#Monetary Policy

🌐 General — 📊 Neutral

Jerome Powell Exits With Legacy as the Fed Chair Who Fought Back

May 10, 2026 (2 days ago)

Bloomberg feature on Jerome Powell's Fed legacy lacks article text for market analysis.

🌍 US Read More →

🌐 General DXY 📉 Bearish

Taking Stock of Jerome Powell’s Fed Chair Term

May 10, 2026 (2 days ago)

Bloomberg's review of Jerome Powell's tenure as Fed chair highlights 11 rate hikes and a dramatic inflation decline, shaping the outlook for…

▼ Powell's term ends in May 2026, prompting markets to reprice the Fed's rate path

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📋 Bonds US10Y 📊 Neutral

Bond Traders Brace for Inflation Data as Fed’s Powell Era Ends

May 10, 2026 (2 days ago)

Bond traders brace for inflation data and the end of Powell's Fed era, driving risk repositioning in rates and currency markets.

→ upcoming U.S. inflation data release

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🌐 General DXY 📉 Bearish

Goldman Sees Fed Cuts Delayed to December, March on Inflation

May 9, 2026 (4 days ago)

Goldman Sachs shifts Fed rate-cut forecast to December 2026 and March 2027 on persistent inflation, lifting the dollar and Treasury yields while…

▼ Goldman Sachs revised its Fed rate cut forecast to December 2026 from September

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🌐 General DXY 📊 Neutral

Fed’s Waller Says Regional Feds Will Centralize Some Functions

May 9, 2026 (4 days ago)

Fed Governor Waller signals regional Fed banks to centralize functions, boosting operational efficiency but unlikely to shift monetary policy stance, leaving dollar…

→ Waller’s public statement on centralizing regional Fed support functions

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🌐 General USD/COP 📉 Bearish

Colombia Inflation Ticks Up, Fueling Case For Renewed Rate Hikes

May 9, 2026 (4 days ago)

Colombia April CPI data came in hot, boosting the case for BanRep rate hikes and roiling Colombian bonds, stocks, and the USD/COP…

▼ April CPI release showed an unexpected acceleration in Colombian inflation

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🌐 General — 📉 Bearish

Fed’s Goolsbee Says All Interest-Rate Options Are On The Table

May 8, 2026 (4 days ago)

Fed’s Goolsbee keeps all rate options open, leaving stocks lower and Treasuries steady as traders brace for a data-dependent policy path.

▼ Goolsbee’s remarks reminded investors that the Fed has not ruled out further rate hikes or cuts, injecting short-term uncertainty into pricing models.

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💱 Forex NZD/USD 📉 Bearish

New Zealand’s Dollar Has Scope to Strengthen, Anahata CIO Says

May 8, 2026 (4 days ago)

Anahata CIO projects NZD strength, citing RBNZ’s excessively accommodative policy as a catalyst for upside repricing.

▼ Reserve Bank of New Zealand’s overly dovish policy stance creating a repricing opportunity

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📋 Bonds US10Y 📉 Bearish

Wall Street Debates Whether 5% Yields Are Here to Stay

May 8, 2026 (4 days ago)

Wall Street strategists clash over the sustainability of 5% Treasury yields as strong economic data and sticky inflation collide with recession fears,…

▼ April CPI print came in at 3.8% y/y, above the 3.6% consensus, reinforcing stagflation fears.

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💱 Forex EUR/NOK 📉 Bearish

Norges Bank hebt Leitzins erstmals seit 2023 an, wird Vorreiter in Westeuropa

May 8, 2026 (4 days ago)

Norges Bank hikes key rate to 4.25%, leading Western Europe in tightening and driving a sharp krone rally.

▼ Norges Bank unexpectedly raised the key rate to 4.25%, its first hike since 2023.

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🌐 General US10Y 📉 Bearish

Fed Needs Policy Clarity to Preserve Independence, G-30 Report Says

May 8, 2026 (4 days ago)

G-30 report warns that Fed policy clarity is essential to preserve independence and prevent a spike in Treasury yields as political pressure…

▼ Release of the G-30 report highlighting Fed policy clarity as vital for independence

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🌐 General US10Y 📊 Neutral

Five Suggestions for Kevin Warsh on Fed ‘Regime Change’

May 8, 2026 (4 days ago)

Bloomberg Opinion proposes five accountability and credibility reforms for Kevin Warsh’s potential Fed regime change, with no direct market-moving cues.

→ Prospective leadership change at the Federal Reserve

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