What’s Happening in the Markets This Week
A pivotal Fed meeting on deck.
Interest Rates
More on Interest Rates
Bank of Japan Outlook: Rate Hike Likely to Support Yen
We see the Bank of Japan on a gradual path toward higher interest rates to defend the yen.
ECB Hikes Rates and Raises Both Inflation and Growth Forecasts
While the increase was expected, the central bank’s comments and updated forecasts have boosted expectations for further rate hikes this year.
August CPI Seen Cooling, but Will It Prevent a Fed Rate Hike?
Forecasts center on moderating inflation, but a hotter-than-expected CPI report could trigger the first interest rate hike since 2023.
Don’t Panic About a Bond Market Selloff. It Could Be a Sign of Economic Strength
But if you are worried about the US debt, there may be a better route than gold’s ‘debasement’ trade.
Markets Brief: About That Stock Market Broadening—Plus, the Robots Are Coming
Is the rally still all about tech stocks? And what this week’s CPI might, or might not, mean for Fed rate hikes.
August Jobs Report Seen Showing Modest Bounce in a Slow Hiring Market
Barring a surprise, the Fed rate hike outlook is seen hinging on inflation data.
Global Bond Selloff Extends as Rate Hike Expectations Grow
The spike in borrowing costs comes as the latest flare-up in the US-Iran war has renewed fears of higher inflation.
Warsh Sounds Hawkish, but Will There Be a September Rate Hike?
The new Fed chair’s Jackson Hole speech appeared focused on strengthening his anti-inflation credentials, economists say.
The Labor Market Is Weaker Than the Bond Market Thinks
Investors are focusing too much on the recent dip in unemployment, while other data show continued softness.
Will the ECB Raise Interest Rates Again in 2026, but Cut Them in 2027?
Markets almost unanimously expect another ECB rate hike in September.
Surprising July Jobs Report Muddies the Economic Picture
With hiring data and the unemployment rate pointing in opposite directions, the Fed is seen as able to wait on rate hikes, for now.
The Fed’s New Philosophy Could Be a Recipe for Interest Rate Volatility
Kevin Warsh is chasing a historical mirage in his goal to untether the bond market from Fed communication.
Morningstar DBRS: What Japan’s Break from Low Rates Could Mean
Despite higher fiscal costs due to higher bond market yields, near-term credit risks are limited.
What 7 Key Market Indicators Are Telling Investors Right Now
Gold and bitcoin have retreated from recent highs, but most major market indicators still sit above long-term averages.
Fed Holds Steady in July, Giving Few Hints On What’s to Come
Warsh points to bond yields as a verdict on the economy, but the Fed’s new communication style leaves investors with little to go on.
What to Expect from the July Fed Meeting
Officials will weigh recent improved inflation data against the latest spike in oil prices, but investors may have to make do with less communication under Warsh.
Why Economists Expect Biggest CPI Drop in Years While Core Inflation Remains Sticky
Gas prices will be the driver, but economists will be watching other key areas for clues about the underlying inflation trend.
Morningstar DBRS Economic Update: The US Powers Through, While Canada Aims to Recover
Aided by a stabilizing job market, we expect the Canadian economy to gain steam in the second half of 2026.
What’s Happening in the Markets This Week
June FOMC meeting minutes are slated for release.
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