Analysis: Interest Rates

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...

Bessent says up to Trump whether Warsh might be sued over policy choices

U.S. Treasury Secretary Scott Bessent on Thursday declined to commit that the Trump administration would not sue Kevin Warsh, its nominee to lead the Federal Reserve, if he follows a monetary path...

US Treasury's Bessent says he was wrong when he said tariffs could be inflationary

U.S. Treasury Secretary Scott Bessent on Wednesday said he was wrong when he and his Key Square investment firm told partners in January 2024 - before Donald Trump won election to a second stint as...

Bessent: Fed lost trust of American people over inflation, threatening independence

U.S. Treasury Secretary Scott Bessent on Wednesday said that the independence of the Federal Reserve was based on Americans' trust of the central bank, which it lost because it allowed inflation to...

Why can Kevin Warsh be appointed again at the Fed ?

Fed governors are appointed to non-renewable 14-year terms. And Kevin Warsh has already served on the Board of Governors between 2006 and 2011.

China's measures to shore up its indebted property sector

China's property market, which at its peak once accounted for a quarter of the world's second-largest economy, has been struggling with a debt crisis since mid-2021 that has seen swathes of developers...

Powell Holds Firm on Rates, Avoids Political Entanglements Amid Legal Challenges

While the Fed's decision was widely anticipated by investors, Jerome Powell was expected to address several issues that have dominated the Fed's headlines since the start of the year. And he delivered...

China's rural banks struggle to sell seized properties despite hefty discounts

Chinese rural banks are unable to find buyers for hundreds of foreclosed properties they are auctioning despite offering steep discounts, deepening a real estate crisis and adding to risks for the...

Fitch expects Japan to keep deficits within manageable levels despite tax cut

Fitch Ratings expects Japan's government to continue to keep deficits within manageable levels after a lower house election next month as Tokyo faces pressure from the bond market over tax cuts, its...

"I want to keep you where you are" - Hassett no longer favorite to head the Fed

Long seen as the favourite to succeed Jerome Powell, Kevin Hassett is paying the price for his closeness to the president.

Yen's pain is Nikkei's gain as records tumble

A look at the day ahead in European and global markets from Wayne Cole. Tokyo has returned from holiday with a bang, rising 3% to an all-time peak as investors welcome a weakening yen...

Is Trump trying to dismiss Powell four months before the end of his term?

The White House appears determined to push Jerome Powell out of the picture for good.

Powell's punch back jolts markets

A look at the day ahead in European and global markets from Ankur Banerjee Investors are still wrapping their heads around the latest escalation in the tussle between U.S. President...

Swiftly moving on 

What matters in U.S. and global markets today Global stocks' march to ever-higher peaks undefined is still going strong, although both Wall Street futures and the dollar look a tad...