IF Insights: Bonds bleed in 2026, but this is no 2022
Treasury yields broke 5% and gilts and Japanese bonds hit multi-decade highs, yet higher starting yields kept 2026's losses far below the 2022 rout...
Tag : Federal Reserve
Midterms 2026: US GDP grows 3.4%, but inflation keeps pressure on economy
The PCE inflation accelerated to 3.6% in September from 3.4% in August, highlighting the persistence of price pressures across the US economy...
Fed holds interest rates at 3.75%-4% as inflation risks persist ahead of US midterms
The Federal Open Market Committee voted 10-2 to maintain rates, delaying further adjustments to borrowing costs despite stronger-than-expected inflation...
US midterms: ‘Republicans may paint Democrats as a greater risk’
Tim Duy, author of 'Tim Duy’s Fed Watch', on the approach the Fed will take in its upcoming meeting, and impact of Iran war on the world's largest economy...
Midterms 2026: America’s rich close their wallets as the elections loom
Three straight months of falling luxury card spending, stubborn inflation and a hawkish Fed suggest the affluent shoppers are finally feeling the squeeze...
US import prices jump 8.1% as Iran war fuels inflation ahead of midterms
The latest figures follow increases in consumer and producer prices, strengthening concerns that inflation is spreading beyond energy...
US Midterms: Frustrated voters, Trump’s low interest rate push and Fed’s stoic stance
The Republican heads into the upcoming midterms amid an elevated interest rate and most importantly, voters angry with high gasoline prices and home mortgages...
The world is on fire and the money is going South
Iran war, a shut chokepoint, and an AI market that swings by the week have not stopped record sums flowing into developing economies...
Wall Street’s capital truce collapses over one line in Fed rulebook
A change to how the Federal Reserve measures short-term funding has set JPMorgan and Bank of America against Goldman Sachs and Morgan Stanley...
Fed raises interest rates ahead of US midterms, Warsh calls it ‘right decision’
The decision taken by the apex bank has effectively put a stamp of acknowledgement on the Trump administration's inability to control inflation...