Tag

Federal Reserve

50 articles

Jason Furman Says High Taxes Drive People to Low-Tax Jurisdictions
Voices19h ago
Jason Furman Says High Taxes Drive People to Low-Tax Jurisdictions
Harvard economist Jason Furman stated on X that individuals are relocating from high-tax to low-tax areas to reduce their tax burden.
Nick Timiraos Reports Largest 10-Year Treasury Yield Drop Since SVB Failure
VoicesYesterday
Nick Timiraos Reports Largest 10-Year Treasury Yield Drop Since SVB Failure
The Wall Street Journal's chief economics correspondent highlighted a significant decline in the 10-year Treasury yield on Thursday.
ZeroHedge Reports France's 10-Year Bond Risk Premium Rises
VoicesYesterday
ZeroHedge Reports France's 10-Year Bond Risk Premium Rises
Financial blog ZeroHedge reported today that France’s 10-year bond risk premium has increased to 175 basis points.
Bitcoin Dominance Hits 60 Percent as Altcoins Slide
Digital AssetsYesterday
Bitcoin Dominance Hits 60 Percent as Altcoins Slide
Bitcoin's market share reached its highest level since May as institutional ETF flows remain volatile and traders await a fresh catalyst.
Lyn Alden Says Fed Inaction Could Be 'Reasonable Outcome' During Crises
VoicesYesterday
Lyn Alden Says Fed Inaction Could Be 'Reasonable Outcome' During Crises
Lyn Alden, founder of Lyn Alden Investment Strategy, suggested on X that the Federal Reserve might reasonably choose inaction if faced with severe cybersecurity, fiscal, and energy crises.
Bitcoin Volatility Hits 2026 Lows During Fed, Election Uncertainty
Research & AnalysisYesterday
Bitcoin Volatility Hits 2026 Lows During Fed, Election Uncertainty
On-chain data from K33 shows Bitcoin's realized volatility approaching its lowest levels of the year as traders brace for Federal Reserve policy decisions and midterm elections.
Mohamed El-Erian Says French 10-Year Bond Yield Hits 5%
Voices2d ago
Mohamed El-Erian Says French 10-Year Bond Yield Hits 5%
Economist Mohamed El-Erian highlighted that the yield on 10-year French government bonds reached 5% for the first time in 24 years.
Peter Schiff Warns Inflation Data Points to Worsening Cost of Living Crisis
Voices2d ago
Peter Schiff Warns Inflation Data Points to Worsening Cost of Living Crisis
Peter Schiff, chief economist at Euro Pacific Asset Management, posted on X that recent export and producer price data, alongside rising oil prices, signal a worsening inflation outlook.
Anthony Pompliano Says Dollar Debasement Distorts Housing Market
Voices3d ago
Anthony Pompliano Says Dollar Debasement Distorts Housing Market
Investor Anthony Pompliano claimed on X that the debasement of the dollar is causing home values to rise unnaturally, creating a wealth transfer.
Peter Schiff Warns of Major Oil Breakout, Rising Living Costs
Voices3d ago
Peter Schiff Warns of Major Oil Breakout, Rising Living Costs
Economist Peter Schiff claimed on X that rising oil prices signal a significant increase in the cost of living across all necessities.
Mohamed El-Erian Notes French Bond Spread Above 150 Bps
Voices3d ago
Mohamed El-Erian Notes French Bond Spread Above 150 Bps
Mohamed El-Erian observed on X that the France-Germany 10-year bond spread surpassed 150 basis points, suggesting French sovereign debt is trading like a peripheral Eurozone issuer.
ZeroHedge Reports German Power Supply Startups Exit Market
Voices3d ago
ZeroHedge Reports German Power Supply Startups Exit Market
Financial markets blog ZeroHedge reported today that German power supply startups are exiting the market as wholesale prices soar.
Andy Constan Reveals 10% Gold Allocation, Warns Against Misinformation
Voices3d ago
Andy Constan Reveals 10% Gold Allocation, Warns Against Misinformation
Andy Constan, CEO of Damped Spring Advisors, disclosed his personal investment allocation to gold and cautioned against deceptive practices in the asset's promotion.
