🔥Telegram İfşa

Tsy Sec Bessent: Want to make sure banks are able to grow without setting up regulatory tripwires. Setting up rethink of asset thresholds

IMF chief economist Pierre Olivier Gourinchas told me that escalating trade tensions between China & the US present downside risks to the global economy - providing an ex of the impact of higher trade tensions at -0.3% to global GDP

Fed's Beige Book indicates the job mkt deteriorated further in the absence of the Sept jobs report. Demand for labor was generally muted across Districts. More employers lowered head counts through layoffs & attrition, citing weaker demand, economic uncertainty, investment in AI

For those who don’t know, I’m also a singer/songwriter and I’m VERY EXCITED to share that I dropped a brand new EP today! Listen here: open.spotify.com/album/230OVCya… #NewMusicFriday

When you feel like it’s only Tuesday and you wish it were Saturday

And this just in: “The Commerce Department is not currently negotiating equity stakes with quantum computing companies.”

When asked by Yahoo Finance Fed correspondent Jennifer Schonberger whether the stock market is helping keep the economy afloat, Fed Chair Powell had this to say:

In the theme of the stock market propping up spending & the economy, Dallas Fed Pres Lorie Logan said this AM that "Buoyant asset valuations can sometimes snap back without much warning, which might take the wind out of consumer spending."

Tune into Yahoo Finance at 10 am for my interview with Chicago Fed President Austan Goolsbee. We'll be talking the Fed decision from last week and the look ahead for policy

Chicago Fed Pres Austan Goolsbee told me in an interview that he had penciled in 2 rate cuts for the year and that he's undecided for December. He noted he has more concerns about inflation now. WATCH

Coming up at 11 am live on Yahoo Finance I'll be sitting down with Federal Reserve Governor Stephen Miran.

"Given the state of the labor market. I think that continuing to run policy that restrictive is to also run unnecessary risks," Fed governor Stephen Miran tells @jenniferisms.

Counselor to the Treasury Secretary Joseph Lavorgna told me if SCOTUS were to deem Liberation Day tariffs illegal that would cause unnecessary economic pain and hardship, damaging financial markets and confidence

BREAKING: Atlanta Fed president Bostic announced today he will retire at the end of Feb 2026 when his term is set to end. This takes a hawk off the Fed; remains to be seen who he's replaced with to see how the apple cart is rearranged. One less hawk tilts pot towards more cuts.

Tsy Sec Bessent says Tsy doesn't hve plans to change coupon sizes for auctions for at least the nxt several qtrs. But he did note that he's watching demand for ST Tsys from money market funds & stablecoin issuers for any changes that may need to be made for issuance down the road

Per the Labor Dpt: The Sept jobs report is likely to be released next week and the BLS will release an updated release schedule in the coming days.

Questions the Fed is confronting in the face of stale data as the Sept jobs report finally gets released later this week

Fed's Chris Waller said he supports cutting rates 25bp nxt month because he’s more worried that the job market is weakening than inflation accelerating. Waller noted it’s unlikely the Sept jobs report would change his view