Weak yen, hawkish Fed adds to pressure on BOJ to accelerate hikes
Persistent weakness in the yen and an expected hawkish shift for the Federal Reserve after a hot jobs report in the U.S. are expected to add pressure on the
June 09, 2026Persistent weakness in the yen and an expected hawkish shift for the Federal Reserve after a hot jobs report in the U.S. are expected to add pressure on the
June 09, 2026
Goldman Sachs expects the U.S.
June 08, 2026
Wall Street’s nine-week winning streak ended with a thud on Friday, as red-hot technology stocks suffered their largest daily decline since
June 05, 2026
The U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last year and sending short-
June 05, 2026
The blowout U.S. job report released on Friday is likely to further ease concerns among Federal Reserve officials about labor market weakness and
June 05, 2026
U.S. stock index futures extended declines on Friday after a stronger-than-expected jobs report further fueled expectations for the Federal Reserve to hike interest rates this year.
June 05, 2026
The U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last
June 05, 2026
Investors’ inflation expectations, much more than the central bank, are among the factors that affect the cost of home loans.
June 05, 2026
The average long-term U.S. mortgage rate eased this week from its highest level in nine months, welcome relief for prospective homebuyers
June 04, 2026
The International Monetary Fund on Thursday urged the Federal Reserve in its first policy meeting led by new Fed Chair Kevin Warsh to stay cautious on rates due to
June 04, 2026
By Michael S.
June 04, 2026
The dollar slipped from a two-month high on Thursday as optimism rose about a ceasefire in Lebanon, while markets were alert to possible intervention as the
June 04, 2026
The number of Americans filing claims for unemployment benefits increased more than expected last week, touching their highest level in four months,
June 04, 2026
Supreme Court turns toward an explosive final month with Trump’s priorities at stake
June 03, 2026
Dallas Federal Reserve President Lorie Logan on Wednesday said signs of robust economic growth and corporate earnings "going gangbusters" are helping to make her
June 04, 2026
Federal Reserve Bank of Dallas President Lorie Logan on Wednesday said she feels monetary policy is currently "neutral or perhaps even a bit loose," in contrast with what she feels
June 04, 2026
U.S. services sector activity picked up in May as businesses preemptively placed orders and replenished inventories in anticipation of shortages and
June 03, 2026
By Michael S.
June 03, 2026
U.S. services sector activity picked up in May as businesses preemptively placed orders and rebuilt inventories in anticipation of shortages and higher prices because of
June 03, 2026
Underlying dollar strength pushed the Japanese yen back to the key 160 level on Wednesday, prompting verbal warnings from authorities and keeping traders on
June 03, 2026
Federal Reserve Chairman Kevin Warsh pledged to follow "the best of the Fed's traditions" in an opening note to the central bank's more than 20,000
June 03, 2026
Federal Reserve Chair Kevin Warsh has tapped two conservative policy veterans, Paul Winfree and Daniel Heil, to advise him while he settles into the job, the Wall Street Journal
June 03, 2026
The S&P 500 and the Dow closed modestly higher on Tuesday as risk appetite driven by AI fervor was counterbalanced by tensions arising from
June 02, 2026
U.S. job openings increased by the most in five years in April, but the surge likely overstates the labor market's health, as hiring declined against
June 02, 2026
By Michael S.
June 02, 2026
By Michael S.
May 29, 2026
Investors will turn to an important labor market update next week as they weigh whether simmering inflation and the potential for interest rate hikes
May 29, 2026
By Michael S.
May 29, 2026
U.S. Treasury Secretary Scott Bessent said he had breakfast with new Federal Reserve chair Kevin Warsh on Thursday.
May 29, 2026
A key inflation gauge accelerated in April to the highest level in three years, the latest sign that spiking gas prices and higher food costs are squeezing Americans’ finances
May 28, 2026
One of new Federal Reserve Chairman Kevin Warsh's favorite inflation measures came in cool again on Thursday, offering evidence for his belief that inflation is
May 28, 2026
U.S. stocks advanced on Thursday and European shares pared their losses following reports that the United States and Iran have reached an agreement to
May 28, 2026
Federal Reserve Bank of New York President John Williams said Thursday it’s hard to spot fundamental shifts in the level of productivity as they are happening.
