Keep pulling the thread on Unusual Whales.
Donald Trump has stated he will replace Jerome Powell as Federal Reserve Chair if he returns to the White House.
The Federal Reserve is expected to cut interest rates in its November and December 2024 meetings.
The Federal Reserve will likely be more cautious about cutting interest rates beyond December due to uncertainty about the incoming Trump administration's fiscal policies.
A Trump administration could influence the Federal Reserve by adding more members to the Board of Governors or explicitly redefining its mandate through Congressional action.
A CNN report cited Trump officials stating they would let Jerome Powell serve out the rest of his term.
Donald Trump is expected to actively try to influence the Federal Reserve to gain more control over monetary policy.
In September, Federal Reserve Chairman Jerome Powell stated that inflation is beaten and the economy is strong, signaling a plan for aggressive rate cuts.
The 10-year Treasury yield is expected to reach 5% or higher by the end of the year.
The Federal Reserve could end its Quantitative Tightening (QT) program sooner than expected to manage rising long-term interest rates.
The Federal Reserve is expected to cut interest rates by 100 basis points, paving the way for a "no landing" economic scenario in 2025.
Donald Trump has proposed imposing tariffs of 10% on most imported goods and 60-100% on goods from China.
Donald Trump intends to use the threat of high tariffs as a negotiating tool to compel foreign companies to build factories in the United States.