Podcast appearances and mentions of Raphael Bostic

Stocks aren't the only assets in the financial markets that were beat up this week by President Trump's tariffs. Bonds suffered too. After 3-year Treasury yields rose in the face of disappointing demand, bond investors are scrutinizing Treasury auctions for signs of further weakness. Also in this episode: Trump's anti-DEI push could hurt minority contractors, Atlanta Fed chief Raphael Bostic counsels caution and a millennial in Texas dreams of becoming a homeowner. 

Stocks aren't the only assets in the financial markets that were beat up this week by President Trump's tariffs. Bonds suffered too. After 3-year Treasury yields rose in the face of disappointing demand, bond investors are scrutinizing Treasury auctions for signs of further weakness. Also in this episode: Trump's anti-DEI push could hurt minority contractors, Atlanta Fed chief Raphael Bostic counsels caution and a millennial in Texas dreams of becoming a homeowner. 

Atlanta Fed President Raphael Bostic discusses the Fed's path forward amidst tariffs and inflation. He speaks with Bloomberg's Mike McKee.See omnystudio.com/listener for privacy information.

From bringing inflation under control to maintaining a strong labor market, the eventful year that was 2024 gave Atlanta Fed president Raphael Bostic much to do as a monetary policymaker. Bostic joins the Economy Matters podcast to discuss the past year and how he approached his work.

U.S. inflation data comes in higher than expected with the 10-year Treasury yield held above 4 per cent. Atlanta Fed President Raphael Bostic has proposed a pause in the cutting cycle at next month's Fed meeting. Tesla CEO Elon Musk unveils the company's long-awaited ‘Cybercab' with a prospective production date in 2026 but early market indications are potentially sceptical. In China, there is further trouble for the markets with the Shenzhen Composite tumbling by more than 15 per cent for the week ahead of tomorrow's finance ministry press conference. And the new French government launches its 2025 budget, which includes €60bn of tax hikes and spending cuts, in a bid to slash the country's ballooning deficit.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nossos sócios Luiz Eduardo Portella, Tomás Goulart, Sarah Campos e Rafael Gama debatem, no episódio de hoje, os principais acontecimentos da semana no Brasil e no mundo.⁠ ⁠ No cenário internacional, foram divulgados os dados de inflação referentes a setembro nos EUA, com pequena surpresa altista no CPI, mas sem grandes implicações para política monetária. Além disso, um dos membros do Fed, Raphael Bostic, disse que ficaria confortável em manter a taxa de juros inalterada por uma reunião caso os dados viessem conforme o esperado. ⁠ No Brasil, o início da semana foi marcado pelos desdobramentos das eleições municipais, que demonstraram a influência do ex-presidente Jair Bolsonaro e perda de força da esquerda. No âmbito político, os destaques foram a possibilidade de taxação de milionários para compensar a isenção de IR de quem ganha até R$5.000; e os desentendimentos entre os poderes judiciário e legislativo. O IPCA veio em linha com o esperado, mas tende a entrar em uma sazonalidade mais negativa à frente; e os dados de comércio e serviço vieram um pouco abaixo da expectativa. Nos EUA, o juro de 2 anos abriu 3 bps, enquanto o de 30 anos abriu 17 bps, e as bolsas performaram bem – S&P500 +1,11% e Nasdaq +1,18%. No Brasil, o jan/27 abriu 34 bps, o Ibovespa desvalorizou 1,37% e o real 2,76%. ⁠ ⁠⁠⁠⁠⁠Na próxima semana será importante acompanhar os dados de varejo nos EUA; de inflação no Canadá e no Reino Unido; possível anúncio de estímulos fiscais na China; e desdobramentos da guerra entre Israel e Irã. ⁠ Não deixe de conferir!⁠

