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Federal Reserve officials are signaling more interest rate hikes to come: St. Louis Fed's Alberto Musalem calls for tightening soon, while Dallas Fed's Lorie ...
qz.com/fed-officials-signal-more-interest-rate-hikes-103026

Fed sees AI boom adding to inflation headache, but others may pay for the medicine
reuters.com/markets/wealth/fed-sees-ai-boom-adding-inflation-headache-others-may-pay-medicine-2026-10-19/

St. Louis Fed's Musalem says rate hikes needed in 6 to 9 months
qz.com/st-louis-fed-musalem-interest-rate-hikes-six-nine-months-100926

US debt load could undercut Warsh's plan to shrink Fed balance sheet: Incoming Federal Reserve chief Kevin Warsh's plans to shrink the U.S. central bank's ...
reuters.com/business/finance/us-debt-load-could-undercut-warshs-plan-shrink-fed-balance-sheet-2026-05-15/

Warsh's take on Fed independence is met with confusion and some concern: Fed chair nominee Kevin Warsh is putting his own spin on the independence of monetary ...
cnbc.com/2026/05/04/fed-kevin-warsh-interest-rates.html

Paid articlePaywall The Gold Short: No More False Dawns: Inflation-adjusted US T-bond yields are an inverse forward indicator of gold prices. Learn more about shorting gold and the ...
seekingalpha.com/article/4664306-gold-short-no-false-dawns

Fed needs to cut rates at least five times next year, portfolio manager says: The Federal Reserve needs to cut interest rates at least five times next year to ...
cnbc.com/2023/12/05/fed-should-cut-rates-at-least-5-times-next-year-portfolio-manager-says.html
Key FactsRecord High: S&P 500 Soars in 2023
Dec 4, 2023 · Reading time: ~30 sec.
Summary created with AI assistance · Source: seekingalpha.com
Summary created with AI assistance · Source: seekingalpha.com
- Since the significant increase in long-term US Treasury yields at the end of October 2023, stock prices have risen as the prospects for economic growth in the US economy show signs of slowing.
- In addition to further data indicating a slowdown in demand-driven inflation, the prospect of interest rate cuts in 2024 has increased.
- Investors anticipate that from March 20 (2024-Q1), economic conditions will deteriorate, leading the Fed to initiate a series of quarter-point interest rate cuts at six-to-twelve-week intervals through the end of 2024.
- According to a study by the St. Louis Fed, it will take the Fed four years to recoup income losses.

The Fed rate cuts discussion heats up: After months of higher rates for longer Fed talk, market sentiment has turned in the other direction.
axios.com/2023/11/29/fed-interest-rates-2024
Key FactsConditions for Fed Interest Rate Cuts in 2024
Nov 29, 2023 · Reading time: ~30 sec.
Summary created with AI assistance · Source: cnbc.com
Summary created with AI assistance · Source: cnbc.com
- Interest rate cuts do not occur during times of economic stability, which is important for markets anticipating Federal Reserve easing next year.
- A compelling justification will be needed to start easing, and even then, interest rate decreases are likely to occur slowly - unless an unforeseen event occurs and the Fed is forced into more aggressive action.
- "The market constantly tries to anticipate these interest rate cuts, only to end up disappointed," said Kathy Jones, chief fixed income strategist at Charles Schwab.
- "In a different cycle, when inflation had not risen so sharply, I think the Fed would have already reduced interest rates."
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Morning Bid: Powell pushback puts cloud 9 beyond reach: A look at the day ahead in U.S. and global markets from Mike Dolan
reuters.com/markets/us/global-markets-view-usa-pix-2023-11-10/
Key FactsPowell's Pushback Impacts Market Reaction
Nov 10, 2023 · Reading time: ~30 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Federal Reserve Chairman Jerome Powell holds a press conference in Washington
- Market reacts to Powell's resistance against early rate cuts
- Minimal change in market pricing after Powell's precautionary measure
- 30-year auction closes with higher yield than expected, signaling investor concerns

The markets (still) don't believe the Fed: For the Fed's efforts to slow the economy to have full effect, the markets must believe the Fed will hold rates at a ...
axios.com/2023/05/17/markets-still-dont-believe-fed

Gold stumbles on higher yields as market reassess Fed path: Gold prices slid more than 1% Wednesday on higher U.S. yields and the dollar, as some investors bet ...
reuters.com/markets/commodities/gold-drifts-lower-firmer-dollar-fed-rate-outlook-2023-04-19/

Fed's Bullard discounts recession talk, favors more rate hikes: Recession forecasts 'are coming from models that put too much weight on the idea that ...
rappler.com/business/federal-reserve-james-bullard-discounts-recession-talk-favors-more-rate-hikes/

'Powell's curve' plunges to new lows, flashing US recession warning: The Federal Reserve's preferred bond market signal of an upcoming recession has plunged to ...
reuters.com/markets/us/powells-curve-plunges-new-lows-flashing-us-recession-warning-2023-04-06/

Fed Inclined Toward More Hikes to Curb Inflation, Minutes Show: Federal Reserve officials continued to anticipate further increases in borrowing costs would be ...
bloomberg.com/news/articles/2023-02-22/fed-inclined-toward-more-hikes-to-curb-inflation-minutes-show

Paid articlePaywall Fed inclined toward more hikes to curb inflation, minutes show | Mint: Federal Reserve officials continued to anticipate further increases in borrowing costs ...
livemint.com/economy/fed-inclined-toward-more-hikes-to-curb-inflation-minutes-show-11677096852941.html

'Almost all' Fed officials backed quarter-percentage-point hike at last meeting, minutes show
reuters.com/markets/us/fed-minutes-detail-debate-over-rate-hike-endgame-2023-02-22/

S&P 500 ends down as investors fret about interest rates: The S&P 500 ended lower on Friday, weighed down by Microsoft and Nvidia as investors worried that ...
reuters.com/markets/us/futures-fall-fears-about-hawkish-fed-grow-2023-02-17/

Markets bet the economy can withstand Fed tightening: The Fed isn't expected to let up on rates, but economic activity is still holding up.
axios.com/2023/02/17/markets-interest-rates-fed-action
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