Articles by tag: federal-reserve
Inverted Yield Curve: What It Signals for Economy
Learn what is an inverted yield curve and what does it signal for the economy. Explore its mechanics, recession track record, and practical takeaways for investors.
Fed to keep high rate until end of 2026 amid inflation
Fed signals pause in rate cuts until end of 2026. Analysis of FOMC minutes, Core PCE, and forecasts for dollar and markets. Read details.
Mixed dynamics of US stock markets: impact of inflation and the Fed
Analysis of mixed dynamics of NYSE and NASDAQ indices amid expectations of inflation data. Who wins and loses from the Fed's hawkish pivot. Read details.
US-Iran Deal: $300 Billion Fund and Oil Risks
The US-Iran deal involves creating a $300 billion fund for reconstruction, but analysts warn of hidden risks. Detailed analysis of the impact on the oil market and the Fed.
The Fed kept the rate and allowed an increase to 3.8% by the end of 2026
The Fed left the rate at 3.50-3.75%, but removed the signal for a cut. Kevin Warsh reversed policy: 9 officials expect a hike. Analysis of consequences for markets, inflation at 3.6%, and new risks. Read the details.
Fed kept rate unchanged: monetary policy reversal in June 2026
Fed left rate at 3.50–3.75%, but dot plot signals possible hike. Who benefits from hawkish reversal? Read analysis of implications for dollar, markets, and inflation.
History of Central Banking: Gold to Bailouts
Discover what is the history of central banking and its evolving role. From the Gold Standard to bailouts, learn how central banks impact your money and life today.
Monetary vs Fiscal Policy: Key Differences Explained
What is the difference between monetary and fiscal policy? Compare central bank vs government tools, speed, targeting, and real-world examples. Learn which works best.
US inflation in May 2026: 4.2% — what's next?
US CPI inflation accelerated to 4.2% due to energy shock. We analyze core CPI, Fed reaction, and rate forecast. Read analysis and implications.
Yield on 10-year US Treasury bonds reached 4.5%
Analysis of the decline in Treasury prices: why 4.5% is the new normal, how it affects investors and the economy. Read details and forecasts.
Risk of Fed rate hike in 2026 due to independence
Markets are pricing in a Fed rate hike by end of 2026 amid uncertainty over the regulator's independence. Analysis of risks, scenarios, and consequences for investors. Learn more.
EM currency rates strengthened: a trap for investors before US CPI
Strengthening of emerging market currencies masks capital flight and impending default. We analyze real risks ahead of US inflation data. Find out who will win and who will lose.
US Inflation 2.9%: Why the Market Crashed and What to Expect from the Fed
Analysis of May CPI data: Core inflation slowed to 2.9%, but the market fell due to rising energy prices and geopolitics. Who won, who lost? Read the forecast and analysis.
IAEA demanded Iran disclose uranium stocks — analysis
Why will the IAEA resolution on Iran's uranium crash markets? Analysis of consequences for uranium, oil, dollar, and gold. Read the full breakdown.
US inflation above 7%: domino effect from the war
Analysis: US inflation growth above 7% due to war and domino effect. Real incomes fall, Fed in a trap. Read details and forecasts.
Trump loves inflation: the link between rising prices and the war in Iran
Analysis of Trump's statement about loving inflation: connection to US debt, oil prices, and the war in Iran. Who wins and who loses. Read more.
Record profit of Goldman Sachs and JPMorgan from volatility
Why a 34% increase in FX derivatives revenue does not please investors. Risks of stagflation, Fed rates, and hidden threats to the banking sector. Full analysis.
US inflation hits three-year high: Fed and market analysis
Core PCE index jumped to 3.3% amid energy crisis and full employment. Why isn't the Fed stopping price growth? Full analysis for investors.
US Inflation and ECB Decision: Market Analysis and Forecasts
We analyze market expectations ahead of the US CPI release and the ECB decision. Find out how inflation and rates will affect the dollar, euro, and investments.
Federal Reserve left rate unchanged: pause until September 2026
Analysis of the Fed's decision to keep the rate at 5.5% until September: real reasons for the pause, who wins and loses, hidden risks of inflation and commercial real estate. Read details.
Gold fell to $4,322: breakdown of the old market model
Gold crashed 3.4% to $4,322 due to the dollar and Fed rates. Analysis of reasons, hidden ETF sell-off and who benefited from the fall. Read details.
Market capitalization of chip companies decreased by $1.3 trillion: reasons for the sell-off
Analysis of the record sell-off of semiconductor stocks: why Nvidia is losing 6%, how the AI bubble and monetary policy affect the sector. Read the details.
Bitcoin drops 16%: causes and consequences
Analysis of the largest Bitcoin drop since the FTX collapse: macroeconomic factors, hidden causes, who won and who lost. Read the details.
Inflation in the US and wage growth: CPI data 2026
Analysis of price data in the US: how inflation eats up wage growth. CPI forecasts, Fed reaction and impact on markets. Read details.
US labor market: strong hiring in May challenges expectations
May hiring of 172K jobs in the US exceeded forecasts, causing Nasdaq to plunge 4%. Analysis of the impact of the 2026 FIFA World Cup and Fed rates. Read details.
