Fed's Barkin (2027 voter) says tax changes, deregulation, and impact of rate cuts should all add stimulus to the economy this year; Current policy rate is within range of neutral
Barkin’s remarks suggest a cautious but optimistic view on stimulus from fiscal measures and rate cuts later this year.
Venezuela's main oil terminals have not delivered crude for export, other than to US Chevron (CVX) in five days, according to shipping data
Sky's Kleinman posts "A consortium including buyout firm Advent International is said to be behind a multibillion Euro approach to take InPost (INPST NA), the parcel locker giant which owns the British delivery company Yodel"
Fed's Barkin (2027 voter) says tax changes, deregulation, and impact of rate cuts should all add stimulus to the economy this year; Current policy rate is within range of neutral
US President Trump says the US markets just hit another all time high - all of them. Thank you mister tariff, via Truth Social
Nio (NIO/9866 HK) and CATL (300750 CH) sign a battery supply agreement
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- Expect last year's uncertainty to diminish in 2026, building confidence among consumers and businesses.
- Last year showed the economy's resilience, but demand and job growth are narrowly focused on certain industries, and sentiment has dipped.
- Inflation has come down but remains above target, unemployment remains low but do not want the job market to deteriorate much further.
- Both sides of the Fed's dual mandate "bear watching".
- Upcoming rate decisions will need to be "finely tuned" given risks to both unemployment and inflation goals.
He acknowledges the mixed economic signals, emphasizing the need for the Fed to balance its dual mandate on inflation and employment as it approaches neutral policy rates. This commentary could indicate that upcoming rate decisions may be shaped by evolving economic conditions, potentially influencing market expectations on U.S. monetary policy.
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