dive into all the central bank policy announcements this week, focusing on the Federal Reserve and European Central Bank (ECB). To set the stage for analyzing central bank monetary policy discussion, we look at the several macro charts, including bitcoin, the S&P 500, the dollar index (DXY), and US Treasury yields. The Federal Reserve raised its Fed Funds target range to 4.50% to 4.75%, emphasizing stable prices, inflation fighting, and employment. To help take us through this announcement, we listen to a couple clips of Chairman Jerome Powell at the press conference following the Federal Open Market Committee (FOMC) meeting. Powell also signaled that more rate hikes are coming, using the term “ongoing increases”. It's a fine line the Fed has to walk. Since they don't do anything mechanical to set rates, the forward guidance and word choices make all the difference. After a long discussion about the Fed's decision, we jump to the ECB's latest monetary policy change. The ECB raised their policy rates by 50 bps, as expected. However, they did slightly shift their forward guidance more dovish, differing from the Fed's choice to remain rhetorically more hawkish. Instead of confirming two more 50 bps hikes eluded to in past statements, the ECB confirmed only one more before reevaluating. They also introduced “Climate QE” as part of their balance sheet reduction strategy. Each month, they allow a certain number of securities to mature and roll-off their balance sheet, reinvesting the remainder into new securities including corporate bonds. They will now take into consideration companies' ESG-type score, when deciding which corporate bonds to buy. Thanks for joining us. If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro Free weekly Bitcoin Fundamentals Report Find More and Follow Ansel Lindner On Twitter Christian Keroles On Twitter Watch this Episode: YouTube || Rumble Slide deck Federal Open Market Committee policy statement Powell FOMC press conference video ECB Policy Release Powell got more dovish the longer he talked Andreas Steno substack on BLS data THIS EPISODE'S SPONSORS: Moon Mortgage River Bitcoin 2023 Miami Bitcoin Magazine Bitcoin Magazine Pro

Beyond Markets
The week in markets: the probability of a recession

Beyond Markets

Play Episode Listen Later Nov 30, 2022 14:05


In this episode, Mark Matthews, Head of Research Asia at Julius Baer, talks about recent comments by some voting members of the Federal Open Market Committee (FOMC) that rates will need to stay high into 2024, the outperformance of the Dow Jones Industrial Average, the Philadelphia Fed's survey of professional forecasters showing the probability of a recession over the next 12 months, at 43%, the conundrums Arthur Burns faced when he was chairman of the Federal Reserve from 1970 to 1978, the difficulties China is facing in adjusting its zero-Covid policy, and a very rare signal that suggests the Hong Kong stock market could be on the cusp of a bull market and more.