Fed's Waller: More hikes needed, pace can bend, Sept jobs dip not a worry
Fed Governor Christopher Waller said more rate hikes are likely but the pace can be flexible, and he played down September's jobs weakness.
6 min ago9 min read
Inflation
Market playbook: Why printing money won't stop the bond rout
Rising global bond yields have put central bank bond buying back in focus, but inflation worries and fiscal discipline concerns limit how far such…
40 min ago10 min read
How rising bond yields could affect what you pay at the checkout
Rising bond yields can lead to higher taxes, subsidy cuts or price increases that affect consumers.
4 h ago8 min read
Jim Bianco, Longtime Bond Bear, Now Bullish on Bonds as 5% Yields Seen as Fair
Jim Bianco turns bullish on bonds for the first time in six years, citing 5% yields as fair value.
6 h ago8 min read
US one-year inflation outlook climbs to 3.9% in September: NY Fed
US one-year inflation expectations rose to 3.9% in September, the highest since May 2023, according to a New York Fed survey.
10 h ago15 min read
Fed Minutes Indicate Most Officials See Another Rate Hike by Year-End
FOMC minutes show most participants expect a rate hike by year-end, with many viewing current policy as not restrictive.
14 h ago9 min read
New York Fed survey shows one-year inflation expectations at highest since mid-2023
One-year inflation expectations in the New York Fed survey rose to 3.9%, the highest level since 2023, while the five-year measure held steady at 3%.
17 h ago9 min read
Temasek CIO flags AI unwind and inflation as top 2027 risks
Temasek's investment chief identified AI trade unwind and inflation as the biggest risks for global markets in 2027, while planning to boost AI allocation.
07/10/2026 08:0210 min read
US jobless claims data could reveal if hiring slowdown turns into layoffs
US jobless claims data this week may show if weak hiring is turning into layoffs after a poor September payrolls report.
07/10/2026 05:018 min read
Deutsche Bank: Australian households resilient despite high debt
Australian households are weathering rate hikes better than expected, with debt-to-asset ratio at lowest since 1997, Deutsche Bank says.
07/10/2026 03:1215 min read
India's central bank widely expected to raise rates, MUFG bucks trend
The RBI is expected to raise the repo rate by 25bp to 5.50% today, though MUFG forecasts a hold. Decision at 10:00 am IST.
07/10/2026 02:4113 min read
MUFG Expects RBI to Hold at 5.25%, Sees Two Rate Hikes by February
RBI is expected to hold the repo rate at 5.25% today, but MUFG sees this as temporary and forecasts hikes in December and February.
07/10/2026 01:5312 min read
Japan's real wages extend eight-month winning streak, supporting BOJ rate hike rationale
Japan's inflation-adjusted wages rose 1.5% in August, the eighth straight monthly gain, bolstering the Bank of Japan's case for further rate increases.
06/10/2026 23:5113 min read
Japan manufacturer confidence near five-year peak, services fall
The Reuters Tankan survey showed Japanese manufacturer confidence at a near five-year high, while services fell six points.
06/10/2026 23:1215 min read
Kansas City Fed's Schmid: Labor Market Strong, Inflation Fight Continues
Kansas City Fed President Schmid says labor market is solid but more work needed on inflation. He supported September's rate hike.
06/10/2026 17:414 min read