Articles tagging "Inflation": Page 2
Powell's Independence Becomes a Bond-Market Variable

Powell's Independence Becomes a Bond-Market Variable
— Margin Notes: 2026-10-01

President Donald Trump said Jerome Powell should be forced to resign from the US Federal Reserve Board, while the US 10-year Treasury yield remained at 5.30%....

Robinhood Opens the Door to a More Levered Market

Robinhood Opens the Door to a More Levered Market
— Margin Notes: 2026-09-30

The US dollar is on track for its strongest month since June, while the US 10-year Treasury yield held at 5.23%. The US Fed kept one more 2026 rate hike in the conversation, and that is enough to...

Nvidia's Buyback Finds a Market With Receipts

Nvidia's Buyback Finds a Market With Receipts
— Margin Notes: 2026-09-29

Crude oil reached $94.03 while Brent approached $99.32, and the US 10-year Treasury yield stayed at 5.24%. Oil pushed investors back toward another US Fed hike, because an energy shock is not merely...

The Dollar Makes Every Promise Prove Itself

The Dollar Makes Every Promise Prove Itself
— Margin Notes: 2026-09-28

Brent crude reached $98.32 as the US government rejected an Iranian proposal tied to reopening the Strait of Hormuz, putting the inflation channel back in charge of the tape....

The 5.16% Yield Wall and the Tokenized Bypass

The 5.16% Yield Wall and the Tokenized Bypass
— Margin Notes: 2026-09-25

US 10-year Treasury yields climbed to 5.16%, cementing a new baseline that the market is struggling to digest. This isn't a temporary spike to be traded away; it is a structural shift in the cost of...

Bessent's Thaw Resets the Risk Baseline

Bessent's Thaw Resets the Risk Baseline
— Margin Notes: 2026-09-21

US Treasury Secretary Scott Bessent described recent engagements with China as very successful, providing the risk-on catalyst the market has been hunting for since the US Fed's last hike....

Kevin Warsh’s 25-Basis-Point Line in the Sand

Kevin Warsh’s 25-Basis-Point Line in the Sand
— Margin Notes: 2026-09-17

The US Federal Reserve raised interest rates by 25 basis points, marking the first hike since July 2023 and a direct defiance of President Trump's public demands for a cut....

The Fed's Credibility Trap

The Fed's Credibility Trap
— Margin Notes: 2026-09-16

Wall Street has effectively priced in a rate hike for Wednesday's meeting, leaving US Fed Chair Kevin Warsh in a position where the market is doing his job for him....

Treasuries Turn Inflation Into a Risk-Asset Audit

Treasuries Turn Inflation Into a Risk-Asset Audit
— Margin Notes: 2026-09-15

The US 10-year Treasury yield reached 5.03%, its highest level since 2007, as investors prepared for the US Federal Reserve’s two-day meeting. Treasury yields crossed the five-percent line, and the...

Kevin Warsh Inherits a Market Without Easy Answers

Kevin Warsh Inherits a Market Without Easy Answers
— Margin Notes: 2026-09-14

Brent crude climbed to $107.22 after a Saudi East-West pipeline shutdown added a fresh interruption to an already strained energy system. The Saudi pipeline shutdown pushed Brent higher, while US...

The Treasury Market Reprices the Risk Trade

The Treasury Market Reprices the Risk Trade
— Margin Notes: 2026-09-11

The US 10-year Treasury yield reached 4.95% as a global bond selloff brought the 5% threshold within touching distance. The US bond market pushed borrowing costs toward 5%, and the significance is...

ECB Raises the Cost of Waiting

ECB Raises the Cost of Waiting
— Margin Notes: 2026-09-10

The European Central Bank is expected to raise interest rates again as Brent crude holds above $100, an awkward pairing that turns a regional war into a global policy test....