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Market Wraps
us interest rates
Latest news and analysis on us interest rates
Macro
June 18, 2026 18:03
The tech sector's role in driving US growth
The tech sector has accounted for the bulk of recent US economic growth, pointing to a speed limit for growth of about 2½%.
Kieran Davies
Coolabah Capital
June 18, 2026 18:03
Macro
May 08, 2026 16:57
A deeper dive into US core inflation
Analysis suggests there is merit to Warsh arguing that trimmed mean inflation is better than the traditional core PCE series.
Kieran Davies
Coolabah Capital
May 08, 2026 16:57
Macro
March 19, 2026 16:10
The risk of higher US interest rates
The Fed is formally forecasting a couple more rate cuts, but CCI's policy rules continue to point to a higher funds rate.
Kieran Davies
Coolabah Capital
March 19, 2026 16:10
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Macro
January 23, 2026 08:04
US core inflation tracks below the Fed forecast
The Fed will probably keep interest rates unchanged next week after cutting the funds rate by 25bp to 3½–3¾% last month in a split decision.
Kieran Davies
Coolabah Capital
January 23, 2026 08:04
Macro
September 18, 2025 13:11
J.P. Morgan: Where stocks go next after Fed rate cut
A new rate-cutting cycle is good news for equities, but investors shouldn't get complacent, says global market strategist Kerry Craig.
Tom Stelzer
Livewire Markets
September 18, 2025 13:11
Macro
September 18, 2025 11:49
Fed data dependence means less dovish rates pricing now to contain the risk premium in bonds
Fed trims rates 25bps; Powell cautious, data-driven stance curbs market hopes for deep cuts as yields edge higher.
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
13
people
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
13
people
Damien Boey
Wilson Asset Management
September 18, 2025 11:49
Macro
August 19, 2025 11:35
When credibility isn’t at stake
RBA’s dovish stance faces scrutiny as growth holds firm, inflation risks linger, and bond markets price in aggressive rate cuts.
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
13
people
WMX
Wam Income Maximiser Ltd
ASX:WMX
Followed by
13
people
Damien Boey
Wilson Asset Management
August 19, 2025 11:35
Macro
July 17, 2025 10:51
The return of the term premium
The return of the term premium, which could increase given the deteriorating fiscal outlook, points to the risk of higher US bond yields.
Kieran Davies
Coolabah Capital
July 17, 2025 10:51
Macro
April 03, 2025 12:27
US tariffs point to a sharp US contraction & global downturn
The latest US tariffs plus extreme policy uncertainty point to a sharp decline in US output and the risk of a synchronised global downturn
Kieran Davies
Coolabah Capital
April 03, 2025 12:27
Macro
March 29, 2025 18:38
The US economy could contract in Q1 as spending broadly stalls
US GDP could contract in Q1 as consumer spending broadly stalls on higher actual/expected inflation and fears of higher unemployment
Kieran Davies
Coolabah Capital
March 29, 2025 18:38
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