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Fed

All articles tagged with #fed

business19 hours ago•17 min saved

Fed Promises Price Stability Amid Elevated Inflation

In its semi-annual Monetary Policy Report to Congress, the Fed pledges to deliver price stability even as inflation stays elevated, pointing to energy costs from the Middle East conflict, tariffs, and semiconductor demand as drivers. Officials see two possible rate paths—holding steady or raising rates if inflation remains stubborn—and Chair Kevin Warsh is set to testify next week with limited forward guidance, while noting new focus on data quality and AI’s productivity impact.

via Yahoo Finance|

#ai #business #congress

business3 days ago•3 min saved

Fed minutes reveal split outlook on rates under Warsh

Fed minutes from the June 16-17 FOMC meeting show officials were split on the rate path, with some favoring higher rates this year and others predicting cuts. The committee kept the federal funds rate at 3.5%-3.75% and the dot plot narrowly favored one hike in 2026 followed by cuts in 2027-2028, while the post-meeting statement was shortened and the easing bias removed as Warsh emphasizes clearer communication.

via CNBC|

#business #economy #fed

economy4 days ago•5 min saved

Warsh Era Signals Prolonged Fed Rate-Hike Cycle

With incoming Fed Chair Kevin Warsh, officials indicate a multi-rate tightening cycle rather than a single move, as the June meeting minutes are expected to offer clues on policy pace amid stubborn inflation; markets price a September hike and hold thereafter, while analysts debate how quickly policy will tighten further or ease later in the cycle.

via CNBC|

#economy #fed #federal-reserve

markets6 days ago•2 min saved

Dollar slips near two-week low as Fed bets fade and yen stays pressured

The U.S. dollar hovered near a two-week low as investors pared back bets on a Federal Reserve rate hike this year, while the yen remained near a 40-year trough amid ongoing intervention concerns. The dollar index was around 100.9, with EUR about $1.1435 and GBP near $1.335, and USD/JPY around 161.6. Analysts say intervention risk could spark volatility but is unlikely to reverse the broader trend, as markets await Fed minutes for clearer policy signals and monitor yen dynamics.

via CNBC|

#dollar #fed #forex

economy9 days ago•7 min saved

Fed Chair Warsh Goes Quiet as Markets Seek Clues

Fed Chair Kevin Warsh has begun his tenure by offering little public guidance, pushing markets to rely on other officials for hints about policy while warning that forward guidance can trap policymakers; investors still price in potential rate moves as inflation remains above target and upcoming data looms, signaling a transition in the Fed's communication approach.

via Politico|

#economy #fed #forward-guidance

economy9 days ago•8 min saved

Trumpflation Advances to a New Phase as Inflation Persists and Rates Edge Up

Trump-era policy moves—global tariffs and the Iran situation—have pushed U.S. inflation to a three-year high, with core PCE rising even as oil retreats; the data suggest inflation pressures could keep the Fed on track for rate hikes, potentially cooling yet still challenging stock valuations.

via The Motley Fool|

#economy #fed #inflation

markets10 days ago•321 min saved

Yen sinks to 40-year low, sparking intervention chatter and market ripples

The Japanese yen dropped to its weakest level in about four decades against the U.S. dollar as traders bet the Fed will keep rates high amid an oil-price shock from the US-Israel-Iran conflict. The Bank of Japan’s still-lower rates help explain the gap, and Tokyo has intervened before, though the yen’s slide continues. A larger move could affect U.S. Treasuries, currency flows, and carry trades, with implications for Japan’s import costs and broader global markets.

via CNN|

#boj #carry-trade #dollar

business10 days ago•10 min saved

Fed Signals Data-Driven Reboot Under Warsh at ECB Forum

Fed Chair Kevin Warsh used the ECB Forum to push a data-driven, independent revamp of U.S. policy—emphasizing real-time economic metrics, announcing five external-task-force projects, and signaling openness to AI-driven productivity while inflation remains too high; other forum moments included Christine Lagarde stressing shared AI challenges between Europe and the U.S. and markets eyeing a potentially larger rate path depending on the economy.