Noticias Económicas y Financieras Mientras la mayoría de la gente comenzaba a despertarse de sus camas, había un par de personas que estaban haciendo historia al caminar. La primera caminata espacial privada de la historia fue realizada por los astronautas civiles Jared Isaacman y Sarah Gillis, dos miembros de la misión Polaris Dawn de cuatro personas que se lanzó a la órbita terrestre a principios de esta semana. Una vez más, fue posible gracias a SpaceX $SPACE, que claramente se ha convertido en el líder en la floreciente industria espacial comercial después de la última debacle de Boeing $BA. Según informes recientes, OpenAI, que cuenta con el respaldo de Microsoft, está negociando una ronda de financiación de $6.5B con inversores. La mayor startup de inteligencia artificial del mundo valoraría la empresa en unos $150B, lo que supone casi el doble de la valoración de OpenAI de $86B a principios de este año. La ronda estará liderada por Thrive Capital, con la participación de Microsoft $MSFT, mientras que Apple $AAPL y Nvidia $NVDA también han estado negociando la posibilidad de invertir en la startup. OpenAI también está sopesando una línea de crédito renovable de $5B, ya que sigue invirtiendo fuertemente para mantener su ventaja en la carrera de la IA. El miércoles, los operadores reforzaron sus apuestas a que la Fed recortará las tasas de interés en un cuarto de punto la próxima semana en lugar de un enorme movimiento de 50 puntos básicos. Si bien la cifra principal del IPC estuvo en línea con las expectativas, los datos de inflación básica fueron ligeramente mejores de lo esperado. Los mercados cayeron inicialmente con la noticia, pero luego terminaron la sesión volátil al alza, lo que "pareció ser una respuesta a que el mercado favoreciera la perspectiva de un recorte de tasas", según el líder del SA Investing Group, Daniel Jones. El índice de precios al productor también se publicará esta mañana, mientras que se espera que el BCE recorte las tasas nuevamente hoy, ganándole a la Fed. El presidente de la Reserva Federal de Atlanta, Raphael Bostic, violó las restricciones comerciales del banco central, según reveló su organismo de control interno en un informe , pero señaló que no había evidencia de que hubiera realizado operaciones basadas en información privilegiada. Bostic creó una "apariencia de actuar sobre la base de información confidencial" del FOMC luego de la ejecución de 154 operaciones en su nombre desde 2018 durante los llamados períodos de bloqueo del comité. Esto, a su vez, creó una "apariencia de conflicto de intereses", y la escala y el momento de sus operaciones, no obstante, generaron inquietudes.

In this special episode recorded August 13 at The American College of Financial Services' 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta. They discuss the importance of diverse representation in policy making, views on contemporary markets, and how to navigate making financial decisions that affect Americans' lives. Find all episodes at TheAmericanCollege.edu/Shares.

Las acciones tecnológicas se recuperan de la venta precipitada por Nvidia a medida que los operadores reconsideran su decepción inicial. Raphael Bostic, de la Fed de Atlanta, dijo que quizás llegó el momento de recortar; Corte suprema de Brasil amenaza con bloquear X de Musk. Para visitar nuestra nueva página en LinkedIn: https://www.linkedin.com/company/bloomberg-en-espanol/Más de Bloomberg en EspañolNewsletter Cinco cosas: https://trib.al/WIwfnT0Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Atlanta President Raphael Bostic said it's possible that more than one interest-rate cut may now be needed by year-end, shifting his view in the wake of data showing falling inflation and a slowing labor market. He speaks with Bloomberg's Lisa Abramowicz and Tom Keene from the sidelines of the Economic Policy Symposium in Jackson Hole, Wyoming.See omnystudio.com/listener for privacy information.

Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information.

Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information.

Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information.

Noticias Económicas y Financieras El mundo inmobiliario está a punto de sufrir cambios radicales. La Asociación Nacional de Agentes Inmobiliarios está reduciendo sus comisiones estándar para los agentes como parte de un acuerdo para poner fin a las demandas antimonopolio, lo que potencialmente daría a los vendedores de viviendas estadounidenses más poder de negociación sobre la estructura de tarifas al poner sus casas en el mercado. Los cambios entrarán en vigor el sábado después de que un fallo judicial determinara que los requisitos para publicar comisiones reducían la competencia y mantenían las tarifas artificialmente altas. Los principales promedios bursátiles cerraron al alza el jueves después de que las solicitudes de subsidio por desempleo cayeran inesperadamente y las ventas minoristas se recuperaran. Walmart $WMT, el peso pesado del índice, también ayudó a contrarrestar las preocupaciones por la recesión con una serie de comentarios optimistas y el aumento de sus perspectivas. "No hemos visto ningún deterioro adicional de la salud del consumidor en nuestro negocio", dijo el director financiero John David Rainey, haciéndose eco de un punto de vista de la compañía mantenido durante los últimos trimestres y ayudando a impulsar a otras acciones minoristas. Según la Administración de Información Energética, en marzo y abril las turbinas eólicas generaron más electricidad en Estados Unidos que las centrales eléctricas de carbón, lo que marca un nuevo hito en la transición energética del país. La innovación ha dado lugar a una reducción de los costes de construcción de infraestructuras de energía renovable, así como a créditos fiscales en virtud de la Ley de Reducción de la Inflación y a que los estados obliguen a las empresas de servicios públicos a apoyar el crecimiento de la energía limpia. Los combustibles fósiles siguieron representando la mayor parte de la generación de electricidad en Estados Unidos durante los primeros cuatro meses de 2024. El presidente de la Reserva Federal de Atlanta, Raphael Bostic, que es miembro con derecho a voto del FOMC, está abierto a un recorte de las tasas de interés el mes próximo, y dijo que el banco central no puede "permitirse el lujo de retrasarse" en el inicio de la flexibilización monetaria. "Ahora que la inflación está entrando en rango, tenemos que mirar el otro lado del mandato, y allí, hemos visto que la tasa de desempleo aumentó considerablemente desde sus mínimos", declaró. Es notable, ya que hace apenas unos días, Bostic dijo que se necesitaban "un poco más" de datos antes de poder respaldar los recortes de las tasas. Por otra parte, el presidente de St. Louis, Alberto Musalem, también anunció que se acercaba el momento de los recortes de las tasas.

