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How Fed’s 2025 Pivot, QT Exit, And Rising Dissent Reshaped Rate Expectations This Year
↗
December 31, 2025
After holding rates steady for most of 2025 and resisting President Donald Trump’s calls for rate cuts, the central bank ended the year with three consecutive 25 basis point reductions in the policy...
Via
Stocktwits
Topics
Economy
Government
Jobless Claims Unexpectedly Fall For Third Consecutive Week
↗
December 31, 2025
Via
Stocktwits
China Reportedly Earmarks $42 Billion For 2026 Projects – Infrastructure, Consumption Take Priority
↗
December 31, 2025
China’s 295 billion yuan allocation in 2026 will go towards an investment plan for the central government's budget and other major projects.
Via
Stocktwits
Topics
Bonds
Economy
Emissions
Trump Expected To Roll Out Fresh Levies If Supreme Court Rules Against Tariffs: Report
↗
December 30, 2025
The Trump administration will use a combination of alternative legislation and existing trade measures to reissue tariffs if the Supreme Court rules against the current ones, according to a report from...
Via
Stocktwits
Topics
Government
Law Enforcement
World Trade
Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report
↗
December 29, 2025
Via
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Pending Home Sales Rise To Highest Levels In Nearly Three Years: NAR Chief Economist Says ‘Homebuyer Momentum Is Building’
↗
December 29, 2025
Via
Stocktwits
Trump's Former Economic Advisor Says He's Not A Big Fan Of Tariffs, But Adds Economy Doing 'Much, Much Better': Report
↗
December 29, 2025
Via
Stocktwits
Topics
Economy
Government
Treasury Yields Hold Steady As Wall Street Braces For ‘Considerably Slower’ Q4 GDP
↗
December 26, 2025
Via
Stocktwits
Paul Krugman Warns 2026 Will Be Worse For Small Businesses, A Month After Small Firms Cut 120,000 Jobs
↗
December 29, 2025
Krugman pointed out that small businesses were unable to weather the storm brought about by the Trump administration’s tariffs and immigration policy changes.
Via
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Artificial Intelligence
Government
Immigration
Kevin O’Leary Says Trump’s GDP Record Is Pretty Good — But This Economist Warns Growth Gains Aren’t Reaching Households
↗
December 29, 2025
Earlier this month, the Bureau of Economic Analysis reported that the U.S. economy grew at an annualized rate of 4.3%, higher than the Dow Jones forecast of 3.2%.
Via
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Economy
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Stocks
Christmas 2025: January Fed Rate Cut Odds Sink After Q3 GDP Blowout
↗
December 24, 2025
While Trump administration officials continue to back lower rates, market expectations point to the Fed taking a pause next month.
Via
Stocktwits
Topics
Economy
Government
Jobless Claims Unexpectedly Fall For Second Consecutive Week
↗
December 24, 2025
According to data released by the U.S. Department of Labor on Wednesday, jobless claims fell by 10,000 to 214,000 in the week ended December 20.
Via
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Stocks
Fed's Williams Sees No Urgency To Cut Rates Again, Says November CPI Was 'Distorted' Downward Due To Technical Factors: Report
↗
December 19, 2025
Via
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Economy
El Erian Sees A New ‘Unsettling’ Economic Risk Emerging In 2026 – And It’s Not Inflation Or Affordability
↗
December 19, 2025
Via
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Economy
November Jobs Report: Payrolls Beat Estimates, But Unemployment Ticks Higher
↗
December 16, 2025
Via
Stocktwits
Treasury Official Backs Fed Rate Cuts In 2026, Expects US Economy To Grow Around 3% Next Year: Report
↗
December 24, 2025
He argued that sustained supply-side improvements could contain inflation, despite solid GDP growth.
Via
Stocktwits
Topics
Economy
Stocks
Strong Q3 US Growth Could Cap Fed Rate Cuts At One Or Two In 2026, Says Schwab's Collin Martin
↗
December 24, 2025
The strategist also pointed to strong consumer spending in the third quarter despite a cooling labor market.
