FED'S GOOLSBEE: ASKED ABOUT A POSSIBLE RATE HIKE IF NEEDED, SAYS 'DON'T THINK ANYTHING IS NOT ON THE TABLE'

he said it out lout!

*FED'S WILLIAMS: IF DATA CALLED FOR HIGHER RATES, FED WOULD HIKE

What is Taylor Riggs, CFA expecting to hear today from Fed Chairman Jerome Powell?

Here’s what she told Pete Mundo.

FULL interview: omny.fm/shows/pete-mun…

most of the investing opportunities for startups are in AI, David Sacks tells The Big Money Show. The AI tech wave is 'on the order of mobile wave, social wave, cloud wave.'

rate cut expectations are being reduced:

UBS Wealth: “We are removing June rate cut from our base case for the Fed. We now look for the first cut in Sept with 50bps of cuts by year-end. In our view, it is unlikely that high inflation will force the Fed to hike rates further.”

10-year bond auction was horrific. E.J. Antoni, Ph.D. tells The Big Money Show we may have a big problem financing our debt if people aren't buying Treasuries at 4.5% yield

for Torsten Slok at Apollo: 3-month annualized change in supercore inflation is now over 8% and accelerating. 'We are sticking to our view that the Fed will not cut rates in 2024.'

BlackRock: In our view, today’s data decreases the chance of a June rate cut and increases the risk that the Fed may only cut rates twice this year.

Redfin just reported that nearly 20% of San Fran home sellers took a loss, more than 4x the national share.

'In SF, the typical seller who's parting ways with their home for less than they originally paid is losing $155,500. Nationwide, the median loss is roughly $40K'

here it is:

*TRADERS OF SHORT-TERM U.S. INTEREST-RATE FUTURES BET FED WILL CUT RATES JUST TWICE THIS YEAR

*TRADERS BET AGAINST JUNE START TO FED RATE CUTS AFTER INFLATION REPORT, NOW SEE LATER START MORE LIKELY

10-year yield goes to highest since November. right at 4.5%, first time it hits that level in 2024.

UBS Wealth Management: “base case is that the March CPI print will show a smaller monthly increase than in January and February. And overall, our base case remains that the Fed should be in a position to cut rates around mid-year for a total of 75bps of rate reductions in 2024”

.Joseph Lavorgna tells The Big Money Show that the economy looks good on the surface but there are surveys like NFIB small biz survey that show cracks. Inflation is another added problem.

On raising SPX PT to 5535: “In our view, the bull market, AI’s secular growth story and index concentration have shifted investors’ attention away from traditional valuation measures and toward longer-term growth and discounting metrics.” on.mktw.net/3xtBpgy

still don't have consensus. Just spoke with Kevin Mahn on The Big Money Show and he sees 3 cuts: July, November, December. UBS just out with a note saying they see a path to 3 cuts: June to start.

Does Neel Kashkari look right today? : 'In March I had jotted down two rate cuts this year if inflation continues to fall back towards our 2% target. If we continue to see inflation moving sideways, then that would make me question whether we needed to do those rate cuts at all.'