Fed Is In A Difficult Position - Bond Investors Pay Attention

The Fed's difficulty is real, the range of outcomes is wide, and the consequences for fixed income portfolios are material.

Bank of America sends frank message on next Fed rate cut

Bank of America still forecasts two Fed rate cuts in 2026 despite rising inflation and hawkish Fed signals. Here is the case ...

Why the Fed won't be in a rush to bolster the economy against the latest oil shock, according to famed investor Ruchir Sharma

The Fed put, or the idea that the central bank will rush to cut interest rates to prop up the economy, is likely off the ...

Will Higher Inflation Expectations Force the Fed’s Hand?

Higher inflation expectations could keep prices elevated despite a ceasefire, complicating the Fed’s path back to its 2% ...

Fed Seeks Details on US Banks’ Exposure to Private Credit Firms

The Federal Reserve is asking major US banks for details about their exposure to private credit following a surge in ...

Markets see Fed rate-cut odds jump after Trump's Iran ceasefire deal

The market's expectations for a rate cut in 2026 doubled after the US and Iran agreed to a two week ceasefire deal.

Fed’s Austan Goolsbee sees economic weakness, but not recession

Austan Goolsbee, president and CEO of the Federal Reserve Bank of Chicago, says consumer spending has helped the U.S. economy ...

Fed Chair Jerome Powell's 6-Word Warning to Wall Street Still Holds True More Than 6 Months Later

While many of these concerns eventually fade without issue, some turn into bona fide problems for Wall Street. One historical ...