• US10YT=X
• US500

Watch out! September has a history of being the worst month of the year

Yardeni Research predicts a positive S&P 500 trajectory despite September challenges, supported by expected Fed rate cuts and strong economic indicators, anticipating a year-end rally.

• US10YT=X

Are home prices just too high?

• US10YT=X

US Treasury plays cat and mouse with debt sales :Mike Dolan

• US10YT=X

U.S. Treasuries not the safe bet they once were, research says

Research presented at the Kansas City Fed questions the safety of U.S. Treasuries, suggesting they may not differ from other global debts in light of pandemic market behavior.

• DXY
• US10YT=X
• US500

Wall Street analysts react to Powell's dovish Jackson Hole speech

Powell's dovish speech suggests potential rate cuts and a focus on job market support while aiming for 2% inflation, signaling a shift in Fed monetary policy.

• DX
• US10YT=X
• US2YT=X
• US500

Powell green lights September rate cut

Powell indicates readiness for interest rate cuts due to job market risks and approaching inflation targets, impacting stocks, bonds, and the dollar's value.

• DIA
• DJI
• DX
• EUR/USD
• GC
• GLD
• GOVT
• IXIC
• NDX
• NQU24
• SPY
• US10YT=X
• US500
• USD/JPY

Fed Chair Powell at Jackson Hole: 'Time has come for policy to adjust'

Jerome Powell's speech at Jackson Hole emphasized confidence in inflation stabilizing at 2%, potential rate cuts, and a commitment to supporting the labor market amidst evolving economic conditions.

• GBP/USD
• US10YT=X

The Fed needs to cut rates to around 3% to ensure a soft-landing: AlpineMacro

AlpineMacro advises the Fed to cut interest rates to 3% to ensure economic stability and prevent recession, predicting soft landing scenarios and currency shifts.

• US10YT=X

Foreign Investors Increase Holdings in US Corporate Bonds

Global investors increased US issuer corporate bond holdings, with notable foreign demand for US Treasuries in June, influenced by attractive yields and market conditions.

• IT3MT=RR
• US10YT=X
• US2YT=X

Two 'smart market' recession signals to watch for

Sevens Research identifies key Treasury yield curve signals indicating a potential recession, emphasizing the importance of the 10Y-2Y and 10Y-3M spreads for investors to monitor.