Goolsbee: robust demand may be stoking US inflation, hardening rate hike path
Fed's Goolsbee says persistent demand and supply shocks could prolong high inflation, reinforcing case for higher rates.
21/09/2026 11:017 min read
Fed
Gold (XAU/USD) steadies before UN talks on Iran war
Gold steadies as markets wait on UN General Assembly talks, with a potential Trump-Pezeshkian meeting and US PMIs in focus.
21/09/2026 08:319 min read
Upcoming week: central bank speeches, PMIs, and key data releases ahead
Central bank speeches, flash PMIs, and key employment and retail data highlight the week ahead.
21/09/2026 07:4119 min read
Oil retreats from highs but $100 level still pressures bond markets
Brent crude dipped below $102, but the $100 oil threshold keeps inflation fears alive and bond yields high.
21/09/2026 04:518 min read
Strategists See 'Wall of Worry' as Sign of Market Health
Strategists say the market's 'wall of worry' is healthy, as stocks stay flat despite rising oil, yields, and a broadening rally.
21/09/2026 02:568 min read
BofA sticks with October, December Fed hike call as spending stays hot
BofA reaffirms forecasts for Fed rate hikes in October and December, citing strong nominal spending, with risks flagged around persistent supply shocks.
21/09/2026 01:0116 min read
CFTC data: hedge funds net long yen for first time since July 2025
Hedge funds turned net long yen for first time since July 2025 per CFTC data, ahead of rate hikes that later hurt the yen.
20/09/2026 23:5114 min read
History Suggests S&P 500 Wobbles Then Recovers After Fed's First Hike Since 2023
Based on historical patterns, the S&P 500 tends to dip after the Fed's first hike but recovers within a year, with bond yield speed as a key risk.
20/09/2026 23:2231 min read
Neutral rate estimates climb at Fed, ECB, Japan; impact on bonds and borrowers
Economists are raising neutral rate estimates for the Fed, ECB, and Japan, signaling higher long-term yields and less room for rate cuts.
20/09/2026 22:4532 min read
Kashkari Warns Inflation Pervasive, Not Limited to Energy
Minneapolis Fed's Kashkari said inflation is too high across the US economy, not just in oil, and supported the recent rate hike.
20/09/2026 21:2216 min read
US Stocks Face a Week of Bond Yields, Oil, and Summit Risks
US stocks enter a week dominated by a 5% Treasury yield, a missile strike on Riyadh, Fed commentary, and a key Trump-Xi meeting.
20/09/2026 18:2813 min read
Cramer Sees a Calm Week Ahead but Keeps an Eye on Key Corporate Events
Cramer expects a calm week ahead, with analyst meetings and earnings from Okta, Costco, KB Home, and others in focus.
20/09/2026 10:4211 min read
Musk Predicts AI Doubling US Growth to 4%: Feasible?
Elon Musk predicts AI will double US GDP growth to 4% next year, a figure far above Fed projections. The forecast comes as California mandates AI audits and a…
18/09/2026 23:419 min read
Schmid: Inflation Running Above 3% Supports Rate Hike
Kansas City Fed's Schmid supports recent rate hike, citing inflation above 3% and broad-based price pressures, while noting the economy's strength outside…
18/09/2026 15:515 min read
CoinShares Doubts Bitcoin Will Reach $80,000 This Year
CoinShares predicts Bitcoin will stay below $80,000 this year, citing Fed policy and stalled crypto legislation. VanEck forecasts $100,000.
18/09/2026 13:418 min read