Outlook

US CPI: Inflation Data Matters, But Keep Your Eyes on the Strait of Hormuz.

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November 10, 2026
US inflation data is set to be released today, with market forecasts pointing to an annual inflation rate of 3.9%. Investors should prepare for volatility around the release, but the bigger picture matters more than the initial market reaction. 1. Higher Inflation Could Put Pressure on the Fed If CPI rises in line with expectations, concerns about further Federal Reserve rate hikes could…
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News

Fed Signals Another Rate Hike Before Year-End

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October 8, 2026
Federal Reserve officials expect to raise interest rates again before the end of 2026, according to minutes from the central bank’s September meeting, as inflation remains above the Fed’s 2% target. Most policymakers said another increase in the federal funds rate…
News

Fed’s Schmid Warns Inflation Fight Is Not Over

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October 7, 2026
Federal Reserve Bank of Kansas City President Jeff Schmid said the U.S. central bank still has work to do to bring inflation under control, warning that the Fed’s credibility is at stake. Schmid said inflation remains frustrating and must be addressed, while noting that…
Outlook

Weak US Jobs Data Puts the Fed Under Pressure.

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October 5, 2026
The latest US Nonfarm Payrolls (NFP) report has delivered a weaker-than-expected signal, with job creation falling below 100,000. The unemployment data also adds to the picture of a labour market that is losing some momentum. This creates additional pressure on the Federal…
News

Inflation Holds the Key to Next Fed Move

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October 5, 2026
Federal Reserve official Austan Goolsbee said the central bank is keeping all options open ahead of its next interest-rate meeting, including another rate hike or a pause. Goolsbee said the Fed should not react strongly to just one month of economic data, emphasizing the…