Oxford Economics Gauge Enters Recession Zone, Consumer Spending Unfazed
Oxford Economics' US business-cycle indicator sounds recession alarm, but consumer spending and AI investment remain strong.
25/09/2026 02:3213 min read
Fed
Tom Lee Says Surging Treasury Yields Separate Strong from Weak Stocks
Fundstrat's Tom Lee argues that rising Treasury yields are not a threat but a filter that favors strong companies. He also expects inflation to decline in the…
25/09/2026 00:129 min read
UBS sees Fed hike fears as excessive with 10-year yield above 5.1%
UBS says October Fed hike odds are overdone; 10-year yield above 5.1% for first time since 2007.
24/09/2026 22:0116 min read
US stock indices test support levels amid selloff
US stock indices fell again as yields surged on rate hike expectations, each index testing key support levels.
24/09/2026 15:439 min read
Paulson sees possible need for another Fed rate hike to curb inflation
Fed's Paulson signals another rate hike may be needed; other officials echo hawkish stance.
24/09/2026 14:318 min read
USDCHF hits highest since May 2025 after SNB holds rates
The SNB held rates at 0% and modified its intervention stance; USDCHF climbed to its highest since May 2025.
24/09/2026 13:5210 min read
Hammack sees inflation risks skewed upward
Fed's Hammack says inflation risks are tilted upward, supply shocks challenge policy.
24/09/2026 13:015 min read
Dollar gains ground as bond yields pressure equities ahead of Trump-Xi meeting
The dollar rises and bond yields pressure stocks as traders await Trump-Xi talks. Yields near multi-year highs.
24/09/2026 12:2214 min read
Williams sees another rate hike this year as 'reasonable', flags inflation as key hurdle
Fed's Williams says another rate hike this year is 'reasonable' and inflation is the biggest obstacle.
24/09/2026 09:016 min read
Robust economy may rattle stocks if inflation appears
Strong economic data can sometimes hurt stocks if it raises inflation fears and prompts tighter monetary policy.
24/09/2026 07:5113 min read
Fed Rate Hike Yet to Boost Berkshire's Cash Returns
Berkshire Hathaway's $359.2 billion cash pile has yet to show a higher yield from the Fed's September rate hike.
24/09/2026 03:268 min read
US weighs stablecoin expansion to ease $40 trillion debt burden
The Trump administration is exploring a stablecoin initiative to attract foreign capital into US debt, potentially easing financing of the $40 trillion…
24/09/2026 00:4211 min read
Bloomberg: US mulls joint ventures to expand dollar stablecoin use abroad
Bloomberg says the Trump administration may use joint ventures to boost overseas demand for dollar stablecoins and US debt.
24/09/2026 00:0216 min read
5-Year Treasury Auction Yields Highest Since 2006; Bitcoin Under Pressure
The US Treasury's 5-year note auction priced at 5.033%, the highest yield since 2006, as demand weakened, pressuring risk assets like bitcoin.
23/09/2026 23:429 min read
Goldman lowers end-2026 gold forecast to $4,650, keeps $5,400 target for 2027
Goldman cut its end-2026 gold forecast to $4,650/oz from $4,900, kept $5,400 target for 2027, citing central bank buying.
23/09/2026 23:1214 min read