Peter Schiff Warns Inflation Rate Not Near 2%
Voices4d ago
Peter Schiff Warns Inflation Rate Not Near 2%
Economist Peter Schiff claimed on X that rising utility costs indicate inflation is significantly higher than official targets.
Lyn Alden Says Inflation Persists Above Target in Developed Countries
Voices4d ago
Lyn Alden Says Inflation Persists Above Target in Developed Countries
Financial strategist Lyn Alden states on X that inflation is "persistently above-target for years now" across developed nations.
Lyn Alden Warns Rioting Exacerbates Inflation
Voices4d ago
Lyn Alden Warns Rioting Exacerbates Inflation
Lyn Alden, founder of Lyn Alden Investment Strategy, stated on X that civil unrest against inflation ultimately worsens economic conditions.
Andy Constan Highlights S&P 500's +11.8% YTD Gain
Voices5d ago
Andy Constan Highlights S&P 500's +11.8% YTD Gain
Andy Constan, CEO of Damped Spring Advisors, noted the S&P 500's year-to-date performance and questioned its breadth on X.
Bill Ackman Warns of Rising Sovereign Interest Rates
Voices5d ago
Bill Ackman Warns of Rising Sovereign Interest Rates
Billionaire investor Bill Ackman stated on X that increased government borrowing and a growing welfare state would lead to "Higher sovereign interest rates."
ZeroHedge Reports German Migration Cost Taxpayers €400 Billion
Voices5d ago
ZeroHedge Reports German Migration Cost Taxpayers €400 Billion
The financial markets blog ZeroHedge claimed on X that migration has cost German taxpayers at least €400 billion since 2016.
Nick Timiraos Reports Immigration Enforcement Hurting Construction Workforce
Voices6d ago
Nick Timiraos Reports Immigration Enforcement Hurting Construction Workforce
The Wall Street Journal's chief economics correspondent cited a survey indicating that nearly two-thirds of builders are affected by immigration enforcement on their labor force, shared on X.
Carl Quintanilla Highlights Trillion-Dollar Interest Expense
Voices6d ago
Carl Quintanilla Highlights Trillion-Dollar Interest Expense
CNBC anchor Carl Quintanilla shared data on the U.S. government's annual interest expense and projected future costs if rates rise, describing it as "A snowballing of debt."
The Kobeissi Letter Reports US Debt Interest Expense Hits Record $1.36 Trillion
Voices6d ago
The Kobeissi Letter Reports US Debt Interest Expense Hits Record $1.36 Trillion
The markets commentary publication highlighted a significant increase in the US public debt's interest expense for fiscal year 2026 on X.
Kristalina Georgieva Calls for Continued Vigilance on Global Economy
Voices6d ago
Kristalina Georgieva Calls for Continued Vigilance on Global Economy
The International Monetary Fund's managing director stated on X that global economic resilience should not be taken for granted.
Mohamed El-Erian Warns Persistent Inflation Poses Risk to Growth
Voices6d ago
Mohamed El-Erian Warns Persistent Inflation Poses Risk to Growth
Economist Mohamed El-Erian stated on X that while global economic activity has handled higher costs well, prolonged inflation could threaten growth.
Peter Schiff Calls Gold at $4,145 a "Gift" During Hotter Inflation Data
Voices6d ago
Peter Schiff Calls Gold at $4,145 a "Gift" During Hotter Inflation Data
Peter Schiff stated on X that recent inflation figures indicate the Federal Reserve has lost its fight against rising prices, making gold a compelling investment.
Altcoins Jump as Bitcoin Holds $82K, Warsh Stays Silent on Rates
Digital Assets6d ago
Altcoins Jump as Bitcoin Holds $82K, Warsh Stays Silent on Rates
Celestia, Injective and LayerZero rally while Fed Chair Kevin Warsh offers no rate guidance at IMF and World Bank meetings
Elizabeth Warren Slams Corporate Tax Breaks, Bank Fees, Private Equity
Voices7d ago
Elizabeth Warren Slams Corporate Tax Breaks, Bank Fees, Private Equity
Senator Elizabeth Warren criticized several corporate and financial practices, including tax breaks for large corporations and bank overdraft fees, in a post on X.
