MAIN ST MEETS WALL ST: News 📰 Politics 🇺🇸 Economics 💵

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林赛审判的陪审团动向引发对司法结果的担忧,同时中东冲突推高油价、影响市场与中期选举,主持人借此力挺特朗普经济政策。 - 主持人因林赛审判中陪审团似乎同情被告而"生理性不适",认为只有一人坚持定罪说明陪审团极难达成一致,并指责检方在开场陈词中竟对杀害三个孩子的被告表现"同情",称若见到此人会当面吐口水。 - 特朗普称油价在中选前不会回落,预计冲突中选后结束;主持人认为这并非他希望拖延,而是伊朗革命卫队故意拖延、可能获民主党暗中支持,特朗普是在提前引导舆论。 - 若油价持续高企,可能引发市场更大幅度回调,但主持人视其为买入股票的机会。 - 主持人批评那些"三次投票给特朗普"却因战争拖延而失望的人,称中东战争从不会几个月结束,并提醒美国经济已躲过一劫:若哈里斯执政,401K和市场不会创历史新高。 - 承认债券市场承压,但强调市场屡创新高、应冷静看待现状,不应因战争超预期就放弃支持特朗普。 - 嘉宾 Jay 附和称,若因此赌气放弃支持,只会让自己更难受,变化会很快发生。 - 主持人回顾此前通胀实际远高于官方9%的说法,并指责美联储在中期选举前降息是送给哈里斯的政治礼物,批评鲍威尔拒绝配合特朗普。