Via
Stocktwits
Topics
Economy
Stocks
Wharton's Jeremy Siegel Says 2026 Has The Ingredients To Be A Good Year For Risk Assets – If Washington Avoids These Two Challenges
↗
December 23, 2025
The economist stated that a cooling of inflation gives the Federal Reserve more room to lower the policy rate further.
Via
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Artificial Intelligence
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Stocks
Fed's Miran Warns Of Recession Risks If Rates Are Not Cut: Report
↗
December 22, 2025
Miran stated that while he does not see a recession right now, the neutral rate of interest has been brought down because of a “variety of shocks” to the U.S. economy.
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Immigration
Waller Reportedly Had A ‘Strong Interview’ For Fed Chair Job With Trump On The Same Day He Said There’s Room For Up To 100 Bps Rate Cuts
↗
December 19, 2025
Conducted at President Trump’s residence, Waller’s interview was concluded before the President’s address to the nation on Wednesday night.
Via
Stocktwits
Topics
Economy
Government
Waller's Odds For Fed Chair Nomination Surge After The Fed Governor's Dovish Comments On Rate Cuts
↗
December 17, 2025
Waller now has a 26% chance of being nominated by President Trump to serve as Fed Chair.
Via
Stocktwits
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Economy
Government
Kevin Warsh Emerges As Fed Chair Favorite On Kalshi After Pushback Against Hassett From Trump Allies
↗
December 16, 2025
According to the platform data, Warsh has a 48% chance of being nominated by President Trump for the Fed Chair position, while Hassett ranks second at 38%.
Via
Stocktwits
Topics
Bonds
Economy
Government
Why Wharton's Jeremy Siegel Believes Powell's Conceptual Shift On Inflation ‘Matters Enormously'
↗
December 16, 2025
The economist said Powell’s tone on inflation, acknowledgment of labor market softness, and the shift on the balance sheet point to a more accommodative direction.
Via
Stocktwits
Topics
Economy
Fed’s Goolsbee Explains Why He Voted Against December Rate Cut: 'Getting More Evidence First Feels Like The Wiser Choice'
↗
December 12, 2025
Goolsbee was one of the three Fed officials who dissented against the central bank’s decision of a 25-basis-point rate cut on Wednesday.
Via
Stocktwits
Topics
Economy
Jobless Claims Rise Higher Than Expected After Big Drop During Thanksgiving Week
↗
December 11, 2025
According to data released by the U.S. Department of Labor on Thursday, jobless claims rose by 44,000 to 236,000 in the week ended December 6.
Via
Stocktwits
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Artificial Intelligence
Stocks
Bessent To Propose Looser Regulation By Financial Stability Monitoring Body Created After 2008 Financial Crisis: Report
↗
December 11, 2025
According to a CNBC report, Bessent will propose a new approach for the FSOC in a bid to allow the monitoring body to adopt a freer process when it comes to the regulation and oversight of institutions...
Via
Stocktwits
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Artificial Intelligence
Fed Delivers Widely Anticipated Rate Cut Of 25 Basis Points
↗
December 10, 2025
The move marks the third reduction in 2025, following similar quarter-point cuts in September and October.
Via
Stocktwits
Topics
Economy
US Employment Costs Cool In Third Quarter, Reflecting Job Market Weakness
↗
December 10, 2025
The Employment Cost Index rose 0.8% in the quarter ended September 2025 compared to 0.9% in the previous quarter.
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ETFs
Economy
Stocks
Will The Fed Cut Rates Today? Here's What Bettors On Kalshi And Polymarket Think
↗
December 10, 2025
According to data from the CME FedWatch tool, there is an 87.6% probability of a 25 bps rate cut on Wednesday.
Via
Stocktwits
Topics
Economy
Government
Fed Rate Decision: As The D-Day Arrives, Here's A Look At Some Key Narratives So Far
↗
December 10, 2025
According to data from the CME FedWatch tool, there is an 89.9% probability of a 25 basis point rate cut on Wednesday.
Via
Stocktwits
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Economy
Government
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