The Fed’s New Philosophy Could Be a Recipe for Interest Rate Volatility
Kevin Warsh is chasing a historical mirage in his goal to untether the bond market from Fed communication.
Interest Rates
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Morningstar DBRS: What Japan’s Break from Low Rates Could Mean
Despite higher fiscal costs due to higher bond market yields, near-term credit risks are limited.
Fed Holds Steady in July, Giving Few Hints On What’s to Come
Warsh points to bond yields as a verdict on the economy, but the Fed’s new communication style leaves investors with little to go on.
What to Expect from the July Fed Meeting
Officials will weigh recent improved inflation data against the latest spike in oil prices, but investors may have to make do with less communication under Warsh.
Why Economists Expect Biggest CPI Drop in Years While Core Inflation Remains Sticky
Gas prices will be the driver, but economists will be watching other key areas for clues about the underlying inflation trend.
Morningstar DBRS Economic Update: The US Powers Through, While Canada Aims to Recover
Aided by a stabilizing job market, we expect the Canadian economy to gain steam in the second half of 2026.
What’s Happening in the Markets This Week
June FOMC meeting minutes are slated for release.
Despite a June Slowdown in Hiring, Job Market Still Seen as Solid
Fed still seen likely to raise rates by year end.
7 Charts on Q2 Markets Highlights: The Big AI Rally Gets Even Bigger
Some AI-driven indexes posted their best quarters on record as hardware names rocketed higher.
Warsh’s Tenure Starts With Fed Seen Laying Groundwork for Rate Hike
Analysts expect more changes ahead in how the Fed communicates policy decisions and measures the economy.
At Warsh’s First Meeting as Fed Chair, What Changes Can Investors Expect?
Against a backdrop of high inflation and possible future rate hikes, Warsh will begin to leave his mark on the Fed.
European Central Bank Raises Interest Rates and Lifts Inflation Forecasts
The ECB increased rates for the first time since 2023 and now sees inflation hitting 3% in 2026.
May Jobs Report Shows Strong Hiring, but a Fed Rate Hike Isn’t a Done Deal
Odds of a rate hike jump on solid job gains, but economists say subdued wage growth could help the Fed stay on hold.
Why Is the Stock Market Overlooking This Potential Headwind?
Investors shouldn’t be shrugging off this risk.
Markets Brief: Will the Fed Really Raise Rates in 2026?
Plus: Blockbuster Q1 S&P 500 earnings, and five years after Engine No. 1 vs. Exxon.
Supply Shocks? We’ve Had a Few. Here’s How Investors Can Deal
An economist’s take on sky-high gas prices, ‘abysmal’ sentiment, and an economy that’s being rewired.
As Powell Closes Out Term as Fed Chair, Odds of Rate Cut in 2026 Vanish
The eventual fading of oil-driven impacts should allow for rate cuts in 2027.
Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.
Fed Rates Seen on Hold at April Policy Meeting
The market is leaning toward no rate cuts in 2026.
Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?
Plus, what’s likely flying under the radar.
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