Pascale’s Perspective

Consumers “On Edge” as Stock Markets Rally on Tariff Pause Optimism, Fed “Waits for Greater Clarity,” CPI/PPI Dovish (For Now), Moody’s Downgrades U.S. Debt   

Fed Official Talks Rate Cut, Tarriff Pause Uncertainty, Economic Headwinds (?)  

Tariff Volatility Cools During 90-Day ‘Pause’; Powell Refuses to Confirm ‘Fed Put’

Tariffs Announced, Stocks Crash, Bond Yields Drop, Risk Spreads Widen: Is the ‘Fed Put’ in Play?

“Cooler than Expected” CPI and “Dovish” Fed Speak Drive Yields Down  

“Very Hot” Jobs Report Upends Rate Cut Expectations, 10-Year Treasury Spikes to 4.78%  

“Goldilocks” Jobs Report Provides “Permission Structure” for December Rate Cut (Then What?)…Treasuries Rally  

Powell Indicates Fed in “No Hurry” As Labor Market Strength and “Bumpy” CPI/PPI Lessens Rate Cut Urgency, 10-Year Treasury Tests 4.50% Resistance Level

Fed Cuts 25 bps, Powell Talks Jobs (Including His Own), Control of House of Representatives Hangs in Balance