-
Trump: Because of tariffs, chip makers are coming back to the US
Added at 2:08pm
Added at 2:15pm
- Comments / Top
- Subscribe
Vancarbon
Nov 17, 2025 4:06pm
Permalink
Schultz
Nov 17, 2025 3:41pm
Permalink
Schultz
Nov 17, 2025 3:51pm
Permalink
Vancarbon
Nov 17, 2025 2:34pm
Permalink
Steven1
Nov 18, 2025 1:41am
Permalink
Steven1
Nov 18, 2025 1:47am
Permalink
Steven1
Nov 18, 2025 1:57am
Permalink
Steven1
Nov 18, 2025 2:06am
Permalink
Steven1
Nov 18, 2025 2:19am
Permalink
Steven1
Nov 18, 2025 2:00am
Permalink
Trader#5BD0
Nov 17, 2025 2:26pm
Permalink
Tony112
Nov 17, 2025 2:34pm
Permalink
OutThere
Nov 17, 2025 11:39pm
Permalink
OutThere
Nov 18, 2025 1:23am
Permalink
OutThere
Nov 18, 2025 1:35am
Permalink
OutThere
Nov 18, 2025 1:45am
Permalink
OutThere
Nov 18, 2025 1:48am
Permalink
OutThere
Nov 18, 2025 1:50am
Permalink
OutThere
Nov 18, 2025 1:55am
Permalink
OutThere
Nov 18, 2025 1:58am
Permalink
OutThere
Nov 18, 2025 2:11am
Permalink
OutThere
Nov 18, 2025 2:12am
Permalink
OutThere
Nov 18, 2025 2:32am
Permalink
Steven1
Nov 18, 2025 1:19am
—
Edited
Permalink
OutThere
Nov 18, 2025 12:57am
Permalink
OutThere
Nov 18, 2025 1:48am
Permalink
OutThere
Nov 18, 2025 1:56am
Permalink
OutThere
Nov 18, 2025 2:03am
Permalink
Vancarbon
Nov 17, 2025 4:08pm
—
Edited
Permalink
Trader#973D
Nov 17, 2025 2:09pm
Permalink
Schweet
Nov 18, 2025 1:41am
Permalink
Schweet
Nov 18, 2025 1:53am
Permalink
Trader#A627
Nov 17, 2025 2:33pm
Permalink
devonoved
Nov 17, 2025 5:45pm
Permalink
Trader#8B70
Nov 17, 2025 7:25pm
Permalink
Trader#1F1C
Nov 17, 2025 8:31pm
Permalink
Trader#58AF
Nov 17, 2025 3:35pm
Permalink
Trader#1D88
Nov 17, 2025 8:19pm
Permalink
Trader#FA64
Nov 17, 2025 2:17pm
Permalink
-
Related Stories
BoJ's Governor Ueda: We discussed the economy at home and abroad with Takaichi BoJ's Governor Ueda: I will decide monetary policy while scrutinising various data BoJ's Governor Ueda: I told the PM the BoJ is in the process of gradual adjustment of easing BoJ's Governor Ueda: We discussed FX, but I won't comment on the details BoJ's Governor Ueda: The mechanism of rising prices and wages is recovering
Members commenced their discussion of financial conditions by considering central bank policy settings in advanced economies. The US Federal Reserve (Fed) and the Bank of Canada (BoC) had both cut their official rate by 25 basis points at their October meetings, as expected, while the Reserve Bank of New Zealand (RBNZ) had cut its official rate by 50 basis points. Members noted that inflation remained above target in these economies. The BoC and RBNZ expected inflation to decline to their targets over the period ahead, given significant spare capacity in their economies. The Fed had responded to weaker labour market conditions, while noting that inflation was expected to moderate over time but with risks still tilted to the upside. In many advanced economies, market expectations were for policy rates to be cut further over the coming year as economic conditions weaken. However, policy rates were expected to be steady in Canada, where policy had already been eased significantly, and in the euro area, where the unemployment rate remained low and inflation was close to target. The Bank of Japan was expected to raise its policy rate further in response to persistent inflationary pressures, despite ongoing weak growth. Members noted that the Fed had announced in October that it would conclude its balance sheet runoff. This reflected a judgement that reserves were reaching ample levels, given signs of pressure in a range of US money market rates. Sovereign bond yields had fallen noticeably in the United States, Canada and New Zealand over preceding months, as expectations for the future path of policy rates had declined. In the United States, market measures of short-term inflation compensation had also fallen, though longer term measures had remained relatively stable. Long-term government bond yields in Australia were little changed. RBA: Its unclear if monetary policy is still restrictive, unlike the definitive signals in 2024. RBA: Australian dollar remains aligned with estimated fair value. RBA SAYS POLICY EASING COULD STILL OCCUR IF THE LABOR MARKET WEAKENS SIGNIFICANTLY OR GROWTH FALLS SHORT. ... RBA: CASH RATE COULD STAY AT PRESENT LEVEL IF ECONOMIC DEMAND RECOVERS FASTER THAN EXPECTED. ...