May 28, 2026
U.S. inflation increased at its fastest pace in three years in April, driven by higher energy prices due to the Iran war and cementing economists'
May 28, 2026
A key challenge for the Federal Reserve is that higher gas prices are inflationary, but they also reduce households’ spending power and dampen growth.
May 28, 2026
St.
May 28, 2026
By Michael S.
May 28, 2026
Estimated U.S. economic growth for the first quarter was revised lower on Thursday and a closely watched measure of price pressures came in largely in line with
May 28, 2026
The U.S. dollar fell against major currencies on Thursday after reports the U.S. and Iran had reached an agreement to extend a ceasefire, though several similar
May 28, 2026
By Michael S.
May 28, 2026
World stocks eked out new highs while major markets such as the S&P 500, U.S. dollar and Treasuries were largely steady on Wednesday as investors
May 28, 2026
By Michael S.
May 28, 2026
The rate on the most popular U.S. residential real estate loan hit a nine-month high last week in another blow to home-ownership affordability, as the Iran war kept oil prices
May 27, 2026
The U.S. dollar, long stuck in a tight trading range, could be in for a break higher as the Federal Reserve shifts its focus to fighting worrisome signs that inflation is
May 27, 2026
The Federal Reserve must focus on containing inflationary risks that appear to be building, though it was "far too soon" to predict when it could next change
May 27, 2026
Wall Street banks are pushing the Federal Reserve behind the scenes to cement its new supervisory regime so the changes cannot easily be reversed by
May 26, 2026
Former U.S.
May 25, 2026
President Donald Trump's resolve on Iran is being tested by a force largely beyond his control: the bond market.
May 24, 2026
The U.S.
May 23, 2026
A pair of U.S. banking regulators have signed off on plans submitted by the nation's largest banks detailing how they could be safely unwound in
May 23, 2026
Kevin Warsh was sworn in as chair of the U.S.
May 22, 2026
President Donald Trump has overseen the White House swearing-in of the new Federal Reserve chair
May 22, 2026
Kevin Warsh sworn in as Fed chair at pivotal moment for US economy
May 22, 2026
Everything the ROI team are reading, watching and listening to over the weekend. From Mike Dolan, Editor-at-Large, Markets & Finance Hello Morning Bid readers!
May 22, 2026
Nomura has joined a growing chorus of brokerages expecting the U.S.
May 22, 2026
How businesses and consumers respond to ongoing economic shocks will determine if the U.S.
May 21, 2026
By Michael S.
May 21, 2026
The average long-term U.S. mortgage rate climbed this week to its highest level in nearly nine months, driving up borrowing costs for homebuyers during what’s traditionally the housing market’s busiest time of the year
May 21, 2026
Some U.S.
May 21, 2026
The number of Americans filing claims for unemployment benefits fell last week, pointing to labor market resilience and giving the Federal Reserve room
May 21, 2026
The U.S.
May 21, 2026
The U.S. dollar retreated from a six-week high on Wednesday on rising hopes that the U.S. is nearing a deal with Iran to end the war in the Middle East.
May 20, 2026
The rate on the most popular U.S. home loan rose last week to its highest in seven weeks, as concerns about inflation from higher oil prices and an uncertain outlook for the Iran
May 20, 2026
President Donald Trump was incensed on February 20 when the U.S.
May 20, 2026
U.S.
May 20, 2026
The bond market is making noise again
May 19, 2026
The latest sharp selloff in U.S. Treasuries may be far from over.
May 19, 2026
After eight years of friction with the White House, a global pandemic, and a fight with high inflation, the U.S.
May 18, 2026
Is it a problem if the Fed speaks too much?
May 17, 2026
When Jerome Powell was sworn in as chair of the Federal Reserve eight years ago, economists worried that inflation and interest rates were too low and that too few Americans had jobs
May 15, 2026
Powell, the most battle-tested Fed chair, finishes his term
May 15, 2026
By Michael S.
May 15, 2026
By Michael S.
May 15, 2026
U.S.
May 15, 2026
The dollar climbed for a fourth straight day on Thursday, as economic data continued to shift market expectations away from a potential rate cut from
May 14, 2026
The U.S. Senate on Wednesday confirmed Kevin Warsh to lead the Federal Reserve
May 14, 2026
The U.S.
