Federal Reserve
A Wobbly Dollar Keeps Sliding. The Impact of the Shutdown.
Sour economic data is having a greater impact so far.
4 minute read
Stock Markets Keep Hitting New Highs. No Government, No Problem.
Supreme Court’s Cook decision complicates Trump’s Fed plan, government shutdown could last awhile, pool of publicly traded U.S. companies is rapidly shrinking, and more news to start your day.
Long Read
Gov. Lisa Cook Will Stay at Fed Until at Least January
The Supreme Court issued a notice on Wednesday that delays ruling on her termination.
4 minute read
Shutdown Triggers Safety Trades. The Dollar Isn’t One of Them.
The greenback isn’t seeing a flight-to-safety boost.
3 minute read
A Shutdown Could Pause Wall Street’s Rally. But the Breather Will Be Short.
After a strong run, U.S. stocks might need a breather. A shutdown could provide it.
3 minute read
The Market Is Betting on an October Rate Cut. Some Fed Officials Aren’t So Sure.
Citing inflation, several Federal Reserve officials have signaled a reluctance to cut interest rates further.
4 minute read
Stocks Smash September Gloom. Gold Keeps Climbing. Why Both Moves Make Sense.
Stocks are on pace for their best September since 2013, while gold is having its best year since 1979.
3 minute read
Gold Surge Gives U.S. Treasury an ‘Antiques Roadshow’ Surprise
The nation’s gold storage closets are holding some pretty valuable metals.
3 minute read
Trump Stirs Pot in Feud With Powell via Truth Social Post
The president posted a cartoon on Truth Social that showed him firing the head of the central bank.
2 minute read
Fed Faces Growing Split as Weakening Jobs Market, Inflation Data Test Policy Path
Recent speeches by Fed officials suggest a deepening divide over the future path of rate cuts.
3 minute read
Last Year, Trump’s New Man at the Fed Thought Rates Were Too Low. What Changed.
New Federal Reserve governor Stephen Miran argued in Barron’s in 2024 that interest rates needed to rise. Now, building a case based on rents and falling immigration, he thinks they need to fall much further.
Long Read
Fed, Tariff Fears Spell Trouble for Stocks. Why Investors Must Hold Their Nerve.
New tariffs on drugs, building materials, Supreme Court urged to let Fed governor Lisa Cook keep her job, Amazon settles FTC lawsuit, and more news to start your day.
Long Read
Former Fed Chairs and Treasury Secretaries Tell Supreme Court: Don’t Let Trump Fire Lisa Cook
The Supreme Court is expected to rule quickly.
3 minute read
Fed Gov. Stephen Miran Pushes for More Rate Cuts, Citing Immigration Changes
The sworn-in Federal Reserve governor is pressing for rapid interest rate cuts, breaking with Chair Jerome Powell’s gradual approach to the cycle.
3 minute read
Why Good Economic News Could Dash Hopes of a Fed Rate Cut
Fed rate cut bets are fading as the economy stands up.
4 minute read
Stock Markets Need a Boost. Why the Fed, AI, Crypto Could Drag Them Down.
Washington blame game escalates, August new-home sales surge, Trump expected to sign executive order on TikTok, and more news to start your day.
Long Read
Fed’s Powell Warns Stocks Are ‘Highly Valued.’ He Said Something Even More Worrying.
Trump offers U.N. a warning on energy purchases from Russia, OpenAI, Oracle, and SoftBank are opening five new data centers, Disney is raising streaming prices, and more news to start your day.
Long Read
Review & Preview: The Rally Stumbles
Federal Reserve Chair Jerome Powell took the steam out of the market’s rally.
4 minute read
Powell Points to Darkening Economic Picture, Says Stocks Are ‘Fairly Highly Valued’
A week after the first rate cut of 2025, and amid a split FOMC, Fed Chair Jerome Powell could offer clues about where monetary policy goes from here.
2 minute read
How the Supreme Court Could End This Bull Market
The justices have crucial elements of the U.S. economic agenda in their hands, Christopher Smart writes in a guest commentary.
4 minute read
Fed Officials Can’t Agree On What’s Worse: Inflation or Jobs
Recent comments from policymakers show there are wide and differing viewpoints on where the economy is heading.
4 minute read
Nvidia Exposes a Stock Market Problem. How the Fed Can Solve It.
Nvidia strikes another deal, Miran believes Fed rate is way too high, Disney restores Jimmy Kimmel’s show, and more news to start your day.
Long Read
Is the Stock Market Overvalued? We’re About to Find Out.
Inflation and jobs data will be near-term tests. Earnings, however, are a more poweful driver.
3 minute read
Fed’s Miran Says Rates Should Be 2 Points Lower, Explains Dissent
He warned that policy is “very restrictive” and risks “unnecessary layoffs and higher unemployment.”
4 minute read