Los futuros estadounidenses apuntan a una apertura alcista tras conocerse un dato de inflación mayorista mejor de lo esperado. El Índice de Precios a la Producción, que mide los precios de venta que los productores obtienen por bienes y servicios, aumentó un 0,1% en el mes. Excluyendo los componentes volátiles de alimentos y energía, el IPP básico se mantuvo sin cambios. Los economistas encuestados por Dow Jones esperaban un aumento del 0,2% tanto en el índice general como en el índice básico. El dato pone de relieve una moderación en curso de las presiones inflacionarias. Este se considera un anticipo del dato clave de la semana: el IPC de julio que se conocerá mañana miércoles. Los inversores también aguardan la intervención esta tarde de Raphael Bostic, presidente de la Fed de Atlanta. Ha pasado algo más de una semana desde que un minipánico global hizo tambalear los mercados. Ahora que el polvo se ha asentado y los titulares apocalípticos han quedado atrás, las bolsas han recuperado básicamente lo que perdieron, aunque los nervios siguen a flor de piel. La conmoción se ha atribuido en parte a un pequeño cambio de política por parte del Banco de Japón y de los operadores estadounidenses que sobrereaccionaron a los datos del mercado laboral estadounidense.

Raphael Bostic de la Fed de Atlanta dijo que si datos están en orden, podría haber recorte de tasas en cuarto trimestre; Aparecen candidatos para reemplazar a Ermotti en UBS; llega a su fin de la campaña presidencial en México; e Ignacio Olivera Doll, periodista de Bloomberg News en Buenos Aires, comenta la visita de Javier Milei a Silicon Valley.Para suscribirse al newsletter Cinco Cosas: https://www.bloomberg.com/account/newsletters/five-things-spanish?sref=IHf7eRWLMás de Bloomberg en Español:Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://vm.tiktok.com/ZGeuw69Ao/X: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson (@ethomson1) See omnystudio.com/listener for privacy information.

Esta hora prestamos atención al mercado americano. Se presenta interesante la jornada. Los futuros de los principales índices caen con las acciones de megacapitalización presionadas por el aumento de los rendimientos del Tesoro debido a las preocupaciones sobre el momento y la escala de los recortes de los tiposde interés de la Reserva Federal. Acciones como Apple , Meta y Nvidia ceden entre un 0,2% y un 1,1% en la preapertura, ya que los rendimientos de los bonos estadounidenses de referencia a 10 años y a cinco años suben hasta cerca de máximos de cuatro semanas. Esta semana, la atención se centra en la publicación, el viernes, de los datos de gasto en consumo personal de abril, el indicador de inflación preferido de la Reserva Federal. Se espera, además, que el Libro Beige del banco central, que se publica esta tarde, arroje luz sobre el estado de la economía estadounidense. Los mercados también seguirán de cerca los comentarios de John Williams y Raphael Bostic. Entre los protagonistas está Marathon Oil. Gana un 7,5% ante el interés de ConocoPhillips. American Airlines recorta su previsión de beneficios para el segundo trimestre. Se deja más de un 8% y arrastra a aerolíneas estadounidenses y europeas. Analizamos todo con Javier Puerto, responsable de inversiones de Caser Asesores Financieros.

Federal Reserve Bank of Atlanta President Raphael Bostic said his outlook is that “inflation will continue to fall this year and into 2025,” and that the new steady state of interest rates “is likely to be higher than what people have known over the last decade, maybe back to where we were in the 1990's and 2000's.” Bostic spoke Monday with Michael McKee from Amelia Island, Florida.See omnystudio.com/listener for privacy information.

No Daily Cast de abertura de hoje, Richardi Ferreira, estrategista de investimentos do Banco do Brasil, destaca a cautela nos mercados após Israel atacar bases militares iranianas. Nos EUA, dirigentes do Federal Reserve falam sobre a política monetária, com John Williams e Raphael Bostic divergindo sobre cortes de juros. Na Europa, Alemanha e Reino Unido divulgam dados econômicos, com expectativas de cortes de juros. Na Ásia, o Japão apresenta desaceleração da inflação. No Brasil, o Ibovespa encerrou com desvalorização, a Vale oscilou e o dólar fechou em alta. Para ver esse e outros conteúdos de investimentos, acesse o BB Private Lounge no link bb.com.br/lounge.