May 13, 2026
What to know about incoming Fed Chair Kevin Warsh, in one resume
January 30, 2026
Kevin Warsh confirmed as Fed chair, succeeding Jerome Powell
May 14, 2026
The Senate has confirmed Kevin Warsh as chairman of the Federal Reserve
May 13, 2026
Boston Federal Reserve President Susan Collins said on Wednesday the U.S. central bank may need to raise interest rates if inflation pressures do not abate.
May 13, 2026
U.S. producer prices posted their biggest increase in four years in April, boosted by soaring costs for goods and services, the latest sign of
May 13, 2026
The S&P 500 was subdued at the open on Wednesday, as hotter-than-anticipated producer prices reinforced bets that the Federal Reserve would keep monetary policy restrictive all
May 13, 2026
Kevin Warsh will face a key moment in his first weeks as U.S.
May 13, 2026
The dollar held near a one-week high on Wednesday on renewed uncertainty in the Middle East and as traders digested a hotter-than-expected
May 13, 2026
The U.S.
May 12, 2026
U.S. consumer inflation increased further in April, with the annual rate posting its largest gain in three years, heightening political risks for
May 12, 2026
Kevin Warsh has come under scrutiny for his ties to finance, but that background may also bolster more independence once he’s confirmed as Federal Reserve chairman.
May 12, 2026
U.S. consumer prices climbed a sharply again last month as the 10-week war with Iran pushed energy prices higher
May 12, 2026
U.S. consumer prices rose at a brisk clip for a second straight month in April, posting the largest
May 12, 2026
The U.S. dollar climbed for a second straight session on Tuesday, after U.S. economic data showed inflation continued to increase, while uncertainty
May 12, 2026
U.S. stock index futures held on to their losses on Tuesday as investors assessed April inflation data and its impact on the Federal Reserve's monetary policy path.
May 12, 2026
Kevin Warsh, U.S.
May 12, 2026
BofA Global Research and Goldman Sachs are the latest brokerages to revise their U.S.
May 11, 2026
The S&P 500 and the Nasdaq notched record highs on Friday, boosted by gains in Nvidia, Sandisk and other AI-related stocks, while a stronger-than-expected jobs
May 08, 2026
The ongoing war with Iran and its shock to oil prices and supplies have rocketed to the top of the list of concerns for financial stability, according
May 09, 2026
U.S. employment increased more than expected in April while the unemployment rate held steady at 4.3%, pointing to labor market resilience and reinforcing expectations that
May 08, 2026
By Michael S.
May 08, 2026
U.S. job growth likely slowed in April as the boost from warmer weather and return of striking health workers faded, but that would not signal a
May 08, 2026
Federal Reserve Bank of Cleveland President Beth Hammack said on Thursday that she hears concerns from businesses that an inflationary mindset is starting to become
May 08, 2026
San Francisco Federal Reserve President Mary Daly on Thursday said she was committed to returning inflation to the Fed’s 2% target, adding that there’s no indication yet that the
May 07, 2026
By Michael S.
May 07, 2026
Wall Street banks will push again to shrink capital charges on credit card lines and globally important U.S. lenders as they make a final bid to win
May 07, 2026
Fed officials are growing anxious about the Iran war
May 07, 2026
Even if artificial intelligence is as transformative as advertised the U.S.
May 07, 2026
Rising productivity won't necessarily lower inflation and could actually increase it if businesses and households anticipate future gains and begin to
May 06, 2026
The dollar slipped across the board on Wednesday as investors grew optimistic about a possible end to the Iran war, while a sudden jump in the Japanese
May 06, 2026
Developments in the U.S.-Israel war with Iran will steer the dollar in the near term, said FX strategists in a Reuters poll, who held on to their
May 06, 2026
The release of transcripts of Federal Reserve rate-setting meetings, a cornerstone of its transparency for more than 30 years, undermines the debate
May 06, 2026
The release of the U.S. employment report later this week will serve as a test of whether the economy remains resilient enough to keep the Federal Reserve's
May 05, 2026
U.S. job openings slipped in March, but a surge in hiring suggested the labor market was regaining its footing after struggling last year.
May 05, 2026
By Michael S.
May 04, 2026
Oil prices jumped 6% on Monday and stocks fell as Iran escalated its military campaign, hitting several ships in the Strait of Hormuz and setting
May 04, 2026
Federal Reserve Bank of New York President John Williams said Monday that there’s more agreement on the rate-setting Federal Open Market Committee than last week’s policy
May 04, 2026
U.S. equity fund inflows ebbed to a six-week low in the week through April 29 as investors concerned over a surge in crude oil prices exercised caution ahead of a monetary policy
May 04, 2026
Barclays on Monday joined a growing list of brokerages to bet on no policy easing from the U.S.
