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202 headlines collected and scored. Last update 2h ago.
3 Stocks That Did Well the Last Time the Fed Raised Rates Aggressively
Job openings posted big September gain in positive sign for labor market ahead of payrolls report
The BLS reported job openings at 7.52 million, up 333,000 from August and well above the Dow Jones consensus outlook for 7.15 million
^DJIBullish
The Guardian view on Labour’s growth obsession: a different economics is possible
The latest edition of Radical Thinking, the Guardian’s new podcast, should be required listening at a Treasury still stifled by outdated orthodoxies As prime ministers have come and gone at bewildering speed in recent years, the search for elusive economic growth has become the overriding fixation of the British political class. In the lead-up to the 2024 general election, Sir Keir Starmer…
Bullish
Here’s What Fewer Fed Rate Votes Could Mean for Borrowers
Trump Links Fed Rate Cuts to Goal of Balancing Federal Budget
Bearish
Wall Street the Day After: Which Indicators to Watch Closely After the Midterms
Federal Reserve: One more 2026 hike then murkier path
Treasuries Fall Amid Oil Price Swings, Strong Job Openings Data
Neutral
How Did the U.S. Policy Response to the COVID-19 Pandemic Affect Inflation and Economic Growth?
Bullish
Euro zone countries are integrating faster with US than with each other, ECB says
How Many Americans Are Millionaires?
If it feels like there are more millionaires in the U.S. than ever before, you're right. According to the 2025 Survey of Consumer Finances, there are about 29 million U.S. households with a net worth (all assets minus all liabilities) exceeding $1 million. This represents roughly 22% of all U.S. households, a share which has more than doubled since 1998 (after adjusting for inflation): However…
Where the Trump economy stands on Election Day
Treasury yields rise as investors weigh midterm vote, jobs data and Iran tensions
Bullish
Swiss Franc gains momentum ahead of inflation data
Bullish
Australia hikes rates to 18-year high to fight inflation
The Reserve Bank of Australia's decision was in line with expectations from economists polled by Reuters, and marked its fifth rate increase this year.
Bullish
US Treasury yields hold below 5% on the eve of the midterm elections
AUD/USD Weekly Outlook: RBA Hike, US Midterms and NFP Collide
US Treasury auction changes loom in 2027; dealers eye long-end cuts
Bearish
No Inflection Point Yet: Near-Exponential Data Center Boom Sends Shockwaves to Industrial Economy, Construction Hit by 2nd Wave of Inflation
They all spiked: Construction of data centers and power plants; orders for equipment at US manufacturers; and inflation in construction.
GBP/USD Price Forecast — GBP/USD (1.3423) Hits Highest Since Mid-September as BoE Hike to 4.00% Priced Above 90%
US Treasury auction changes loom in 2027; dealers eye long-end cuts
Bearish
My favorite new proprietary measure is "Econvitals Underlying Unit Labor Costs". It blends five wage measures (weighted by inverse variance), re-means to match PCE and adjusts for how productivity…
My favorite new proprietary measure is "Econvitals Underlying Unit Labor Costs". It blends five wage measures (weighted by inverse variance), re-means to match PCE and adjusts for how productivity growth different in this cycle than the past. Consistent with ~2% inflation now.
Bullish
Boris Vujčić: Integrated, open and resilient: Europe’s strengths in a fragmenting world
Big news financial account heads! The Fed finally got rid of attributing hedge fund transactions to households in the financial accounts!!! cc/ @peark.es @weisenthal.bsky.social…
Big news financial account heads! The Fed finally got rid of attributing hedge fund transactions to households in the financial accounts!!! cc/ @peark.es @weisenthal.bsky.social @matt-levine.bsky.social @conorsen.bsky.social @bencasselman.bsky.social www.federalreserve.gov/releases/efa...
US Government Sold $907 Billion of Treasury Securities this Week. That’s a Lot of Paper. Yields Pulled Back
As AI & chip stocks tanked, investors shifted from the “AI trade” to the “safe-haven trade” and bid up Treasuries.
Fed officials are already saying they’ll need to get back to hiking rates
The comments from Federal Reserve Presidents Alberto Musalem and Lorie Logan offer the first morsels of insight into what leaders at the Fed see happening next.