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More hawkish Fed is bad for credit spreads

Bank of America warns the Fed's hawkish stance may negatively impact credit spreads and investment-grade bonds, predicting higher inflation and reduced demand despite potential higher yields.

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UBS doesn't see significant change in the US deficit under Trump 2.0

UBS suggests Trump's second term may not significantly change U.S. fiscal deficit, emphasizing compromises on tax cuts amid high debt levels and constraints on future economic policies.

• US500

Despite Fed pivot, Wells Fargo sees a double-digit return for S&P 500 in 2025

Wells Fargo predicts a positive outlook for the S&P 500 by 2025, targeting 7,007 with solid growth, improved fundamentals, and a balanced sector strategy despite current Fed uncertainties.

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Cautious Fed enters new phase as focus swings back to inflation

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• FDX
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• VIX

Morning Bid: Markets fear Fed floor at 4%, dollar booms

The article discusses market reactions to the Fed's policy changes, inflation forecasts, global central bank decisions, and recent declines in major U.S. stock indices.

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Fed cutting cycle could be almost over, BofA analysts say

The Federal Reserve cut rates by 25 bps, indicating a potentially nearing end to the cutting cycle amidst rising inflation concerns and adjusted economic projections.

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Fed's comments trigger market over-reaction, says former Fed vice chair

Alan Blinder critiques market overreactions to the Federal Reserve's comments, citing concerns over inflation and economic growth expectations amidst political uncertainty.

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Post Fed correction could last through January, Yardeni says

Yardeni Research predicts a market correction following a Fed rate cut, citing unrealistic expectations for rate cuts in 2025, yet maintains a long-term bullish outlook for the S&P 500.

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• VIX

Citi sees 'sharp dovish pivot' from Fed in coming months

Citi anticipates a dovish shift from the Fed amid a softening labor market, despite recent hawkish projections on interest rates and inflation targets.

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Analysis-US stocks face headwind from rising yields after Fed signals fewer rate cuts

U.S. stocks face challenges as rising Treasury yields and fewer Fed rate cuts loom, impacting investor confidence and market dynamics amid inflation concerns with Trump's incoming policies.