Bullish for the 10-year Treasury
Fed Rate Pause Geopolitical Inflation
Stable
Steady attention in US 10-Year Bond coverage, without a clear trend.
Updated 13 October 2026
The bullish argument: The Federal Reserve may moderate its aggressive rate-hiking stance due to the economic impact of geopolitically-driven inflation, with economists expecting continued CPI increases that create a complex policy environment where traditional tightening may prove counterproductive. This reflects tension between inflation data and growth concerns.
What changed?
Not in yesterday’s coverage · 1.2% of US 10-Year Bond coverage today
The idea itself is not new: the recorded share reached 11.9% on 18 August. Renewed coverage does not necessarily mean new evidence.
How attention has changed
1.2% of US 10-Year Bond coverage
Rolling 3-day share · as of 13 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-14 | 2.8% |
| 2026-09-15 | 3% |
| 2026-09-16 | 2% |
| 2026-09-17 | 2.8% |
| 2026-09-18 | 5.6% |
| 2026-09-19 | 5.6% |
| 2026-09-20 | 5.4% |
| 2026-09-21 | 2% |
| 2026-09-22 | 0.8% |
| 2026-09-23 | 1.7% |
| 2026-09-24 | 0.5% |
| 2026-09-25 | 0.6% |
| 2026-09-26 | 0.2% |
| 2026-09-27 | 0.3% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0.6% |
| 2026-10-01 | 0.9% |
| 2026-10-02 | 0.8% |
| 2026-10-03 | 0.5% |
| 2026-10-04 | 0.4% |
| 2026-10-05 | 0% |
| 2026-10-06 | 1.5% |
| 2026-10-07 | 0.6% |
| 2026-10-08 | 2.5% |
| 2026-10-09 | 1.8% |
| 2026-10-10 | 1.5% |
| 2026-10-11 | 0.5% |
| 2026-10-12 | 0% |
| 2026-10-13 | 1.2% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
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Morningstar · Published 12 Oct 2026
CPI Forecasts Show Moderated Inflation in September, Keeping the Fed on Hold
In coverage record: 13 Oct 2026
“economists expect CPI to increase 0.5% after rising 0.4% in August... Core CPI, which excludes volatile food and energy prices, is seen rising 0.2% in September, a slowdown from August's 0.3%.”
Read article -
RTE.ie · Published 8 Oct 2026
Fed policymakers divided over September rate
In coverage record: 9 Oct 2026
“policymakers would now allow some time for new data to show whether underlying inflation was coming down from current levels that are more than a percentage point above the Fed's target, or proving more persistent.”
Read article -
Reuters · Published 7 Oct 2026
Fed policymakers divided over rate-hike logic in September, minutes show
In coverage record: 8 Oct 2026
“The alternative would be to wait on further rate hikes to see if incoming data shows energy, tariff and other price shocks receding and inflation heading back to the central bank's 2% target”
Read article -
Devdiscourse · Published 7 Oct 2026
GLOBAL MARKETS-World shares, euro slide as high oil prices, fiscal worries linger
In coverage record: 8 Oct 2026
“Minutes released on Wednesday showed Federal Reserve policymakers were divided last month over the rationale for raising interest rates”
Read article -
MarketScreener · Published 7 Oct 2026
Fed policymakers divided over rate-hike logic in September, minutes show
In coverage record: 8 Oct 2026
“wait on further rate hikes to see if incoming data shows energy, tariff and other price shocks receding and inflation heading back to the central bank's 2% target”
Read article -
The Globe and Mail · Published 7 Oct 2026
U.S. Fed minutes could detail September rate-hike decision, policy path
In coverage record: 8 Oct 2026
“We also expect that some officials would have seen inflation data ahead of the meeting as 'encouraging.'”
Read article
Earlier coverage
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The Atlanta Journal-Constitution · Published 5 Oct 2026
Asian shares are higher as easing worries over inflation reduce odds for another Fed rate hike
In coverage record: 6 Oct 2026
“Investors have been encouraged by easing worries over inflation, which reduces the likelihood of another rate hike by the Federal Reserve.”
Read article -
The Economic Times · Published 1 Oct 2026
Fed’s Jefferson urges patience on rates; Kashkari sees more hikes ahead
In coverage record: 2 Oct 2026
“Any future adjustments in policy should be determined by carefully examining trends in the data, the evolving outlook, and the balance of risks”
Read article -
MarketScreener · Published 30 Sep 2026
The Fed's building renovations and Trump's push to oust Powell
In coverage record: 1 Oct 2026
“Trump was unhappy that Powell did not deliver the interest-rate cuts the president felt were called for”
Read article -
MarketScreener · Published 29 Sep 2026
Fed's Williams sees no urgency for next Fed rate hike
In coverage record: 30 Sep 2026
“With the policy action we took at our September meeting, there is no need for urgency”
Read article -
CoinGape · Published 24 Sep 2026
Goldman Sachs Explains Why More US Fed Rate Hikes Are Unlikely
In coverage record: 25 Sep 2026
“Goldman Sachs forecasts core PCE declining toward 2.2% year-over-year by Q4 2027”
Read article -
Livemint · Published 22 Sep 2026
Traders Load Up on Hedges for Shallower Fed Rate-Hike Cycle
In coverage record: 23 Sep 2026
“Traders in the options market are shielding themselves from the possibility that the Federal Reserve raises interest rates less than markets are currently pricing in.”
Read article -
EUROPE SAYS · Published 20 Sep 2026
Why is the U.S. Federal Reserve lifting rates now?
In coverage record: 21 Sep 2026
“the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors”
Read article -
Los Angeles Times · Published 18 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 19 Sep 2026
“financial markets appear reassured by the Fed's commitment to fighting inflation... the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors”
Read article -
Bnn Bloomberg · Published 17 Sep 2026
Why is the U.S. Federal Reserve lifting rates now?
