News on this topic
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

Paid articlePaywallFed's inflation puzzle still missing a piece or two
reuters.com/markets/us/feds-inflation-puzzle-still-missing-piece-or-two-2024-01-22/

Fed's inflation puzzle still missing a piece or two: U.S. Federal Reserve officials suspected the fight to lower inflation would be difficult and have been ...
reuters.com/markets/us/feds-inflation-puzzle-still-missing-piece-or-two-2024-01-22/
/cloudfront-us-east-2.images.arcpublishing.com/reuters/M4447QNPLRIOTAIPTNOJLBYRXM.jpg)
More articles on this subject
Previous
A March Fed Rate Cut Is Becoming Less And Less Likely: Renewed uncertainty over Fed rate cuts in 2024 increases risks for stocks and bonds ...
seekingalpha.com/article/4664031-a-march-fed-rate-cut-is-becoming-less-and-less-likely

Paid articlePaywallUSFR: Skate To Where The Puck Is: Treasury bill yields closely follow Fed Funds policy rates, so the income from the USFR ETF will decrease as rates are cut ...
seekingalpha.com/article/4664024-usfr-skate-to-where-the-puck-is

Paid articlePaywall Next
Similar to This
Previous
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/

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

The Fed’s higher-for-longer strategy on interest rates is slowly crumbling. Welcome to higher-for-long-enough.
cnn.com/2023/12/10/economy/stocks-week-ahead-fed-higher-for-longer-crumbling/

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."
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/
/cloudfront-us-east-2.images.arcpublishing.com/reuters/6NUCTEF4J5OEHAR27TYQAT6QJ4.jpg)
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
Higher mortgage and credit card rates are here. What the bond market means for you
kansascity.com/news/nation-world/national/article280937193.html

Fed faces broader debate as it tees up rate hike: Since the Federal Reserve decided to keep interest rates on hold at its June 13-14 policy meeting, U.S ...
reuters.com/markets/rates-bonds/is-wild-ride-over-fed-faces-broader-debate-it-tees-up-rate-hike-2023-07-17/

Fed in May saw uncertainty about need for more rate hikes, shows meeting minutes | Mint
livemint.com/economy/fed-agreed-in-may-need-for-more-rate-hikes-was-less-certain-meeting-minutes-show-11684951632604.html

Paid articlePaywallThe 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/

Wall Street has found something else to worry about: March's banking crisis commandeered the headlines and monopolized Wall Street's attention over the past few ...
cnn.com/2023/04/11/investing/premarket-stocks-trading/

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

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/

The rate shock dominated financial markets in 2022. Little wonder that investors wish an end to it. Yet the big debates about inflation and interest rates ... Show more
Yuan rallies on hopes of China COVID policy relief, euro surges: The yuan jumped against the dollar on Tuesday amid hopes of a potential easing in the country's ...
reuters.com/markets/currencies/dollar-holds-firm-chinas-covid-related-worries-weigh-2022-11-29/

Next
