Category: Federal Reserve
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“A lot of upside”
AI, Crypto, and Ethereum lead the way…
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Tom on Tariffs
Interesting talking points from Fundstrat’s Tom Lee Thinker Are Tariffs Inherently Inflationary? Rationale Hayek Yes (systemically) Tariffs distort price signals and cause misallocation—even without broad CPI inflation Keynes Maybe (contextual) Depends on demand, employment levels, and slack capacity Friedman No (not without money growth) Only money supply growth causes sustained inflation Tom Lee No (corporate…
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Lost Confidence
DoubleLine Group CEO Jeffrey Gundlach talks about the price of gold, fixed income, private credit, President Donald Trump’s tax bill, Federal Reserve monetary policy and artificial intelligence with Lisa Abramowicz at the Bloomberg Global Credit Forum in Los Angeles.
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Fed Chair vs. The World
Speech starts at 10:45 Jerome H. Powell, Chair of the Federal Reserve, addresses the Economic Club of Chicago, discussing the current economic outlook and the Fed’s dual mandate of maximizing employment and ensuring price stability. Powell outlines the resilience of the U.S. economy despite heightened uncertainties, acknowledging challenges arising from trade policy changes, inflation concerns linked…
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Change the Fed
Dimon discusses the burdens that excessive regulations and tax structures impose on small businesses and lower-income individuals. He argues for a tax system that fosters growth, including doubling the Earned Income Tax Credit , while advocating for more streamlined regulations to alleviate the disproportionate compliance costs faced by smaller banks. Dimon critiques the Dodd-Frank Act for its…
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In Good Company
Stan Druckenmiller discussing various aspects of the financial markets, focusing on inflation, the Federal Reserve ‘s strategies, investment decisions, trading experiences, and advice for aspiring individuals in the industry. Druckenmiller expresses concerns about potential risks from premature declarations of victory over inflation and discusses the implications of his personal investment strategies, including the importance of being forward-looking…
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What’s Going to Happen?
“Who knows what these polls even mean. No one even responds to them anymore.” Stanley Druckenmiller expresses his concerns about the Federal Reserve’s current monetary policy, drawing parallels to his 2021 opinion piece in The Wall Street Journal where he warned the Fed was “playing with fire” due to their commitment to forward guidance. Druckenmiller…
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Bridgewater Outlook
Bridgewater Identify the Major Issues Facing Investors in the Years Ahead,” the speakers discuss various challenges investors will encounter in the coming years, including the sustainability of US exceptionalism, the US dollar’s strength, long-term bonds, Artificial Intelligence (AI), and China’s economy. US exceptionalism, driven by factors such as a large domestic market, responsive government policies, and…
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The Gold Vault
The federal reserve, the referee of all banks, completed this building in 1924 to house most of their gold holdings. After five years of construction It symbolizes the power and stability of the Federal Reserve System. 80 feet below street level, built on bedrock, 6000 tons of gold is stored in the NYFed vault, the…
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With Flying Colors…
The spectacular results of the Federal Reserve’s stress tests on the eight largest banks. Every single one of the top 31 banks passed the tests despite holding more consumer credit card loans and corporate debt, with elevated delinquency rates and retail giants reporting that consumers are tapped out. The Fed also performed an exploratory analysis…