Fed Watch

Learn more about the latest Fed activity.

Last week
Week Ahead: Banks Kick Off Earnings, PPI and CPI Economic Data in Focus
Week in Review: Fed Minutes Flag Energy Inflation and AI Risk
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Why the Bond Market May Be Underpricing the Next Inflation Shock
Banks' Big Earnings Test, OpenAI Revenue Uncertainty & Crude Cools
60-40 Portfolios Are Not Back: Ted Parkhill Expects 'More Pronounced' Bond Market
Oil, Bond Yields, OpenAI Revenue Questions Hit Tech Trade
Why Falling Rates Could Power the Next Market Rally
Dan Niles Tilts Bearish: How OpenAI Revenue Revision & Treasury Yields Tell Same Story
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Ryan Detrick's Bull Case for Stocks Heading Into Earnings Season
Crude Oil's Lasting Strength & Impacts to Fed Interest Rate Expectations
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Frances Newton on Treasury Yields' 'Shock to the System,' Fed's Reaction to Volatility
Closing Bell: Stocks Retreat as Yields Hit 24-Year Highs
The Fed's Balancing Act in Inflation & Jobs Meets Accelerating AI Demand
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The Mag 7 Grip That Won't Let Go
Iran Nuclear Headlines Hit Stocks, FOMC Minutes Will Add Color to Fed Rate Hike
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Watch VIX & 10-Year Yield Today, SPCX Buying $40B in NVDA Chips, INTC Terafab Update
U.S. Stocks Lower After Tuesday's Record Highs
Closing Bell: S&P 500, Nasdaq-100 Hit Records as Yields, Oil Ease
Red-Dyed Diesel Deal Offers Energy Relief as Fed Speakers Discuss U.S. Economy
Pressure Builds on Both Sides of Fed's Dual Mandate, Treasury Yield Demand
'Don't Pick Up Nickels in Front of a Steamroller:' Warning for Fixed Income Investors
Ted Weisberg on Energy, Market Breadth & META Buy Opportunity
Treasury Yields & Interest Rates Lead to Tech, Financial Sector Reassessment
Last month
Closing Bell: September Ends Mixed as Late Selloff Erases Rally
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Why the Consumer's Breaking Point Could Punish High-Flying Tech
How Energy Volatility Will Shape Fed's October Interest Rate Decision
Crude Oil Slides as Yields Climb, MU Earnings Preview & White House AI Accord
Stock Futures Higher: Fed Leaders Speak as Yields Set Highs
Core PCE, GDP, Other Inflation Data Set to Move Equities & Bonds This Week
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William Lee's Big Picture Outlook on Fed, AI Financing & Private Credit Risks
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AMZN Call Volume & GOOGL's Gemini AI Draw Trader Attention
Crude Oil, Treasury Yield Correlation Forming; MU Earnings, Ecodata Critical This Week
Make-or-Break Week for Bond Yields as Markets Await PCE, Jobs Data
10-Year Treasury Yields Taps 5.2%, NVDA $150B Buyback Plan, SPCX Starship Launch
Equity Futures Slip as Yields Rise to Start Jobs Week
Week in Review: Higher Rates Weigh on Utilities and Financials as Tech Rises
Stock Market This Week: META's Massive Rally, Everpure Surges, MGM Plunges
Closing Bell: Stocks Rise as Oil Retreats, Microsoft and Semiconductors Lead
How Core PCE, Iran Developments Will Shift Fed's Interest Rate Narrative
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Eddie Ghabour "Cautiously Optimistic" for MU Earnings, Why He's Deploying Cash in Market
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Two More Interest Rate Hikes 'Very Likely' for 2026, Earnings Boost Investor Confidence
KG on Crude & Deisel's Price Action, Consumer Sentiment Dip & Durable Goods Orders
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Earnings Can Soothe Fears as Treasury Yields Spike, Warns of Further Rate Hikes
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Current Yields 'Normal,' Narrowness of Market Rally Not Concerning Yet
Hincks: Iran Peace Hopes Curb Crude Oil, "Add Perspective" to Historic Yield Spike
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Rising Yields Meet Earnings Surge: Ways to Navigate 'Limbo Period' in Markets
Surging Yields and Stronger Dollar Test Narrowing Market
David Waddell on Why Interest Rates Will Stay Elevated, Bull Case in Software
Historic Yields Clash with U.S. Economy Strength as Trump-Xi Summit Begins
30-Year Yields Hits 2004 Highs as Trump, Xi Jinping Summit Begins
Closing Bell: Markets Tumble on Fed Interest Rate Hike Anxiety
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Homeownership Becomes the American Dream Deferred for First Time Buyers
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Refining Capacity Not Oil Supply Is Driving the Energy Price Spike
This year
Lasting Headwinds Hit Kevin Warsh's 'Agenda of Change' for Interest Rates
