Tag
#Dallas Fed
The quiet tariff-refund race eases cost pressure
Tariff refunds are giving US companies a quiet margin boost, slowing some price hikes even as executives avoid advertising the windfall.
PCE inflation nears 4% as energy shock tests the Fed
PCE inflation is headed toward 4 per cent as war-driven energy costs lift the Fed’s preferred gauge, hardening the case for higher-for-longer rates.
Mortgage rates 2026: why the 30-year fixed hit 6.75%
Mortgage rates hit 6.75%, the highest since July, as the Treasury selloff tightened housing finance and raised borrowing costs into the spring market.
Why stocks keep climbing through war, tariffs and inflation
US equities keep rising in 2026 because earnings growth, AI concentration and policy resilience still outweigh war, tariff and inflation shocks.
Mortgage rates climb with Treasury yields as buydowns return
Higher Treasury yields are feeding back into mortgage costs, keeping 30-year rates above 6.4 per cent and forcing lenders to lean harder on credits and buydowns to keep deals alive.
