Investors are focused on strong corporate earnings and A.I., while looking past the war in Iran. But rising interest rates are an increasing risk to the rally.
Category: Interest Rates
-
Why Stocks Are Defying Gravity and What Could Bring Them Down
The New York Times – Business: -
Global Bond Rates Are Rising. What Should You Do Now?
The New York Times – Business:If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years.
-
Satsuki Katayama, the Woman at the Center of Japan’s Currency Fight
The New York Times – Business:Japan’s finance minister, Satsuki Katayama, is under pressure to strengthen the yen while balancing competing demands from the prime minister and Washington.
-
Warsh, After Talking Tough on Inflation, Faces a ‘No-Win Situation’ on Rates
The New York Times – Business:Kevin M. Warsh, the chairman of the Federal Reserve, must soon decide whether to raise interest rates if inflation does not ease, even if it draws President Trump’s ire.
-
High Debt and Rising Prices Catch Up to Trump, as Midterms Near
The New York Times – Business:To win in 2024, the president promised an economic course correction. Almost two years later, his agenda has made that fight even harder.
-
Investors Expect Higher Rates After Fed Chairman’s Inflation Pledge
The New York Times – Business:Kevin Warsh reiterated the Federal Reserve’s commitment to tackle rising prices, nudging up investor expectations of a rate increase.
-
Fed Chairman Seeks to Calm Concerns About Elevated Inflation
The New York Times – Business:In a high-profile speech, Kevin M. Warsh said that the Federal Reserve was chiefly responsible for taming inflation. If price increases did not return to the central bank’s target quickly, “we have work to do,” he said.
-
Warsh’s Big Test at Jackson Hole
The New York Times – Business:Investors want Kevin Warsh, the Fed chairman, to address inflation, interest rates and the bond market in a major speech. Some worry he won’t say enough.
-
Wall Street Loved Scott Bessent and Kevin Warsh. Not Anymore.
The New York Times – On the Runway:We are approaching a credibility crisis with Scott Bessent and Kevin Warsh leading our economy.
-
What’s Behind the U.S. Treasury’s Latest Attempt to Lower Interest Rates
The New York Times – Business:The Treasury Department said it could begin to buy back more of its debt, and bond market investors are assessing the potential effects on borrowing costs.
-
The Economy Got Used to Low Borrowing Costs. Their Exit Could Pose Risks.
The New York Times – Business:After roughly two decades of ultralow interest rates, a period of rapid readjustment is ahead for the United States, the world’s largest economy and most important financial system.