Macro
64% Odds on Fed Rate Hike by July 2027 Amid Inflation Pressure
Traders ramp up odds of a Fed rate hike by July 2027 amid inflation fears and rising Treasury yields. Iran conflict adds to economic uncertainty.
John Nada•May 19
Macro
Macro
Federal Reserve, interest rates, inflation, and global economic policy(295 articles)
Macro
30-Year Treasury Yield Surges Past 5.18% — A 19-Year High
The 30-year Treasury yield has surged to 5.189%, a 19-year high, driven by inflation fears and geopolitical tensions. Global bond markets are under strain.
John Nada•May 19
Macro
38.2% Odds for Rate Cuts Under New Fed Chair Warsh — Down from 96%
Kevin Warsh's Fed chair debut sees prediction markets cutting rate forecasts to 38.2%. Meanwhile, lawmakers urge Trump for CFTC nominations.
John Nada•May 18
Macro
Kevin Warsh Takes Helm at Federal Reserve Amid Tight Inflationary Pressures
Kevin Warsh steps in as Federal Reserve chair with inflation pressures high. Markets await his approach on interest rates.
John Nada•May 18
Macro
Oil Prices Surge Past $110 as Middle East Tensions Escalate
Oil surpasses $110 amid US-Iran tensions; Nasdaq slips 0.7%. NextEra, Dominion plan $66.8B merger.
John Nada•May 18
Macro
U.S. Treasury Yields Surge — Inflation Concerns Amplify Global Bond Rout
U.S. Treasury yields spike to multi-decade highs as inflation fears roil global bonds. G7 summit looms amid geopolitical tensions.
John Nada•May 18
Macro
U.S. Bond Yields Hit 5% — Iranian Leader Warns of New Financial Crisis
Iran's Ghalibaf mocks U.S. Treasury yields and warns of a 'brand new GFC.' 30-year bonds at 5% raise alarm as inflation surges.
John Nada•May 17
Macro
Yields Surge Past Milestones — Fed Rate-Cut Plans in Jeopardy
Bond yields surge past key levels, challenging Fed's rate-cut plans under Kevin Warsh. Inflation stoked by Iraq war pressures traders and markets.
John Nada•May 17
Macro
Global Stocks Tumble — Bond Yields Surge Amid Inflation Jitters
Global stocks fell sharply as bond yields spiked, driven by inflation fears and potential Fed rate hikes. Oil prices and geopolitical tensions add to the turmoil.
John Nada•May 17
Macro
Dollar Index Climbs Amid Inflation Fears — EU and Japan Feel the Heat
Dollar index rises on U.S. economic strength, pressuring euro and yen. ECB and BOJ rate signals stir markets.
John Nada•May 17
Macro
S&P Futures Slide — Inflation Fears Drive Treasury Yields to New Highs
S&P futures declined as oil price jumps fueled inflation fears, pushing Treasury yields higher. Tensions in the Strait and Trump-Xi talks add volatility.
John Nada•May 16
Macro
Federal Reserve's Interest Rate Decisions Affect Student Loan Costs
The Federal Reserve's interest rate decisions significantly impact student loan costs. Understanding these dynamics is crucial for borrowers navigating their financial futures.
John Nada•May 16
Macro
Inflation Surge in 2026 Drives Demand for TIPS and Commodity ETFs
Inflation in 2026 has surged, prompting a critical reassessment of investment strategies. TIPS and commodity ETFs emerge as essential tools for inflation protection.
John Nada•May 16
Macro
Traders Anticipate Fed Rate Hike Amid Surging Inflation Concerns
Traders now expect a Federal Reserve rate hike due to rising inflation, with probabilities increasing for late 2026 and early 2027. This shift could significantly impact financial markets.
John Nada•May 16
Macro
Inflation Rate Projected to Surge to 6% Amid Global Turmoil
Economists predict inflation will rise to 6% amid geopolitical tensions, complicating Federal Reserve policy and economic growth forecasts.
John Nada•May 15
Macro
30-Year Treasury Yield Surges Past 5.1%, Signaling Inflation Concerns
U.S. Treasury yields surged, with the 30-year bond topping 5.1%, amid rising inflation concerns and shifting interest rate policies under new Fed leadership.
John Nada•May 15
Macro
Mortgage Rates Hold Steady Despite Rising Inflation and Job Growth
Mortgage rates remain stable this week, despite a surge in inflation and a strong jobs report, impacting Fed rate expectations.
John Nada•May 15
Macro
U.S. Dollar Strengthens Amid Rising Inflation and Key Talks
The U.S. dollar rises sharply due to unexpected inflation data, as key talks between Trump and Xi loom, signaling potential market shifts ahead.
John Nada•May 15
Macro
Federal Reserve Governor Stephen Miran Resigns, Backs Warsh's Chairmanship
Federal Reserve Governor Stephen Miran resigns, endorsing Kevin Warsh as the new chair, signaling potential shifts in monetary policy and market implications.
John Nada•May 14
Macro
Bond Market Signals Fed Needs to Shift Tactics on Inflation
The bond market indicates the Federal Reserve must adjust its approach to inflation as Kevin Warsh assumes leadership, signaling a potential shift toward tighter monetary policy.
John Nada•May 14