Industrial Growth in the US: AI Boom and Risks for the Fed Rate
Analysis of US PMI Growth to 54.0: Impact of AI, Defense Orders, and Hidden Risks for the Labor Market and Fed Rate. Read expert analysis.
US inflation hit a three-year high of 3.8% — what this means for the Fed rate
April US inflation rose to 3.8%, core inflation accelerated to 0.4%. The Fed maintains a hawkish stance. Find out how this will affect the rate and markets. Read the analysis.
US Inflation 2026: PCE 3.8%, Fed Rates and Forecast
US PCE Inflation Reached 3.8%, Three-Year High. Fed May Raise Rates. Analysis of Causes, Consequences and Market Forecast. Read.
Fed will not cut rates in 2026: inflation risks from war
Reuters poll: less than 50% of economists expect Fed rate cut in 2026 due to inflation and war. Analysis of consequences for markets, dollar, and investments. Read.
10-year Treasury yield fell to 4.15%: reaction to Powell
Analysis of the decline in US Treasury yields to 4.15% after Powell's speech. Who won and lost, forecast for 30–90 days. Read the details.
US stock indices mixed: weekly results and US labor market analysis
S&P 500 rose 0.4%, Dow Jones fell, Nasdaq gained 0.8% amid mixed employment data. Analysis of index divergence and forecast until September. Read more.
Fed Governor Cook ready to raise rates if inflation stays high
Analysis of Lisa Cook's speech: hawkish Fed signal, impact on dollar, stocks, and gold. Forecast until September 2026. Read details.
Fed policy correct position Jefferson analysis
Analysis of Jefferson's speech: Fed rate, inflation, labor market and dollar. Forecast until June 2026. Read details and hidden signals from the regulator.
Fed Minutes: Inflation, Tariffs, and Rate 3.5%-3.75%
Analysis of Fed Minutes from May 5-6, 2026: High Inflation, Tariff Uncertainty, Hidden Risks of Rate Hike, and Gold Forecast. Read the details.
BNY Forecast: Fed Rates 2026 No Cut Due to Hormuz Blockade
BNY canceled Fed rate cuts in 2026 due to the blockade of the Strait of Hormuz. Analytics, insights and forecasts for investors. Read more.
Fed Governor Waller advocated for a rate hike and inflation
Chris Waller supported a Fed rate hike amid rising inflation. Learn how this will affect the dollar, markets, and your portfolio. Analysis and forecast.
Fed Governor Waller hints at rate hike amid inflation
Christopher Waller hinted at a Fed rate hike if inflation expectations do not cool. Analysis of rhetoric, real triggers, and market forecast. Read more.
Dollar strengthened: US Treasuries yield reached 4.582%
Analysis of the dollar strengthening and the rise in 10-year US Treasuries yield to 4.582% amid inflation expectations. Forecasts and implications for investors. Read more.
US PCE inflation to accelerate to 3.8%: forecast and implications
RBC and Oxford Economics analysis: headline PCE inflation to reach 3.8% annualized due to energy prices. How this will affect the Fed, markets, and rates. Read more.
Rising gas prices undermine consumer purchasing power in the US
We analyze how high gasoline prices reduce the savings rate and household spending. RBC forecast, Fed reaction and implications for the US economy. Read more.
Yield on 30-year US Treasuries at 5.2%: risks and forecast
Treasury yield reached 5.2% — a 19-year high. We analyze the causes, consequences for markets, mortgages, and the US economy. Read the 30- and 90-day forecast.
SaaS stocks rise despite US market decline: analysis
Why Workday, ServiceNow, and Atlassian stocks rise amid falling S&P 500 and record Treasury yields. Analysis of reasons, forecasts, and hidden risks. Read the analysis.
US 30-year bond yield: 18-year high
US 30-year Treasury yield reached 5.18% — a high since 2007. Find out how this will affect markets, the Fed rate, and tech stocks.
Dollar at high: should we expect a Fed rate hike?
DXY index at 2-month high. Market prices in 40% probability of rate hike. Find out what will happen to the dollar, euro, and gold. Forecast for 30 and 90 days.
Yield on 30-year US Treasuries at record high
Yield on 30-year US and UK government bonds hits record highs. Find out the reasons for the sell-off, who benefits, and the 90-day forecast. Read the analysis.
Fed records uncertainty: inflation risks rise
Fed minutes reveal split and 'near-recession' scenario. Find out why the regulator is paralyzed and what will happen to the rate. Read the analysis.
Fed and ECB Forum: Oil Shock and Trade Wars
Results of the Fed-ECB Forum in Frankfurt: How Oil Shock and Tariff Wars Are Changing Monetary Policy. Find out who will win from the crisis and who will lose everything.
Fed Chair Warsh opposes rate cut
New Fed Chair Kevin Warsh may not meet market expectations for easing: Treasury yields rise. Find out why there will be no rate cut and what it means.
US 30-year bond yield 5.12%: causes and forecast
US 30-year government bond yield reached 5.12% — a high since 2007. Learn how tokenization and the change of Fed chair are changing the market. Detailed analysis.
US Inflation 3.8%: Criticism of the Fed for Inaction
US inflation accelerated to 3.8%, core PPI at 6%. Analysis of causes, hidden risks of TIPS, and Fed rate forecast for June 2026. Learn how to protect assets.