Fed Decision Looms as 10-Year Treasury Yield Holds Above 5%
A 10-year yield above 5% keeps pressure on equities as traders weigh the Fed’s expected hike, guidance, volatility and sector risks.
Fed Rate-Hike Outlook Strengthens as Oil Prices Lift Inflation Concerns
A higher-for-longer Fed outlook could pressure US equity valuations, while Canada’s proposed capital-expensing policy may support domestic i…
US Stocks Rebound as Dow Jumps 509 Points, but Oil and Geopolitical Risks Cloud Monday Trading
Friday’s broad rebound offered relief, but weaker Monday futures, surging oil and US-Iran tensions threaten to keep trading volatile.
Hot US CPI Keeps Rate-Hike Fears Alive as Dow and TSX Rebound
US stocks and the TSX rebounded sharply, but hotter CPI, surging oil and bond volatility kept rate-hike fears in focus.
Weak Consumer Sentiment and Rising Inflation Expectations Put Markets’ Rally to the Test
US consumer sentiment fell to 47.8 as inflation expectations rose, even while US and Canadian equities advanced.
Oil at Six-Week Highs After US-Iran Strikes: How Diesel Inflation Could Upend the Fed's Rate-Cut Path
US-Iran naval strikes near the Strait of Hormuz sent oil to six-week highs and Hormuz shipping to May lows, threatening to delay Fed rate cu…
Hot Jobs Data Pushes 2-Year Treasury Yield to 2025 High as Fed Rate-Hike Bets Return
A stronger August jobs report, sticky inflation and record diesel prices are reshaping September Fed expectations and pressuring US equity s…
ISM Services PMI Jumps to 55.4, Complicating the Fed’s Rate-Cut Outlook
A stronger August services report points to resilient US demand, potentially making the Federal Reserve more cautious about near-term easing…
Treasury Yields Surge as Middle East Tensions Threaten Stocks and Mortgage Relief
Renewed US-Iran tensions are pushing Treasury yields, mortgage rates and oil higher just as stock-market risk-reward worsens.
Fed Hawk Jeff Schmid Says Inflation Remains Sticky as Traders Reassess Rate-Cut Hopes
Jeff Schmid called inflation stubborn and sticky, complicating the Fed’s fall debate without explicitly calling for a rate hike.
Canada Signals Tariff Retaliation as US Trade Talks Break Down
Canada’s failed trade talks with the US raise fresh volatility risks for the TSX Composite, exporters and USD/CAD.
Proposed 7.5% China Tariff Puts US Stocks on Alert Ahead of Xi-Trump Talks
A reported 7.5% US tariff on Chinese goods could unsettle supply chains, sector leadership and China-exposed equities ahead of planned Xi-Tr…