Macro
Fed's Warsh Holds Firm — Inflation Target Stays at 2%
Fed Chair Kevin Warsh affirms commitment to 2% inflation target, defying political pressure and maintaining Fed independence.
John Nada•2d ago
Macro
Macro
Federal Reserve, interest rates, inflation, and global economic policy(383 articles)
Macro
Dollar Dips — Fed Rate Hike Bets Dwindle Amid Job Growth Slowdown
U.S. dollar tumbles after weak job data tempers Fed hike bets, lifting yen and euro. Intervention fears linger amid market recalibrations.
John Nada•2d ago
Macro
Fed Chair Warsh Signals Global Engagement — A Shift in US Policy?
Fed Chair Kevin Warsh's engagement at ECB's Sintra meeting signals potential US policy shift, easing fears of reduced international cooperation.
John Nada•3d ago
Macro
ETFs Outyielding S&P 500 — Defensive Plays Amid Recession Fears
With S&P 500 yields at 1%, investors eye consumer staples and utilities ETFs for better returns. These sectors shine with steady earnings amid downturns.
John Nada•3d ago
Macro
Inflation Pressures Persist — WisdomTree Fund Offers Buffer with 10.3% Yield
WisdomTree Inflation Plus Fund (WTIP) offers a 10.3% yield amid inflationary pressures. A strategic hedge with commodities and TIPS.
John Nada•4d ago
Macro
Fed's Warsh Seeks New Inflation Measures Amid Policy Shift
Kevin Warsh, Fed Chairman, urges a shift in inflation measurement, highlighting new data tools and diverse metrics amid persistent inflation.
John Nada•4d ago
Macro
AI Infrastructure Demand Spurs Inflation — Cleveland Fed Weighs Rate Hikes
AI infrastructure demand is driving inflation, says Cleveland Fed's Hammack, hinting at potential rate hikes. The Fed debates short-term vs. long-term impacts.
John Nada•5d ago
Macro
Kalshi Traders Predict Inflation Peak as Energy Prices Tumble
Kalshi traders predict inflation peak as U.S.-Iran detente eases energy prices, with CPI expected to drop 0.2% in June.
John Nada•5d ago
Macro
AI Demand Spurs Inflation Fears — Cleveland Fed Eyes Rate Hikes
Cleveland Fed's Hammack warns AI demand may fuel inflation, pressuring interest rates. Fed's Warsh counters with AI's disinflationary potential.
John Nada•6d ago
Macro
Bundesbank President Warns of Persistent Inflation Despite Middle East Ceasefire
Euro zone inflation persists at 3.2%. Bundesbank's Nagel warns it may stay high despite U.S.-Iran ceasefire. ECB eyes rate hikes.
John Nada•6d ago
Macro
Fed's Hawkish Hold and Iran Unrest Rattle 2026 Outlook
2026 mid-year market outlook dims as Fed maintains hawkish hold and Iran unrest intensifies, pressuring advisors to recalibrate strategies.
John Nada•Jun 29
Macro
Supreme Court Shields Fed Governor Cook from Trump Firing—for Now
The Supreme Court blocked Trump's bid to fire Fed Governor Cook, igniting debates on Fed independence.
John Nada•Jun 29
Macro
Fed Holds Steady Amid Inflation Woes — Greg Daco's Take
Greg Daco anticipates the Fed holding rates steady amid an income squeeze and supply-driven inflation, challenging Wall Street's hawkish expectations.
John Nada•Jun 28
Macro
Fed Chair Warsh's Bold Stance—'The Committee Will Deliver Price Stability'
Fed Chair Kevin Warsh commits to 'price stability' amid inflation concerns, silencing critics and setting a clear policy path.
John Nada•Jun 28
Macro
Fed's 2026 Stress Test: Banks Thrive Amid Brutal Scenario — No Stakes Attached
Amid a harsh scenario, all 32 banks pass the Fed's stress test without changing capital requirements, highlighting banking resilience yet posing questions for Bitcoin.
John Nada•Jun 28
Macro
Fed Drops 'Easing Bias'—Markets Brace for Prolonged High Rates
Warsh removes 'easing bias' from Fed's statement, signaling prolonged high rates. Markets must adapt to data-driven policy shifts.
John Nada•Jun 27
Macro
Kevin Warsh's Fed Holds Rates Steady at 3.5% — Signals Tough Times for Mortgage REITs
Kevin Warsh's Fed holds rates at 3.5%—bad news for REITs like Annaly and AGNC, but future opportunities loom.
John Nada•Jun 27
Macro
Oil Slide Deflates Inflation Fears — Bond Markets Hold Steady
Oil prices tumble, easing inflation fears. U.S. Treasury yields drop as the market anticipates less aggressive Fed policy under Kevin Warsh.
John Nada•Jun 27
Macro
Fed Rate Hike Looms — HELOC and Home Equity Loans Await Impact
The Fed's potential rate hike could impact HELOC and HEL rates, with the current average at 7.25% and 7.86% respectively. Borrowers must brace for shifts.
John Nada•Jun 27
Macro
Structural Inflation Threatens Bond Portfolios — T. Rowe Price Analysis
Structural inflation poses a threat to bond portfolios amid global tensions. Active ETFs like TAGG offer a flexible approach, adapting to market shifts.
John Nada•Jun 26