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23.09.26 - 18:42
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Stocks, Bonds Slip as Oil Jump Fuels Fed-Hike Bets (Bloomberg)
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Stocks joined bonds lower as higher oil prices stoked worries about inflationary pressures, which were further bolstered by data showing jump in US business activity at the fastest pace since 2021.
Gargi Chaudhuri, Global Chief Investment Strategist at BlackRock, discusses the markets and how investors can be more selective amid a higher rate cycle. (Source: Bloomberg)...
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22.09.26 - 18:30
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Ed Dowd: The Fed Hiked Interest Rates Into A Supply Shock (ZeroHedge)
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Ed Dowd: The Fed Hiked Interest Rates Into A Supply Shock
Authored by Ed Dowd: Beyond the Narrative via Substack,
September FOMC Meeting: First Rate Hike Since July 2023
The FOMC did what the front end of the Treasury market (3-month T-bill) had been telegraphing for two weeks prior. On September 16 they voted unanimously to raise the fed funds rate 25 basis points to 3.75-4.00 percent. Kevin Warsh's press conference was short, blunt, and deliberately light on forward guidance. He said economic activity is expanding at a solid pace, job gains are keeping up with the workforce, unemployment is little changed around 4.1 percent, and inflation remains elevated. He argued the hike "will support a timelier return" to the 2 percent goal and "This Committee will deliver price stability." He did not submit his own dot. The rest of the Committee's median projection for fed funds now sits at 4.1 percent at year end and stays there through 2027. They mentioned inflation risks are to the upside and that...
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22.09.26 - 17:31
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Short-End Treasuries Become Popular Bet on Fed Inflation Win (Bloomberg)
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Investors in the US Treasury market are shifting their focus to owning shorter-dated government bonds, a bet that the Federal Reserve will eventually emerge victorious in its fight against inflation.
Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, discusses how the current rate hiking cycle might evolve and where the 10-year could finish the year. (Source: Bloomberg)...
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21.09.26 - 18:01
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Stocks, Bonds Climb as Oil Falls on US-Iran Hopes (Bloomberg)
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Stocks and bonds kicked off the week on a positive note as hopes for diplomatic efforts to end the war in Iran drove oil prices lower, easing inflation anxiety.
The advance in equities erased the S&P 500's decline for the month, with a renewed rally in chipmakers also buoying sentiment.
Omar Aguilar, CEO and CIO of Schwab Asset Management, joins for a broad look across asset classes for the rest of 2026. (Source: Bloomberg)...
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21.09.26 - 16:01
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US-Anleihen legen zu - Fallende Ölpreise geben Auftrieb (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen sind am Montag gefallen. Ein weiterer Rückgang der Ölpreise dämpfte Inflationssorgen, was die Nachfrage nach Staatspapieren verstärkte. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) ......
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