Goldman and Bank of America delay Fed rate-cut forecasts as robust inflation and jobs data force a hawkish repricing that lifts the…
Morgan Stanley’s ‘spicier’ CPI warning raises the stakes for inflation week, threatening a yield-driven selloff in stocks and bonds while boosting the…
Goldman Sachs and BofA delay Fed cut calls after robust US jobs data, unleashing a bond sell-off that lifts Treasury yields and…
BoE's Greene signals rate hikes on hold pending Iran war outcome, keeping GBP/USD supported near 1.34 as markets reprice UK tightening timeline.
Goldman Sachs sees AI deepening a K-shaped divide in Korea and Taiwan, forcing central banks toward rate hikes that could strengthen currencies…
ECB expected to deliver two 25bps rate hikes in 2026 after inflation overshoots, driving EUR/USD higher and lifting Eurozone bond yields.
Bloomberg's review of Jerome Powell's tenure as Fed chair highlights 11 rate hikes and a dramatic inflation decline, shaping the outlook for…
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…
Goldman Sachs shifts Fed rate-cut forecast to December 2026 and March 2027 on persistent inflation, lifting the dollar and Treasury yields while…
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,…