UBS: Fed hike bets overdone, three forces may calm Treasury market
UBS says markets have overpriced Fed hikes and outlines three catalysts—disinflation, energy flows, and policy—that could steady Treasuries.
02/10/2026 02:3115 min read
Fed
USD/JPY slides 50 pips then rebounds; crude climbs on geopolitical reports
US dollar broadly firmer; USD/JPY dropped 50 pips then rallied to finish higher; crude oil rose on geopolitical headlines.
02/10/2026 01:117 min read
Logan: Fed needs at least half-point more in rate hikes
Dallas Fed President Lorie Logan said the central bank must raise rates by at least half a percentage point to achieve policy restriction and control inflation.
01/10/2026 23:3213 min read
Goldman now expects December Fed hike, sees chance of end to tightening
Goldman Sachs delayed its forecast for the next Fed rate hike to December from October after softer inflation and dovish Fed comments.
01/10/2026 22:5214 min read
Oil stands as the biggest obstacle for gold, BofA cautions, and a slide under $4,000 is possible.
BofA reiterates a $5,000 gold outlook for 2027 but warns oil, yields and fragile ETF positioning could push prices toward $3,750 first.
01/10/2026 21:5315 min read
Fed's Cook flags AI buildout and persistent supply shocks as inflation risks
Fed's Cook said supply shocks are becoming more policy-relevant and named AI as top 2027 risk, noting near-term inflation from buildout.
01/10/2026 20:5214 min read
September Non-Farm Payrolls Preview: Key Numbers
This article previews the September non-farm payrolls report, including consensus estimates and seasonal trends.
01/10/2026 18:029 min read
Jefferson: More data needed for better Fed rate decision
Fed Vice Chair Philip Jefferson said the central bank may take more time to decide on rates, emphasizing data-dependence. He noted inflation above target and…
01/10/2026 17:417 min read
Fed official says higher long-term rates hit housing, commercial loans
Kansas City Fed President Jeff Schmid said rising long-term rates are straining housing and commercial lending, while other officials discussed AI's impact.
01/10/2026 17:116 min read
Trump says US may resume or intensify Iran attacks after midterms
In a TIME interview, Trump said the US could step up bombing of Iran after midterms if talks fail, as the conflict has cost over $25 billion.
01/10/2026 11:2114 min read
Dollar climbs to three-month peak alongside Treasury yield surge, EUR/USD breaks below key level
The US dollar hit a three-month high as Treasury yields surged, with EUR/USD breaking below key support near 1.1300.
01/10/2026 11:217 min read
Ethereum Stays in Range on Macro Headwinds; Focus on US-Iran
Ethereum remains range-bound due to macro headwinds and US-Iran tensions. Technical levels and upcoming catalysts are key.
01/10/2026 09:1212 min read
Bond Yields Hit 5.33%, Highest Since 2007, Stocks Under Pressure
10-year Treasury yields rose to 5.33%, highest since 2007, pressuring stocks.
01/10/2026 08:445 min read
Asia-Pacific markets: Yen declines on BOJ outlook, Nikkei surges
Yen slides on hawkish BOJ signals; Nikkei leads Asian markets higher on tech results and trade news.
01/10/2026 04:0214 min read
Oura's $15B Nasdaq IPO Postponed Due to Market Conditions
Oura delayed its planned $15 billion Nasdaq IPO, citing market volatility and rising rates, despite oversubscribed demand.
01/10/2026 03:289 min read