Federal Reserve

ZeroHedge reported that UBS is sounding an alarm about Europe's gas reserves ahead of winter, projecting a "drawdown" within a month.

Peter Schiff, chief economist at Euro Pacific Asset Management, stated on X that bond markets reacted negatively despite a jobs report.

Nvidia shares reached an all-time intraday high Friday as a weaker-than-expected jobs report sparked a tech rally and renewed expectations for Fed rate cuts.

Michaël van de Poppe, founder of MN Trading, stated on X that unchanged interest rates from the Federal Reserve are bullish for Bitcoin.

The Wall Street Journal's chief economics correspondent commented on the latest labor market data and its implications for Federal Reserve policy.

Mohamed El-Erian detailed the latest US jobs report, noting lower-than-expected job creation and a rise in the unemployment rate.

U.S. payrolls fell 61,000 short of forecasts in September, crushing rate-hike odds and sending the 10-year Treasury yield down 6 basis points.

The Kobeissi Letter stated market expectations for an October rate hike fell to 17% after a weaker September jobs report.

Economist Peter Schiff stated on X that the U.S. labor market is weak despite persistent inflation.

Wall Street forecasts a sharp slowdown in U.S. job growth to 84,000 for September as the Fed shifts focus to inflation despite stable employment conditions.

Nonfarm payrolls expected to cool to 90,000 in September after August's 162,000 gain, keeping unemployment at 4.1 percent and reducing odds of another Fed rate hike this year.

Wall Street Journal's chief economics correspondent notes Philip Jefferson's comments suggesting more time before another rate adjustment, echoing New York Fed President John Williams.

Egypt's fintech unicorn plans to sell a 20 percent stake, offering a real-time read on institutional appetite for emerging market growth at current discount rates.

Treasury yields surge to 16-year highs as Fed futures signal rate increase despite Trump's calls for cuts

Long-term Treasury yields climbed to a 19-year high this week, driven by elevated inflation and expectations for further Federal Reserve rate hikes

Allianz Chief Economic Adviser Mohamed El-Erian noted that government bond yields are under sustained upward pressure, with UK and US yields reaching multi-year highs.

Peter Schiff, chief economist at Euro Pacific Asset Management, warned that rising Treasury yields could push the annual cost of servicing the US national debt above Social Security expenditures.

Andy Constan, CEO of Damped Spring Advisors, recommended a strategic shift from an all-stock portfolio to include inflation-protected and nominal bonds on X today.

Bloomberg journalist Joe Weisenthal claimed on X that market participants cannot recall a time when the market felt as fast as it does now.

Softer August inflation failed to arrest the bond selloff as the Bank of Japan's hawkish pivot and persistent global price pressures keep duration under pressure

The S&P 500 fell 0.3 percent Wednesday as Treasury yields stayed elevated, but Nvidia, AMD, and Micron drove the Nasdaq 100 to a 3.2 percent monthly gain

Lyn Alden, founder of Lyn Alden Investment Strategy, stated on X that the bond market is driving interest rate adjustments.

Minneapolis Fed President Neel Kashkari challenged the narrative that data center spending alone is propping up U.S. growth, while Michael Burry and Goldman Sachs warn of an AI financing bubble.

Minneapolis Fed President signals additional tightening as he challenges assumptions about policy restrictiveness and elevated neutral rate

Bitcoin surged to $85,600 Wednesday after August PCE inflation data beat expectations, triggering $55 million in short liquidations before a sharp pullback.

The Wall Street Journal's chief economics correspondent stated on X that August PCE data did not alter the known inflation trend.

Consumer prices rose less than expected, with the core PCE index reaching 3.0 percent annually, shifting market bets away from an October rate increase.

Financial blog ZeroHedge reported that August's Personal Consumption Expenditures (PCE) and core PCE inflation figures came in below economists' expectations.

The markets commentary publication announced Wednesday that both headline and core US August PCE inflation metrics declined more than anticipated, leading to reduced October rate hike probabilities.

Spot gold held steady Wednesday as traders balanced a 92 percent probability of a December rate hike against oil-driven inflation hedging and Iran diplomacy signals.

The 30-year yield crested 5.6 percent as equity futures turned mixed, while Capricor Therapeutics jumped 17 percent on positive Hope-3 extension results for its lead candidate.

Crude's sharp drop on diplomatic progress weakens inflation argument supporting higher-for-longer rates, reshaping gold's sensitivity to Fed policy.

The Wall Street Journal's chief economics correspondent relayed New York Fed President John Williams's guidance against an immediate rate increase.

New York Fed President Williams said the U.S. economy shows strong momentum and expects inflation to slow to just above two percent next year from 3.5 percent this year.

Financial analyst Meredith Whitney said Wall Street's focus on consumer resilience masks underlying fragility, forecasting a fourth-quarter 'reckoning'.

U.S. government borrowing costs climbed to levels not seen in nearly two decades, driven by rising oil prices and inflation concerns.

The 10-year Treasury yield's rise past 5 percent, a level not seen since 2007, is attracting new capital to fixed income despite anticipated Federal Reserve rate increases.

Bloomberg Intelligence ETF analyst James Seyffart criticized the current college tuition model, citing 'absurd price inflation' on X.

Andy Constan, CEO of Damped Spring Advisors, stated on X that high term premiums could make holding assets more attractive.

Wall Street Journal's Nick Timiraos reported on Federal Reserve Governor Lisa Cook's view that AI investment is contributing to current inflation and the labor market can handle rate hikes.

Peter Schiff, chief economist at Euro Pacific Asset Management, stated on X that the 10-year Treasury yield's current trajectory suggests 30-year mortgage rates will exceed 8% by early November.

Mohamed El-Erian reported on X that the U.S. 10-year Treasury yield reached 5.22%, its highest level in over two decades, as Brent crude oil approached $110 per barrel.

Dan Tapiero, founder and CEO of 10T Holdings, stated on X that the two-year Japanese interest rate represents a unique market opportunity with significant upside.

Financial markets blog ZeroHedge highlighted a Goldman Sachs report indicating that US equities are not reflecting broader market panic despite low sentiment and high bond volatility.

Seoul's three-year treasury yield breached 4% for the first time in nearly three years as U.S. rate pressures and Middle East oil surge compress duration across the curve.

The Wall Street Journal's chief economics correspondent claimed that the Trump administration's theory on lowering long-term interest rates through fiscal restraint did not materialize due to policy choices.

Economist Peter Schiff claimed on X that the United States is entering an era of high debt and high interest rates.

The Kobeissi Letter stated that the Consumer Sentiment Index dropped to its second-lowest level in history in September.

Peter Schiff highlighted concerning market breadth on X, comparing current conditions to periods preceding significant S&P 500 declines.

Mohamed El-Erian, chief economic adviser at Allianz, highlighted a record $942 billion net purchase of US equities by foreign investors over 12 months, signaling a significant shift away from debt.