In coverage record: 18 Sep 2026
“the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors”
Read article -
Baltimore Sun · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“financial markets appear reassured by the Fed's commitment to fighting inflation. On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
The Mercury News · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“financial markets appear reassured by the Fed's commitment to fighting inflation. On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
Boulder Daily Camera · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“the Fed's move doesn't necessarily mean Americans will pay significantly higher costs for mortgages or other borrowing in the short-term, because financial markets appear reassured by the Fed's commitment to fighting inflation.”
Read article -
Fortune · Published 17 Sep 2026
Kevin Warsh, an angry Trump and Jerome Powell Déjà vu: how history is repeating itself
In coverage record: 18 Sep 2026
“That's the outcome the Fed was hoping for: that a hike convinces investors the central bank is serious about inflation, which lowers the premium they demand to hold long-term debt, even as short-term rates go up.”
Read article -
San Diego Union-Tribune · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
Santa Rosa Press Democrat · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
CP24 Toronto · Published 17 Sep 2026
Why is the U.S. Federal Reserve lifting rates now?
In coverage record: 18 Sep 2026
“On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
Reading Eagle · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“financial markets appear reassured by the Fed's commitment to fighting inflation. On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
Livemint · Published 17 Sep 2026
Kospi Index vs Taiwan Index: Which Asian stock market remained unimpacted after US Fed FOMC rate hike decision?
In coverage record: 18 Sep 2026
“Most policymakers now see the federal funds rate at 4.1% by the end of 2026, implying one further 25 basis point hike this year, with the median holding flat through 2027 — a path of one more move followed by an extended pause rather than a sustained tightening cycle.”
Read article -
Hartford Courant · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
Santa Ana Orange County Register · Published 17 Sep 2026
Why the Federal Reserve is lifting rates now, and what it means
In coverage record: 18 Sep 2026
“On Thursday, the 10-year Treasury yield even slipped a bit, a likely sign of reduced inflation worries among investors.”
Read article -
Business Insider · Published 17 Sep 2026
Bond Market Recovery Ahead As Treasury Yields Hit 'Maximum Pain'
In coverage record: 18 Sep 2026
“The Fed reiterated its commitment to bringing inflation back to its 2% target at its last policy meeting, helping to soothe anxiety about spiraling consumer prices.”
Read article -
The Economic Times · Published 16 Sep 2026
A 25 bps hike: US Federal Reserve raises interest rates for first time since 2023
In coverage record: 17 Sep 2026
“Analysts say that while a hike could strengthen the Fed Chair's inflation-fighting credibility, the Fed may need to signal a limited further hiking cycle to avoid excessive tightening of financial conditions.”
Read article -
The Globe and Mail · Published 16 Sep 2026
Bond market woes likely a factor for Fed, but intervention seen as unlikely
In coverage record: 17 Sep 2026
“it will bolster the Fed's inflation-fighting credibility, which should help longer-dated yields come down over time”
Read article -
The Korea Times · Published 16 Sep 2026
Fed hikes key rate for 1st time in 3 years, defying Trump demands for a cut
In coverage record: 17 Sep 2026
“Restore faith in the 2 percent target, then the inflation premium can fall.”
Read article -
CNBC · Published 16 Sep 2026
Trump demands 1% or lower interest rate after first Fed hike since 2023
In coverage record: 17 Sep 2026
“Trump, who has relentlessly pressured the Fed to drastically lower borrowing costs, insisted in his Truth post that rates in the U.S. "should be 1%, or less, because we are the Best Credit in the World — BY FAR."”
Read article -
Arkansas Online · Published 16 Sep 2026
Analysts expecting Fed to up interest
In coverage record: 17 Sep 2026
“by boosting Fed credibility, a rate hike could hold down longer-term interest rates that consumers pay for things like mortgages and auto loans”
Read article -
CNBC · Published 16 Sep 2026
Yardeni trims S&P 500 target, says ‘proceed with caution’ as rates rise
In coverage record: 17 Sep 2026
“We had previously argued that a Fed rate hike in July would have pushed the 10-year yield lower by bolstering the Fed's inflation-fighting credibility.”
Read article -
The Economic Times · Published 15 Sep 2026
Bond market turmoil puts Fed Rate decision under spotlight
In coverage record: 16 Sep 2026
“A stronger policy response from the Fed could therefore help reinforce its inflation-fighting credibility and potentially prevent term premiums from rising further.”
Read article -
Breitbart News Network · Published 14 Sep 2026
Breitbart Business Digest: The Fed Might Be Hiking at the Wrong Moment
In coverage record: 15 Sep 2026
“The danger is that the Fed obliges the market's expectations for a hike just as the economy may be becoming less capable of absorbing it. Faced with all this, not hiking would be severely disruptive to financial markets.”
Read article -
Seeking Alpha · Published 14 Sep 2026
The Fed May Be Forced Into An Irrelevant Hike
In coverage record: 15 Sep 2026
“To the extent rate hikes are seen as deflationary, they could reduce inflation fears that are propping up the long-end yield. As such, we don't think there would be a parallel shift in response to a Fed hike and that the long end could actually come down.”
Read article -
RTE.ie · Published 14 Sep 2026
Trump says US should have world's lowest interest rates
In coverage record: 15 Sep 2026
“Trump's approval ratings have fallen as inflation has persisted. The central bank's governors are meeting just weeks before midterm elections that will determine whether Republicans keep their slim majorities in both chambers of the US Congress. A rate hike could add to voter concerns about affordability, according to recent Reuters/Ipsos polls.”