Conheça o Levante Sala VIP! Você terá a sua Carteira analisada por Flávio Conde e Ricardo Afonso. Clique no link e saiba mais: https://lvnt.app/gqa524 18/04 - AZUL CAI -3,8% com FUSÃO, GOL SOBE +2,9% Olá, seja bem-vindo ao Fechamento de Mercado da Levante comigo Flávio Conde, hoje é 5º. feira, e o programa de hoje é dedicado ao Roger, Marco Santos, Kladson, Daniel, Angela (Manaus), Wills (ROMI) Vamos a Bolsa oscilou bem e fechou praticamente estável, +0,02%, aos 124.196 mil, com volume fraco de R$ 22 bi, R$ 3 bi abaixo da média dos R$ 25 bi das quintas. Por que a bolsa performou assim? 1º. A bolsa abriu subindo foi até 125,1 mil, às 11h30, mas começou a recuar com Petrobras cedendo diante da declaração do presidente da cia., Jean Paul Prates, de que de que não vê razão para mexer no preço do combustível e confirmando o tema dividendos extraordinários não será discutido pelo conselho amanhã. Isso porque a diferença de preço entre os litros da gasolina e diesel, respectivamente, estão em -20% e -10%. Ou seja, estão mais baratos e a Petrobras deveria reajustá-los em pelo menos 50% das diferenças como foi feito em outros períodos desde janeiro de 2023. Além disso, uma nova rodada de falas de Campos Neto, após declarações da véspera que mexeram com o mercado, sobretudo em relação aos cortes da Selic, preocupou investidores. Assim, ações de Bancos caíram por maios um dia porque juros mais prejudicam seus resultados ao contrário do que a maioria acredita. Às 13h, o Ibovespa negativou e só recuperar na última hora do pregão. 2º. Entre as 15 ações mais negociadas 8 subiram lideradas por: VALE3, PETRO4, SBSP3, ITUB4, RENT3, PRIO3, ABEV3 e TOTS3. 3º. Sete ações caíram entre as 15 mais negociadas: B3, BBAS3, BBDC4, PETR3, HAPV3, SUZB3 e ELET3 4º. O petróleo recuou -0,40%, US$ 87,90, dentro da volatilidade diária de +/-2%, ainda influenciado pelo aumento do estoque de petróleo nos EUA, comentado aqui ontem. 5º. O minério de ferro estável em US$ 120 por tonelada, dentro da volatilidade diária de +/-2%, e sem novidades. 6º. As bolsas americanas foram mistas, Nasdaq -0,52% e Dow +0,06%, com os juros do títulos de 10 anos do Tesouro dos EUA subindo um pouco de 4,60% para 4,63% a.a. depois do presidente do Fed de Atlanta, Raphael Bostic, dizer que os juros dos fed funds, equivalente a nossa Selic, não deverem ser cortados antes do fim do ano. 7º. O dólar subiu 1 centavo, a R$ 5,25, variação positiva de +0,15%, dentro da volatilidade 2 centavos diária, e acompanhando a alta de +0,20% dólar frente moedas fortes. 8º. Os investidores estrangeiros sacaram R$ 1,33 bilhão em recursos no segmento secundário da B3 (ações já listadas) na terça-feira (16), dia em que o Ibovespa caiu 0,75%. Assim, o déficit mensal da categoria foi a R$ 4,49 bilhões e o déficit anual alcançou R$ 27,39 bilhões. Na terça-feira, indicadores econômicos da China frustraram as expectativas do mercado, causando um dia negativo para mercados emergentes, como o Brasil. Já o investidor institucional aportou R$ 1,32 bilhão na terça-feira. Com isso, o déficit mensal do grupo foi para R$ 261,1 milhões, enquanto o superávit anual alcançou R$ 1,29 bilhão. E o investidor individual aportou R$ 226,9 milhões no mesmo dia, levando o saldo positivo no mês para R$ 2,81 bilhões e o superávit em 2024 para R$ 15,45 bilhões. As informações foram divulgadas pela B3. MAIORES ALTAS ASAI3 +2.65% R$ 13,18 TOTS3 +2.47% R$ 27,76 RENT3 +1.82% R$ 50,91 ALPA4 +1.80% R$ 8,50 SBSP3 +1.63% R$ 82,77 MAIORES BAIXAS CVCB3 -4.26% R$ 1,80 BHIA3 -4.17% R$ 6,20 AZUL4 -3.82% R$ 10,07 LWSA3 -3.58% R$ 4,85 MRVE3 -3.31% R$ 6,42 Agora, uma mensagem de 2 minutos do nosso patrocinador, o Sala VIP. Conheça a Levante Investimentos: Conheça nossas *Séries de Investimentos*: https://lvnt.app/4q3u3b Acompanhe nosso Instagram: https://www.instagram.com/levante.inv... Fique ligado nas principais notícas do mercado no nosso canal no Telegram: https://lvnt.app/zuntm0

EUA divulgam às 9:30 PPI e pedidos de seguro-desemprego; falas de dirigentes do Fed no dia incluem John Williams e Raphael Bostic.

Andrés Manuel López Obrador reforzó su control sobre la industria energética de México tras obtener luz verde para comprar una participación mayoritaria en activos de Iberdrola en el país;  no hay prisa para recortar las tasas de interés en EE.UU. dado que el mercado laboral y la economía del país aún son fuertes, dijo el presidente de la Fed de Atlanta, Raphael Bostic; y Óscar Medina (@omedinacruz), reportero de Bloomberg News en Colombia, comenta sobre la tensión entre Gustavo Petro y el poder judicial.Locución: Lucía He (@luciaweihe)Producción: Eduardo Thomson (@ethomson1)Edición: Ivana Bargués (@ivanabargues)Haga clic acá para suscribirse al newsletter Cinco Cosas de Bloomberg News en Español.See omnystudio.com/listener for privacy information.

