IMF Slashes 2026 Growth Forecasts: What Markets Need to Know
The IMF’s April 2026 WEO cuts global growth projections and raises inflation to 4.4%. What it means for bonds, equities, and the Fed.
interest rates
March PPI Cools: What It Means for Fed Rates and Bonds
March 2026 PPI rose just 0.5% vs 1.1% expected. Here’s what the wholesale inflation surprise means for Fed policy and bond markets.
Kevin Warsh at the Fed: What Markets Need to Know Before April 21
Trump’s Fed chair pick Kevin Warsh faces a Senate confirmation hearing April 21. Here’s what his hawkish track record means for rates, bonds, and equities.
Rate Cuts Delayed to 2027: What It Means for Bond Markets
The Fed’s Goolsbee signals rate cuts may wait until 2027 as March PPI hits a 3-year high. Here’s what the pause means for bonds and borrowing costs.
Fed Rate-Cut Odds Hit 40% as Iran Peace Talks Ease Oil Fears
Money markets repriced Fed rate-cut odds from below 10% to 40% as US-Iran peace talk optimism sent oil prices lower. Here is what bond investors need to know.
April CPI Surges 3.3%: What It Means for Rates and Stocks
April CPI rose 3.3% year-over-year with a 0.9% monthly spike—biggest jump since 2022. What it means for the Fed, bonds, and equities.
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.
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.
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.