The minutes of the January Federal Reserve meeting gave a cautious policy outlook. Nervousness about the economic consequences of US President Trump’s policies was clear. In particular, the potential for Trump to ignite a further wave of inflation was cited. Companies seem more willing to pass on import tax increases to end consumers than in Trump’s first te ... Show More
Yesterday
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Feb 2025
Trump's tariffs could cause huge global crisis, warns economist Michael Hudson
Donald Trump’s tariffs could destabilize the global economy, warns economist Michael Hudson. US protectionist policies could cause financial crises, as many currencies depreciate and countries can't earn the dollars needed to pay their foreign debts. Ben Norton hosts the intervie ... Show More
49m 58s
Sep 26
Business Rundown: The President's Latest Tariff Plan
The Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures index, showed on Friday that prices increased in August, rising 0.3%, and the annual rate moved up to 2.7%. This data from the Commerce Department comes as the Federal Reserve tries to navigate ... Show More
17m 5s
Apr 2025
Trump's Tariff Triumph-Polls Show Rising Approval on Trade
Trump's Approval Ratings: Despite the media's negative portrayal, Trump's job approval ratings rose during the tariff week, with significant increases among young voters, independents, Democrats, and black voters. Tariff Impact: The document argues that tariffs are working, with ... Show More
28m 28s