Read article -
CNBC · Published 14 Sep 2026
The stock market could do something strange this week after the Fed decision
In coverage record: 15 Sep 2026
“Investors are hoping a rate hike or two from the Fed will tame pricing pressures and keep long-term bond yields anchored. If the Fed chair continues to sound tough against inflation, and restores credibility, as he did in August at the Wyoming gathering, the market may immediately pull forward rate expectations.”
Read article -
Devdiscourse · Published 13 Sep 2026
Trump Advocates for Lowest Interest Rates Globally
In coverage record: 14 Sep 2026
“When questioned about the possibility of an upcoming rate hike, Trump conveyed uncertainty to reporters at the Irish Open golf championship, yet underscored his belief that the U.S. should maintain globally competitive interest rates, regardless of traditional economic calculations.”
Read article -
CNA · Published 13 Sep 2026
Ahead of Fed meeting, Trump says US should have world's lowest interest rate
In coverage record: 14 Sep 2026
“Trump said the US 'should be paying the lowest interest rate in the world' no matter what the Federal Reserve's data indicates about inflation and the economy. Trump posted on social media two weeks ago: 'LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT.'”
Read article -
CNBC · Published 11 Sep 2026
Falling oil could help but Fed is the next test
In coverage record: 12 Sep 2026
“The 30-year Treasury yield could actually fall following a rate hike, he said, if bond investors view Fed Chairman Kevin Warsh's decision as evidence of greater discipline on inflation.”
Read article -
The Economic Times · Published 11 Sep 2026
US 10-year yield flirts with 5% as higher oil, rate hike worries swirl
In coverage record: 12 Sep 2026
“"Benign inflation data could make it harder for the Fed to hike rates and our base case scenario is for the Fed to leave rates unchanged," Menon said.”
Read article -
Newsweek · Published 11 Sep 2026
Experts Predict No Fed Rate Cut Next Week: What It Means
In coverage record: 12 Sep 2026
“A rate hike now might very well result in the yield on the 10-year falling rather than rising, if investors interpreted the move as evidence that the Fed was taking inflation seriously.”
Read article -
EUROPE SAYS · Published 7 Sep 2026
Will Federal Reserve hike rates later this month? Waller muddies the outlook
In coverage record: 8 Sep 2026
“Waller suggested he has been encouraged by signs that inflation had slowed over the past two months. According to the Fed's preferred gauge, prices ticked down 0.1% from May to June and rose just 0.2% from June to July.”
Read article -
International Business Times · Published 6 Sep 2026
Trump, Aides Clamor To Sway Fed's Policy. Is Kevin Warsh In A Fix?
In coverage record: 7 Sep 2026
“Top aides in the Trump administration are parroting the president's own recipe for economy: They want to stall a potential rate hike, and if possible enforce a cut. This is an unusual public clamor by the administration's top aides ahead of a Fed meet.”
Read article -
The Economic Times · Published 3 Sep 2026
Gold jumps 2% as Fed Governor Waller's comments temper rate hike bets
In coverage record: 4 Sep 2026
“More and more traders are coming around to the idea that (the Fed) could do one rate hike, but there probably isn't much more they can do with rates after that.”
Read article -
EUROPE SAYS · Published 3 Sep 2026
Will Federal Reserve hike rates later this month? Waller muddies the outlook
In coverage record: 4 Sep 2026
“John Williams, president of the Federal Reserve Bank of New York, said he has also been encouraged by recent inflation data but would like to see more evidence that it is declining, suggesting he would also be willing to keep rates steady this month.”
Read article -
Bloomberg Tax News · Published 27 Aug 2026
Fed’s Collins Says Interest Rates Are Still Mildly Restrictive
In coverage record: 28 Aug 2026
“"I continue to see rates as mildly restrictive," Collins said Thursday in an interview with Bloomberg News. The Boston Fed chief said she sees rates holding back smaller businesses and the housing market even as she described the latest inflation data as mixed.”
Read article -
Livemint · Published 17 Aug 2026
Goldman Says Markets Too Hawkish on Betting Fed Will Hike Rates
In coverage record: 18 Aug 2026
“Market bets on Federal Reserve interest-rate hikes are still too aggressive given that inflation in the world's biggest economy is cooling, according to Goldman Sachs Group Inc. We still think market pricing for the funds rate is too hawkish.”
Read article -
Moneycontrol · Published 17 Aug 2026
Goldman says markets too hawkish on betting Fed will hike rates
In coverage record: 18 Aug 2026
“Market bets on Federal Reserve interest-rate hikes are still too aggressive given that inflation in the world's biggest economy is cooling, according to Goldman Sachs Group Inc. We still think market pricing for the funds rate is too hawkish.”
Read article -
Breitbart News Network · Published 14 Aug 2026
Breitbart Business Digest: The Gloom and Boom Economy
In coverage record: 15 Aug 2026
“Inflation came in soft for the second straight month, humiliating the critics of Fed Chair Kevin Warsh...Underlying inflation is moderating.”
Read article -
Reuters · Published 14 Aug 2026
Cooler inflation data may force Warsh's divided Fed to hold the line on rates
In coverage record: 15 Aug 2026
“Recent data, however, may have set up the U.S. central bank for an extended do-nothing stance... Inflation has eased, however, in the last two months, undercutting arguments that it won't abate unless rates go up.”
Read article -
The Atlanta Journal-Constitution · Published 13 Aug 2026
Asian shares mostly rise after AI leads rally on Wall Street
In coverage record: 14 Aug 2026
“Treasury yields fell after a report showed that U.S. consumers paid prices for gasoline, groceries and other costs of living last month that were 3.4% higher than a year earlier. That's higher than anyone would like, but it's not as bad as June's 3.5% inflation rate.”