Raphael Bostic, the president and CEO of the Federal Reserve Bank of Atlanta, discusses inflation, interest rates and the current state of the U.S. economy. He also explains his economic outlook for 2024 and how the economy's performance in 2023 exceeded his expectations. Plus, Michele Norris is a Peabody Award-winning journalist, author, and former co-host of NPR's “All Things Considered.” She joins “Closer Look,” to discuss her new book, "Our Hidden Conversations: What Americans Really Think About Race And Identity." See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P Futures are slightly weaker this morning in a tight trading range. Market will be paying attention to key earnings reports this morning form CAT & MCD. Fed Speak is being closely monitored. Later today, the markets will be hearing from Raphael Bostic of the Atlanta Fed. Novo Nordisk to buy Catalent (CTLT) in a 16.5B deal. In Europe, stocks have turned higher. Oil prices are falling mainly due to strength in the dollar.

This was a sad episode. Reluctantly, the boys have decided to try and change things up a bit by going from two shows a week down to one. Chris, Saied and Haroon are eliminating the Friday episode so that they can focus on improving the quality of content and growing the brand. They say the definition of insanity is doing the same thing over and over again and expecting a different result. I guess we are a little crazy. But not as crazy as the CEO who was the most accurate home-price forecaster in 2023. Chris has objections to that stance. The Fed's Raphael Bostic expects rate cuts to happen in the third quarter and Saied is convinced they are trying to scare the economy out of the optimism. And the Biden administration may have actually got something right for once. We are as shocked as you are.Sponsored By Transcend Company:TRANSCEND your goals! With a telehealth physician directed personalized treatment plan you can get a PERSONALIZED PLAN for Peptide Therapy, Hormone Replacement Therapy, Cognitive Function, Sleep & Fatigue, Athletic Performance and MORE. Their online process and medical experts make it simple to find out what's right for you. Click the link and start today: http://www.transcendcompany.com/THSP Resources:This CEO was the most accurate home-price forecaster in 2023. Here's what he expects for 2024 (Fast Company)The $8.8 Trillion Cash Pile That Has Stock-Market Bulls Salivating (Wall Street Journal)Fed's Raphael Bostic expects rate cuts to happen in the third quarter (CNBC) Macy's to Cut About 2,350 Jobs, Close Five Stores (Wall Street Journal) Biden administration unveils proposed changes to big banks' overdraft fees (CNBC) Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

La economía estadounidense está minando las esperanzas de una serie de recortes de las tasas de interés este año. Los principales índices bursátiles estadounidenses bajaron el miércoles, la tercera caída consecutiva del Dow Jones. Hoy, las solicitudes semanales de subsidio de desempleo, dos lecturas sobre la salud del mercado inmobiliario y las declaraciones del presidente de la Fed de Atlanta, Raphael Bostic, llegarán al mercado. $AAPL $GOOG $TSM $VZ

As 2023 comes to a close, some economists would say we’re ending the year in a better place than they would have predicted in January — inflation has come down quite a bit and the economy is chugging along. But getting all the way back to 2% annual inflation will take persistence. In this episode, Raphael Bostic, president of the Atlanta Federal Reserve Bank, reflects on the economic year we’ve had. Plus, the psychology behind incremental mortgage rate drops and why the online gift guide business has exploded.

As 2023 comes to a close, some economists would say we’re ending the year in a better place than they would have predicted in January — inflation has come down quite a bit and the economy is chugging along. But getting all the way back to 2% annual inflation will take persistence. In this episode, Raphael Bostic, president of the Atlanta Federal Reserve Bank, reflects on the economic year we’ve had. Plus, the psychology behind incremental mortgage rate drops and why the online gift guide business has exploded.

Federal Reserve Bank of Atlanta President Raphael Bostic says policymakers have time to watch how the economy is evolving and be patient when it comes to interest-rate moves.  He projects rates will stay high into the second half of next year. Bostic spoke with Bloomberg Economics editor Michael McKee.See omnystudio.com/listener for privacy information.

