Vor Fed-Wechsel: Warsh-Trade bröckelt, Anleger wetten zunehmend auf straffere Geldpolitik
Investors dump dovish Fed bets as Warsh trade crumbles, shifting to expectations of rate hikes and tighter monetary policy that lift the…
Investors dump dovish Fed bets as Warsh trade crumbles, shifting to expectations of rate hikes and tighter monetary policy that lift the…
Kevin Warsh, hawkish candidate for Fed chair, could confront intractable inflation, driving higher US yields, a stronger dollar, and a risk-off tilt…
RBNZ survey shows New Zealand one-year inflation expectations at 2.8%, highest since 2023, fueling rate hike bets and lifting the kiwi dollar…
Gold holds decline as US inflation surge to 4.2% y/y slashes Fed rate cut expectations and lifts dollar and yields.
Senate confirmation of Kevin Warsh to the Fed Board advances a likely hawkish succession at the central bank, with markets pricing policy…
Kevin Warsh confirmed to Fed Board as hawkish voice, with chair vote still pending, stirring repricing across USD, bonds, and equities.
US inflation accelerated to 3.2% in April on surging gasoline prices, dashing June rate-cut hopes and sparking a dollar rally as equities…
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…