Read article -
The Korea Times · Published 13 Aug 2026
S&P 500 hits record high as rate
In coverage record: 14 Aug 2026
“tame producer price inflation data supported expectations the Federal Reserve will not raise interest rates at its September meeting”
Read article -
The Hindu Business Line · Published 13 Aug 2026
Can the Kospi bull run last? Korean stocks jump 22% in 10 days on AI rally
In coverage record: 14 Aug 2026
“A subdued US inflation report on Wednesday provided a fresh tailwind, as eased concerns about imminent interest-rate hikes by the Federal Reserve supported US-listed chip peers.”
Read article -
CNBC · Published 13 Aug 2026
Treasury yields dip as Wall Street awaits wholesale inflation data
In coverage record: 14 Aug 2026
“We think that most FOMC voters would see the July inflation numbers we expect as acceptable and would want to see the August CPI and PPI before deciding whether to hike at the September meeting.”
Read article -
Devdiscourse · Published 13 Aug 2026
Steady Producer Prices Suggest Federal Reserve May Hold Interest Rates
In coverage record: 14 Aug 2026
“The U.S. Labor Department reported unchanged producer prices for July, following a 0.1% drop in June, as falling goods prices balanced slight service cost increases. Financial markets now lean towards the Federal Reserve maintaining interest rates.”
Read article -
Kiplinger · Published 13 Aug 2026
S&P 500 Hits a New High as SNDK, MU Soar: Stock Market Today
In coverage record: 14 Aug 2026
“The PPI data combined with what we know about CPI tells us that the Fed's preferred inflation metric, the core personal consumption expenditures index, continues to run closer to 3% rather than 2%... the recent softness likely strengthens the case for doves on the committee who want to wait things out.”
Read article -
International Business Times · Published 12 Aug 2026
The Upcoming Inflation Report Is a Big Deal for the Fed. Here's What Economists Expect.
In coverage record: 13 Aug 2026
“a second consecutive month of relatively mild price increases could strengthen the case for keeping interest rates unchanged while policymakers wait for a clearer picture of the economy. If we get a July CPI report anywhere near my forecast, the balance of the committee is going to look right through the supply shock, and the FOMC will remain on hold for the remainder of the year.”
Read article -
CNBC · Published 12 Aug 2026
Here are five key takeaways from the July CPI inflation report
In coverage record: 13 Aug 2026
“Put all the numbers together, and you now have core inflation running right where it was prior to the U.S. and Israel attack on Iran in late February. That's a pretty simple narrative: Were it not for all the turmoil in the Middle East, inflation outside of food and energy — especially the latter — would be heading right back to target.”
Read article -
Devdiscourse · Published 12 Aug 2026
Tech Surge: AI Earnings Propel Nasdaq Closer to Record High
In coverage record: 13 Aug 2026
“Data indicated a modest rise in U.S. consumer prices in July, weakening the case for an interest rate hike. Investors now estimate a 55% probability that the U.S. Federal Reserve will hold rates at its September meeting.”
Read article -
CNBC · Published 12 Aug 2026
CPI inflation report July 2026
In coverage record: 13 Aug 2026
“A key inflation reading Wednesday showed prices moderating across a range of goods and services, possibly taking the urgency out of an imminent interest rate hike.”
Read article -
CNBC · Published 10 Aug 2026
Crucial CPI report will show tame inflation, prediction markets show
In coverage record: 11 Aug 2026
“Kalshi traders see a 47% likelihood that July's core inflation rate, which excludes volatile food and energy prices, comes in above 2.4%. In comparison, the Dow Jones consensus estimate for core inflation calls for a 2.5% increase in July over the past 12 months. That compares to June's reading of 2.6%.”
Read article -
Reuters · Published 7 Aug 2026
VIEW Soft July jobs report fuels skepticism over possible Fed rate hike
In coverage record: 8 Aug 2026
“Hiking rates hits manufacturing first and more than services. Will choking off a nascent recovery in manufacturing employment really help inflation? To deal with the structural issues, Warsh will likely advocate for prioritizing shrinking the Fed's balance sheet instead of hiking rates to deal with structural inflation.”
Read article -
The Economic Times · Published 6 Aug 2026
US Stock Market: Fed's Daly backs steady rates, says more inflation data needed before September decision
In coverage record: 7 Aug 2026
“Federal Reserve Bank of San Francisco President Mary Daly on Wednesday backed the U.S. central bank's decision to keep interest rates unchanged last week, saying policymakers need more evidence before deciding whether inflation requires further action.”
Read article -
Spokane Spokesman-Review · Published 5 Aug 2026
Fed’s Cook Says Ready to Raise Rates If Inflation Doesn’t Cool
In coverage record: 6 Aug 2026
“Cook said it's possible that the waning effect from tariffs, potential for lower oil prices and some easing of pressure related to the artificial intelligence boom may provide inflation relief and negate the need for tighter policy.”
Read article -
The Economic Times · Published 4 Aug 2026
Yen clings to intervention gains as traders stay alert to more
In coverage record: 5 Aug 2026
“We consider market participants overreacted by selling the USD in response to the Fed's decision to keep the funds rate unchanged. U.S. interest rates are going to be increased, but not on the markets' short timeframe.”
Read article -
CNBC · Published 3 Aug 2026
U.S. Treasury yields fall as oil prices plunge on Iran de-escalation hopes
In coverage record: 4 Aug 2026
“Some Fed officials said Friday that they favor raising rates to help ease inflation. The rise in long-end yields signals growing concern that Chair Warsh may prove unwilling to act aggressively enough should inflation remain elevated.”
Read article -
International Business Times · Published 3 Aug 2026
New York Fed Chair John Williams Claims Inflation Is On Track To Ease, But Promised Action If That Does Not Happen
In coverage record: 4 Aug 2026
“Williams noted that if inflation does not trend down to the Fed's 2% goal, 'it would absolutely be appropriate to act to get us on a trajectory that does bring inflation back to 2%.'”
