Rate Cuts

Federal Reser

2026-09-21 11:23:55

Goolsbee says he would not object to rate cuts if inflation is clearly heading back to 2%

Federal Reserve official Austan Goolsbee said on Sept. 21 that he would have no objection to interest rate cuts if there is solid evidence showing inflation is moving back toward the 2% target, according to BlockBeats. The remark ties any easing in rates to clearer confirmation on inflation rather than signaling an immediate move. No additional policy details, timing, or market implications were provided in the source. The statement was brief and focused on the condition under which Goolsbee would support lower rates: convincing evidence that inflation is returning to 2%.

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Stanley Druck

2026-09-11 03:57:00

Druckenmiller says rate cuts are no longer needed and warns of an AI "earnings bubble"

Stanley Druckenmiller, described in the report as a shared mentor to Fed Chair Warsh and Treasury Secretary Bessent, said in a closed-door meeting that there is no longer any need for rate cuts. He called it "absurd" for Federal Reserve officials to keep saying the federal funds rate is restrictive, arguing that the rise in U.S. Treasury yields reflects a slow, fundamentals-driven trend and that yields may even be a bit low. Druckenmiller also said his family office, Duquesne, has cut its AI-related positions to about 20% of what they were six months ago. He warned that the high profits tied to the AI buildout cycle may not be sustainable over the long run and said the market could be in an "earnings bubble." In foreign exchange, he said he remains short the euro and the British pound, but is not willing to short the U.S. dollar. He attributed that stance to what he sees as a significant U.S. global advantage in AI, while Europe is "almost absent" from that race.

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Donald Trump

2026-09-04 13:50:42

Trump Says U.S. Jobs Data Beat Expectations and Calls for Rate Cuts

U.S. President Donald Trump said in a post that the latest employment figures were far stronger than expected and used the data to renew his call for lower interest rates. He wrote that the jobs report was "fantastic," saying it beat every forecast except his own and that the increase came in at two or even three times expectations, adding that "you haven't even seen the whole picture yet." Trump said U.S. employers added 162,000 jobs in August. He argued that the country's credit position is much stronger than it was not long ago and said that strength should translate into lower borrowing costs. In his words, a strong country means lower interest rates because its credit is better. He also said the United States should have the lowest rates in the world, as in the "good old days," and tied that demand to trade imbalances. Trump wrote that if countries are allowed to maintain large trade surpluses with the U.S., they should no longer be treated as financial "elite" nations. He went on to say, "Cut rates, or I will stop trading with countries that run trade surpluses against the United States." Trump also referenced a Supreme Court tariff ruling and said the president has the absolute authority to act, adding that "this is better than tariffs." He then urged the Federal Reserve Board, under its "outstanding new leader," to change course.

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JD Vance

2026-09-04 09:43:07

Vance again urges the Fed to cut rates, tying lower borrowing costs to housing affordability

U.S. Vice President JD Vance publicly called on the Federal Reserve to cut interest rates on Sept. 3, saying such a move would be the "right and responsible" response to recent inflation data. Speaking at a White House press briefing, Vance said the administration believes the Fed should lower rates and added that while the government is already taking steps to push rates lower, help from the central bank would make that effort stronger. He also linked the case for lower rates directly to housing affordability, saying President Donald Trump wants Americans to be able to buy homes and that higher rates raise borrowing costs. The remarks came less than two weeks before the Federal Open Market Committee meets on Sept. 15-16. According to CME Group FedWatch data cited in the report, traders are nearly evenly split on whether the meeting will result in a rate increase, leaving the market outlook uncertain. Vance’s comments also stood in clear contrast with recent signals from inside the Fed. Fed Chair Warsh, who was nominated by Trump, said at Jackson Hole in Wyoming less than a week earlier that the central bank remains committed to bringing inflation back to its 2% target and described short-term rates as the main tool for achieving its dual mandate. Other officials have also diverged, with Michael Barr saying he would support a hike if inflation stays high, while Christopher Waller indicated he prefers to hold rates steady.

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J.D. Vance

2026-09-03 23:51:10

Vance says U.S.-Iran clashes do not amount to war, renews call for Fed rate cuts

U.S. Vice President J.D. Vance said the latest exchanges of fire between the United States and Iran should not be defined as a war, while offering no clear timeline for when the conflict might end. He said the United States has already concluded its main military operations against Iran and is now focused on preventing Tehran from interfering with commercial oil shipping. Vance also said Washington will not enter talks as long as Iran continues attacking commercial maritime traffic. At the same time, Vance repeated his push for Federal Reserve rate cuts. He argued that lower borrowing costs would help improve housing affordability in the United States and said the White House is already taking steps to bring rates down. "If the Federal Reserve can help, that would be even better," he said. His remarks stood in contrast to recent comments by Federal Reserve Chair Kevin Warsh, who has stressed the need to control inflation and bring it back to the central bank’s 2% target.

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US jobs

2026-08-28 14:10:56

US Payrolls Revised Down 79,000 in Preliminary Data, Flagging Labor-Market Cooling

US nonfarm payrolls for the year through March are likely to be revised down by 79,000, or 0.1%, according to preliminary benchmark data from the Bureau of Labor Statistics released Friday. The revision means employment growth over the period was softer than initially reported, strengthening signs of a cooling labor market. BlockBeats reports the trend is among the reasons the Federal Reserve decided to cut interest rates in 2025 despite persistent inflation. Final benchmark figures will be released early next year.

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Federal Reser

2026-08-25 10:19:09

Interview says stronger AI could push the Fed closer to rate cuts as Treasury supply and tech borrowing compete for liquidity

MarsBit published a long-form interview from 168X War Room that tied Federal Reserve policy, U.S. Treasury funding pressure, and the rapid buildout of AI capital spending into one macro frame. The guest, Tiezhu, argued that the Fed’s legal independence remains intact but its room to maneuver has narrowed as debt-market realities become harder to ignore. In his view, the central bank’s practical endgame is not simply inflation or employment, but preserving the U.S. Treasury market when sovereign debt has become too large to sit in the background. He said rate hikes can suppress inflation spikes but cannot lower the underlying level of inflation if fiscal spending keeps flowing, and he rejected the idea of further hikes later this year. His base case is that September stays on hold, while the odds of a year-end rate cut stand at 60%. He also argued that stronger AI investment makes cuts more, not less, likely because high rates do little to restrain the most profitable AI businesses while putting heavier pressure on real estate, small businesses, and other rate-sensitive sectors. The interview also focused on AI moving into a credit-expansion phase through SPVs, project finance, GPU financing, private credit, and long-dated corporate borrowing. On China, the discussion touched on Alibaba’s planned HK$80 billion AI capital raise, open-source model competition, and broader policy support for technology investment.

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Federal Reser

2026-08-20 00:33:05

Fed July minutes show more officials backing rate hikes as Warsh seeks fewer policy meetings

The Federal Reserve’s July meeting minutes showed that several officials favored raising interest rates if inflation fails to keep moving back toward the 2% target, saying the central bank should avoid having to resort to larger and more costly tightening later. The minutes did not show any official supporting a rate cut, and the hawkish tone broadened as some non-voting participants also leaned toward hikes. Separately, Fed Chair Warsh proposed cutting the number of annual policy meetings from eight to six, with any change not expected to take effect before 2027. The report also noted that July nonfarm payrolls fell by 230,000, while market expectations for a hike may have shifted to October or even December.

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