Chris Galipeau a 'Buyer' of Incoming Pullbacks, Confident in Fed's Rate Command
Elevated Crude Oil Hits Fed's Inflation Outlook, Tariffs Tackle Global Trade
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New Inflation Threats Pose Interest Rate Risks & Analyzing Yen Weakness
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Maria Llerena on Fed's Interest Rate Outlook & AI Sustainability
Stock Market This Week: NVDA & CRM Rally on Earnings, PYPL Plunges
Friday's Final Takeaways: Consumer Pressure Persists as Warsh Tilts Hawkish
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Kevin Warsh's 'Strategic Ambiguity' & AI's Key Role in Holding Fed Narrative
Week in Review: Fund Flows Show Optimism Despite 60% Fed Rate Hike Odds
Closing Bell: U.S. Stocks Tumble on Warsh Speech Inflation Worries
Jeffrey Katz on Why Fed Doesn't Have to Hike Rates, ETFs with Diversified Income
Fed Faces Balancing Act on Inflation, Credit & AI Growth
Gardner: ‘Would Give the Fed Chair an A’ After Jackson Hole Speech
Warsh's "Hawkish" Jackson Hole Speech & Impacts on Bitcoin's Bull Run
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Warsh's Jackson Hole Speech: Betting on AI to Aid Labor, Inflation Still Critical
Fed Takes Center Stage After NVDA Earnings, Venezuela Considers Leaving OPEC
Wall Street Waits for Kevin Warsh at Jackson Hole, MRVL Falls After Earnings
Eyes on Warsh Speech as Tech Tops S&P Weekly Sector Performance
U.S. Futures Flat, Markets Watching Tech Earnings, Fed Speech
Closing Bell: Stocks Rise, Lifted by Nvidia Earnings and Technology Strength
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NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole
Jeffrey Rosenkranz on Bond Risks & Opportunities Amid Foggy Economic Path
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Market 'Hyperventilating' Over Economy? Gauging Fears of Interest Rates, Treasury
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NVDA Global Earnings Catalyst as U.S. Trade Tensions with China, Canada Intensify
How 2026's Bull Market Differs from 2022 & Fed's Role to Maintain Run
Markets Impacted by Oil Price Inflation
Week Ahead: Jackson Hole Puts Fed and Inflation in Focus, Nvidia (NVDA) Earnings
Week in Review: 8 Interviews on Yields, Bitcoin, Defense Spending, and Trading Tech
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Fed 'Filling Sandbags:' Kevin Rich on Weathering Volatility, Yields & Interest Rates
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Keith Buchanan on Rate Outlook as Yields Rise, Building Portfolios Beyond Big Tech
Older
Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year
Growth Drivers Changing into 2026, but Double Digit Returns Possible
‘Strong’ Jobless Claim Numbers & Switchups in the Fed
Tuesday's Final Takeaways: International Outperformance & FOMC Minutes
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Jay Hatfield’s 2026 SPX Target: 8,000
Triick: Fed Moving Towards 3%, How That Impacts Mortgages
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Next Week’s Economic Data Will ‘Set the Course’ for the Fed
KG: Bracing for FOMC Minutes, Metal Rally & XLE's Bullish 2026 Set-Up
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Factors Behind Silver & Gold's Volatile Trade, Fed Chair Talks
Market Outlook 2026: Earnings, Diversification, & AI in Emerging Markets
FOMC, 'Favorable' Investments & Economic Data for 2026
2025 Trends Extending to 2026? A.I. & Fed Offer Tailwinds
Metals Pull Back from Record Highs & 'Thin' Ecodata on Docket
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It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026
Portfolio Planning for 2026
Signs of a Soft Landing in 2026
All Eyes on Inflation in 2026
Economic Outlook: Fed Risk & Low Labor Market
'Fed has Taken Their Eye off the Ball'
Strong Data may Point to Fed Pause
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Fed's Tightrope Act for 2026: Inflation Risks Amid Booming A.I. Trade
Inflation 'Stuck' Into 2026 & Case for Incoming International Outperformance
MoneyFlows' Case for 2026 Bull Market & Why Inflation 'Not a Problem'
2026 Fed ‘Tug of War’ as Rates Near Neutral
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XLF Rally Continuing Into 2026? Rebecca Walser Offers Banking Bull Case
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A.I. Infrastructure, Software & Space: ORCL, ASTS & CRM Top Tuttle's 2026 Watchlist
Turning From AI ‘Enablers’ and Hyperscalers to ‘Adopters’
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Softening Jobs Numbers & What They Mean as FOMC Braces for Leadership Change
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Clearing Economic 'Noise,' Adding Stimulus & Ann Miletti's Top 6 Predictions for 2026
‘Asymmetric’ Risk and Reward in the AI Sector