Read article -
Moneycontrol · Published 1 Aug 2026
Wall Street ends higher as Amazon soothes AI jitters
In coverage record: 2 Aug 2026
“Three Federal Reserve officials who dissented at the Fed's policy meeting this week in favor of an interest rate hike called on Friday for immediate action to bring inflation down to the U.S. central bank's 2% target.”
Read article -
The New York Times · Published 31 Jul 2026
Inflation Worries Prompted Fed Officials to Dissent on Holding Rates Steady
In coverage record: 1 Aug 2026
“Ms. Hammack said that she lacked confidence that inflation would return to its 2 percent target on its own. That, she said, was because the Fed's policy settings were not "appropriately restrictive," meaning they were not weighing heavily enough on economic activity.”
Read article -
Devdiscourse · Published 31 Jul 2026
WRAPUP 3-Fed dissenters sketch the case for a rate hike
In coverage record: 1 Aug 2026
“Like Kashkari, Logan said that raising rates by a 'modest' amount 'in the near term could reduce the likelihood of needing to take sharper action later.'”
Read article -
Fox Business · Published 31 Jul 2026
Fed rate hike backed by 3 dissenting members over inflation concerns
In coverage record: 1 Aug 2026
“If inflation remains elevated, in my view, a potential series of small policy moves would be better than waiting and eventually concluding that even bolder actions were necessary.”
Read article -
Devdiscourse · Published 30 Jul 2026
U.S. Stocks Surge as Microsoft's AI Strategy Eases Investor Fears
In coverage record: 31 Jul 2026
“30-year Treasury yields escalated to a 19-year high, following the Federal Reserve's decision to leave interest rates unchanged. This decision spurred inflation concerns, exacerbated by rising oil prices due to renewed military conflict involving Iran.”
Read article -
Reuters · Published 29 Jul 2026
Asian stock rout deepens on AI worries ahead of tech earnings
In coverage record: 30 Jul 2026
“We think the market may once again be underestimating the extent of the hawkish shift at the Fed, and that the (for now) moderate increase in energy prices may tip an already finely balanced meeting in favour of a hike this week”
Read article -
Devdiscourse · Published 29 Jul 2026
AI Boom's Bubble: Chipping Away at Investor Confidence
In coverage record: 30 Jul 2026
“the U.S. Federal Reserve's decision on interest rates looms large, with speculation rife on potential hikes amid inflationary pressures”
Read article -
CNA · Published 29 Jul 2026
Asian stock rout deepens on AI worries ahead of tech earnings
In coverage record: 30 Jul 2026
“We think the market may once again be underestimating the extent of the hawkish shift at the Fed, and that the (for now) moderate increase in energy prices may tip an already finely balanced meeting in favour of a hike this week”
Read article -
CNA · Published 29 Jul 2026
Wall Street closes down sharply after Fed holds rates unchanged
In coverage record: 30 Jul 2026
“The bigger question now though becomes, how much pressure will they have to hike in September? Inflation is running hot and with surging crude oil, the market expects the next hike to indeed be in September.”
Read article -
The Financial Express · Published 29 Jul 2026
US Fed Meeting, Rate Cut 2026 Live
In coverage record: 30 Jul 2026
“Cooling core inflation has strengthened the case for the Federal Reserve to keep interest rates unchanged, according to Wilmington Trust Chief Economist Luke Tilley. Tilley said he expects the Fed's next move to be a rate cut rather than a hike.”
Read article -
India Today · Published 29 Jul 2026
US Fed holds rates again as Trump pushes for lower borrowing costs
In coverage record: 30 Jul 2026
“The rate-setting committee voted 9-3 to keep the federal funds rate at around 3.6 per cent after two days of deliberations. The three dissenting officials backed a rate hike, arguing that inflation remains above the Fed's 2 per cent target.”
Read article -
Breitbart News Network · Published 29 Jul 2026
Labor Market 'Okay,' 'Not Great', Tariffs a Cause of Inflation
In coverage record: 30 Jul 2026
“we've got inflation, and it's caused by three things in no particular order: Number one, all of this AI spending, they're spending billions of dollars...Number two, to a lesser extent, tariffs, when imports cost more, that contributes to inflation. But, number three, the energy costs.”
Read article -
WIS10 · Published 29 Jul 2026
Fed holds interest rates for fifth straight time
In coverage record: 30 Jul 2026
“He said the ongoing conflict with Iran has sent energy prices soaring at times, complicating the Fed's inflation fight... Inflation remains elevated relative to the committee's 2% goal.”
Read article -
Barchart · Published 28 Jul 2026
Nasdaq Futures Slump as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
In coverage record: 29 Jul 2026
“Fed watchers expect a 'hawkish hold,' with potentially two to four officials dissenting in favor of a rate hike. Price risks have rebounded this month, driven by renewed Middle East tensions that pushed oil prices sharply higher, an AI-fueled demand boom, and new U.S. tariffs.”
Read article -
The Globe and Mail · Published 28 Jul 2026
U.S. bond market avoids big rate bets as inflation dims Fed outlook
In coverage record: 29 Jul 2026
“Eric Winograd, chief U.S. economist at AllianceBernstein, said his firm does not expect further rate hikes, arguing that recent inflation data — which came in softer than expected— and a stable labor market have reduced the need for additional tightening.”
Read article -
Hartford Courant · Published 28 Jul 2026
Fed Chair Kevin Warsh faces pressure to combat inflation
In coverage record: 29 Jul 2026
“Warsh may hope that his tough talk, which has pushed up some borrowing costs, will suffice in the end. Stephen Douglass said 'They are hoping and intending to talk the talk without having to walk the walk' and 'doesn't expect the Fed will raise rates this year.'”
