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30.10.26 - 16:31
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One Fed Policy Can′t Fix a Two-Speed Economy, Says Janasiewicz (Bloomberg)
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Jack Janasiewicz, Lead Investment Strategist at Natixis, says the U.S. economy is operating with two different neutral interest rates: one for rate-sensitive sectors and another for AI investment. He explains why additional Fed hikes could hurt housing without meaningfully slowing hyperscaler spending. Janasiewicz speaks with Bloomberg's Tom Keene and Paul Sweeney. (Source: Bloomberg)...
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29.10.26 - 23:18
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Fed Is Facing Same Issues Greenspan Did in 2001: Kelton (Bloomberg)
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Stephanie Kelton, Professor of Public Policy and Economics at Stony Brook University, said the U.S. economy is outperforming its G7 peers, with fiscal support contributing to growth even as the deficit runs at roughly 6.5% of GDP. She noted that about half of the roughly $2 trillion deficit reflects interest costs, and emphasized that higher interest payments become income for bondholders rather than disappearing. She speaks with Romaine Bostick on "The Close" on October 28th, 2026. (Source: Bloomberg)...
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29.10.26 - 16:06
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Fed Can′t Beat Inflation Without Market Pain, Says Dawson (Bloomberg)
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Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December. NewEdge Wealth CIO Cameron Dawson says the Fed faces a contradiction as it tries to tighten financial conditions without causing significant market pain. She explains why bringing inflation back to 2% may require greater volatility in stocks and credit, and why resilient growth and elevated nominal GDP could keep pressure on interest rates. Dawson speaks to Bloomberg Surveillance hosts Tom Keene and Paul Sweeney. (Source: Bloomberg)...
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29.10.26 - 15:12
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Reaching 2% Inflation Will Be Challenging for the Fed, Feroli Says (Bloomberg)
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JPMorgan Chief US Economist Mike Feroli says it will be a challenge for the Federal Reserve to get inflation back down below its target of 2%. Feroli says he was surprised that Fed Governor Lisa Cook called on the FOMC to raise rates by a quarter percentage point. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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29.10.26 - 14:24
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Fed′s Favorite Inflation Indicator Surges In September As Soaring Energy Costs Drags Americans′ Savings Rate To 4-Year Lows (ZeroHedge)
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Fed's Favorite Inflation Indicator Surges In September As Soaring Energy Costs Drags Americans' Savings Rate To 4-Year Lows
Following the hot CPI and PPI (and the internals), this morning's PCE should not provide too many surprises with expectations for the headline price Index to rise a significant 0.5% MoM in September (accelerating notably after deflating for the first time since COVID in June).And sure enough, headline PCE rose 0.5% as expected, pulling the price index up 3.6% YoY - highest since May...The (old) Fed's favorite inflation indicator - Core PCE (a measure of price changes in consumer goods and services that excludes volatile food and energy costs) - printed in line with expectations (+0.3% MoM and +3.1% YoY), a very slight uptick...The sudden resurgence in crude prices did not help at all, smashing PCE Energy to record highs!!SuperCore PCE (Services ex-Shelter) surged to its highest YoY since Dec 2024...Interestingly, and more problematically for The Fed, Acylical inflatio...
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