Bond traders brace for inflation data and the end of Powell's Fed era, driving risk repositioning in rates and currency markets.
Pimco's chief investment officer warns that an Iran war-driven oil price surge could force the Federal Reserve to raise interest rates, threatening…
Persistent US inflation unnerves consumers, fueling bets on further Fed tightening and weighing on equity and bond markets while supporting the dollar…
Goldman Sachs shifts Fed rate-cut forecast to December 2026 and March 2027 on persistent inflation, lifting the dollar and Treasury yields while…
Fed Governor Waller signals regional Fed banks to centralize functions, boosting operational efficiency but unlikely to shift monetary policy stance, leaving dollar…
Federal Reserve calls private credit redemption risks manageable, easing concerns over the $1.7 trillion market.
Fed’s Goolsbee keeps all rate options open, leaving stocks lower and Treasuries steady as traders brace for a data-dependent policy path.
Wall Street strategists clash over the sustainability of 5% Treasury yields as strong economic data and sticky inflation collide with recession fears,…
G-30 report warns that Fed policy clarity is essential to preserve independence and prevent a spike in Treasury yields as political pressure…
Bloomberg Opinion proposes five accountability and credibility reforms for Kevin Warsh’s potential Fed regime change, with no direct market-moving cues.
Fed's Hammack warns FOMC signal on rate path was misleading, clouding the policy outlook and prompting a reassessment of rate expectations.
Fed's Collins aligns with FOMC on statement revision, keeping markets cautious as they await policy language shifts that could sway rate expectations…