Interest Rates

The specter of political interference in the Federal Reserve is rippling through the market, and for ETF investors, the parallels to the 1970s are becoming more and more difficult to ignore. • What’s next for TIP stock? While Sen. Elizabeth Warren has accused President Donald Trump of...

Gold was supposed to be the crisis trade. It isn’t. Instead of rallying on war, gold is having its worst month since February 1983 — down 17% in March as the Iran conflict does something no one expected: it is killing the Fed easing thesis that had kept gold prices elevated for months. And...

President Donald Trump's war with Iran is now rippling far beyond geopolitics and the global energy industry—and into the U.S. housing market. The 30-year fixed mortgage rate, a key barometer of home affordability in the U.S., has jumped back to the psychologically crucial 7% for the first time...

Federal Reserve Governor Stephen Miran — who has dissented in favor of rate cuts at every meeting since his appointment by President Donald Trump last year — said Monday that the Iran-driven oil shock does not alter his policy outlook, arguing the Fed should wait for clearer evidence before...

The stock market witnessed a mixed performance today as the S&P 500 and the Nasdaq indices showed varied results. The Federal Reserve’s decision to maintain the federal funds rate at 3.5%–3.75% has kept investors on their toes. The economic activity continues to expand at a solid pace,...

Tuesday marks one year since President Donald Trump took office for his second presidential term. Here's a look at how three major stock markets have performed since he was inaugurated as the 47th president. Trump's First Year, Second Term Stock Market & Crypto Returns Trump promised that the "...

A 25-basis-point cut is almost fully priced for the Dec. 10 Federal Reserve meeting, with CME FedWatch data showing nearly a 90% chance for the third straight interest-rate reduction. Yet, some analysts are warning traders not to get overly excited about the move itself. Two forces may actually end...

Investor Kevin O’Leary warned that inflation remains a greater threat to the U.S. economy than the financial markets want to admit, while arguing that aggressive political pressure on the Federal Reserve risks undermining the country's global credibility. Inflation: A ‘Hidden Tax...

A resilient market at the headline level, yet with an uneven, policy-driven underlying economy. This is the reality that JP Morgan Asset Management sees for 2026 The firm expects another year of U.S. economic expansion, yet describes it as a K‑shaped path. Wealthier households and capital-rich...

Former Kansas City Fed president Tom Hoenig, a one-time FOMC voting member, thinks the central bank is about to make a mistake. In a recent interview with Adam Taggart, the veteran central banker laid out a warning. The Federal Reserve is likely to cut rates in December despite inflation still...

After weeks of mixed signals, the Federal Reserve's tone on monetary policy turned noticeably more dovish Friday, driving a sharp repricing in interest-rate expectations ― with traders now seeing an almost 3-in-4 chance of a December cut. According to the CME FedWatch tool, the odds of a 25-basis-...

Back in September 2020, when the world was under lockdowns, inflation wasn't even considered "transitory" yet, and most of Wall Street was stocking up on hand sanitizers to make bold predictions — BCA Research did precisely that. The firm called for the market to shrug off all the near-term and...

Stocks sold off late Wednesday after Fed Chair Jerome Powell pushed back on expectations for another interest rate cut in December, warning that such a move is "far from a foregone conclusion” as the Federal Open Market Committee remains divided and incoming data remains clouded by shutdown-...

The Federal Reserve's preferred inflation gauge showed no signs of cooling in August, remaining stubbornly high and reigniting questions over whether the market’s aggressive rate-cut bets are truly justified. The Personal Consumption Expenditures price index — the Fed's go-to inflation metric...

The Federal Reserve's recent rate cut marks a pivot toward easier money. It also sets the stage for a new market playbook, and JPMorgan's analysts are already drawing up winners and losers. With short-end rates expected to drop by a whole percentage point to 3.5% by early 2026, the focus is...