Interest Rates
Goodbye, rate hike: Why stocks are soaring after a dismal jobs report
The soft September jobs report suggests the Fed might not have to rush to raise rates this month. Stocks surged and bond yields dropped on Friday.
4 min read
The AI boom is pushing bond yields higher in ways that go beyond corporate borrowing, ING says
The 10-year Treasury has hit its highest level since 2002, while the 30-year yield climbed to a 24-year high.
2 min read
Why stocks have held up as yields surge to 24-year highs
Bond yields are the highest in 24 years, but stocks aren’t far from all-time highs. Here’s what’s going on under the surface of the market.
5 min read
Why investors should stop panicking about the latest rise in bond yields
Investors have been worried that something might break as yields surge, but there’s reason to believe markets and the economy can handle it.
4 min read
Billionaire investor Bill Ackman says the AI race may have broken the Fed’s inflation playbook
Bill Ackman theorized that the AI era could lead to a situation where rate hikes actually spur higher inflation, upending the Fed’s policy playbook.
2 min read
3 reasons investors should be ready for the bond market sell-off to worsen
Rising bond yields are weighing on stocks, and BNP Paribas says the fixed income sell-off is likely to deepen from here.
3 min read
The bond turmoil is ratcheting up calls for an imminent stock-market correction
Wall Street analysts say the surge in bond yields has valuation pressure on stocks, with some eyeing a more serious correction on the horizon.
3 min read
What the bond market is telling us as yields spike to 2-decade highs
Key bond yields are at their highest levels in decades, signaling deepening concerns about US fiscal health and demand for US government debt.
5 min read
The Treasury market is trading like the oil market, an economist says
Higher Treasury yields don’t just hit bond investors. They can raise borrowing costs and pressure stocks across the economy.
3 min read
Surging yields and 7% mortgages: Investors and consumers are getting jittery as interest rates spike
Spiking interest rates sparked selling on Wall Street on Wednesday, with the 10-year Treasury yield rising to a fresh post-crisis peak.
4 min read
A new measure of financial conditions shows the US economy heading for a rough patch
Jim Paulsen unveiled a gauge to measure the relative tightness of financial conditions. He says the indicators point to a period of economic weakness.
3 min read
‘It’s crypto spring’: 4 reasons for bitcoin’s surge above $85,000
Bitcoin surpassed the $85,000 mark for the first time in eight months, a breakout some market pros are saying marks the end of the crypto winter.
5 min read
The double-whammy that’s about to hit the US economy
Consumer spending is showing signs of slowing — right as the Fed starts raising interest rates. That’s going to be a double drag on the US economy.
7 min read
‘Bond King’ Jeff Gundlach warns markets are on a ‘collision course’ with higher interest rates
Jeff Gundlach sees higher interest rates opening the door to a US recession and a broader “collision” in financial markets.
3 min read
Investing pros see the bond market headed for a recovery after yields hit ‘maximum pain’
Investors are eyeing a bond market recovery, with yields falling as oil prices drop and investors see the Fed committed to taming inflation.
4 min read
Trump calls for slashing interest rates to ‘1% or less’ after the Fed’s first hike in 3 years
The Federal Reserve hiked rates Wednesday for the first time in 3 years. President Trump said the FOMC should cut.
2 min read
Markets are spooked by the prospect of more rate hikes as the Fed battles inflation
The Fed raised rates for the first time in three years. Some investors are pricing in even more rate hikes than officals projected.
3 min read
3 takeaways for what the first Fed hike in 3 years means for your wallet
The Fed hiked rates by a quarter point at the September meeting. Inflation is a top priority, Warsh said.
4 min read
Fed meeting recap: The FOMC made its first interest rate hike in 3 years
The Federal Reserve raised interest rates at its September FOMC meeting — the first rate hike since July 2023, and the first under chair Kevin Warsh.
22 min read
‘Goldilocks is breaking down’: Why one bank says potential for the market’s best-case scenario is fading
The stock market’s best-case economic scenario of steady growth and moderating inflation looks like it’s “breaking down,” BMO says.
2 min read