• 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.

• DXY
• US10YT=X

July CPI supports disinflation scenario for Sept ease

U.S. consumer prices rose 0.2% in July, indicating subsiding inflation and supporting odds for a Federal Reserve interest rate cut at the September meeting.

• US10YT=X
• US2YT=X
• VIX

US Treasury yields to continue ascent as markets overhype Fed rate cuts: Reuters poll