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The Atlanta Journal-Constitution · Published 28 Jul 2026
Will tough talk be enough? Fed Chair Warsh faces pressure to combat inflation
In coverage record: 29 Jul 2026
“The Iran war has reignited, pushing oil and gas prices higher — a trend that will worsen inflation in the coming months. Soaring investment in the artificial intelligence buildout is raising the cost of laptops, smart phones and electricity. And price hikes from tariffs could be in the pipeline after Trump imposed new duties on dozens of U.S. trading partners.”
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Moneycontrol · Published 28 Jul 2026
Stock Market Live: GIFT Nifty signals flat start; Asian markets decline as Wall Street ends mixed
In coverage record: 29 Jul 2026
“The U.S. dollar held at a one-month high on Tuesday as traders weighed a slim but lingering chance of a rate hike at the Federal Reserve's upcoming meeting, even as falling oil prices eased some concerns over inflation.”
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Washington Examiner · Published 28 Jul 2026
The Federal Reserve is highly unlikely to raise interest rates
In coverage record: 29 Jul 2026
“With gasoline prices still elevated and household balance sheets already under pressure from high interest rates and higher commodity costs, another rate increase could trigger a sharp slowdown in consumer spending, which remains the primary driver of the U.S. economy.”
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Santa Ana Orange County Register · Published 28 Jul 2026
Fed Chair Kevin Warsh faces pressure to combat inflation
In coverage record: 29 Jul 2026
“Warsh may hope that his tough talk, which has pushed up some borrowing costs, will suffice in the end. 'They are hoping and intending to talk the talk without having to walk the walk,' said Stephen Douglass, chief economist at NISA Investment Advisors and former analyst at the New York Fed.”
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CNBC · Published 27 Jul 2026
Trump backs 'fantastic' Warsh; calls for lower rates; cites others' 'bad intentions'
In coverage record: 28 Jul 2026
“"Several Fed officials in recent days have expressed concern about persistently high inflation. Dallas Fed President Lorie Logan, a voting FOMC member this year, was the most explicit in calling for tighter policy, saying benchmark rates should be 'modestly higher.'"”
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The National · Published 27 Jul 2026
Iran war escalation puts Federal Reserve in a bind
In coverage record: 28 Jul 2026
“If inflation is above target and inflation expectations are unanchored, the central bank faces two problems – getting inflation back down and re-anchoring inflation expectations. This will typically require significantly larger and faster rate hikes for the same degree of above-target inflation.”
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The Economic Times · Published 26 Jul 2026
US Federal Reserve expected to hold rates steady as inflation swirls
In coverage record: 27 Jul 2026
“At the Fed, policymakers have been losing patience with persistent inflation, indicating that a rate hike may be near. The hawkish core of the Fed has not only hardened but it's broadened, with expectations for two rate hikes later this year.”
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EUROPE SAYS · Published 26 Jul 2026
4 Big Tech earnings reports, a Fed meeting, and $100 oil: It's the busiest week of the quarter
In coverage record: 27 Jul 2026
“The labor market strength gives the Fed the flexibility to hike interest rates, if it needs to... As of Friday morning, the market is fully pricing one interest rate hike in September, with a second by March.”
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Times Now · Published 26 Jul 2026
Markets Watch: West Asia Tensions, Crude Oil, US Fed Rate Decision Key Triggers
In coverage record: 27 Jul 2026
“The recent surge in energy prices has prompted some investors to question whether inflation risks could remain elevated for longer.”
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Seeking Alpha · Published 26 Jul 2026
Second Largest Negative Signal Of 2026: Bubbles, Barrels, And Skew
In coverage record: 27 Jul 2026
“Oil price volatility and geopolitical events are driving inflation and increasing pressure on the Fed for a possible rate hike.”
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USA TODAY · Published 24 Jul 2026
Fed chair 'an enigma:' Why July interest rate move is hard to predict
In coverage record: 25 Jul 2026
“The Federal Reserve will keep its benchmark rate steady for the rest of the year, according to the median forecasts of economists polled by Reuters. However, in a separate question about the chance of a rate hike in 2026, most described the likelihood as 'high.'”
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CryptoSlate · Published 24 Jul 2026
Bitcoin declines below $65,000 as Trump threatens Iran after tanker attacks send Oil above $100
In coverage record: 25 Jul 2026
“Higher energy costs risk keeping inflation elevated through transportation, manufacturing and consumer prices, limiting the Federal Reserve's room to ease policy. Treasury markets have already begun reflecting that shift as investors demand higher yields to hold longer-dated government debt.”
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The Economic Times · Published 23 Jul 2026
Gold off two-week peak as oil advances, Fed meeting eyed
In coverage record: 24 Jul 2026
“Interest rate sensitive two-year U.S. Treasury yields climbed to a 17-month high as rising oil prices stoked concerns that renewed energy disruptions could reignite inflation and increase the odds of Fed interest rate hikes.”
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The Tribune · Published 23 Jul 2026
Morgan Stanley sees US Fed holding rates steady in 2026 as easing inflation boosts fixed
In coverage record: 24 Jul 2026
“Morgan Stanley Research expects the US Federal Reserve to keep interest rates unchanged through 2026 despite market expectations of at least one rate hike, arguing that moderating inflation and already-tight financial conditions reduce the need for further policy tightening.”
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Devdiscourse · Published 23 Jul 2026
Tech Jolts Wall Street: Disappointing Earnings and Rising Oil Prices Fuel Market Decline
In coverage record: 24 Jul 2026
“Global geopolitical issues added further strain, contributing to the rise in Brent crude futures and inflation concerns, prompting a spike in Treasury yields and heightened speculation of a forthcoming Federal Reserve rate hike.”
