Analysis: Interest Rates

This was not Powell's final meeting, but It was Warsh's first

The regime change has already begun.

Warsh wants change. But will he be able to deliver?

During his Senate hearing, Kevin Warsh was highly critical of the Fed, stating that the institution needs a change of course....

Warsh wants change. But will he be able to deliver?

During his Senate hearing, Kevin Warsh was highly critical of the Fed, stating that the institution requires a change of course....

A new acronym for sovereigns… and it's one you want to avoid

The BIFs have succeeded the PIIGS.

Iran Truce Triggers Sharp Pullback in Yields

However, a return to pre-conflict levels remains unlikely.

Rate Hikes Have Already Occurred

The conflict in Iran has reignited bets on central bank rate hikes. However, the market has already done the heavy lifting.

Rates: A pivot that fails to convince

Central banks have adopted a more hawkish tone, and markets have received the message loud and clear-perhaps even overreacting in the process.

The Fed and the transitory shock dilemma

As a general rule, economists believe that central banks should look through surges in energy prices. However, ignoring a transitory shock is far more difficult when inflation has remained above...

Yields under strain, ECB under pressure

The German 10-year yield has reached its highest level since late 2023 in recent hours.

Trump names Kevin Warsh to lead the Federal Reserve

Donald Trump has formally nominated Kevin Warsh to serve as chair of the Federal Reserve, according to a White House statement. If the Senate confirms the nomination, the former Fed governor would...

The return of inflation… and rate hikes?

Over the course of a single weekend, the narrative completely changed.

Surprisingly calm US long-term rates

Tariffs struck down, inflation still high and a cautious Fed… there are plenty of catalysts that could push long-term yields higher.

US single-family home price growth slows in December, FHFA says

U.S. single-family house price gains slowed in December, but economists believe tight inventory could prevent an outright decline in national home prices. House prices edged up 0.1%...

Trump pivots to new 10% global tariff, new probes after Supreme Court setback

U.S. President Donald Trump moved swiftly on Friday to replace tariffs struck down by the Supreme Court with a temporary 10% global import duty for 150 days and ordered new investigations under other...

What if the Fed doesn't cut rates in 2026?

The US economy does not appear to need rate cuts.

Dancing in the dark

Feb 13 -   Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Hello Morning Bid readers!  ...

State firms in China buy foreclosed properties to slow downturn

Chinese state-owned companies are buying foreclosed property projects, in a sign that long-promised government efforts to reduce massive oversupply in the crisis-hit housing sector are finally getting...

Warsh has won Trump's confidence. But what about the bond market's?

History shows the bond market tests Fed chairs.

Japan markets welcome chance of a long-stay PM

A look at the day ahead in European and global markets from Wayne Cole. So, something political markets actually like. Japan's first female Prime Minister Sanae Takaichi knocked it out...