Bonds / Macro news

10-year Treasury yield jumps back above 5% as oil gains and more Fed rate hikes expected

Treasury yields rose as bond markets reopened for the first time since Tuesday following the Veterans Day holiday.

Falling oil prices are no longer enough to bring down borrowing costs in the world’s most important bond market

The tight trading relationship between oil prices and Treasury yields has broken down. It’s a sign that inflation concerns are extending beyond the energy shock.

Tech bounce lifts global stocks as dollar gains

Stock markets rose Wednesday on renewed optimism over AI following strong results from data center operator CoreWeave, while the dollar extended a rally on expectations for at least one more Federal Reserve interest rate hike.The dollar…

Fed's Goolsbee calls inflation report 'borderline disturbing' as central bank weighs more hikes

The consumer price index rose more than expected in October, raising alarm among Federal Reserve officials.

Dow Jones Futures Rise, Techs Jump On CoreWeave Earnings; Look For This Bullish Market Signal

Futures rose while AI stocks rallied overnight on CoreWeave earnings: The stock market fell on Nvidia and surging Treasury yields.

Why Goldman Sachs is now changing its Federal Reserve interest-rate forecast

Following Tuesday’s hot CPI data , Goldman Sachs is now pencilling in additional Fed tightening.

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are surging early Wednesday as tech shares lead a broad market rally amid ongoing diplomatic maneuvering in the Middle East and hawkish Federal Reserve chatter. The Polymarket traders, a Polygon (CRYPTO: POL) based…

3 AI Chip Stocks Facing Yield Pressure And Demand Strength

AI chip stocks are being pulled in opposite directions right now as hotter October inflation, surging Treasury yields, and fresh Nvidia headlines collide with a powerful upswing in reported demand, including TSMC’s October revenue at…

Stocks fall as the 10-year Treasury yield nears 5% mark

“I don’t think they should be raising another 25 basis points,” one portfolio manager said about the Federal Reserve’s benchmark interest rate.

Homeowners tap equity as HELOC balances post biggest jump since 2005: New York Fed report

The rise in balances on HELOCs marks the 18th consecutive quarterly increase, according to a new report from the Federal Reserve Bank of New York.

GE Vernova sellers have it all wrong — plus, why Fed rate hike odds are soaring

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

10-year Treasury yield races back to 5% as inflation data, Waller comments drive rate hike expectations

Treasury yields moved higher after a hotter-than-expected CPI report.

Aggressive Fed rate hikes are quickly becoming the biggest risk to stocks in 2027, says economist

The Fed remains too optimistic on its ability to tame inflation, and markets may be too complacent, economist Neil Dutta warns.

S&P 500 falls after hot CPI ignites inflation concerns: Live updates

Traders reacted to a pivotal consumer inflation report as well as new comments from a key Federal Reserve official.

Rate Trading Rose in October and a Fed Governor Leans Toward Backing a December Hike

Market Updates News Commentary - U.S. stocks were lower and the 10-year Treasury yield was higher on Tuesday, the day the government released October consumer price data. As of 12:44 p.m. ET, the S&P 500 was down 0.94% at 7,478.79, the…

Consumer prices rose 0.4% in October, more than expected, complicating Fed's inflation fight

The report comes at a critical juncture for the Federal Reserve as it considers its next move regarding interest rates.

Wall Street Futures Decline as Higher-Than-Expected October Inflation Raises Fed Rate Concerns: Dow Jones, S&P, Nasdaq

U. S. stock index futures pointed to a lower opening on Tuesday after October consumer price data exceeded economists’ expectations, raising concerns about the Federal Reserve’s interest rate outlook following a rally in the previous…

US Equity Futures Mixed Pre-Bell as Fed Governor Christopher Waller Leans Towards Rate Hike in December

US equity futures were mixed pre-bell Tuesday as traders digested comments from Federal Reserve Gove

Fed Rate-Hike Odds Jump On Waller Speech Ahead Of CPI Inflation (Live Coverage)

CPI inflation data could seal a December Fed rate hike, but Fed Gov. Christopher Waller signaled his mind is made up. S&P 500 futures are flat.

