Federal Reserve Bank of Kansas City President Jeff Schmid has recently articulated a steadfast position on monetary policy, asserting that the inflationary impact of tariffs remains largely muted and, consequently, there is no pressing need for aggressive interest rate reductions. His comments, notably on October 6, 2025, and earlier on
The Federal Reserve finds itself embroiled in a critical internal debate, as its "hawks" and "doves" clash over the optimal path for future monetary policy. This ideological struggle, particularly intense as of October 2025, centers on the delicate balance between taming persistent inflation and bolstering a potentially fragile labor market.
Berkshire's investments in three of the largest homebuilders look like they're paying off so far. But Buffett's own advice says investors should invest elsewhere. We break down where in this video.
The financial markets are on high alert, buzzing with the strong anticipation of a second interest rate cut by the Federal Reserve in 2025. This pervasive sentiment follows the Fed's initial move in September 2025, when it reduced its benchmark rate by 25 basis points, settling it into a target
In early October 2025, the United States financial markets demonstrated a striking resilience, with US stock futures continuing their upward climb and major indices reaching new all-time highs. This bullish sentiment emerged despite the backdrop of a looming government shutdown, which officially commenced on October 1st. Wall Street, it appears,
Wall Street is currently experiencing a fervent wave of optimism, dubbed 'Fed Cut Fever,' as hopes for aggressive Federal Reserve interest rate cuts dominate market sentiment. This bullish outlook has propelled major U.S. stock indices to fresh record highs, even as the nation grapples with an ongoing government
Federal Reserve Governor Stephen Miran has ignited a fervent debate within financial circles and the central bank itself, calling for swift and substantial interest rate cuts despite ongoing delays in crucial economic data caused by a government shutdown. As of October 3, 2025, Miran's assertive stance positions him as a
Federal Reserve Bank of Dallas President Lorie Logan delivered a stark warning on October 2nd and reiterated it today, October 3rd, 2025, emphasizing the paramount importance of tackling persistent inflation and urging extreme caution regarding any further interest rate reductions. Her remarks signal a firm commitment within a segment of
Federal Reserve Vice Chair Philip N. Jefferson delivered a pivotal address today, October 3, 2025, at the inaugural Drexel Economic Forum, outlining a U.S. economy experiencing a noticeable moderation in growth and a softening labor market. His speech, titled "U.S. Economic Outlook and the Fed's Monetary Policy Framework,
October 3, 2025 - Financial markets are abuzz with renewed optimism as strong expectations for further Federal Reserve interest rate cuts take hold. Following a 25 basis point reduction in September 2025, market participants are now pricing in additional easing by the end of the year, driven primarily by concerns
The U.S. stock market has continued its remarkable ascent, delivering a winning week and maintaining a robust upward trend despite a landscape dotted with potential headwinds. As of October 3, 2025, major indices have not only held their ground but surged to new record highs, showcasing a resilience that
The financial markets are currently grappling with an unprecedented level of uncertainty, as a federal government shutdown has created a profound 'Economic Data Vacuum.' This critical absence of reliable, official economic statistics has left investors and analysts operating in the dark, significantly eroding market transparency and complicating crucial decision-making
A federal government shutdown has once again cast a shadow over the U.S. financial landscape, leading to an indefinite delay in the publication of critical U.S. inflation data. This unexpected halt in economic reporting presents significant challenges for the Federal Reserve's monetary policy decisions, as policymakers are left
Chicago, IL – October 2, 2025 – The financial markets are closely scrutinizing new data points as the US economy navigates a complex landscape of inflation concerns and growth projections. In a recent and particularly timely development, the Federal Reserve Bank of Chicago (Chicago Fed) released its "real-time" estimate for the US
Dallas Federal Reserve President Lorie Logan has emerged as a prominent voice of caution within the Federal Open Market Committee (FOMC), signaling a hawkish stance on future interest rate cuts. Her recent statements, delivered leading up to and around October 2025, emphasize that while a single rate cut was implemented
Washington D.C. – October 2, 2025 – The United States housing market is bracing for a potential cool-down as average long-term mortgage rates have ticked up for the second consecutive week, reaching 6.34%. This latest increase, announced by Freddie Mac, signals a tightening lending environment that could further exacerbate affordability
The United States is currently navigating a period of sustained elevated long-term mortgage rates, a trend that continues to exert significant pressure on the housing market and casts a long shadow over the broader financial landscape. As of October 2, 2025, the average 30-year fixed mortgage rate hovers in the
As the United States government teeters on the brink of a potential shutdown, effective October 1, 2025, financial markets and the broader real estate sector are bracing for significant disruptions. This impending political impasse threatens to inject a fresh wave of uncertainty into an already sensitive housing market, potentially impacting
Washington D.C. – October 1, 2025 – A looming U.S. government shutdown, potentially commencing this month, threatens to plunge financial markets and the Federal Reserve into an unprecedented period of uncertainty by halting the release of critical economic data. As Congress grapples with budget impasses, the potential closure of federal
Washington D.C., October 1, 2025 – As a protracted federal government shutdown continues to grip the nation, the Federal Reserve finds itself in an unprecedented and precarious position: forced to make critical interest rate decisions with significantly incomplete economic data. This "flying blind" scenario has cast a long shadow of
Washington D.C., October 1, 2025 – A confluence of weakening economic data, particularly in the labor market, has intensified market expectations for aggressive Federal Reserve interest rate cuts, marking a significant pivot in monetary policy. Following its initial rate reduction in September 2025, the Fed appears poised for further easing,
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 28.1% return over the past six months has topped the S&P 500 by 9.3 percentage points.
