Deutsche Bank lifts 10-year Treasury yield forecast to 4.5% as hawkish Fed outlook signals higher-for-longer rates, impacting bonds, dollar, and risk assets.
Fed’s Bowman argues it is premature to evaluate the Iran war’s inflation impact, keeping monetary policy on hold and driving investors into…
Bessent-Warsh breakfast kills Fed rate cut hopes, lifting the dollar and yields while pressuring stocks and gold.
Neel Kashkari warns markets that the Federal Reserve may not be done raising interest rates, challenging dovish bets and reinforcing the central…
US 30-year fixed mortgage rates advanced to 6.53%, the highest in over a year, signaling tighter financial conditions that could weigh on…
Kevin Warsh's struggle to contain Fed hawks amid sticky inflation signals potential policy divergence, with direct implications for US Treasuries and the…
Fed official Musalem warns that the AI boom cannot replace traditional monetary policy tools to combat inflation, reinforcing a hawkish tilt.
U.S. Treasury bonds stabilized on Thursday after an oil-driven selloff as a key inflation gauge showed price pressures cooling, with the 10-year…
US stock indices, including the S&P 500 and Nasdaq, are poised for a difficult stretch as stagflation concerns mount, threatening corporate profit…
US funding markets face a sustained flood of cash, pushing repo rates near zero and signaling the Federal Reserve’s commitment to ample…
April’s weak consumer spending and hot inflation reading signal a stagflationary impulse that challenges the soft-landing narrative and weighs on risk assets…
Fed Vice Chair Jefferson warns surging energy prices could reignite inflation pressures, forcing the central bank to delay rate cuts and keeping…