Transcript

You know, everything is the same status quo. Yup. I was like, I can't, I was listening to the jurors on the Lindsay trial. I was getting literally physically sick, stock mom. These people are, are looming to say crazy. And that's why this, that's why Reddington was talking about making a deal because he knows the chances of getting a jury exact like that, that good. Or there was only one holdout when this woman brutally strangled her three children one by one, the chances are slim, right? I mean, I know it's mask and a stand, but I really think the chances of getting a jury where everyone is absolutely completely not job except for one person is, you know, it's kind of slim. So, well, when people tell you that they are, okay, when they say the prosecution was not compassionate to Reglindsay in the opening statement, I by lost it, stock mom, I by lost it, compassionate to Lindsay, not to the three children she murdered. Yeah, but what? What? That's ridiculous, absolutely ridiculous. If I saw that woman I'd spit right in her face, seriously, I would, I would. And we are not talking about the young little kids, you know, that like 18, 20 year old. We're talking about the elderly women already. That's absolutely disgusting. All right, well, you know what, we might as well get right into the song, right? And then we can get Wall Street out of the way. I want to talk about some data. We do have some market moving data coming up this week. We also have oil ripping, a lot higher. President Trump coming out and saying that this oil prices are not going to come down until after the midterms and he expects, doesn't he expects this to be wrapped up after the midterms. And guys, here's, I just want to comment on that. People understand that all these people are also, oh, he lied. He like, he never, first fully never get a timeline. Number one, number two, he's getting ahead of the news cycle, the news story because this is on purpose. All right, the IRGC knows exactly what they're doing. They're dragging their feet. I guarantee you there's democratic backing for them to drag this out as long as possible. All right, so it's not that President Trump wants this to drag on. Do you really think he wants this to go into midterms or past midterms? Do you really think he wants American citizens to suffer at the pump and diesel to be this high? I see all these people, I believe for him three times. Listen, keep whining the way you are. We actually, this actually could cause a larger pullback in the market that I have been talking about for a while. And it could be a good buying opportunity if you're looking to purchase equities. Other than that, I'm not sure what to tell people that you've got to, you really did you really think when we got into this was a conflict then, or that it was going to be over in a couple months? Wars in the Middle East never lasts a few months. Did I hope that it would be wrapped up over the summer? Yes, of course, everyone wants that. I don't want to see my fellow Americans suffering at the pump. I don't want to see grocery prices going back up because diesel is moving products across the country and it's costing more. You know, I don't, no one is blindly, you know, just taking what this administration is saying without analyzing it. There are things that we can criticize President Trump's choice. We can criticize this administration and some of the choices that they're making. But I'll tell you, at the end of the day, all right, we dodged a bullet. Could you know where we would be economically if a Democrat if Kamala Harris was sitting in the White House? Do you guys have any idea how bad it would be? All right, our market made, people's 401Ks at all time highs. The market making all time highs over and over and over again. Yes, the bond market is struggling right now for sure. But people just take a step back and just take a deep breath. Look at where we are. Look at how much we've gotten accomplished. And if you really voted for President Trump three times and you're giving up because this Warren I ran is taking longer than we originally thought, I don't know what to tell you. I really don't. What do you think, Jay? No, I mean, if people, if you're going to be old about that, then you're cutting off you nose despite your face. That's all you don't like now. You're going to hate it a lot more, trust me. It's not going to be close. And it's going to happen fast. Oh, yeah. Oh, yeah. We had inflation, guys, that was, people were saying 9%. Keep going. It was three times that. All right, we had a politicized, you know, I should get into this afterwards. I'll just say one last thing. We had a politicized Fed that cut rates before the last midterms. It was a gift to Kamala Harris. Inflation was high then. Inflation earlier this year, trueflation had CPI down under 2% at 1.9. At Jerome Powell, turned his nose up to President Trump. It said, you want to investigate my spending at the Fed Mahal as I call it. Well, I'm not going to give you a rate cut. So, but we'll get into all that. All right, you want to get the song, get the song on? Yeah. Just right before that. I just want to, we want to be accurate. We hate Mamdani. But this whole thing going on around, he said something happened is quite honestly being taken out of context. It apparently stems from his story of when he was in school. And he said he was pulled out of school on September 11, 2001. And a teacher pulled him out and another student and told them because they were Muslim. Now, I don't believe even a lot of this happened at all. But he said the teacher said that something happened this morning and warning them that they might face bullying because of their background. That's where the something happened apparently came from. Ilhan Omar said some people did things. That we know she said because that's on video. But I just want to be accurate and have everybody accurate and trust me, it doesn't change anything about Mamdani and all the other stuff that he's said who he's associated with, things that his family has said at all. But we just want to be accurate on that. That it the something happened is kind of being pulled and used out of context. Just saying, just putting that out there to be accurate. That's all. Fair enough, yep. But you know some of the things that his wife has said too. Oh, absolutely. Yeah, his father, his wife, 100%. The people he associates with, the son Piker, the whole lot. 100%. Absolutely. He did the other day handing the pen to the lawyer, you know, who defends, you know, Al-Qaeda? Yes. Oh, absolutely. He has no business being there. He will be there. If he doesn't show up, I will be shocked. He's going to be there. And what should happen is everybody should simply turn their back and not turn around until he leaves. And bow him. I don't want to do that. I don't, I don't, I believe me. I hear people saying they should do that. They're not doing that on those grounds. That's not happening. It's not going to turn into a circus. It's not going to turn into something real. And it shouldn't. You turn around. You don't face him. You turn your back on him. And that's what you do. That's what I would do. But we'll see. We'll see how the families want to handle it. It's up to them. All right. Guys, please quote post, repost for stock mom and this space as we get started on this already Wednesday. Sir, to chew bubble gum and kick ass. And I'm all out of bubble. This space street means wall street with three voices. Lads all back down. And he's dropped it raw. Stock mom raised the market like a rowdy truck to the noise. Well, guys, you got to start over. It's awful. Sorry. Got to start over. It's unbearable. Can't listen to it. Black spectrum. All right, give me a second. It was on white spectrum. I don't know what happened. All right. Just hit the speaker a little bit. We'll start again. I'm going to like Fonsey. Ready? I'm going to smack. Hit the jukebox. Let's go. Work. I have come here to chew bubble gum and kick ass. And I'm all out of bubble. This is my history. It's the name. Movement. It moves a certain distance. Then it stops. You see? A revolution gets its name by always coming back around in your face. You tried to kill me. You son of a bitch. So welcome to the revolution. All right. And guys, the reason why I did that about Mamdani. Listen, there's plenty to despise about Mamdani without having to take something and twisting it. And we can't stand when they do it to President Trump. And they do it all the time and we go after them for it. So I don't want to be a part of it. And we shouldn't. All right. It's being clipped and taken completely out of context. And like I said, we don't need to do it. There's plenty on Mamdani. We don't need to take a statement out of context to use it to bash him. Because he's got plenty there without us doing the same thing that they do to us and the President Trump. Go ahead, Stockman. All right. All right. All right. So first, I want to address what Scott percent is doing with the Treasury by-backs. The long dated Treasury by-backs and financing it with short term, with short term treasuries. So because I think there's some misconception. People like, oh, we'll get treasuries one up today. Well, first it's going to take a while. OK. One by-back is not going to move the needle much. So let me explain to you in simple terms what he's trying to do. So he wants to slow or cap the rise in long term borrowing costs without pretending that he can set the price of bonds forever. So our long term yields have jumped because of our deficits, right? Inflation fears, especially oil, and lots of new debt. So higher long yields make mortgages, car loans, and business borrowing more expensive. When I say long yields, I'm talking about the 10 year, the 20, the 30 year Treasury, which we are seeing. We saw the 10 year take up higher than it's been since 2023. And the 30 year higher than it's been since 2007, which is, you know, the bond market is spooked right now. So Treasury is buying some of these older long bonds. So there's less of that paper sitting around and it can support prices and then yields can come down. Number bonds have an opposite, there's an opposite relationship when nobody wants yields. They have bonds. They have to offer higher yields to attract people to buy our debt. People don't want to buy our debt because they're free. The inflation is eroding the US dollar rate now. So why do they want to buy US debt? So they will buy it if they get paid more. So that's why the bond yields have been higher. So best and a said that he can't change the equilibrium price of the Treasury's, but he can try to slow things down and stop a one way panic narrative. So he's also saying that the program helps liquidity holders of these old bonds sell them to the Treasury and then they roll them into new bonds. It's, listen guys, it's a modest technical tool, plus a signaling tool, but it's not a magic one. And mortgage rates, especially 30 year fix, track the 10 year Treasury yield more than the Fed short term rate because I know everyone's like, oh, Fed's going to cut mortgage, was going to cut the, cut rates and my mortgage rates are going to come down. That's not, that's not exactly how it happens. So if these buybacks and then future larger ones succeed in keeping long yields lower, then the otherwise would be mortgage rates could actually ease and stop rising as fast. Cheaper long term borrowing will help home buyers, businesses that are doing long term investments. And the government's own interest bill itself. We have to refinance $9 trillion worth of debt this year. We want to refinance it lower. And it'll support growth and affordability. So $6 billion today is not going to move the needle much by itself. Last month, the first announcement briefly lowered yields because it was a little bit of, a sigh of relief. But then moved in the reverse just like today. Today, the 10 year was up to I think 4.83%. So again, this is just one modest buyback. What we really need is we really do need this conflict to get wrapped up. We need oil prices to come down. We saw that we made out.

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