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#federal reserve
Yen slides past 161 as Tokyo intervention bets return
Yen slides past 161 against the dollar, putting Tokyo back on intervention watch days after the Bank of Japan raised rates to 1 per cent.
Goldman’s gold cut puts the Fed back in charge of bullion
Gold price outlook 2026 shifted lower after Goldman cut its year-end target to $4,900 as the Fed’s hawkish reset pushed yields and the dollar higher.
BOJ raises rates to 1% as yen carry trades face test
BOJ raises rates to 1% for the first time since 1995, putting yen carry trades and Japan's bond-buying path under fresh pressure.
Treasury yields fall as Iran deal cuts Fed hike odds
Treasury yields fell as the Iran deal cut oil-shock fears, lowered December Fed hike odds and pushed traders back into duration.
Kevin Warsh Fed meeting: 4.2% inflation test for markets
Kevin Warsh’s first Fed meeting gives markets a test of his rate signals as 4.2 per cent inflation keeps hike bets alive.
Pirro Fed probe losses stay on books, DC judge rules
Pirro Fed probe losses will remain on the record after a federal judge refused to erase DOJ setbacks tied to Jerome Powell.
Pirro Fed probe losses stay on books, DC judge rules
Pirro Fed probe losses will remain on the record after a federal judge refused to erase DOJ setbacks tied to Jerome Powell.
ECB rate hike 2026: first rise since 2023 on inflation
ECB rate hike 2026 lifted the deposit rate to 2.25 per cent as energy costs pushed inflation forecasts higher.
US inflation hits 4.2% as energy costs surge in May
US inflation hit 4.2% in May, the fastest pace in three years, as higher energy costs complicated the Fed's rate path near term.
Oil surges 5.1pc to $93 as US strikes Iran for second night; stock futures slide
Oil surged 5.1 per cent to $93.15 a barrel and US stock futures fell after the American military launched a second consecutive night of strikes on Iran, putting further strain on a fragile ceasefire.
The petrochemical bottleneck making electronics inflation sticky
The Jubail petrochemical shutdown knocked out ~70% of the world's high-purity PPE resin, sending PCB prices up 40% in a month. The Iran supply shock has reached electronics.
ECB rate hike 2026: Iran oil shock redraws stocks
ECB rate hike 2026 expectations are forcing traders to price two moves, higher oil and a harder split across European stocks.
Fed rate hike odds hit 52% as Trump pressures Warsh
Fed rate hike odds jumped to 52% after strong jobs data as Trump pressured Kevin Warsh before his first FOMC meeting.
Logistics costs hit four-year high as Fed faces supply shock
Logistics costs are back at a four-year high, reviving supply-driven inflation risks that make the Fed’s rate call harder.
Fed rate hike odds rise after Logan inflation warning
Fed rate hike odds rose after Lorie Logan warned sticky inflation could force the central bank to tighten again in 2026.
Mortgage hedging returns as 10-year yield tests 4.69%
Mortgage hedging is back in the Treasury market as higher yields extend MBS duration and risk amplifying the bond selloff.
Fed rate hike risk returns as Hammack warns on inflation
Fed rate hike risk is back after Beth Hammack said inflation may force tighter policy, complicating the June hold case.
Warsh Fed hires signal policy-shop shift for rates
Warsh Fed hires, including a Project 2025 author, show how the new chair may reshape policy work as inflation keeps rate cuts distant.
Fed independence in focus as Powell warns on credibility
Fed independence is back in focus after Jerome Powell warned political removals would damage credibility and market trust.
Lisa Cook says Fed sees tokenization as market-plumbing risk
Lisa Cook's digital-assets speech showed the Fed is weighing tokenization and stablecoins through settlement, liquidity and financial-stability risks.
Mortgage rates hit August high as refinance demand drops 18%
Mortgage rates hit 6.65%, the highest since August, and refinance demand fell 18% as higher Treasury yields pushed borrowing costs higher for households.
Grocery inflation 2026: El Niño, Iran hit food costs
Grocery inflation 2026 is shifting from energy shock to supermarket squeeze as food-at-home prices rise 2.9 per cent.
Citadel's warning shows the Fed debate turning toward hikes
Fed rate hikes are back in play after Citadel Securities warned inflation, not labor slack, is now the bigger risk for Warsh's central bank.
Real wages shrink in developed countries as inflation rises
Real wages shrink in developed countries as oil-driven inflation outpaces pay, squeezing households and leaving central banks less room to cut.
US regulators clear large-bank living wills after 2024 flaws
The Federal Reserve and FDIC found no shortcomings in 64 living-will plans, saying the biggest banks had fixed previously flagged resolution weaknesses.