Lyn Alden Says Bond Market Yields High Due to Persistent Inflation
Voices7d ago
Lyn Alden Says Bond Market Yields High Due to Persistent Inflation
Investment strategist Lyn Alden stated on X that high bond yields across the curve are a direct result of sustained inflation, rather than a loss of control by authorities.
Nassim Nicholas Taleb Rejects Zero-Sum Fallacy on H-1B Visas
Voices7d ago
Nassim Nicholas Taleb Rejects Zero-Sum Fallacy on H-1B Visas
Nassim Nicholas Taleb stated on X that H-1B visas create jobs and increase overall economic output, calling the opposite view a 'zero-sum fallacy'.
Fed H.8 Release Shows Banking Sector Liquidity Shift
Macro & Rates7d ago
Fed H.8 Release Shows Banking Sector Liquidity Shift
Weekly commercial bank balance sheet data shows deposit and loan trends that may reshape Fed rate expectations and duration positioning
Mohamed El-Erian Notes Strong US Data Reinforces Inflation Message
Voices7d ago
Mohamed El-Erian Notes Strong US Data Reinforces Inflation Message
Mohamed El-Erian highlighted several strong US economic indicators and rising import prices, noting they reinforce recent 'hot' inflation readings.
Peter Schiff Calls Fed's Inflation Fight Insincere, Citing Balance Sheet and M2 Growth
Voices7d ago
Peter Schiff Calls Fed's Inflation Fight Insincere, Citing Balance Sheet and M2 Growth
Economist Peter Schiff stated on X that the Federal Reserve's actions contradict its stated goal of reducing inflation.
Pimco CIO Sees 1-2 More Fed Hikes; Long-End Treasuries Offer Value
Macro & Rates7d ago
Pimco CIO Sees 1-2 More Fed Hikes; Long-End Treasuries Offer Value
Andrew Balls argues the Fed needs one to two additional rate increases to reach its 2 percent inflation target, while identifying value in longer-dated Treasury yields.
Bitcoin Holds $80K as Kospi Drop Disrupts Altcoins
Digital Assets7d ago
Bitcoin Holds $80K as Kospi Drop Disrupts Altcoins
South Korea's Kospi crashed 8 percent, triggering trading halts, as altcoins sold off sharply with memecoins down 9.4 percent while Bitcoin steadied above key support.
Anthony Pompliano Says US Stock Market Rises Due to Government Money Printing
Voices7d ago
Anthony Pompliano Says US Stock Market Rises Due to Government Money Printing
Investor Anthony Pompliano claims the consistent upward trend in the US stock market is directly attributable to government monetary policy.
Nick Timiraos Projects PCE Inflation Jump
Voices8d ago
Nick Timiraos Projects PCE Inflation Jump
The Wall Street Journal's chief economics correspondent, Nick Timiraos, shared projections indicating a significant rise in core Personal Consumption Expenditures (PCE) inflation, based on recent September economic data.
Mortgage Rates Hold at 7% as Duration Risk Persists in MBS
Macro & Rates8d ago
Mortgage Rates Hold at 7% as Duration Risk Persists in MBS
Unchanged borrowing costs keep prepayment speeds depressed, limiting spread compression opportunities in mortgage-backed securities.
ZeroHedge Reports Producer Prices Jump, Exceeding Expectations
Voices8d ago
ZeroHedge Reports Producer Prices Jump, Exceeding Expectations
Financial blog ZeroHedge highlighted today's Producer Price Index report, showing significant increases across headline and core metrics for September.
Peter Schiff Says Producer Prices Skyrocketed, Real Rates Dropping
Voices8d ago
Peter Schiff Says Producer Prices Skyrocketed, Real Rates Dropping
Economist Peter Schiff claimed on X that September's producer price index (PPI) indicates a surging inflation rate despite recent rate hikes.
