Federal Reserve


October’s CPI Report Is in Jeopardy. What That Means for Rate Cuts.

The BLS halted all collection processing, and publication of economic indicators when the shutdown started. The Fed’s job just got harder.

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The Fed Will Soon End QT to Avoid a Financial ‘Plumbing’ Problem

With bank reserves falling and the economy weakening, the Federal Reserve will likely unveil plans to stop shrinking its balance sheet.

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Tame Inflation Report, Tech Earnings Put 7000 Point S&P 500 in Sight

Stock market tailwinds could deliver a historic finish to a unpredictable year.

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Review & Preview: Inflation Data, Baby!

On the 24th day of the government shut down, investors will get a dose of government data in the form of the CPI for September.

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Real Estate’s Next Era: Lower Home Prices, Stagnant Mortgage Rates

The fixed 30-year mortgage rate will hover above 6% while home prices tamp down, according to the Mortgage Bankers Association.

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Why the Stock Market ‘Bubble’ Could Last for Years

Worry has flared up because the S&P 500 has risen nearly 90% since its surge began in late 2022.

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Bonds Are Rallying on Economic Fears. They Have More Gains Ahead.

A cooling job market and U.S. government shutdown have investors running to the safety of Treasuries.

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Mortgage Rates Are Slipping. Why That’s Not Sparking Housing Demand.

Buying a house is more costly than before the pandemic, which is keeping demand at bay.

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Earnings Land With Little Economic Data for Context. Why That’s a Risk for Stocks.

The Fed heads into its October meeting with less clarity than usual, Tesla shareholders told to reject CEO Musk’s $1 trillion pay, and more news to start your day.

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Fed Rate Cut in October Is as Good as Done. December Is Where It Gets Interesting.

Federal Reserve officials have signaled they will cut interest rates again in October. But the December outlook is murky, especially given the government shutdown and dearth of official data.

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Fed Likely to Cut By a ‘Safe’ Quarter Point, Absent Data

The government shutdown has robbed the Federal Reserve of data that guides its interest-rate decisions. History suggests small rate changes follow.

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Worried About a Crash? Here’s What You Should Be Worried About Instead.

Stocks and gold are flying high, and concerns have surfaced over credit. But there are still significant differences between previous bubbles and our current markets.

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Gold Gets a Helping Hand From Dollar’s Slip

Since the end of June, gold has become a bigger part of the combined foreign currency and gold reserves held by countries.

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Stock Markets Are Gripped by Bank Loan Fears. Why the Fed Should Be in Focus.

More credit “cockroaches” could be lurking at banks, Oracle fights low-margin cloud claims, U.S. and China still open to talks on trade, and more news to start your day.

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Fed’s Waller Calls for Quarter-Point Rate Cut at October Meeting

The Fed governor also discussed a growing conflict between a weakening jobs market and continued economic growth.

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AI Isn't Free. American Workers Are Picking Up the Huge Tab.

Taxpayers are paying to have their jobs taken away as their utility bills rise and risks to retirement savings mount.

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The Fed Has Been Flying Blind. It Doesn’t Have To.

As traditional economic indicators become obscure, the Fed should recalibrate its focus on inflation and growth, Brij Khurana writes in a guest commentary.

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These Three Things Are Driving the Stock Market Rally. What to Expect Heading Into Year End.

Stocks have a lot of support behind them heading into the final months of the year.

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This AI Rally Can Withstand Trump’s China Trade War. Why Markets Can Thrive.

Taiwan Semi raises guidance, federal judge blocks shutdown layoffs, Wall Street’s business is booming, and more news to start your day.

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The Fed Can’t Solve All Our Problems, Says Ex-Philly Fed President

When it comes to the fiscal side, the problems are much deeper than can be mitigated by just moving the fed-funds rate around.

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Trump, China Trade Threats Have Roiled Stocks. Markets Should Focus on This Instead.

Fed’s Powell sees its focus shift to labor market, Trump’s latest China trade war threat, ASML revenue missed, and more news to start your day.

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Boston Fed President Susan Collins Makes the Case for More Rate Cuts

Collins says a weak labor market not inflation is the most pressing worry for now.

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Prediction Markets Can Help the Fed Solve Its Data Problem

If the government can’t deliver what the Fed needs, it may be time to turn the free market, Derek Horstmeyer writes in a guest commentary.

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Powell Sees More Job Market Weakness. ‘There Is No Risk-Free Path.’

Federal Reserve Chair Jerome Powell’s remarks will be his first since the central bank cut interest rates in September.

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