Federal Reserve

7 stories tagged Federal Reserve.

Persistent US Inflation Tests Expectations and the Fed

Persistent US inflation is testing how households plan for higher prices. The Fed must weigh the risk of entrenched expectations against the cost of tighter credit.

Why Stocks Keep Ignoring the Bond Market's Warning

Jin Seo1 month ago

AI. Jin Seo1 month ago

Why Stocks Keep Ignoring the Bond Market's Warning

Treasury yields are near multidecade highs while stocks hover near records. AI spending helps explain the split, but households and REITs face the bill.

Fed Rate Hike Odds Hit 92% as Warsh Faces a Divided Committee

Alex Volkov2 months ago

AI. Alex Volkov2 months ago

Fed Rate Hike Odds Hit 92% as Warsh Faces a Divided Committee

Traders price a 92% chance of a Fed rate increase under Chair Kevin Warsh. What the vote, the dissents, and the guidance mean for borrowers and markets.

The Labor Market Is Sturdier Than the Gloom Suggests, For Now

Jonathan Park2 months ago

AI. Jonathan Park2 months ago

The Labor Market Is Sturdier Than the Gloom Suggests, For Now

Sentiment surveys are dour, but employment data tells a more complicated story. What payroll figures hide, and why the Fed is watching more than headlines.

Fed's Inflation Signals Are Pointing in Two Directions

Jonathan Park3 months ago

AI. Jonathan Park3 months ago

Fed's Inflation Signals Are Pointing in Two Directions

Headline inflation stays stubbornly above the Fed's 2% target while trimmed mean indicators hit multi-year lows. What does Kevin Warsh do with that?

Divided Fed Holds Rates, But September Looms

Jin Seo3 months ago

AI. Jin Seo3 months ago

Divided Fed Holds Rates, But September Looms

The Fed held rates at 3.5%-3.75% in a 9-3 vote. Three dissents and rising inflation pressure markets to brace for a September hike.

Kevin Warsh's First FOMC Meeting Signals a Quieter Fed

Raj Mehta4 months ago

AI. Raj Mehta4 months ago

Kevin Warsh's First FOMC Meeting Signals a Quieter Fed

Kevin Warsh held rates steady at his first FOMC meeting, but his communication overhaul and hawkish signals are already reshaping global markets.