Federal Reserve

Explore the 2026 mid-year market outlook as AI drives growth, liquidity shapes risk assets, and traders watch the Fed, US dollar, gold, oil and FX markets. 

May 2026 non-farm payrolls beat expectations, but World Cup hiring, weak wage growth, inflation pressure and fragile consumer confidence may keep the Fed from hiking rates. 

Kevin Warsh’s Fed begins with rising Treasury yields, sticky inflation and tighter liquidity. Here’s what traders should watch next.

April 2026 US nonfarm payrolls beat forecasts, but weak wage growth and low participation point to a cooling labor market and cautious Fed.

Kevin Warsh could reshape the Federal Reserve’s approach to inflation, rate cuts, and policy. Here’s what it means for markets and investors. 

Rate cuts are coming. See why gold could be gearing up for a breakout above $3,500 and why traders are eyeing $4,000 this cycle.

US stocks ended February with a strong rebound, overcoming weeks of volatility driven by geopolitical tensions, trade uncertainty, and White House turmoil. The S&P 500 jumped 1.6% on Friday, while the Dow Jones surged 601 points, helping trim the month’s losses. Treasury yields fell, with the two-year yield dipping below 4%, while the dollar, despite […]

US stocks suffered their worst session of 2025 as weaker-than-expected economic data and a surge in long-term inflation expectations—the highest since 1995—dampened investor sentiment. Reports on consumer sentiment, housing, and services unsettled the market, while a notional $2.7 trillion in options set to expire added further volatility. Gains in vaccine manufacturers followed reports of a […]

Markets rally as bond yields decline, fueling speculation of upcoming Federal Reserve rate cuts. Will the Fed ease policy soon?

US stock market drops as strong jobs data dashes hopes for immediate Fed rate cuts. Rising Treasury yields and trade war concerns add to market volatility