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Barchart · Published 17 Jul 2026
Nasdaq Futures Plunge as Chip Selloff Deepens; Netflix Sinks on Disappointing Forecast
In coverage record: 18 Jul 2026
“Dallas Fed President Lorie Logan said on Thursday that she believes policymakers should raise interest rates, noting that inflation does not appear to be on a sustainable path back to the Fed's 2% target.”
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Barchart · Published 17 Jul 2026
AI stocks keep falling, while oil prices keep climbing
In coverage record: 18 Jul 2026
“A report suggested sentiment among U.S. consumers is improving more than economists expected, while expectations for upcoming inflation eased. If expectations for inflation remain anchored, it could prevent a vicious cycle where people make moves in anticipation of higher inflation, which only worsen it.”
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Spokane Spokesman-Review · Published 17 Jul 2026
Fed rate-hike voices swell before July decision, rates still seen on hold
In coverage record: 18 Jul 2026
“New York Fed President John Williams said he believes that 'unquestionably high' inflation will soon ease, citing half a dozen reasons including the lack of wage-growth pressure from the labor market and his view that shelter inflation will continue to ease.”
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Devdiscourse · Published 16 Jul 2026
Stocks Stumble Amid Chipmaker Woes and Rising Oil Tensions
In coverage record: 17 Jul 2026
“Bond markets were buoyed by unexpectedly soft U.S. inflation data, which lowered the probability of an immediate Federal Reserve rate hike.”
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Moneycontrol · Published 16 Jul 2026
Commodity Corner: Oil extends rally on Middle East tensions; gold steady
In coverage record: 17 Jul 2026
“escalating Middle East tensions continued to pose upside risks to inflation”
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Benzinga · Published 16 Jul 2026
Stock Market Today: S&P 500, Nasdaq 100 Futures Fall As Trump Says Iran Wants To Negotiate-AtaiBeckley, J
In coverage record: 17 Jul 2026
“The firm cautions that underlying inflation remains too firm to confidently return to the Federal Reserve's 2% target, which will likely keep the central bank on hold. BlackRock emphasizes that a structural shift has taken hold, reinforcing its view that 'the global rates reset is real and significant.'”
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Moneycontrol · Published 16 Jul 2026
Chipmaker stocks hit by AI spending worries after rally
In coverage record: 17 Jul 2026
“Heightened geopolitical threats also kept a lid on risk appetite, with the US intensifying strikes against Iran. Brent hovered near $85, deepening inflation worries and rekindling bets that the Federal Reserve's next rate move will be a hike. Bond yields rose.”
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Reuters · Published 15 Jul 2026
US inflation surprise offers Warsh only brief relief
In coverage record: 16 Jul 2026
“Meanwhile, the economy is still running hot, and energy prices are rising again, with U.S. crude now 20% higher than a year ago. Rising production and transportation costs typically pass through to higher food and core prices, while more expensive oil can also raise inflation expectations, indirectly lifting core prices.”
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The Economic Times · Published 15 Jul 2026
Gold prices fall Rs 1,500/10 gram, silver dips Rs 2,100/kg as oil rally outweighs US inflation data. What should investors do?
In coverage record: 16 Jul 2026
“Federal Reserve officials welcomed the softer June inflation reading but said they would need to see more evidence of easing price pressures before gaining confidence that inflation is moving sustainably lower.”
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The Economic Times · Published 15 Jul 2026
Global Market: Japan bond market sees steeper curve amid yield divergence
In coverage record: 16 Jul 2026
“The decline in shorter-term yields followed a drop in U.S. Treasury yields after data showed U.S. consumer inflation slowed more than expected in June. The softer inflation reading reduced market expectations of an imminent interest rate hike by the U.S. Federal Reserve, supporting demand for government bonds globally.”
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Devdiscourse · Published 15 Jul 2026
U.S. Producer Prices Decline Amid Energy Cost Pullback
In coverage record: 16 Jul 2026
“However, renewed tension between the United States and Iran, marked by a naval blockade of Iran, has pushed oil prices to a one-month high, suggesting potential future inflationary pressures.”
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The Hindu Business Line · Published 15 Jul 2026
Govt bonds gain as soft US inflation cools Fed rate hike bets
In coverage record: 16 Jul 2026
“The probability of a 25-basis-point rate increase at the July meeting fell to 17% from 42%, per CME Group's FedWatch tool. For September, markets priced in a 60% chance of a hike, down from 75.1% on Monday.”
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The Economic Times · Published 14 Jul 2026
Global Market Today: Asian shares trade mixed; Brent climbs past $85
In coverage record: 15 Jul 2026
“Oil extended gains and Treasuries edged lower after the standoff between the US and Iran intensified, raising concern that supply disruptions will reignite inflation and strengthen the case for higher interest rates.”
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CoinDesk · Published 14 Jul 2026
U.S. June CPI fell 0.4%, likely cooling move toward Fed rate hikes
In coverage record: 15 Jul 2026
“U.S. inflation in June came in far softer than forecast, likely putting on hold what were fast-rising expectations for imminent Federal Reserve rate hikes.”
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Benzinga · Published 14 Jul 2026
Stock Market Today: Dow Jones Futures Fall, Nasdaq 100 Gains as Trump Calls US the 'Guardian' of Hormuz S
In coverage record: 15 Jul 2026
“According to the latest LPL Financial commentary, the U.S. economy faces a challenging landscape shaped by 'sticky inflation and resilient growth.' With core inflation holding near 3% and headline numbers pushed higher by energy costs, the Federal Reserve under new Chairman Kevin Warsh is expected to remain on a 'prolonged pause,' potentially delivering at most a single rate cut in December.”
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The Economic Times · Published 11 Jul 2026
Fed officials fret over inflation risk, weigh rate hikes
In coverage record: 12 Jul 2026
“The minutes of the June 16-17 Federal Open Market Committee meeting showed an even divide between one body of policymakers largely content to leave rates where they are and another viewing higher borrowing costs as the appropriate path.”