U.S. GDP grew at a 4.9% annual pace in the third quarter, better than expected, but Chris, Saied and Haroon aren't convinced this is a good thing. They look back at previous recessions and some of the GDP trending before and after declaration to try and determine if the newest GDP print really has any meaning. Mohammaed El-Erian seems to share many of the same fears regarding the impact of rates on the economy and is apparently equally as skeptical of the GDP print. Jamie Dimon then rips central banks a new one for being 100% dead wrong on economic forecasts. Then this dark episode takes a darker turn as The Fed's Raphael Bostic doesn't foresee a rate cut coming until "late 2024." And, for those of you who missed Haroon's desk pop of a Monster Energy mid-show, don't worry, he comes back strong in episode 189 of The Higher Standard. Sponsored By Transcend Company:TRANSCEND your goals! With a telehealth physician directed personalized treatment plan you can get a PERSONALIZED PLAN for Peptide Therapy, Hormone Replacement Therapy, Cognitive Function, Sleep & Fatigue, Athletic Performance and MORE. Their online process and medical experts make it simple to find out what's right for you. Click the link and start today: http://www.transcendcompany.com/THSPResources:U.S. GDP grew at a 4.9% annual pace in the third quarter, better than expected (CNBC)Strong GDP growth isn't a sign the US has escaped a recession, and interest rates are a big headwind to economic activity, top economist Mohamed El-Erian says (Business Insider)Jamie Dimon rips central banks for being ‘100% dead wrong' on economic forecasts (CNBC)Fed's Raphael Bostic doesn't foresee rate cuts coming until ‘late 2024' (CNBC)Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

Stocks fell again Friday to end a downbeat week on Wall Street, following the 10-Year yield's jump above 5%. Bob Elliott from Unlimited breaks down the selloff and the particular weakness in the regional banks. Moody's Chief Economist Mark Zandi discusses the outlook for rates and new comments from Atlanta Fed's Raphael Bostic about when the central bank might cut rates. And Jefferies analyst Brent Thill looks ahead to a huge week for big tech earnings from the likes of Microsoft, Amazon, Alphabet and Meta, and reveals his two top picks ahead of those reports. 

10/10: FED NÃO SUBIRÁ JUROS, BOLSAS SOBEM Olá, seja bem-vindo ao Fechamento de Mercado da Levante comigo Flávio Conde, hoje é 3ª feira, 10 de outubro, e o programa de hoje é dedicado ao Daniel (gostou do plantão técnico), Gilson (ótimo fechamento), Greidson (parabéns pelo trabalho de qualidade), Sarkis (News pelo Ricardo), Fausto (não sabemos) e Sylmara (amou o pós-crédito). Hoje, a bolsa já abriu em alta e fechou positivo em 1,37% aos 116.734 pontos, com volume na média das terças em R$ 20,2 bilhões Por que a bolsa performou assim? 1º. A bolsa brasileira já abriu em alta e não olhou mais para trás impactada positivamente pela combinações de duas notícias: 1. China pretenderia emitir US$ 140 bilhões em títulos que seriam usados para estimular a atividade e fazer o país atingir a meta de crescimento de 5% neste ano anularam as preocupações com o setor imobiliário chinês e a queda do minério de ferro e fazem a ação da Vale subir 0,60% hoje. 2. EUA com o diretor do FED de Atalanta, Raphael Bostic, que vota no FOMC, afirmando que não seria mais necessário aumentar os juros além do nível atual e de que não enxerga um recessão no país. Com essas declarações a taxa de juros dos títulos de 10 anos do Tesouro americano caíram de 4,80% a.a., ontem, para 4,66% a.a., hoje. 2º. Nas 15 mais negociadas 11 subiram lideradas em volume por: PETR4 0,74%, VALE3 0,60%, B3 2,2%, HAPV3 4,4%, RAIL3 3,9%, LREN3 2,5%, AZUL4 7,4%, MGLU3 7%, BBDC4 1,2% e BRF 3,8%. 3º. Nas 15 mais negociadas apenas 4 caíram lideradas por volume: ITUB4 -0,11%, BBAS3 -0,16%, PRIO3 -0,40% e SUZB3 -0,44% 4º. O petróleo caiu pouco -0,40% para US$ 87,7 de US$ 88, ontem. As ações petrolíferas ficaram ao redor do zero no mundo e aqui também com: PRIO3 -0,40% e ontem +8,8%, RECV3 +2,4% e +8,7%, 3R +2,1 e +6%, PETR4 0,74% e 4,3%. 5º. O minério caiu -1,7% para US$ 112,3 de US$ 113,7, mas a notícia do potencial estímulo monetário na China fez ADRs de mineradoras subirem: VALE 2,6%, RIO TINTO 2% e BHP 1,5%. Porém, a queda do dólar em -1,4% no Brasil fez ações de mineradoras e siderúrgicas quase zerarem com: VALE3 0,60%, CMIN3 1,5% (não tinha subido ontem e hoje meio que compensou), GGBR4 0,30% e GOAU4 0,38% 6º. Nos EUA, bolsas subiram com NASDAQ 0,52% versus 0,40% ontem e Dow Jones 0,40% versus 0,60% com o discurso do Bostic (citado acima). 7o. Dólar caiu -1,4%, equivalente a 7 centavos para R$ 5,08 de R$ 5,13 ontem, enquanto o DXY caiu -0,26% por conta da queda dos juros das treasuries. Estrangeiros: O saldo de investimentos estrangeiros na Bovespa na sexta-feira, 6 de outubro, ficou negativo em R$ 400 milhões, segundo dados da B3, O saldo acumulado em outubro já está negativo em R$ 1,9 bilhão. No acumulado do ano, os estrangeiros trouxeram para a Bovespa R$ 18,1 bilhões. Destaques de alta: CVCB3 +16% R$ 3,11 PCAR3 +9.3% R$ 3,75 AZUL4 +7.4% R$ 13,33 GOLL4 +7.2% R$ 6,80 MGLU3 +6.9% R$ 1,99 Destaques de baixa: ALPA4 -4.3% R$ 7,49 KLBN11 -0.8% R$ 23,33 BBSE3 -0.7% R$ 31,63 SUZB3 -0.4% R$ 56,45 PRIO3 -0.4% R$ 48,25 Hoje, vamos diretamente para as perguntas do participantes do AO VIVO do Fechamento de Mercado

