The Fed is draining liquidity from markets for longer than expected. Here’s why it’s making Wall Street nervous.

It’s unclear what the Fed’s magic number to stop QT might be, and if the central bank risks draining too much liquidity from markets ... moving higher against your wishes and the economy ... Read More

Where Does a ‘Remarkable’ U.S. Economy Go From Here?

America’s economy is far outstripping its peers, but there are serious risks, including from ... At the same time, the Fed’s higher-for-longer rate forecasts are a sign of strength: The ... Read More

6 Market Pros on the Biggest Risks for 2025

The new year will bring plenty of tailwinds for markets and the economy, but it will also carry risks. Here are six strategists ... a premature end to the Fed’s interest-rate cuts, or even ... Read More

Worried about stock market stability in 2025? Here are investors’ biggest fears.

Investors’ perspective on the biggest risks to market stability heading ... Last December, investors cited a “hard landing” for the U.S. economy as the top risk for the market by far ... Read More

Why the U.S. economy is still strong despite the Fed’s 2022-’23 rate hikes

Something surprising happened on the way toward the highest U.S. interest rates in more than a dozen years: Neither consumers nor businesses buckled under the weight of higher borrowing costs from the ... Read More

Brace! Risks stack up for the global economy in 2025

Global stocks were lower while U.S. Treasury yields rose on Friday after a stronger-than-expected jobs data reinforced expectations that the Federal Reserve will likely keep interest rates elevated ... Read More

2025 Outlook: 5 Trends That Will Impact The Economy And Markets

supporting growth in the year ahead as the Fed is poised to cut interest rates further. Five trends will impact the U.S. economy and financial markets ... 4.1% year on year, according to the ... Read More

Fed Cuts Rates for Now, But Suggests a Slower Easing Ahead as Economy Remains Strong

The Fed now sees inflation remaining somewhat higher ... economy that has performed better than expected and inflation that has persisted a little longer than anticipated. It’s a reality that ... Read More

Fed caution, inflation risks propel US Treasury yield forecasts higher again

"If the Fed ... higher for longer' yield curve, where the 10-year yield could return to 5%. In that case, extending duration, i.e. buying longer-dated bonds, could be detrimental. But it's not ... Read More

Trump Isn’t President Yet. He’s Already Spooking the Fed.

Photo: Al Drago/Bloomberg News ... longer deny that it is beginning to think about what Donald Trump will do as president. That in turn likely means fewer rate cuts on the horizon. The Fed’s ... Read More

Worried about stock market stability in 2025? Here are investors' biggest fears.

"The biggest global risks are seen as a global trade war, a U.S ... according to Dow Jones Market Data. Big, sudden moves higher in the 10-year Treasury yield risk rattling stocks. The Fed ... Read More