Kevin Warsh’s Fed Chair Bid Stalls — Markets Take Notice
Kevin Warsh’s expected Fed Chair confirmation hearing has been delayed. Here’s what the nomination snag means for bonds, the dollar, and equities.
federal reserve
The Fed’s Next Move Could Be a Rate Hike, Not a Cut
Traders now see a Fed rate hike as more likely than a cut. Here’s what Treasury yields, FedWatch data, and bond markets are pricing in for 2026.
Brent Crude at $120: Implications for Inflation and the Fed
Brent crude topped $120 as the US-Iran ceasefire shows cracks. What a sustained oil shock means for inflation, Fed rate cuts, and global markets.
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.
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.
Stagflation 2026: Why Wall Street Is Finally Worried
The IMF and Bank of America are warning of stagflation as oil prices, weakening manufacturing data, and stubborn inflation collide. Here is what the data shows.
Labor Force Participation at 50-Year Low: Stock Impact
U.S. labor force participation has dropped to 61.2%, the lowest since 1976. Here is how the shrinking workforce reshapes winners and losers across the stock market.
Gold Dips While Trump Threatens Iran. That’s Not a Glitch.
Everyone knows gold goes up in a crisis. So why is it slipping as Trump warns Iran its whole civilization will die tonight? The answer tells you a lot about where markets actually are.
The Market Bottom Isn’t About Iran. It’s About the Fed.
Everyone’s watching the Strait of Hormuz. The market’s real signal is hiding in the bond market. Here’s what actually tells you when stocks have found a floor.