Fed's Daly cautions against thinking all bubbles are financial - Axios

FED'S MIRAN: GROWTH IN FIRST HALF OF YEAR WAS SLOWER THAN EXPECTED AMID UNCERTAINTY A LOT OF UNCERTAINTY ON ECONOMY HAS LIFTED THERE ARE REASONS TO BE MORE OPTIMISTIC GOING FORWARD ON UNCERTIANTY LIFTING FED'S MIRAN: IF ECONOMY DOES WELL IT DOESN'T HAVE FIRM IMPLICATIONS FOR MONETARY POLICY THE NEUTRAL RATE HAS COME DOWN WHICH MAKES POLICY MORE RESTRICTIVE RESTRICTIVE MONETARY POLICY HAS RISKS THERE ARE RISKS IF MONETARY POLICY ISN'T ADJUSTED Fed's Miran: MonPol Should Be Forward Looking Given Lags Of Policy Impact - ‘More Sanguine’ On Inflation Outlook Than Many Others Fed's Miran: My best attempt at a real neutral rate estimate is 0.5%. *Looks in disappointment* Fed's Miran Says Market Reactions Offer Useful Feedback and Bond Market Support Boosts Push for Faster Rate Cuts

<=USD>:*FED'S KASHKARI SAYS DATA SENDING SOME STAGFLATION SIGNALS FED'S KASHKARI Says It Is Too Early To Tell If Inflation Will Persist Due To Tariffs KASHKARI: SKEPTICAL THAT A LOT OF WORKERS ARE BEING REPLACED BY AI NOW BULLISH ON LABOR, WORKERS HAVE A VERY IMPORTANT ROLE IN ECONOMY HEARING LOTS OF GRAND DECLARATIONS OF AI REPLACING WORKERS, BUT NOT SEEING THE EVIDENCE YET NATURE OF JOBS WILL CHANGE AS WE USE AI TOOLS

ATL FED'S BOSTIC Q&A/FISK: FED CAN'T JUST BE REACTIVE; HAVE TO GAUGE FUTURE BEST AS POSSIBLE; TRY TO BE AS ANALYTICAL AS POSSIBLE; ALWAYS CRITICISM #Bostic #FederalReserve #economy ATL FED'S BOSTIC Q&A/FISK: HOUSING AFFORDABILITY A COMPLAINT 'EVERYWHERE,' URBAN, RURAL, AND EVERYTHING IN BETWEEN; HOUSING ALWAYS TRYING TO CATCH UP #Bostic #FederalReserve #economy ATL FED'S BOSTIC Q&A/FISK: WITH SO MANY STRUCTURAL CHANGES UNDERWAY, FROM IMMIGRATION, TARIFFS TO A.I., THE MOST DIFFICULT TIME TO MAKE POLICY #Bostic #FederalReserve #economy Fed's Bostic: Turbulence is leading firms and households to be cautious. ATL FED'S BOSTIC Q&A/FISK: ATMOSPHERE OF CAUTION DOESN'T MEAN CATASTROPHE 'IS ON THE HORIZON;' BUT CONSUMER 'PRECAUTIONARY ACTIVITY' WIDESPREAD #Bostic #FederalReserve #economy