May 04, 2026
By Michael S.
May 03, 2026
US attorney doesn’t rule out continuing to investigate Federal Reserve Chair Powell
May 04, 2026
By Michael S.
May 03, 2026
U.S. Federal Reserve Governor Michael Barr said stress in private credit could spark "psychological contagion" leading to a broader credit crunch, Bloomberg News reported on Sunday.
May 03, 2026
Inflation data last week was "bad news" for the U.S.
May 03, 2026
The Fed subtly signaled that only rate cuts are on the table. Some Fed officials are crying foul
May 02, 2026
U.S. manufacturing activity held steady in April, but supplier delivery performance worsened as the war in the Middle East disrupted shipping in the
May 01, 2026
By Michael S.
May 01, 2026
By Michael S.
May 01, 2026
Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Hello Morning Bid readers!
May 01, 2026
Global bond prices and stocks rose on Thursday as oil prices retreated from four-year highs, while the yen jumped after
April 30, 2026
President Trump’s pick to lead the Federal Reserve, Kevin Warsh, has said he wants to bring “regime change” to the central bank, but if confirmed by the Senate he will find a Fed already transformed by the White House’s attacks
May 01, 2026
Americans are paying for the war in Iran with every visit to the gas station, but some of the damage to the U.S. economy is being offset — for now anyway — by big tax refunds and an investment boom driven by artificial intelligence
April 30, 2026
U.S. economic growth regained speed in the first quarter as businesses boosted investment in artificial intelligence and government spending
April 30, 2026
U.S. economic growth picked up in the first quarter on a rebound in government spending, but the increase is likely temporary as the war with Iran drives up gasoline
April 30, 2026
US economy showed solid growth in the first quarter as Iran war began
April 30, 2026
The number of Americans filing claims for jobless benefits dropped last week, and the unemployment rate appears to have held steady in April as the labor market
April 30, 2026
‘Integrity is priceless’: Powell closes out eight years at the helm of the Fed
April 30, 2026
Morgan Stanley on Wednesday said it now expects the U.S.
April 30, 2026
The dollar touched a new multi-week high on Thursday as fears of a further escalation in the Middle East lifted oil prices, while the Federal
April 30, 2026
Jerome Powell plans to remain on the board of the Federal Reserve after his term as chair ends next month “for an undetermined period of time,” saying the “unprecedented” legal attacks by the Trump administration have put the independence of the nation’s central bank at risk
April 29, 2026
Wall Street oscillated on Wednesday, as investors juggled spiking crude prices, the U.S.
April 30, 2026
Federal Reserve Chair Jerome Powell closed out eight years as head of the U.S. central bank on Wednesday with interest rates on hold
April 30, 2026
U.S.
April 30, 2026
Oil surged toward $120 a barrel on Wednesday on deepening supply fears, while U.S. bond yields jumped and stocks stumbled after the Federal
April 30, 2026
More Federal Reserve officials dissented against Wednesday's U.S. central bank policy decision and statement than at any of their interest-rate-setting meetings in
April 30, 2026
The Federal Reserve will not cut interest rates this year, and traders of short-term U.S. interest-rate futures are now betting the U.S. central bank will raise in the first half
April 30, 2026
Kevin Warsh, U.S.
April 29, 2026
The Federal Reserve held its policy rate steady on Wednesday, as was widely expected, citing rising concerns about inflation in what is likely to be Jay Powell's last
April 30, 2026
The Senate Banking Committee voted on party lines to approve Kevin Warsh as the next chair of the Federal Reserve, to replace Jerome Powell, a longtime target of President Donald Trump’s insults for not cutting borrowing costs as far as the president wanted
April 29, 2026
Wall Street moved lower on Wednesday, with spiking crude prices fanning inflation worries as the U.S.
April 29, 2026
New orders for key U.S.-manufactured capital goods increased by the most in nearly six years in March while their shipments rose solidly, suggesting
April 29, 2026
On a chilly spring day in 2017, Jerome Powell made a six-hour round trip by car through heavy mountain fog from Washington to West Virginia
April 29, 2026