Thank you to the Society for the honor of addressing your annual meeting. In doing a little research on the SPE's history, I noted that one goal cited by the business economists who founded this group was creating a forum to discuss the divergence between real-world challenges and economic theory. That task is pressing when business profits, losses, and the jobs of employees are on the line, and the stakes are also high for economic policymakers, who face those very challenges today. Economies are confoundingly difficult to understand because, in a sense, they are the largest and most complex things ever created by humans. Economists try to make sense of this complicated world and explain in logical and clear terms how to understand it. We develop rigorous theories that yield testable hypotheses, and we test those hypotheses to see if they are supported or rejected by the data. Being both an economist and economic policymaker, my objective today is to follow in that tradition and use economic theory and various types of data to describe my outlook for the U.S. economy and my views on the appropriate course of monetary policy. It may seem odd to come all the way to London to speak about the U.S. economy, but I hope it will be of interestand I did warn the organizers about what I would talk about. Monetary policymakers like to use forward guidance to avoid surprises. Formulating my outlook has been complicated recently by the 43-day government shutdown, including the agencies that produce key economic data. As I will argue, I believe the challenge presented by this missing data has been overstated in many quarters. Policymakers and forecasters are not "flying blind" or "in a fog." While it is always nice to have more data, as economists, we are skilled at using whatever available data there is to formulate forecasts. Despite the government shutdown, we have a wealth of private and some public-sector data that provide an imperfect but perfectly actionable picture of the U.S. economy. So, what is that data telling us? First, that the labor market is still weak and near stall speed. Second, that inflation through September continued to show relatively small effects from tariffs and support the hypothesis that tariffs are having a one-off effect raising price levels in the U.S. and are not a persistent source of inflation. Accounting for estimated tariff effects, underlying inflation is relatively close to the Federal Open Market Committee's (FOMC) 2 percent target. Third, despite realized inflation running close to 3 percent and above target for five years, medium- and longer-term inflation expectations remain well anchored. And, lastly, even excluding the temporary effects of the shutdown, growth in real gross domestic product (GDP) has likely slowed in the second half of 2025 from its fast pace in the second quarter. FED'S WALLER: IT IS UNLIKELY THAT ANY DATA, INCLUDING THE UPCOMING JOBS REPORT, WOULD CHANGE THE VIEW THAT ANOTHER RATE CUT IS IN ORDER. ... FED'S WALLER: HOUSING AND CAR AFFORDABILITY REMAIN MAJOR CHALLENGES, WEIGHING ON SPENDING; SAYS ABUNDANT DATA STILL PROVIDES AN ACTIONABLE PICTURE OF THE ECONOMY DESPITE OFFICIAL DATA LAGS FED'S WALLER MAKES CASE FOR CONTINUING INTEREST RATE CUTS - SAYS HE SUPPORTS A QUARTER-PERCENTAGE-POINT RATE CUT AT FED'S DECEMBER 9-10 MEETING - DECEMBER RATE CUT WILL PROVIDE ADDITIONAL INSURANCE ON LABOR MARKET - SAYS HE WORRIES RESTRICTIVE MONETARY POLICY IS WEIGHING ON ECO