Inflation Is Expected to Remain Subdued As Rate Cuts Near

A global bond sell-off is deepening as investors pare Fed rate-cut expectations

A sell-off in global bond markets is accelerating, fueling concerns over government finances and raising the specter of higher borrowing costs.

CNBC - 16h

Is the recent uptick in inflation cresting? Wholesale prices posts smaller-than expected increase.

Wholesale prices in the U.S. rose modestly in December in a reprieve from a string of elevated inflation in the final months of 2024 that have likely put off any further reductions soon in interest ...

MarketWatch - 16h

Small-cap stocks face heightened risk with rate cuts in question, warns BofA

The recent selloff in small-cap stocks left the Russell 2000 index in correction territory.

MarketWatch - 1d

Wall Street stocks waver after robust US data puts brake on rate cut bets

Treasury yields rise to highest level since late 2023

Financial Times - 1d

Stocks fall back to pre-Election Day levels amid renewed inflation and interest-rate concerns

The post-Election Day rally in stock prices is fading amid forecasts that the Federal Reserve will not lower interest rates as much as expected.

NBC News - 1d

India's inflation slows to lower-than-expected 5.22% in December, boosting case for rate cuts

The full year inflation forecast for the RBI's 2024 fiscal year ending June 2025 is projected at 4.8%.

CNBC - 1d

ECB’s chief economist warns of too-low inflation if rates stay high

Philip Lane points to dangers of borrowing costs that remain ‘too high for too long’

Financial Times - 1d

Is US inflation set to rise further?

Market Questions is the FT’s guide to the week ahead

Financial Times - 2d

Mortgage rates were expected to fall, but they’re surging. There’s a reason for that.

Rates were supposed to go down — but a strong U.S. economy is getting in the way.

MarketWatch - 3d

Dow sees worst start to a year since 2016 as Fed rate-cut hopes fade for 2025

U.S. stocks are down so far in 2025 as market volatility climbs.

MarketWatch - 3d

Surprising December jobs growth is denting chances of a first-half Fed rate cut

Friday’s unexpectedly big increase in December nonfarm payrolls led to a diminished market-based likelihood for any rate cut by the Federal Reserve until September, based on one method of ...

MarketWatch - 4d

U.S. payrolls grew by 256,000 in December, much more than expected; unemployment rate falls to 4.1%

Nonfarm payrolls were expected to increase by 155,000 in December, according to the Dow Jones consensus forecast.

CNBC - 4d

Strong December job growth could augur fewer Fed interest-rate cuts

Employers across the U.S. added a robust 256,000 jobs in December, a sign the labor market remains in good shape.

CBS News - 4d

Consumer expectations for higher inflation soar in early January

Americans’ expectations for overall inflation over the next year jumped to 3.3% in January from 2.8% in the prior month, according to the University of Michigan’s gauge of consumer sentiment.

MarketWatch - 4d

The Fed Is in No Rush to Cut Rates

Fed officials have signaled that it will take more than one weak report to convince them that the labor market is deteriorating.

The New York Times - 4d

Fed Governor Bowman says December interest rate cut should be the last

Federal Reserve Governor Michelle Bowman said Thursday she supported the recent interest rate cuts but doesn’t see the need to go any further.

NBC News - 5d

Fed Governor Bowman says December interest rate cut should be the last

Bowman said Thursday she supported the recent interest rate cuts but doesn't see the need to go any further.

CNBC - 5d

Why two Fed officials doubt the need for many more rate cuts

One official warned that “progress on inflation could continue to stall.”

MarketWatch - 5d

Treasury: Covid Stimulus May Have Contributed to Inflation

Treasury secretary Janet Yellen said spending could have have contributed ‘a little bit’ to rising inflation.

Inc. - 6d

Albertsons leans on technology and cost cuts to go it alone — but faces this near-term hurdle

With no Kroger merger to rely on, grocery chain Albertsons said it would lean into an array of initiatives to drive growth.

MarketWatch - 6d

Fed braces for Trump inflation bump

Welcome to The Hill's Business & Economy newsletter {beacon} Business & Economy Business & Economy The Big Story Fed frets about impact of Trump policies on inflation Central bank officials ...

The Hill - 6d

Fed officials saw need for ‘careful approach’ to future rate cuts

Minutes from December meeting show policymakers are concerned about US inflation risks

Financial Times - 6d

Rate-Cut Decision Was Narrow, Fed Minutes Show

Stubborn inflation, and potential tariffs, make future rate cuts uncertain.

The New York Times - 6d

Most Fed officials were worried about higher inflation, but not enough to put rate hikes on the table, minutes of December meeting show

“Almost all” Fed officials judged that the upside risks to inflation had increased, according to minutes of the Fed’s December meeting released Wednesday.

MarketWatch - 6d

Eagles cut reserve QB, signaling Jalen Hurts' expected return vs. Packers in 2025 NFL playoffs

Hurts missed the Eagles' final two games due to a concussion

CBS Sports - 6d

Fed Minutes May Show Why More Rate Cuts Will Face Hurdles

After a quarter-point cut in December, Chairman Jerome Powell said policymakers may be more cautious, since the incoming administration will create more uncertainty.

Inc. - 6d

Fed’s Waller backs more rate cuts, says he doesn’t think proposed Trump tariffs will spark inflation

Federal Reserve Governor Christopher Waller said Wednesday that he doesn’t think that proposed import tariffs from the incoming Trump administration will lead to upward pressure on inflation.

MarketWatch - 6d

Derek Carr says he won't take a pay cut to remain with Saints: 'Especially with what I put on tape'

Questions remain about Carr's future

CBS Sports - Jan. 7

Euro zone inflation rose to 2.4% in December, meeting expectations

Economists polled by Reuters forecast a reading of 2.4%, up from 2.2% in November.

CNBC - Jan. 7

Inflation and interest rates tracker: see how your country compares

Inflationary pressures are beginning to wane but not all central banks have taken action yet. See how this affects you

Financial Times - Jan. 7

Eurozone inflation jumps to 2.4% in third consecutive rise

Increase damps hope that European Central Bank will boost region’s flagging economy with rate cuts

Financial Times - Jan. 7

German inflation rises more than expected to 2.9% in December

German inflation jumped to a higher-than-expected 2.9% in December, German statistics office Destatis said Monday.

CNBC - Jan. 6

German inflation rate climbs to 2.6% in December

Yahoo News - Jan. 6

Fed has hit the pause button for rates, and may only cut once this year, experts say

The Federal Reserve is going to sit on the sidelines and may only cut rates once this year, according to prominent economists attending the American Economic Association meeting in San Francisco ...

MarketWatch - Jan. 6

Germany to release inflation estimate for 2024

Yahoo News - Jan. 6

ECB has been too slow to cut rates, Eurozone economists warn

Almost half of analysts polled by the FT accuse rate-setters of being ‘behind the curve’

Financial Times - Jan. 5

Mortgage rates inch up to start the year at a near six-month high. Will the housing market become more affordable in 2025?

The 30-year mortgage rate averaged at 6.91%, Freddie Mac said in its latest weekly survey on Thursday.

MarketWatch - Jan. 4

Inflation Is Expected to Remain Subdued As Rate Cuts Near

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