HomeFed Impact
Fed Impact
Breaking down Federal Reserve decisions and what they mean for markets, investors, and the economy.
Last week
Is the Jobs Report a Goldilocks Moment for the Fed?
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Brusuelas: Weak September Jobs Report Will Force Fed to Hold Interest Rates
How Energy Volatility Will Shape Fed's October Interest Rate Decision
Crude Oil Slides as Yields Climb, MU Earnings Preview & White House AI Accord
Core PCE, GDP, Other Inflation Data Set to Move Equities & Bonds This Week
Crude Oil, Treasury Yield Correlation Forming; MU Earnings, Ecodata Critical This Week
Last month
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
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Earnings Can Soothe Fears as Treasury Yields Spike, Warns of Further Rate Hikes
KG on Crude & Deisel's Price Action, Consumer Sentiment Dip & Durable Goods Orders
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Current Yields 'Normal,' Narrowness of Market Rally Not Concerning Yet
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Rising Yields Meet Earnings Surge: Ways to Navigate 'Limbo Period' in Markets
Hincks: Iran Peace Hopes Curb Crude Oil, "Add Perspective" to Historic Yield Spike
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
'Keep Your Bonds Safe:' What to Watch in Fixed Income Following Fed Rate Hike
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Jim Iuorio's Warnings on AI, Market Breadth & Fed Rate Hiking Cycle
AI Data Centers Become Key Midterm Election Topic; China's Tech Disconnect
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Blancato: Interest Rate Hike 'Irrelevant' in Current Market Environment
50,000 NDX by 2030: Tyler Herriage's Bull Case in AI, Small Caps & Interest Rates
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Kevin Mahn Doesn't See Point in Fed's Rate Hike: 'Is 2% Really the Goal' for Inflation?
AI, the Labor Market, and the Fed's Next Move
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'We Need to be Careful:' Why Shana Sissel Sees One More Rate Hike in 2026
Crude Oil Down as Post-Fed Market Cools, Warren Buffett Steps Down as BRK/B Chairman
The Fed's Credibility Fight and Where to Invest Now
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A Fed Hike That Opened the Door to Private Credit
Fed's Rate Hike Sets Up 'Tough' October Meeting Amid Equity, Yield Volatility
Fed's Rate Hike Adds Yield Uncertainty, Clarity Act Vote Failing Hits Bitcoin Sentiment
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The K-Shaped Recovery and the Stealth Stimulus No One Sees
KG: SPX Bull Flag Forms as SMAs Converge, Confidence Builds in AI Trade
Walser: Fed's 2% Inflation Goal 'Will Never Happen' Due to AI 'Capital Wars'
Danielle DiMartino Booth on Fed's Rate Hike, Consumer Strength & AI Trade Warning
Coiled Stock Market Springs Up: Fed & Crude Oil Moves Offer Investor Relief
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Holzer: Fed Can't Do 'One and Done' Rate Hike, Disconnect Widens in Crude & Refineries