Broadcom Heads These 3 Top Undervalued Stocks

With the Federal Reserve openly weighing a larger interest rate hike if inflation stays sticky, investors are again reminded that borrowing is never guaranteed to stay cheap. Higher rates can punish companies that rely heavily on debt,…

Bitcoin slips before U.S. inflation report as traders price in Fed rate increase

Fed Governor Waller backs December tightening even if inflation cools, while falling oil prices offer some relief and Anthropic withdraws IPO pricing details.

The stock-market rally keeps spreading beyond Big Tech. October inflation data could put it to the test.

Tuesday’s CPI inflation report and a heavy lineup of Federal Reserve speakers could test the rotation trade’s resilience

Hot U.S. inflation hasn’t cooled off. Rising consumer prices to keep Fed rate hike on track.

Rising prices point to the Fed increasing borrowing costs before Christmas.

Goldman says 'the pieces are in place' for a shift in Treasury yields, global 10-years

U.S. Treasury moves to cut off crypto exchange MEXC over $16 billion in alleged illicit flows

Treasury billed the move as part of its campaign against Iran, but the order rests on MEXC's alleged role in Russian illicit finance.

Update: US Equity Indexes Rebound, Treasury Yields Rise Following Blowout Jobs Report

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Big Jobs Report Keeps Fed Rate-Hike Door Wide Open Despite Sell-Off (Live Coverage)

U.S. added 165,000 jobs last month, more than double expectations. The unemployment rate unexpectedly fell.

Goldman’s new gold target: Why the Wall Street bank is saying it’s early to buy the yellow metal

Strategists at the investment bank said the change in expectations is down to the Federal Reserve’s hawkish shift.

A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’

In the 1980s, a Republican president, a Democrat Speaker of the House and an inflation-fighting Federal Reserve chairman powered a stock-market rally.

These 12 stocks are good bets to beat the 10-year Treasury over the next decade

Investment newsletters’ favorite Dividend Aristocrat stocks

10-year Treasury yield slides as traders mull over Democrats' midterm victories, oil prices drop

Treasury yields were last little changed Wednesday as investors weighed big wins from Democrats in the U.S. midterm elections.

Midterm elections could jolt stocks as Democrats look poised to sweep Congress

Wall Street weighs how the 2026 midterms could affect stocks, Treasury yields, artificial intelligence, energy prices, banks, defense and healthcare.

Midterm elections could jolt stocks if Democrats sweep Congress

Wall Street weighs how the 2026 midterms could affect stocks, Treasury yields, artificial intelligence, energy prices, banks, defense and healthcare.

Rocket Companies Jumps 9%, Compass and Zillow Surge 8% as Treasury Yields Retreat

Treasury yields just flinched, and housing stocks are sprinting toward their biggest single-day gains in months. But with soft sales data, ongoing integrations, and FTC litigation in the mix, the question is whether this rally has legs…

The market view of the oil, AI and bond trades went through a major change in October

The market expects oil to keep rising, but treasury yields have declined, a warning traders and investors may be more worried about an AI crash than inflation.

Stocktwits Weekly Spread: What Shaped Treasury Yields And The Dollar This Week

A steep selloff in artificial intelligence equities and surging credit risk premiums prompted investors to flee to safety, driving 10-year and 2-Year Treasury yields lower for the week ending Oct. 30.

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.

Inflation surges, PCE shows. Fed pause on rate hikes unlikely to last with prices still rising.

Even though the Federal Reserve temporarily put its inflation fight on hold this week, the cost of living rose sharply again last month in a sign the central bank’s work is far from done.

The Fed Is Cutting Back on Rate Votes for the First Time Since 1981

For the first time in more than four decades, the Federal Reserve is shrinking its voting calendar, and the timing could not be more fraught with a December rate hike now seen as nearly certain and long bonds already sliding.

As voters struggle with pricey car loans, mortgages and credit-card debt, the cost of money itself is on the ballot

Interest rates aren’t expected to decline anytime soon, as the Federal Reserve held rates steady on Wednesday

Uh-Oh! A New Inflation Forecast Suggests Trumpflation Is Evolving and Worsening.

