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"No Surprise" Good for PCE, Economic "Cracks" Still Show
Youtube· 2025-09-26 15:45
It's time now for the big picture. Let's welcome in Colin Martin, director and fixed income strategist, Schwab Center for Financial Research. Very good morning to you, Colin.Happy Friday. So, no surprises there from the PCE data. Does that set us up for two more cuts.>> Uh, we're not sure just yet. You know, if we look at this morning's release, no surprises, I think, is a good thing. We're looking to make sure we're not seeing any reaceleration or significant reaceleration in inflation right now.So even th ...
Lonski: "Near Disappearance" of Jobs Growth Needs to be Fed's No. 1 Priority
Youtube· 2025-09-17 18:30
I'm going to continue to have talk about this big picture. John Lonsky, president of Lansky Group and former chief economist at ME's investor services with me. John, it's great to have you on on this big important day.We got the 25 basis points and it looks like the 50 bips are coming, so maybe two more cuts between now and the end of the year. What how do you interpret this. Well, the Federal Reserve is eliciting to the financial markets that we're arguing for Fed funds ending the year uh no higher than 3. ...