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Crypto Breaking News · Published 9 Jul 2026
AI-Driven Growth Revives Inflation Concerns, Clouding Fed Rate Plan
In coverage record: 10 Jul 2026
“The Fed's dot plot suggested rate increases rather than cuts, with nine of 18 voting members projecting at least one rate hike before the end of 2026. The central bank's PCE inflation projection for year-end increased from 2.7% to 3.6%, pointing to an outlook where the Fed may need to tolerate a longer period of restrictive policy.”
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The Economic Times · Published 9 Jul 2026
Inflation concerns prevailed in Kevin Warsh's first FOMC meeting: Fed minutes
In coverage record: 10 Jul 2026
“The committee unanimously decided to hold the rates steady at 3.5-3.75 per cent, noting the need to fight persistently high inflation and bring it down to the Fed's comfort level of 2 per cent.”
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Reuters · Published 8 Jul 2026
Fed minutes due as analysts debate whether Warsh will curtail them
In coverage record: 9 Jul 2026
“Warsh struck a hawkish tone during his first press conference — repeatedly emphasizing the Fed's inflation-control mandate while scarcely referencing its maximum-employment goals. Investors now broadly expect at least one rate hike this year.”
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Benzinga · Published 8 Jul 2026
Stock Market Today: Oil Stocks Up, S&P 500 Down, Iran Ceasefire 'Over'
In coverage record: 9 Jul 2026
“U.S. stocks fell for a second straight session on Wednesday as surging energy prices rekindled inflation fears and pushed Treasury yields higher. The 10-year Treasury yield rose for a second session, trading near 4.6%, as investors repriced inflation risk. Markets now assign roughly a 66% chance of a Fed rate hike in September, up from 62% on Tuesday.”
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The Guardian · Published 8 Jul 2026
US stock markets fall amid Iran strikes and potential higher interest rates
In coverage record: 9 Jul 2026
“In May, the annualized US inflation rate jumped to 4.2%, a three-year high and more than double the Federal Reserve's target inflation rate of 2%. Others indicated rates would need to be increased before the end of the year to deal with rising inflation, according to the minutes.”
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CNBC · Published 8 Jul 2026
Few bright spots in Wednesday's tough market - why Nvidia stock is one of them
In coverage record: 9 Jul 2026
“The move in oil has a clear impact on the bond market. Treasury yields surged as traders boosted Federal Reserve interest rate hike expectations on worries that rising oil prices will keep inflation elevated. The 10-year Treasury yield rose to roughly 4.58%, putting it within striking distance of its May high.”
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The Economic Times · Published 6 Jul 2026
US service sector growth dips in June; employment rebounds after months of contraction
In coverage record: 7 Jul 2026
“The Atlanta Federal Reserve's model is estimating gross domestic product increasing at a 1.2% annualized rate in the second quarter, partly reflecting what so far appears to be a wider goods trade deficit. Suppliers were still taking longer to deliver inputs to businesses in June. In this instance, though, strained supply chains do not reflect strong demand.”
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Livemint · Published 3 Jul 2026
Can US Fed hike rates aggressively this year? How a 50 bps rate increase could impact Indian stock market
In coverage record: 4 Jul 2026
“VK Vijayakumar, Chief Investment Strategist at Geojit Investments, believes that with US inflation remaining high (core inflation at 2.9%) and bond yields (US 10-year yield at 4.46%) inching up, there are expectations of rate hikes from the Fed.”
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CNA · Published 3 Jul 2026
Asian markets rise as beaten tech stocks enjoy respite from selling
In coverage record: 4 Jul 2026
“However, the likelihood of a hike before the end of the year remains... the new Fed Chair emphasising the need for the Fed 'to re-commit to deliver price stability'.”
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CNBC · Published 2 Jul 2026
U.S. Treasury yields rise as investors await June jobs report
In coverage record: 3 Jul 2026
“Fed Chair Kevin Warsh told CNBC that prices are 'too high' and stated 'We're going to deliver price stability in the U.S.' with an inflation objective of 2%.”
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Santa Rosa Press Democrat · Published 1 Jul 2026
Wall Street weakens as technology stocks drag indexes lower
In coverage record: 2 Jul 2026
“Yields have been on the rise since the war with Iran began because of worries about high inflation caused by expensive oil. The concern is that the Federal Reserve may have to hike interest rates several times this year to keep a lid on inflation.”
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CoinGape · Published 15 May 2026
Why Bitcoin Price Could Reach $88,000 Despite Rising Odds Of Fed Rate Hikes
In coverage record: 15 May 2026
“The recent rise in inflation to 3.8% in April, the highest level in three years, is behind this belief that rates are going to go up. The US-Iran war is still going on, and oil prices are still high, which means the rates might not remain between 3.50 and 3.75% for the rest of 2026.”
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The Atlanta Journal-Constitution · Published 8 Apr 2026
Oil plunges below $95 as the Dow surges 1,300 in a worldwide rally following a ceasefire with Iran
In coverage record: 8 Apr 2026
“In the bond market, Treasury yields dropped as hopes built that easing oil prices could let the Federal Reserve resume its cuts to interest rates later this year.”
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Barchart · Published 2 Apr 2026
Stocks Pare Losses on Hormuz Report
In coverage record: 2 Apr 2026
“T-notes are finding support on concerns that soaring energy prices will derail the global economy and may prompt the Fed to lower interest rates.”
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The Economic Times · Published 13 Mar 2026
Why US stock market surging today: Dow Jones, S&P 500, Nasdaq rise as Russell 2000 leads - PCE inflation data boosts Fed rate-cut hopes
In coverage record: 13 Mar 2026
“Stable inflation readings are important because they reduce the risk of additional aggressive rate hikes.”
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