By Michael S. Derby (Reuters) -Federal Reserve Governor Stephen Miran on Friday again pressed for an aggressive path of rate cuts given big changes in the economy driven by the Trump administration, while at the same time arguing the gulf between his outlook and that of his central bank colleagues is not as great as some perceive it to be. “My view is that if policy is out of whack, you should adjust it at a reasonably...brisk pace,” Miran said in an interview on Bloomberg television. When it comes to ...

live. It's time now for the big picture. Let's welcome in Colin Martin who is the director of fixed income strategist Schwab Center for Financial Research.Thank you so much for joining us. Happy Friday to you, Colin. So, how are you and your team thinking this week about the lack of data we've been getting and then also um about some of the data that we have got and what that's actually been telling us.Yeah, it's it's been an interesting week for sure where we still have some data. I think that's important ...

But in terms of actually economic output that we see going forward. >> All right, for more on the markets, let's bring in Verdant's CIO, Megan Hordeman. She joins us here.Uh Megan, great to have you with us. I'm going to pose the same let's start off the conversation with the question I posed to the desk and that is markets at record highs here or a 4% CD for the next six months. >> 4% CD all the way.>> Wow. >> I wouldn't be >> absolutely you know I've listened to the other guests. We've we've talked about ...

Oil prices are sliding. Fast. Brent and WTI crude futures are down nearly 10% in the last week, scraping four-month lows of $64.00 and $60.40 a barrel, respectively, as oversupply concerns grip the market.It's a landmark moment but raises familiar questions about whether the AI boom is a bubble. AI-related capex spending in the U.S. is soaring but a lot is on imports, so is actually an offset to GDP growth. And the bar for future returns is high. But as long as the music is playing, investors will keep danc ...

Paul McCauley, former chief economist at PIMCO and an adjunct professor at Georgetown University's Mcdana School of Business joins us now. Paul, it's great to get your take on this. I mean, we have this data vacuum ahead of us most likely.There has actually been some balanced, maybe even hawkish Fed speak since the last Fed decision. Uh, and yet you think that the path is clearer toward further rate cuts. Why is that.Yeah, I uh don't think the shutdown is a good thing from the standpoint of democracy. It's ...

The CNBC app, global market news in one place. Customizable sections and personalized alerts, stocks tracking, interactive charts and market insights, all in your hands. Stay connected, stay informed, download the CNBC app today.[Music] >> A very good morning and a warm welcome to Squawkbox Europe. I'm Juliana Tattlebomb with Karen Cho and Steve Sedwick. And these are your headlines this morning.The US government remains in shutdown. But President Trump sees a silver lining, saying the administration will u ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Rep. Marjorie Taylor Greene (R-Ga.) made a significant six-figure investment into a U.S. Treasury Bill in mid-September, anchoring a flurry of trading activity that also saw her purchase shares in popular technology stocks and a Bitcoin ETF. The transactions, made on Sept. 11, were detailed in a financial disclosure report filed with the House of Representatives on Sept. 27, 2025. Piling On US Treasury Bil ...

It's a bad time for the data to disappear. ...

The first rate cut of the year gives investors the opportunity to position their portfolios to capture future upside in certain sectors, should further cuts occur. History has an uncanny ability to repeat itself, and it's telling us that we should target the financial sector. ...

市场整体表现 - 道琼斯指数有望连续第五个季度录得正增长，标普500和纳斯达克指数在八个季度中有七个季度录得正增长 [1] 宏观经济背景 - 亚特兰大联储GDPNow模型显示当季经济增长率接近4%，经济学家预测增长率接近3% [2] - 宏观经济数据意外指数大幅走高，出现类似2023年的迷你版反弹，此前持续15个月出现正面宏观经济数据意外 [3][4] - 市场共识对经济衰退的预期并未实现，只是推迟了时间点 [3] 投资者仓位与盈利预期 - 基于基本面的投资者仓位仍接近中性，其历史仓位通常与盈利增长保持一致 [5] - 当前投资者仓位反映其对盈利增长预期仅为1%或2%，但上一季度实际盈利增长达到10% [6] - 市场预期本季度盈利增长将略有加速 [6] 关税政策影响分析 - 关税成本的一部分由世界其他地区承担，需考虑美元汇率因素后观察进口价格 [7] - 对美国公司而言，关税作为成本可获得20%的企业税率减免 [8] - 关税对标准普尔500指数成分股公司盈利的直接影响相对较小，总计影响约17个百分点，其中苹果公司占5个百分点，其他公司合计约12个百分点 [8][9] - 证据表明关税对通胀的直接影响已有一半发生 [10]