Welcome back to Talking Markets, where we kick off the week with Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. It's Fed week, and with everyone expecting rate cuts, could 'only' 25bps actually be hawkish? That's what Maggie Lake will be chatting to Jared about, as well as stocks not caring about deteriorating data, gold's biggest annual rally since 1979, and President Trump's call to end quarterly earnings reports. And of course, JD will be answering your questions. Get more from Jared here: www.jareddillianmoney.com Support us on Substack: https://themarkethouse.substack.com/s...Connect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.