Today's Post - https://bahnsen.co/47WCxH3 I arrived back in California late last evening with Hurricane Franklin having cancelled our previously mentioned trip out of the country. Joleen and I replaced it with a couple days away at our place in the Hamptons, not exactly unplugged, but not exactly fully working. Maybe the notion of a true work-free unplugged trip will happen some day, but I have to say, so far, a pretty comical list of sincere attempts to see it happen have been tried and failed. I am very grateful to Brian Szytel for the last three days of DC Todays and I am back in the California office today and happy to be back with you. We are up to an 89% chance in the futures market of a rate hike at the next Fed meeting in late September, and a 54% chance of no hike at the meeting after that in November. The five-year inflation breakeven priced in the TIPS market is 2.16%. Atlanta Fed President, Raphael Bostic, cautioned against the Fed over-tightening and said current Fed policy was “appropriately restrictive.” Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

Atlanta Fed President Raphael Bostic speaks on the July jobs numbers and Economic Outlook with David Westin from the Aspen Economic Strategy Group Meetings in ColoradoSee omnystudio.com/listener for privacy information.

On this special edition of Wall Street Week, Bloomberg's David Westin spoke with key players in economic policy and business as they gathered in Colorado for the 2023 Aspen Economic Strategy Group Conference. Cecilia Rouse, Former Council of Economic Advisers Chair tells us why a little cooling is essential for the US labor market. Lawrence H. Summers, Former Treasury Secretary & Wall Street Week Contributor warns that inflation might be on the rise again. Hank Paulson & Tim Geithner, Former US Treasury Secretaries discuss what can be done to balance the fiscal state of the US.  Austan Goolsbee, Chicago Fed president and Raphael Bostic, Atlanta Fed President both signal that the Fed is not done hiking rates just yet.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/3NqpaFA The Bank of England surprised markets by hiking rates a half point this morning (a quarter point had been expected). Chairman Powell did his very best in front of the House yesterday to basically swear they have more rate hikes left in them (all the while swearing they are data dependent, with the apparent contradiction between promising something six weeks in advance of the data coming in that you are promising to be led by never really being explained). But then … Atlanta Fed President, Raphael Bostic, came out and said he believes the Fed should hold rates where they are now for the rest of the year … So if you don't know what the Fed will do next, join the club. The futures market is up to a 77% implied probability that the Fed will hike at the late July meeting. I remain skeptical but not adamant. And the Fed remains content with ambiguity and public mixed messaging, with “trial ballooning” apparently a new policy tool in the toolbox. Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

On today’s show, we’re joined by Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta, to discuss tightening credit conditions, the necessity of raising the debt limit, and why “we're right at the beginning of the hard part” in the fight to tame inflation. Plus, AI is reshaping the computer chip industry and millions stand to lose Medicaid coverage.

On today’s show, we’re joined by Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta, to discuss tightening credit conditions, the necessity of raising the debt limit, and why “we're right at the beginning of the hard part” in the fight to tame inflation. Plus, AI is reshaping the computer chip industry and millions stand to lose Medicaid coverage.

A pandemic, massive stimulus, supply chain issues, inflation, and a significant shortage of human capital. It really is "different this time" as the Federal Reserve ratchets interest rates higher in hopes of cooling off the economy without triggering the dreaded "R" word. In this episode, JBJ Editor in Chief Tim Gibbons sits down with Atlanta Fed President Raphael Bostic and Jacksonville Regional Executive Chris Oakley for their candid insight on where the economy is headed.

Today's Macrocast is a special one! First, Ylan interviews Raphael Bostic, President and CEO of the Federal Reserve Bank of Atlanta, with whom she spoke earlier this week at the 2023 Federal Reserve Financial Markets Conference. The pair discuss how the Fed makes predictions and decisions to tackle economic crises. Bostic explains that the Fed has amended the way they survey the private sector, including engaging local business leaders early, in order to identify coming economic trends, like inflation and lay-offs. During the latter half of the episode, Ylan is joined by her co-hosts Brendan and John from Markets Policy Partners and Bryan DeAngelis, partner at Penta and host of What's at Stake, to recap this week's Macrocast Live panel discussion. The discussion featured Doug Holtz-Eakin, former Director of of the CBO and Chief Economist of the President's Council of Economic Advisers and current President of the American Action Forum, and Wendy Edelberg, former Chief Economist at the CBO and current Director of The Hamilton Project and Senior Fellow of Economic Study at the Brookings Institution who shared their predictions and perspectives on the debt ceiling, looming default, and more. 

