Federal Reserve


Hassett Leads the List of Fed Chair Contenders, According to One Betting Market

Kevin Hassett, director of the National Economic Council, has the highest odds of succeeding current Federal Reserve Chair Jerome Powell, whose term ends next May.

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Stock Market Volatility Returns as Trade War and Tech Bubble Concerns Resurface

The Cboe Group’s VIX index is at its highest since early May.

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Philly Fed President Anna Paulson Backs Two More Rate Cuts This Year

Paulson will become a voting member of the Federal Open Market Committee in 2026.

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Stock Markets Rebound After Trump China Trade Threats. This Could End the Rally.

Bitcoin, other cryptos rebound, shutdown impasse continues, airlines see thousands of flight delays, and more news to start your day.

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The Fed’s Hawks Are Starting to Waver. What It Could Mean for Interest Rates.

10 Fed officials want to cut rates twice more this year due to labor market weakness. Some of the other nine no longer seem so sure about cutting less than twice.

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It Will Take More Than Trade Wars and Tech Trouble to Sink the Stock Market

Valuations are the big concern. The market’s fundamentals will be on full display this coming week when earnings season kicks off with reports from the big banks.

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Shutdown Will Delay Inflation Data Until Oct. 24. Here’s What Alternative Estimates Say.

Inflation likely rose again last month, according to the Cleveland Fed’s Inflation Nowcast model and other nongovernmental data sources.

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Earnings, Fed Rates Mean Stocks Can Ignore the Shutdown. This Could Change That.

Government shutdown hits day 10, U.S. begins Argentine rescue, Amazon Prime shoppers snapped up necessities, and more news to start your day.

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A Hawkish Fed Official Is Rethinking His Stance on Rate Cuts

Raphael Bostic, president of the Federal Reserve Bank of Atlanta, says the risks of inflation and a weakening labor market are coming into closer balance.

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AI Bubble? Jamie Dimon, Nvidia’s Jensen Huang, Goldman Sachs Weigh In.

Fed members disagreed about further rate cuts, Kevin Warsh aims to remake the central bank, tech earnings are around the corner, and more news to start your day.

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Small-Cap Stocks, Gold, and 3 More Trades for a ‘Great Releveraging’

BofA Securities says a climate of lower interest rates could make Americans feel wealthier and borrow more. It could unlock billions of dollars piled up in home equity and bank accounts.

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Fed Minutes Cautiously Hint at Further Rate Cuts This Year

The minutes cover the Fed’s Sept. 16-17 policy meeting, where officials lowered rates by a quarter percentage point and signaled two more cuts by year-end.

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Miran Is Optimistic About U.S. Economy, but Sees Risks if Rates Not Cut

The Fed will need to ease monetary policy, he says, a move some central bank colleagues might not be comfortable with.

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Bitcoin Is ‘Almost’ Ready to Join the Big Leagues as a Central-Bank Reserve Asset

What banks want is assets that are highly liquid and that hold their value when the financial system comes under strain.

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Fed Rate Cuts Might Not Lead to Lower Mortgage Rates. What That Means for Investors.

Housing-related sectors may struggle if mortgage rates climb on expectations of higher inflation.

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Gold Hit $4,000 Price for the First Time. Why the Rally Can Keep Going.

Political turmoil and interest-rate cuts ought to carry on boosting the precious metal, which is already headed for its best year since 1979.

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Kansas Fed President Schmid Says Rates Are Where They Should Be

The Fed shouldn’t lose sight of its goal to bring inflation back to the 2% target, he said.

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Stocks, Gold, Bitcoin Are Soaring. This Could Reverse the Market Rally.

The government shutdown continues, a Taylor Swift commercial rush, and more news to start your day.

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Budget Deficit, Fed Minutes, Consumer Sentiment; Delta, Pepsi; and More to Watch This Week

The FOMC will release the minutes from its mid-September meeting, and the University of Michigan will release the results of its consumer survey. This week also brings earnings reports from Constellation, McCormick, and Levi Strauss.

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The Fed Is Flying Blind. Don’t Count on Cuts.

Traders are all but certain the central bank will slash rates in October.

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Shutdown Muddles the Jobs Picture for Economists and the Fed

The Federal Reserve may not have any government data to study ahead of its October policy meeting.

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Public Bonds Are Booming. Why Is Private Credit Flashing Distress?

Lower rates have spurred the sales of corporate bonds. But bankruptcies are a sign that not all is well in the more shadowy private credit world of bank loans and closed-end funds.

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A Tight Unemployment Rate Hides a Fragmenting Labor Market

Inflation risks have changed, too, Marcello Estevão writes in a guest commentary.

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Review and Preview: All Quiet on the Data Front

Stocks marked new highs again on Thursday, shrugging off the second day of a government shutdown. Plus, what OpenAI’s $500 billion valuation means for the AI rally.

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This Is the Mortgage Rate Needed to Revitalize the Housing Market

Existing home sales are on track to end 2025 around the 30-year lows set in the previous two years.

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