Federal Reserve

US NFP beat expectations in August, but markets remain focused on CPI. See what the jobs report, Fed policy and Treasury yields could mean for gold.

US Treasury yields remain high as term premium, fiscal risks and debt pressures rise. Could higher borrowing costs trigger a US debt crisis? 

US July CPI cooled as Fed rate-hike bets faded, putting gold and tech stocks in focus as markets reassess real yields and liquidity. 

July nonfarm payrolls fell by 23,000, weakening Q3 rate-hike bets as labor demand cooled and USDJPY faced intervention-driven pressure. 

US June CPI cooled below expectations as inflation pressure eased beyond energy. Rate-hike fears may still be overpriced despite oil and Middle East risks.

Explore the 2026 mid-year market outlook as AI drives growth, liquidity shapes risk assets, and traders watch the Fed, US dollar, gold, oil and FX markets. 

May 2026 non-farm payrolls beat expectations, but World Cup hiring, weak wage growth, inflation pressure and fragile consumer confidence may keep the Fed from hiking rates. 

Kevin Warsh’s Fed begins with rising Treasury yields, sticky inflation and tighter liquidity. Here’s what traders should watch next.

April 2026 US nonfarm payrolls beat forecasts, but weak wage growth and low participation point to a cooling labor market and cautious Fed.

Kevin Warsh could reshape the Federal Reserve’s approach to inflation, rate cuts, and policy. Here’s what it means for markets and investors.