Wall Street Turns to Inflation and Geopolitical Risks as Earnings Season Winds Down
With the Q4 earnings rush fading, U.S. equity investors are bracing for a pivotal week dominated by consumer price data and escalating geopolitical tensions.
With the Q4 earnings rush fading, U.S. equity investors are bracing for a pivotal week dominated by consumer price data and escalating geopolitical tensions.
As Jerome Powell prepares to step down, his final FOMC meeting delivered a clear message: the era of rate cuts is over, and a more cautious Fed is taking shape.
The U.S. dollar steadied on Monday after President Donald Trump rejected Iran’s response to a peace proposal, pushing oil prices higher and deepening concerns that the Middle East conflict will persist. Markets now eye a pivotal U.S.-China summit and key inflation data later this week.
With Kevin Warsh set to take the helm at the Federal Reserve and oil prices surging amid Middle East tensions, traders are bracing for a critical inflation reading that could determine the central bank’s next move — and whether rate hikes are back on the table.
As futures trading resumes Sunday evening, investors riding a historic momentum rally are scanning for any signs of a de-escalation in the Middle East. Iran’s latest uranium offer and a drone strike near Qatar keep tensions high, while oil prices and equity markets hang in the balance.
Dan Ivascyn, chief investment officer at bond giant Pimco, says surging energy costs from the Strait of Hormuz crisis may push the Federal Reserve toward rate hikes — a stark reversal from market expectations.
Consumer sentiment just hit a 74-year low. A top economist explains why wages are vanishing while the wealthy keep booking vacations.
Americans are bracing for another hot inflation reading, with economists forecasting a 0.6% jump in April CPI. From soaring gas prices to squeezed household budgets, the data due Tuesday is expected to reinforce the public's deepening frustration over the cost of living.
Rate cuts by the Federal Reserve would be “counter-productive” and the US central bank may even need to lift borrowing costs as policymakers grapple with the economic fallout from a potential conflict with Iran.
Wall Street has weathered inflation, high rates, and geopolitical storms over the past two years. Now, with Jerome Powell’s term ending and Kevin Warsh poised to take over as Fed chair, investors are asking a new question: Could the next Fed chief’s approach to the central bank’s massive balance sheet derail the bull market? The answer hinges on one critical factor — speed.
At the Milken Institute Global Conference, two top Wall Street figures warned that Kevin Warsh may bring a less talkative, more aggressive style to the Federal Reserve—and that could rattle markets sooner than investors expect.
Jerome Powell plans to remain on the Federal Reserve Board of Governors after his term as chair ends, breaking a tradition dating back to 1951. The move frustrates President Trump and adds new uncertainty to the stock market.
Chicago Fed President Austan Goolsbee says rate cuts, hikes, or a pause are all on the table, signaling a sharp shift in the central bank's outlook as the Iran War fuels energy-driven inflation.
A surprisingly solid April jobs report has complicated the incoming Fed chair’s path to cutting rates next month, even as the White House pushes for aggressive easing. With energy costs soaring and inflation still sticky, the central bank faces a tough balancing act.
Bitcoin slipped below $80,000 after the U.S. added just 62,000 jobs in April, far below expectations. While a cooling labor market typically fuels rate-cut bets and lifts risk assets, sticky wage growth at 3.8% is keeping the Federal Reserve from pivoting—and clouding the path to $120,000 for BTC.
The Cleveland Fed's latest nowcast shows inflation heading toward 3.9% — a nightmare scenario for the second-most expensive stock market in U.S. history.
A potential diplomatic resolution between the U.S. and Iran might not be enough to bring Treasury yields back to pre-war lows, as stronger growth and lingering risk premiums keep rates elevated.
A new chart from the Dallas Federal Reserve is sparking debate across Wall Street and Silicon Valley by sketching out three wildly different paths for the U.S. economy through 2050 — and the most realistic one is far less dramatic than the hype suggests.
June S&P 500 E-Mini futures rose 0.46% on Friday as investors looked past fresh military exchanges between the U.S. and Iran and turned their attention to the monthly U.S. jobs report, due later in the session.
The latest employment figures released Friday by the U.S. Labor Department showed the American labour market remained stronger than expected in April, with hiring comfortably surpassing analyst forecasts.