BlackRock's Rieder Shifts from Stocks to High-Grade Bonds
BlackRock CIO Rick Rieder cuts equities for high-grade bonds yielding 7-8%, preferring them over expected stock returns of 10-12%.
28/09/2026 02:129 min read
Fed
Oil drop may fuel 10% stock rally, strategist says
Falling oil could trigger a 5-10% stock rally, says strategist David Spika, as lower crude may ease inflation and bond yields.
28/09/2026 00:417 min read
Five Data Releases This Week to Shape Fed Rate Path
This week's PCE, GDP, ISM, payrolls, and BOJ minutes will influence the Fed's next rate decision and move stocks and crypto.
27/09/2026 23:2716 min read
Bessent says Fed should keep open stance on rates, cites AI productivity boost
Bessent urged the Fed to keep an open mind on rates, citing AI productivity gains, and said Iran oil deliveries to China may end in two weeks.
27/09/2026 21:4218 min read
Apollo's Slok warns AI agents may spark 'agentic bank run' over rate gap
Apollo's Slok warns AI assistants could spark an 'agentic bank run' by automatically shifting deposits to higher-yield fintech accounts.
27/09/2026 20:5414 min read
AUDUSD briefly breaks below 200-day MA for first time since November 2025
AUDUSD dipped under the 200-day MA for the first time in 11 months, reaching 0.7005, before rebounding above the average on dollar weakness.
25/09/2026 14:0110 min read
Fed's Williams warns repeat supply shocks complicate inflation fight
New York Fed President John Williams warned that repeated supply shocks are complicating the fight to bring inflation back to 2%.
25/09/2026 10:228 min read
US Treasuries beat rental property for first time since 2007
US 10-year Treasury yields above 5% now beat typical rental returns, with the spread at its widest since July 2007.
25/09/2026 09:586 min read
Mortgage Rate Climbs to 7.45%; What It Signals for Crypto
The 30-year mortgage rate rose to 7.45% as Treasury yields surged, putting pressure on Bitcoin and crypto markets.
25/09/2026 05:128 min read
Treasury yields climb further, raising question of 6% threshold
10-year Treasury yields rose to 5.18%, with next resistance at 5.25-5.30%. If that level breaks, 6% could become a serious consideration.
25/09/2026 04:436 min read
Oxford Economics Gauge Enters Recession Zone, Consumer Spending Unfazed
Oxford Economics' US business-cycle indicator sounds recession alarm, but consumer spending and AI investment remain strong.
25/09/2026 02:3213 min read
Tom Lee Says Surging Treasury Yields Separate Strong from Weak Stocks
Fundstrat's Tom Lee argues that rising Treasury yields are not a threat but a filter that favors strong companies. He also expects inflation to decline in theβ¦
25/09/2026 00:129 min read
UBS sees Fed hike fears as excessive with 10-year yield above 5.1%
UBS says October Fed hike odds are overdone; 10-year yield above 5.1% for first time since 2007.
24/09/2026 22:0116 min read
US stock indices test support levels amid selloff
US stock indices fell again as yields surged on rate hike expectations, each index testing key support levels.
24/09/2026 15:439 min read
Paulson sees possible need for another Fed rate hike to curb inflation
Fed's Paulson signals another rate hike may be needed; other officials echo hawkish stance.
24/09/2026 14:318 min read