Interest Rates
Why one analyst thinks the US economy will be feeling the Iran-fueled inflation shock for years to come
Inflation could double from its current rate and stick around for years after the Iran war ends, Chris Whalen told Business Insider.
3 min read
A famed permabear warns the bond market is hinting that double-digit inflation could be on the horizon
SocGen’s resident permabear said the recent rise in Treasury yields suggests a bear market in government bonds that signals a coming inflation spike.
3 min read
A research firm pinpoints exactly how much more market pain would make Trump pivot on Iran
BCA Research said Trump would likely hit his “breaking point” with the Iran war when the combined decline in stocks a bonds hits a key level.
3 min read
‘Painful’ interest rates are looming with the world facing a new wave of inflationary pressure, Harvard economist says
Kenneth Rogoff said the latest oil-price spike is adding to a host of inflationary pressures facing the global economy.
3 min read
Investing legend Mohamed El-Erian says he’s avoiding stocks as a demand shock looms for oil
The inflation shock stemming from higher oil prices looks like it’s turning into a demand shock, top economist Mohamed El-Erian says.
3 min read
The impact of the Iran war is hurting Trump’s plan to boost the US housing market
The housing market is a key focus for Trump, but the prospect of hotter inflation and higher rates due to the Iran war has soured the outlook.
3 min read
The bond market is flashing a stress signal that could spill over into stocks, according to an economist
Volatility in the bond market has spiked since the start of the US-Iran war to levels consistent with “past episodes of distress,” RSM said.
3 min read
The stock market’s dreams of rate cuts have been officially dashed
Investors had been betting on two or three rate cuts this year. Now, it looks like they won’t get any this year.
3 min read
BofA isn’t ruling out a rate hike this year, and says it would take 3 things for that to happen
Markets are recalibrating expectations for Fed rate cuts. BofA says the Fed could possibly hike rates if three conditions are met.
3 min read
3 big takeaways from the Fed’s March meeting
Inflation and steep oil prices were headlines at the Fed’s March meeting. Powell hinted he may remain on the FOMC after his term as chair.
3 min read
Fed meeting recap: FOMC holds rates steady as oil prices soar
The Federal Reserve held interest rates steady at its March meeting, following a dismal jobs report and an energy and oil crisis in Iran.
19 min read
The Fed is likely to hold rates steady with volatile oil prices and poor US jobs performance
Jerome Powell and the Federal Open Market Committee will make its March interest rate decision on Wednesday, a likely hold.
6 min read
A former IMF economist says he’s worried that military spending will widen the US deficit and jack up borrowing costs
Panics about the rising US deficit have stirred up bond vigilantes before. An economist thinks concerns about military spending are driving yields higher.
3 min read
Citi sounds the alarm for a deflationary spiral if AI sparks high unemployment and only benefits a small elite
There’s a risk that rising job losses from AI will cause prices to fall as more Americans tighten their spending, according to a new Citi note.
3 min read
Mortgage rates just fell below 6%, but not for the reasons Trump wants
The rate on the 30-year fixed mortgage dropped to a multiyear low on Monday. Investors have flocked to safe havens amid fresh fears about the trade war.
2 min read
When retirement is 19 credit cards and $40,000 in debt away
Susan Cannon, 73, owes nearly $40,000 across 19 credit cards. High interest rates are preventing her from retiring.
9 min read
‘Pouring gasoline on a bonfire’: Veteran investor George Noble says metal traders read the Kevin Warsh nomination all wrong
Longtime fund manager George Noble said the Fed under Kevin Warsh will keep fueling the forces that have boosted gold in the last year.
2 min read
Trump nominates Kevin Warsh to succeed Jerome Powell as Federal Reserve chair
Bush economic advisor Kevin Warsh is set to succeed Jerome Powell as chair of the Federal Reserve, President Trump announced Friday.
5 min read
How the weakest dollar in 4 years could undercut the relief everyday Americans get from Trump’s affordability push
Trump said the US dollar is doing “great,” but a weaker currency could undercut his attempts to boost affordability for Americans.
4 min read
Fed meeting recap: Interest rates hold steady, Jerome Powell stays silent on major controversies
The Federal Reserve held interest rates steady in January. Fed Chair Jerome Powell has faced pressure from Trump to cut rates, and from a DOJ probe.
19 min read