Interest Rates
Asia Morning Briefing: QCP Says Global Liquidity, Not Fed Cuts, Is Powering the Market
QCP Capital’s latest note says global markets are pivoting from rate sensitivity to liquidity dependence.
Fed Cuts Rate in 'Risk Management' Move as Bitcoin Eyes Possible Upside
The U.S. central bank lowered its benchmark rate range by 25 basis points to 4%-4.25%, citing softening labor markets and economic uncertainty.
Rising Jobless Claims Eclipse Inflation Data as Recession Fears Resurface
Initial jobless claims surged to 263,000 last week — the highest in 4 years — signaling weakening growth and bringing stagflation fears to the forefront.
Powell Puts September Rate Cut in Play; Bitcoin Pushes Higher
The Fed chair, perhaps surprisingly, took a dovish tone in his remarks at Jackson Hole.
Fed's Hammack Says 'No' to Rate Cut; Bitcoin Slips to Session Low Below $113K
The data currently on hand does not support the case for lowering interest rates, said the president of the Cleveland Fed.
Volatility Vanishes Across Markets as Traders Brace for Powell's Jackson Hole Speech
The decline in volatility across asset classes likely reflects expectations for easy monetary policy and economic stability; however, some analysts are warning of potential downside risks.
Yen Rises Against Bitcoin, Dollar as Scott Bessent Predicts Bank of Japan Rate Hike
The yen is no longer the most attractive funding currency, and the currency's strength may not necessarily lead to broad-based risk aversion, one expert said.
Trio of Soft Economic Reports Boost Fed Rate Cut Odds, but What About Bitcoin?
The big rally in bitcoin and stocks over the past eight weeks has occurred with a (somewhat) hawkish Fed; a dovish turn could provide fuel for new legs higher.
Jerome Powell Makes No Promise to Ease Policy; Fed to Stay Focused on Inflation
The Fed chair spoke Friday with markets in full blown panic following the Trump tariff announcement.
Fed Holds Rates Steady, Cuts Growth Outlook, Raises Inflation Forecast
The U.S. central bank continues to expect the fed funds rate to end 2025 at 3.9%, or roughly two rate cuts by year-end.
