The Federal Reserve's June meeting minutes show a growing faction of officials favor additional rate hikes to combat inflation, sparking a rally…
Fed minutes from June show a faction of officials pushing for a rate hike, challenging market expectations for an extended pause and…
One-year ahead US consumer inflation expectations climbed to 3.8% in June per the NY Fed survey, reducing odds of Fed easing and…
US payrolls miss spurs 55bps of Fed cut bets, Eurozone CPI slows to 1.8%, dollar dips, gold climbs, and bond yields fall.
Trump's bid to reshape the Federal Reserve after a court loss roils markets, sending Treasury yields higher and the dollar lower as…
Fed Governor Warsh signals a multi-year timeline for balance sheet runoff, pushing up Treasury yields and the dollar as markets adjust to…
Supreme Court ruling cements Fed independence from presidential interference, reinforcing credibility of monetary policy and driving a brief dollar rally and uptick…
Supreme Court ruling on Fed independence bolsters dollar, sends Treasury yields lower, and lifts equities as markets shed political risk premium, reinforcing…
Positioning in the dollar and U.S. Treasury yields hints at a bullish tilt for bitcoin, as macro flows could rotate into crypto.
A delay in naming the next Atlanta Fed chief allows hawkish ex-governor Kevin Warsh to weigh in, raising odds of a less…
Bessent's inflation optimism and backing of Governor Warsh reinforce expectations for stable Fed policy, driving down bond yields and the dollar.
Options on Fed funds futures diverge from outright futures pricing, with options implying a 45% probability of a 75bps July hike versus…