via CNBC|

#ai #business #fed

business12 days ago•4 min saved

Dollar at Peak Strength? Signals of a Coming Turn

Robin J Brooks argues that the dollar is currently at peak strength after the June 17 Fed meeting and Iran peace news, but positioning data show extreme long-dollar bets across major currencies, suggesting the move may be unsustainable; with oil falling and inflation contained, the Fed is unlikely to hike, implying the dollar should soften through the remainder of 2026 unless new shocks emerge.

via Robin J Brooks | Substack|

#business #cot-report #dollar

business12 days ago•3 min saved

Court shields Fed governor Lisa Cook, curbing presidential power over the central bank

The Supreme Court ruled 5-4 that President Trump could not immediately remove Federal Reserve governor Lisa Cook because he had not provided the statutory due-process protections, allowing her to remain on the Fed while she contests mortgage-fraud allegations and signaling a constraint on presidential power over the central bank.

via The Guardian|

#business #central-bank-independence #fed

economy13 days ago•184 min saved

Dollar Debasement Thesis Fades as USD Strength Reasserts Itself

A Yardeni Research note argues the so‑called “Dollar Debasement Trade” has largely run its course: recent market moves no longer support the idea that investors are abandoning U.S. assets. The dollar has strengthened versus the euro and yen, gold and Bitcoin have retreated, and prices for oil and copper suggest fading inflation pressures. With the Fed signaling focus on price stability and markets pricing in likely two U.S. rate hikes by early 2027, the case for a broad devaluation of the dollar appears weaker, while overseas capital flows still show demand for U.S. securities.

via Investing.com|

#currencies #dollar-debasement #economy

markets13 days ago•23 min saved

AI jitters collide with jobs data as oil slides this week

Markets brace for the June jobs report amid AI spending jitters and a drop in oil prices; economists expect around 123,000 new jobs in June, while Micron’s strong results and reports that OpenAI may delay its IPO add uncertainty to AI demand signals. A holiday-shortened week also features consumer sentiment, PMI/ISM data, and Nike earnings as investors weigh whether falling oil will curb inflation or spur demand and influence the Fed’s path.

via Yahoo Finance|

#ai #fed #inflation

business14 days ago•22 min saved

Warsh’s Six Words Signal Hawkish Push on Rates

Fed Chair Kevin Warsh’s six-word statement that the committee will deliver price stability signaled a hawkish shift, implying potential rate hikes by year-end 2026 and prompting immediate market declines. Bank of America projects multiple hikes, while President Trump expressed skepticism about higher rates, though he also voiced cautious support for Warsh. The move comes as inflation remains above target, leaving investors watching for further guidance on the Fed’s path forward.

via Yahoo Finance|

#business #fed #inflation

economy15 days ago•3 min saved

Kashkari Signals a Single Rate Hike by Year-End

Minneapolis Fed President Neel Kashkari said he now expects one rate increase by year-end, revising his prior view of a year-end rate cut. He notes inflation remains above the Fed’s 2% goal (headline 4.1%, core 3.4%) and argues supply-driven pressures—from tariffs to energy disruptions and heavy investments in data-center infrastructure—could keep prices elevated, making a cautious rate hike likely depending on incoming data after the Fed held rates steady.

via CNBC|

#economy #fed #inflation

economy15 days ago•5 min saved

Patience Over Pressure: Trump backs Warsh as inflation hits 4%

With inflation at 4.1% in May, the Trump administration is easing pressure on Fed Chair Kevin Warsh and signaling patience on rate cuts, treating policy decisions as Warsh’s to make rather than demanding immediate moves. White House officials say the shift reflects personnel dynamics more than data, while several advisers have tempered their calls for quick cuts. Markets still price in higher rates later this year, and the inflation outlook remains uncertain amid energy prices and geopolitical tensions.

via CNBC|

#economy #fed #inflation