Fed's Miran: US economy is in a pretty good place

FED'S MIRAN: DO NOT SEE RECESSION AS A RESULT OF RENEWED U.S.-CHINA TENSIONS IF MANUFACTURERS CAN'T GET RARE EARTH MATERIALS IT WOULD BE VERY DISRUPTIVE THE FED SHOULD CUT 50BPS BUT EXPECT IT WILL BE 25BPS Fed's Miran: The uncertainty about the economy that had dissipated is now back because of renewed US China tensions FED MIRAN: TARIFFS MAY YET CAUSE INFLATION BUT DON'T SEE IT YET

FED'S MIRAN: THE DOWNSIDE OF TARIFFS HAS BEEN NOWHERE NEAR WHAT PEOPLE PREDICTED TARIFFS HAVE HAD NO MATERIAL SIGNS OF GROWTH DRAG, INFLATION SPIKE MIRAN: DON'T THINK COST OF TARIFFS WILL BE PASSED ON TO CONSUMERS Fed's Miran: Tariff Costs Will Largely Be Borne By Exporting Countries.

Fed's Waller: Fed interview process is going well, had a great interview for chair - BBG television Fed's Waller: Cutting rates again is the right thing to do; not much has changed in the past six weeks Fed’s Waller: Can’t Have Strong, Growing Economy And Zero Job Growth - We Can Cut 25Bps, See What Happens, Get Better Idea - Tariff Uncertainty And AI Have Put Firms On Back Foot - CEO’s Reluctant To Hire Fed’s Waller: Financial Markets Are A Puzzle - Theses Aren’t Loose Financial Conditions For Households - Business Investment Concentrated In AI WALLER: MY JOB IS ABOUT THE LABOR MARKET, AND IT'S NOT GOOD