March Jobs Report: Strong Payrolls Hold Treasury Yields Steady
March’s stronger-than-expected payrolls kept Treasury yields firm, pushing back rate cut timelines as the Fed navigates oil-driven inflation.
Federal Reserve & Rates
Fed Minutes: Rate Cut Still on Table Despite Iran War Inflation
April FOMC minutes reveal Fed officials still expect a rate cut in 2026, even as the Iran war keeps Brent crude above $120 and stokes inflation fears.
Fed Rate Cuts Return: What the Bond Market Is Pricing In
Iran ceasefire and solid March jobs data have revived rate cut hopes. Here’s how the bond market is repricing the Fed’s path in 2026.