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.
interest 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.
The Iran War Just Killed the Spring Housing Market
Mortgage rates have climbed back above 6.5%, buyer confidence is in freefall, and America’s usually-reliable spring selling season is quietly falling apart. The Iran conflict isn’t just an oil story anymore.
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.
Fed Rate Dilemma: Oil Shock, Iran War, and What It Means for Stocks
Oil markets are under pressure as Iran tensions escalate. Here’s how supply disruption risks are moving crude prices. Here’s what the data shows.
Gold Falls in Wartime: The Dollar and Rate Effect Explained
Federal Reserve policy is the biggest macro driver for markets this year. Here’s what the latest Fed signals mean for rate cuts, equities, and bonds. He…