*COLLINS: SEE UPSIDE RISKS TO INFLATION, DOWNSIDE RISKS ON LABOR
(@WalterBloomberg)
(@WalterBloomberg)
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FED'S COLLINS: WE CANNOT WAIT FOR ALL OF THE UNCERTAINTY TO BE BEHIND US
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(@WalterBloomberg)
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INDIA TO MAKE FIGHTER JET ENGINES WITH FRANCE: DEFENSE MINISTER
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*TRADERS ADD TO BETS ON FED INTEREST-RATE CUT IN SEPTEMBER
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POWELL: FED ABANDONING 2020 FLEXIBLE AVERAGE INFLATION TARGETING FRAMEWORK
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*POWELL: TARIFF EFFECTS ON CONSUMER PRICES NOW CLEARLY VISIBLE
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Forwarded from The Kobeissi Letter
SUMMARY OF FED CHAIR POWELL'S SPEECH (8/22/25):
1. Shifting balance of risks "may warrant adjusting policy"
2. Suggests downside risks to employment are rising
3. Labor supply has softened in-line with demand
4. Fed abandoning flexible average inflation targeting framework
5. Can't take stable inflation expectations "for granted"
The Fed is preparing for a September rate cut.
(@TheKobeissiLetter)
1. Shifting balance of risks "may warrant adjusting policy"
2. Suggests downside risks to employment are rising
3. Labor supply has softened in-line with demand
4. Fed abandoning flexible average inflation targeting framework
5. Can't take stable inflation expectations "for granted"
The Fed is preparing for a September rate cut.
(@TheKobeissiLetter)
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*POWELL: SITUATION SUGGESTS DOWNSIDE RISKS TO EMPLOYMENT RISING
(@WalterBloomberg)
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🚨 TRADERS RESUME FULLY PRICING IN TWO FED RATE CUTS BY YEAR-END
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MARKETS SEE FED CUT IN SEPTEMBER AS POWELL FLAGS RISING RISKS
Powell signaled that the balance of risks is shifting, with downside pressures on employment becoming more evident and tariff-driven price effects feeding into inflation. While stressing that stable inflation expectations cannot be taken for granted, Powell’s comments reinforced bets on a rate cut.
Kalshi data now shows 81% odds of a 25bps cut in September, versus just 11% for no move and 4% for a larger cut.
https://t.co/MTBwgpNhQU
(@WalterBloomberg)
Powell signaled that the balance of risks is shifting, with downside pressures on employment becoming more evident and tariff-driven price effects feeding into inflation. While stressing that stable inflation expectations cannot be taken for granted, Powell’s comments reinforced bets on a rate cut.
Kalshi data now shows 81% odds of a 25bps cut in September, versus just 11% for no move and 4% for a larger cut.
https://t.co/MTBwgpNhQU
(@WalterBloomberg)
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$TSLA - TESLA SHARES UP 4% AFTER POWELL OPENS DOOR TO INTEREST-RATE CUTS
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SHARES OF CHIPMAKERS RISE AFTER FED CHAIR POWELL HINTS AT EASING MONETARY POLICY
🔸 NVIDIA UP 1.4%
🔸 INTEL UP 4.3%
🔸 QUALCOMM UP 3.2%
🔸 BROADCOM UP 2.7%
🔸 AMD UP 2%
🔸 MICRON TECHNOLOGY UP 3.7%
(@WalterBloomberg)
🔸 NVIDIA UP 1.4%
🔸 INTEL UP 4.3%
🔸 QUALCOMM UP 3.2%
🔸 BROADCOM UP 2.7%
🔸 AMD UP 2%
🔸 MICRON TECHNOLOGY UP 3.7%
(@WalterBloomberg)
🚨🚨 TRUMP: WILL FIRE FED'S COOK IF SHE DOESN'T RESIGN
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TRUMP: WILL SEE IF PUTIN AND ZELENSKIY WILL WORK TOGETHER
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(@WalterBloomberg)
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MAJOR U.S. ASSET MANAGERS RISE AFTER POWELL SIGNALS POSSIBLE SEPTEMBER RATE CUT
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(@WalterBloomberg)
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TRUMP: WILL TALK TO XI ABOUT TIKTOK WHEN APPROPRIATE
(@WalterBloomberg)
(@WalterBloomberg)
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