Market Sentiment Reverses: Fed Rate Hikes Now Expected by Early 2027
Market expectations for Federal Reserve policy have dramatically reversed.
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Rates & Inflation
Federal Reserve signals, inflation data, bond yields, mortgage rates, and price pressures that shape capital costs.
CPI, PPI, and wage-price pressure
Fed guidance and rate expectations
Treasury yields and borrowing costs
Hot Inflation, Hawkish Fed, and Gold on the Edge as Markets Brace for Key Data
Bond markets are pricing in potential rate hikes as stubborn inflation, fueled by energy shocks, challenges the Fed.
Kevin Warsh Takes Federal Reserve Helm Amid Shifting Market Sentiment and Policy Challenges
Kevin Warsh's arrival at the Federal Reserve signals a potential shift in monetary policy, challenging established post-crisis frameworks and influencing market expectations.
Markets Price Peace Dividend as Geopolitical Tensions Ease, Oil and Dollar Decline
Markets are transitioning from pricing geopolitical fear to a potential peace dividend.
Markets Eye Key Economic Data and Fed Speeches in Holiday-Shortened Week
Markets face a data-heavy, holiday-shortened week with Q1 2026 GDP and April core PCE inflation figures due Thursday.
Trump-Iran Deal Hopes Spark Potential Rally in Stocks, Decline in Oil, and Bond Gains
Hopes for a U.S.-Iran deal reducing Middle East tensions could lead to soaring stocks, tumbling oil prices, and rallying bonds, potentially easing inflation and...
Memorial Day Cookout Costs Rise Amid Persistent Inflation
Americans planning Memorial Day cookouts will see higher prices for barbecue staples like beef and vegetables due to persistent inflation.
Trump Urges New Fed Chair Kevin Warsh to Maintain ‘Total Independence’
President Trump urged new Fed Chair Kevin Warsh to be "totally independent" at a White House swearing-in ceremony, emphasizing his desire for the chair...
Kevin Warsh Sworn In as Federal Reserve Chair, Succeeding Jerome Powell
Kevin Warsh was sworn in as the new Federal Reserve Chair, succeeding Jerome Powell.
Inflation’s Second Wave: Why Today Isn’t the 1970s
Current inflation trends are often compared to the 1970s, but key economic differences in energy, labor, and policy suggest history is not repeating itself...