Zentralbanken
Die Wahrscheinlichkeit für einen Zinstanstieg der Fed ist nach Warshs Rede in Jackson Hole über 50% gestiegen
Die Marktpreise bewegten sich stark nach dem Grusswort des Präsidenten der Федеal Reserve, Kevin Warsh. CME FedWatch zeigte eine fast 56-prozentige Wahrscheinlichkeit für eine Erhöhung um einen Viertelpunktpunkt auf der Sitzung am 16. September.
Fed September Rate Decision Approaches Amid Split Market Pricing
Markets show divided expectations as the US Federal Reserve prepares to announce its September 2026 rate decision alongside pending inflation data.
Die Märkte rechnen mit einer knapp bestimmten Zinserhöhung vor dem FOMC-Treffen am Mittwoch
Die Futures-Händler sehen eine 93%ige Wahrscheinlichkeit für eine Erhöhung um 25 Basispunkte, da der August-Kern-CPI nur wenig sinkt und der Ölpreis steigt, was die Glaubwürdigkeit der Fed testet.
Euro bonds pressured as oil tops $100 before ECB decision
European bond yields stayed elevated as Brent crude crossed $100 and U.S. Treasury yields rose, with markets weighing inflation risks ahead of the ECB's rate decision.
Citi Sees BoE Rate Hikes After Rate-Cut Cycle, Revises Inflation Up
Citi Research warns the Bank of England could resume raising rates in November 2026 and February 2027, revising its inflation outlook higher as Middle East tensions push energy prices up.
Morgan Stanley turns hawkish, sees two Fed hikes and an ECB move
Morgan Stanley has shifted to a more hawkish stance, forecasting two upcoming Federal Reserve rate hikes and a move by the European Central Bank.
German Bund Yields Edge Lower as ECB Hike Path Weighs on Sovereign Debt
Traders price in three more ECB rate increases through early 2027 after last week's 25-basis-point hike, pressuring European sovereign debt even as Germany's 10-year Bund eased from multi-decade highs.
Federal Reserve expected to raise rates under Chairman Kevin Warsh as oil tops $100 a barrel
Market observers note expectations of a Fed rate increase under Chairman Kevin Warsh amid persistent inflation and oil prices above $100 a barrel.
Fed set for two‑day policy rate decision as markets anticipate hike after inflation data and Warsh speech
The Federal Reserve will hold a two‑day policy rate meeting, with markets expecting a rate increase following hot inflation reports and Chairman Kevin Warsh’s Jackson Hole remarks.
UBS: Central Banks Should Focus on Market Inflation Expectations
Chief Economist Paul Donovan argues that central banks should prioritize financial market inflation expectations over consumer and corporate surveys when setting policy.
Bessent Faces Pressure as Treasury Yields Approach 5%
Yields surged nearly 19 basis points this week, pressing Secretary Bessent to deploy larger bond buybacks as the Fed prepares for a quarter-point rate hike.
Fed Rate-Hike Odds Rise to 59% Ahead of August CPI
August CPI data due Friday could decide whether the Fed hikes on Sept. 16, after strong jobs data lifted 25bp move odds to 59% from about 50%.
Fed rate decision focus on inflation after employment reports
The Federal Reserve's upcoming rate decision is expected to be guided by inflation data following recent employment reports.
Trump Says U.S. Should Have World's Lowest Interest Rate Ahead of Fed Meeting
The U.S. president made the comments days before the Federal Reserve convenes its latest policy meeting.
White House pressures Fed on rate decisions amid Wall Street hike expectations
The White House is applying pressure on the Federal Reserve as Wall Street prices in expectations for interest rate hikes.
Fed rate hike is about Wall Street, not inflation, says economist
An economist says the Federal Reserve's upcoming rate increase is motivated by Wall Street concerns rather than inflation.
Citi expects BOJ rate hike to 1.25%; political votes and Fed key to yen
Citi Research expects the BOJ to lift its policy rate to 1.25%, while USD/JPY near 154.52 and the Fed's next decision could determine near-term yen direction.
Citi Sees BOJ Raising Policy Rate to 1.25%, Cites Political Alignments and Fed Path
Citi Research projects the Bank of Japan will lift its key rate to 1.25%, with the Federal Reserve’s stance and appointments by Prime Minister Sanae Takaichi shaping the path forward.
Surging Inflation Tests US, UK and Japan Central Banks as Rate Decisions Loom
Resurgent energy costs and persistent price pressures converge as the Federal Reserve, Bank of England and Bank of Japan prepare policy moves this week.
Euro yields rise as crude nears $100 and ECB hike looms
European bond yields climbed as Brent crude approached $98 and an ECB rate hike loomed, while U.S. Treasuries firmed ahead of Fed and CPI data.
Indian rupee and bond markets navigate RBI dollar-selling intervention and liquidity actions
The Indian rupee and bond markets are responding to the Reserve Bank of India's dollar-selling intervention and associated liquidity measures.
ECB Widely Expected to Raise Interest Rates Ahead of Thursday Decision
Markets broadly anticipate the European Central Bank will implement another interest rate hike at its upcoming policy meeting.
UBS forecasts two US Federal Reserve rate hikes in 2026 following a strong jobs report
UBS forecasts two US Federal Reserve rate hikes in 2026 after a strong jobs report.
UBS expects Fed to lift rates twice by end-2026
UBS analysts expect quarter-point Fed hikes in September and December 2026, but say the forecast is not high conviction and depends on CPI and labor data.