Fed Rate Hike

US inflation hit 3.7% and producer prices jumped 1.3% in September. Is stagflation the next market risk? What wages, energy and bond yields say. 

The Fed, ECB and BOJ all hiked, yet markets barely flinched. Is higher for longer the new global regime? What it means for yields, stocks, the yen and gold.

US CPI met expectations, yet Fed still raised rates. See how core CPI, PPI, oil and Treasury yields changed the inflation ans rate outlook. 

US Treasury yields remain high as term premium, fiscal risks and debt pressures rise. Could higher borrowing costs trigger a US debt crisis? 

US July CPI cooled as Fed rate-hike bets faded, putting gold and tech stocks in focus as markets reassess real yields and liquidity. 

July nonfarm payrolls fell by 23,000, weakening Q3 rate-hike bets as labor demand cooled and USDJPY faced intervention-driven pressure. 

US Q2 GDP slowed to 1.5%, but resilient consumer spending and stronger domestic demand suggest recession fears may be overdone. 

A second oil blockade could push crude above $120 as Bab el-Mandeb and Red Sea risks threaten supply, inflation and Fed rate expectations.

US June CPI cooled below expectations as inflation pressure eased beyond energy. Rate-hike fears may still be overpriced despite oil and Middle East risks.

At mid-year 2026, gold is caught between US dollar strength, Fed rate-hike expectations and central bank demand. Here’s why gold may stay range-bound in H2.