The Federal Reserve’s preferred inflation gauge appears to be headed in the wrong direction.

Bitcoin weakens to $80k as hawkish Fed, mixed tech earnings weigh

Investing.com-- Bitcoin fell on Thursday, cutting short a brief rebound from the prior session as the Federal Reserve’s October meeting reinforced bets on more interest rate hikes by the central bank.

Here are five key takeaways from the Fed rate decision and Warsh news conference

Even though the interest-rate vote went as expected, there were a few surprises out of this week's Federal Open Market Committee meeting.

Why did the Fed hold off on raising interest rates? Warsh says it’s because an ‘information-rich’ period is coming.

Federal Reserve Chairman Kevin Warsh addressed why the central bank didn’t raise interest rates on Wednesday.

Fed meeting recap: Warsh says central bank will host fewer rate-setting meetings in future years

The Federal Reserve held steady on rates at the conclusion of its October meeting, maintaining its target range of 3.75% to 4%.

How major US stock indexes fared Wednesday 10/28/2026

stocks held relatively steady after the Federal Reserve decided not to raise its main interest rate to bring down high inflation. The Dow Jones Industrial Average added 0.

10-year Treasury yield creeps higher even as Fed keeps rates the same

Treasury yields edged higher as traders await the Federal Reserve's latest monetary policy decision.

The cost of money itself is on the ballot as voters struggle with pricey car loans, mortgages and credit-card debt

Interest rates aren’t expected to decline anytime soon, as the Federal Reserve holds steady on Wednesday.

Exchange-Traded Funds Higher, Equity Futures Mixed Pre-Bell Wednesday Ahead of US Fed Rate Announcement

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

Update: US Equity Futures Slightly Higher Pre-Bell as Traders Await Fed Rate Decision, Big Tech Earnings

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Dow Jones Futures Fall, Techs Rise As SK Hynix Crushes Views; Fed, Microsoft, Google On Deck

The S&P 500 reclaimed a key level as Tesla and growth stocks rallied. The Federal Reserve, Microsoft, Google on deck.

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are trading mixed early Wednesday as Wall Street braces for a monumental session featuring the Federal Reserve’s latest interest rate decision, blockbuster earnings from Microsoft Corp. (NASDAQ:MSFT) and Alphabet Inc.…

Tech stocks soar as SK hynix adds to rising AI confidence

Asian tech stocks surged on blockbuster SK hynix earnings and renewed AI optimism, while investors weighed Israel’s election results and awaited key US tech earnings and the Federal Reserve’s policy decision.View on euronews

Dow Jones Futures: Growth Stocks Rally, Tesla Clears Buy Point; Fed, Microsoft, Google On Tap

The S&P 500 reclaimed a key level as Tesla and growth stocks rallied. The Federal Reserve, Microsoft, Google on deck.

How investors can position ahead of the Fed's next policy decision

The Federal Reserve's October rate decision has been a focus for investors and economists as Chairman Kevin Warsh has rejected traditional forward guidance.

Treasury's Bessent sees crypto as America's next tool for keeping the U.S. dollar on top

Speaking at Ripple's conference, the U.S. Treasury Secretary said the SEC and CFTC action could help fill the gap left by the Clarity Act's failure, while curbing crypto debanking.

Tech firms gain ahead of Fed decision, results from AI giants

Wall Street stocks rose for a second straight session Tuesday behind renewed enthusiasm for artificial intelligence-linked shares as markets awaited a Federal Reserve decision and earnings from big AI players.Seoul's stock market…

Fed rate hikes are coming, but not this week: CNBC survey

The CNBC Fed Survey shows that 93% of respondent expect a pause at the Federal Reserve meeting taking place this week.

There's a New Source of Inflation, and It's Put Fed Chair Kevin Warsh and the FOMC Between a Rock and a Hard Place

There may not be a winning scenario for the Federal Reserve or Wall Street.

Stocks close higher as excitement over Anthropic IPO filing propels tech sector: Live updates

Traders looked ahead to the busiest week of earnings and the Federal Reserve's policy decision due on Wednesday.