Mohamed El-Erian Notes Sharp Fall in 10-Year US Bond Yield
Voices8d ago
Mohamed El-Erian Notes Sharp Fall in 10-Year US Bond Yield
Mohamed El-Erian reported a sharp decline in the yield on 10-year US government bonds, trading just below 5.10% on X.
Fed's $14.6B T-Bill Reinvestment Extends QT Reprieve, Steepens Duration Rotation
Macro & Rates9d ago
Fed's $14.6B T-Bill Reinvestment Extends QT Reprieve, Steepens Duration Rotation
Treasury bill purchases signal adequate bank reserves; Fed prolongs pause on direct reserve management operations through mid-November
Mortgage Rates at 7.5% Trigger Sixth Straight Week of Buyer Pullback
Macro & Rates9d ago
Mortgage Rates at 7.5% Trigger Sixth Straight Week of Buyer Pullback
The 30-year fixed rate hits levels unseen since the mid-2000s, as 10-year Treasury yields remain anchored by persistent inflation expectations.
Fed Official Shows Final 2026 Hike, No Further Tightening in 2027
Macro & Rates9d ago
Fed Official Shows Final 2026 Hike, No Further Tightening in 2027
One more rate increase expected this year, then a pause, as gold holds losses on near-term hawkishness but finds support from the 2027 ceiling on real yields.
Scott Melker Says Economists Expect 3.6% Rise in September CPI
Voices9d ago
Scott Melker Says Economists Expect 3.6% Rise in September CPI
Scott Melker, host of The Wolf Of All Streets podcast, highlighted on X the upcoming release of the September CPI report and economists' consensus forecast.
Nassim Nicholas Taleb Warns of Exploding Deficit and Squeezed Consumers
Voices10d ago
Nassim Nicholas Taleb Warns of Exploding Deficit and Squeezed Consumers
Author Nassim Nicholas Taleb issued a stark warning on X about current economic conditions, pointing to rising borrowing costs and a looming energy crisis.
Peter Schiff Says "Big Beautiful Bill" Made Government Bigger, Burdened Public
Voices10d ago
Peter Schiff Says "Big Beautiful Bill" Made Government Bigger, Burdened Public
Peter Schiff, chief economist at Euro Pacific Asset Management, stated on X that a recent "Big Beautiful Bill" increased the federal government's size and expense, leading to a public burden that negates any supposed tax cuts.
Chip Weakness Drags Tech; Nvidia Down 1.3% Ahead of Earnings Season
U.S. Equities11d ago
Chip Weakness Drags Tech; Nvidia Down 1.3% Ahead of Earnings Season
The Nasdaq 100 fell 0.7% as semiconductor stocks stumbled, while investors brace for S&P 500 earnings forecast to rise 25% and the Wednesday CPI report.
Jim Cramer Says Fed Hike Will Slow Economy, War End Could Cut Oil Prices
Voices11d ago
Jim Cramer Says Fed Hike Will Slow Economy, War End Could Cut Oil Prices
Jim Cramer claims a recent quarter-point Federal Reserve rate increase is impacting long-term yields and will decelerate economic activity, while a war resolution could significantly drop oil prices.
Market Tightening May Reduce Fed Rate-Hike Necessity, Morgan Stanley Sees
Research & Analysis11d ago
Market Tightening May Reduce Fed Rate-Hike Necessity, Morgan Stanley Sees
A stronger dollar, higher bond yields and elevated gas prices are tightening financial conditions without Fed action, potentially easing pressure on Chair Kevin Warsh to raise rates further.
Software Price Surge Forces Fed to Shelve Warsh's AI Disinflationary Case
Macro & Rates11d ago
Software Price Surge Forces Fed to Shelve Warsh's AI Disinflationary Case
The first software price increase since 1998 has shifted Fed focus to near-term AI inflation, delaying integration of longer-term productivity gains into official forecasts