S&P Futures are on the rise this morning and attempting to finish out the week on the first weekly gain since January. The market's momentum turned positive yesterday due to comments from Atlanta Fed bank president Raphael Bostic. He indicated he would be in favor of a rate pause by summer. Today market action will be focused on the Feb PMI report and fed speak from a host of FOMC officials today. Asian markets closed higher, European exchanges are higher and oil is lower.

The New Year Wall Street rally stumbles with the Dow and S&P 500 closing in the red after the Fed Reserve's Raphael Bostic and Mary Daly confirm that although hikes will slow the terminal rate will likely surpass the 5 per cent mark. Markets in China pull back somewhat following the reopening bounce. State officials say that several regions are now past the peak of Covid infections. Pfizer CEO Albert Bourla tells CNBC is could begin to manufacture its Paxlovid dose with a local Chinese partner within a matter of months. French President Emmanuel Macron's government is set to roll out its pension reform plan, putting it on a collision course with unions and left-wing MPs. And in the UK, the government fails to agree a pay deal with various unions, potentially setting up more strike action this winter. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our honorees this week are Raphael Bostic and Nieves Fernandez!Raphael Bostic @ 9:47Nieves Fernandez @  14:40Patreon: https://www.patreon.com/thebossassbitchawardsInstagram: https://www.instagram.com/the_boss_ass_bitch_awards/Email: TheBABAwards@gmail.comSociety6: https://society6.com/jsleets

Jim Bianco on the Federal Reserve looking into Raphael Bostic's trades during restricted periods on Bloomberg TV.

Stocks were mostly lower in Monday trading following last week's brutal selloff as investors continue to watch the Fed. Former PIMCO Chief Economist Paul McCulley reacts to new comments from Raphael Bostic of the Atlanta Fed and discusses if the central bank can engineer a soft landing. Currencies were in focus as the British pound fell to record lows, and the dollar index hit its highest level in decades. Ruchir Sharma from Rockefeller explains what those moves mean for global markets. And David Rolfe from Wedgewood Partners identifies some “tasty bargains” in tech, as that sector piles on more losses to a brutal month.

Patrick Harker, Philadelphia Fed President, says the Fed should consider pausing rate hikes after hitting at least 3.4% by year end to see how the economy reacts. James Bullard, St. Louis Fed President, says the Fed's rate hikes are working at shorter lags than in the past. Raphael Bostic, Atlanta Fed President, says the Fed should keep interest rates higher “for a long time.” TD Securities Global Head of Rates Strategy Priya Misra and Citi Chief US Economist Andrew Hollenhorst react to Fed Chair Jerome Powell's speech at the Kansas City Fed's annual economic policy symposium in Jackson Hole, Wyoming. See omnystudio.com/listener for privacy information.

Thursday 14th July 2022 US inflation has picked up more than expected, rising 9.1% in the year to June. The Fed's Raphael Bostic said later that “everything was in play” when it came to a July rate rise. NAB's David de Garis says, it doesn't take a genius to figure out what he meant. The Bank of Canada (BoC) had just raised rates by 100 basis points, more than had been expected, so had that paved the way for the Fed? It certainly makes the RBNZ's 50 basis point hike seem a little constrained. The UK GDP growth was, unusually, helped by trips to the doctor, rather than to restaurants. Locally, Australian labour market data will be studied closely. Can the jobs market tighten any more and add to the pressure for faster hikes from the RBA?

After delta and omicron, employers' return-to-office plans have run into another hurdle: the price of gas. Plus, how the Federal Reserve is letting an “unsustainably hot” job market cool off; and Raphael Bostic, head of the Atlanta Fed, tells us he understands that inflation is “going to weigh on your psyche.”

After delta and omicron, employers' return-to-office plans have run into another hurdle: the price of gas. Plus, how the Federal Reserve is letting an “unsustainably hot” job market cool off; and Raphael Bostic, head of the Atlanta Fed, tells us he understands that inflation is “going to weigh on your psyche.”

Wednesday 25th May 2022 Yesterday's upbeat sentiment was very short-lived, with a sharp fall in equities and bond yields today. A statement from Snap! about a worsening environment hitting revenue projections sent shares down across the board, but particularly advertising reliant tech stocks. That wasn't the only bad news of the day. As NAB's Tapas Strickland outlines in today's podcast, there's been a plunge in new home sales in the US, and a sharp fall in service PMIs in the UK. On the back of all of this, markets are expecting central banks to move a little slower on rate hikes, with the Fed's Raphael Bostic warning policy makers to ‘proceed carefully'. We also look at the RBNZ decision today and Australia's construction numbers this morning.