interest rates

AXXCESS Wealth Management exits entire $60M VTC stake; maintains corporate bond exposure through other holdings, suggesting strategic consolidation rather than sector retreat.

S&P 500 consolidates despite hawkish Fed, rising yields, higher oil prices. Index resilience masks deteriorating momentum reliant on mega-cap tech flows.

Fed Chair nominee Warsh's quantitative tightening plan could cut S&P 500 returns 9%, while eliminating forward guidance would boost market volatility, UBS warns.

Fed signals rates to remain elevated through mid-2027, favoring cash-generative stocks over growth plays dependent on low-rate financing.

Fed Chair Powell signals unexpectedly hawkish stance, eliminating 2026 rate-cut expectations. Markets now price zero cuts through December 2026 and 44.5% hike probability by April 2027.

Fed holds rates at 3.50-3.75% in Powell's final decision; hawkish stance erases 2026 rate cut expectations. Markets reprice sharply.

Powell's Fed faces stagflation trap: collapsing labor market and Middle East energy shocks create impossible policy choice for incoming leadership.

U.S. stock futures rise ahead of Powell's final Fed speech and rate decision. Markets expect unchanged rates while tech earnings and oil surge 3.05% dominate focus.

Fed expected to hold rates steady this week with Powell's final presser watched for inflation, yield, and geopolitical commentary before Warsh takes over.

Dow futures fall on Trump's Iran talks cancellation while S&P 500 gains. Organon surges 15% on $11.75B acquisition; Fed meets Wednesday with rates unchanged expected.

Analysis shows three popular bond ETFs respond differently to stagflation risks, with inflation-protected TIPS offering best protection despite rate volatility.

Fed projects inflation reaching 3.56% due to Iran war energy disruption. No rate cuts expected as historically expensive stock market faces downside risk.

Defense stocks rally on military spending surge, but IMF warns 2.6% GDP deficit impact and fiscal strain could ultimately undermine the rearmament cycle sustaining valuations.

Nasdaq-100 gained 17.4% since March 30 despite Iran war concerns as tech investors shake off geopolitical fears and embrace broader market recovery.

Trump's Fed pick Kevin Warsh proposes replacing core PCE inflation gauge with alternative measures like trimmed-mean PCE, potentially lowering official inflation readings.

AGNC Investment Corp posted strong early 2026 gains before Iran conflict caused Q1 losses. Its 13% dividend yield faces reduction risk if geopolitical tensions persist.

Retirees increasingly favor dividend-paying stocks like $SCHD (3.4% yield) over bonds amid inflation and rate uncertainty, balancing income generation with capital appreciation potential.

Trump's Fed chair nominee Kevin Warsh signals potential interest rate cuts, likely benefiting real estate, auto, and tech stocks while pressuring bank margins.

Wall Street's historic Iran ceasefire rally faces reality as persistent inflation and record valuations limit upside despite falling oil prices.

Fed's inflation forecast rises to 3.58%, driven by energy prices and Middle East tensions, threatening stock market rally and delaying interest rate cuts.