Loretta Mester, former Cleveland Fed president and CNBC contributor, shares her expertise on the tremors shaking the stock market after the Fed's quarter-point rate cut. She discusses why Powell is signaling fewer cuts in 2025, impacting inflation expectations and investor sentiment. The conversation dives into recent market reactions, highlighting the momentum trades that are faltering and the implications for year-end investing. Mester also unpacks the complexities of prolonged higher interest rates on various sectors, including tech and housing.

Loretta Mester, President and CEO of the Federal Reserve Bank of Cleveland, discusses her extensive career in the Federal Reserve System. She delves into the impact of inflation on low-income households and the Fed's challenging balance between controlling it and promoting employment. Mester also explores the Flexible Average Inflation Target (FATE) and its implications for monetary policy, emphasizing the need for robust frameworks that adapt to evolving economic landscapes. Her insights provide a fascinating look into the complexities of modern monetary policy.

Gene Munster, Managing Partner at Deepwater Asset Management, dissects Meta and Microsoft’s strong earnings, highlighting AI’s role in Azure’s growth. Loretta Mester, former President of the Cleveland Fed, discusses the Federal Reserve’s strategies amid rising Treasury yields. Meanwhile, Jared Holes of Mizuho analyzes Eli Lilly's disappointing Q3 results, questioning whether the euphoria over weight loss drugs is waning. Together, they explore the shifting landscape of tech performance and its broader economic implications.

In this insightful discussion, Tom Lee, Fundstrat's managing partner, shares a bullish stock market outlook as equities gain momentum. Lori Calvasina from RBC Capital Markets delves into market valuations and growth potential, while Shannon Saccocia suggests savvy investment strategies. Wedbush's Dan Ives passionately defends Tesla's future amidst recent setbacks. Former Cleveland Fed President Loretta Mester provides key insights on monetary policy, hinting at possible rate cuts as inflation cools. A fascinating blend of optimism and strategic analysis!

Loretta Mester, former Cleveland Fed President, shares her insights on the Federal Reserve's future strategies amidst changing economic conditions. She discusses the crucial balancing act between inflation control and employment goals. Matt McIlwain, Managing Director at Madrona, dives into OpenAI's recent funding challenges and the increasing role of private equity in tech investments. They also touch on shifts in consumer spending behavior and the competitive landscape in the technology sector.

Loretta Mester, the former President of the Federal Reserve Bank of Cleveland, shares her insights on the current economic landscape. She discusses the delicate balance between managing inflation and supporting a stable labor market, highlighting a recent decline in inflation to 2.5%. Mester delves into the effects of technology on productivity and the challenges of communication in monetary policy. She also addresses the complexities of post-pandemic inflation dynamics and the need for equitable growth amidst a booming real estate market.

In this insightful discussion, Raphael Bostic, Atlanta Fed President, and former Fed leaders Loretta Mester, James Bullard, Thomas Hoenig, and Patrick Harker tackle the pressing economic issues facing the U.S. From navigating inflation to ensuring labor market health, they emphasize the delicate balance required in current monetary policy. They also explore the implications of the upcoming Fed Chair speech and the continuing evolution of the economy post-pandemic, all while addressing the need for responsible fiscal governance.

In a high-stakes discussion, key Fed leaders gather at Jackson Hole. Raphael Bostic and Patrick Harker address the intricacies of current economic uncertainty, emphasizing the Fed's challenges amid political pressures. Former Fed Presidents Loretta Mester, James Bullard, and Thomas Hoenig delve into interest rate predictions influenced by inflation trends. They collectively highlight the need for adaptable policymaking and the importance of effective communication as the landscape shifts. Insights into the Fed's strategies aim for economic resilience and stability amid evolving conditions.

In this enlightening discussion, guests Raphael Bostic, Atlanta Fed President, and others like former Fed leaders Loretta Mester and James Bullard, delve into the Federal Reserve's latest strategies for managing inflation and interest rates. They explore economic uncertainty, shedding light on the role of pandemic savings and the ongoing challenges posed by rising debt. The conversation also touches on labor market dynamics, the recovery of the mortgage industry, and the importance of data-driven policies for sustaining economic stability and resilience.

In this insightful discussion, guests Raphael Bostic, Atlanta Fed President, and Loretta Mester, Former Cleveland Fed President, along with former Fed leaders James Bullard, Thomas Hoenig, and Patrick Harker, delve into the intricacies of monetary policy. They dissect inflation trends, labor market dynamics, and the Fed's balancing act in a post-pandemic economy. With a cautious optimism, they explore the implications of interest rate adjustments, the challenges of tech advancements like AI, and the vital role of effective communication from the Federal Reserve.