US Layoffs Ease in September, but Weak Hiring Keeps NFP in Focus
September layoffs fell, but weak hiring keeps the labor picture cloudy and leaves markets watching the next Non-Farm Payrolls report.
Cooler PCE Inflation Reading Eases Rate-Hike Pressure and Supports Defensive Stocks
August PCE inflation cooled to 3.4%, easing near-term Fed rate-hike expectations while supporting bonds, utilities and defensive equities.
Hotter GDP Revision Complicates the Fed’s Rate Path
A stronger US Q2 GDP revision and 3.40% inflation may weaken the case for rapid Fed rate cuts, reshaping bond and equity expectations.
Bond Yields Near 19-Year Highs Put Defensive Diversification Back in Focus
With bond yields at 19-year highs, US Treasuries and Canadian dividend exposure are drawing fresh attention from conservative investors.
19-Year High Bond Yields Force Investors to Rethink Defensive Portfolios
US Treasury yields at 19-year highs are reshaping defensive allocation, challenging equities while making fixed income more competitive.
Oil Shock and Rising Rate-Hike Odds Put Wall Street on Defensive Footing
Oil prices and Treasury yields are pressuring US equities as markets assign a 66% chance of an October Fed rate hike.
Treasury Yields Above 5.20% Put Pressure on Stocks, Bonds and Gold
A 5.20% 10-year Treasury yield, firmer oil and weaker gold are raising the bar for US equity valuations and defensive portfolios.
10-Year Treasury Yield Reaches 19-Year High as Investors Reconsider Bonds
The 10-year Treasury’s 19-year yield high is reshaping bond allocation, rate expectations and the relative appeal of equities.
Treasury Yields Hit a 19-Year High: Are Bonds Attractive Again?
The 10-year Treasury yield’s highest level since 2007 reshapes the trade-off between fixed income, dividend stocks and risk assets.
Fed Holds Rates Steady, but Hawkish Guidance Sends Bond and Cross-Border Risks Higher
The Fed held rates steady, but inflation and hawkish guidance point to higher future rates, pressuring bonds, borrowers and U.S.-Canada capi…
Fed Officials Signal More Rate Hikes as Markets Adjust to Higher-for-Longer Policy
Fed officials signal that additional rate hikes may be needed, reshaping the outlook for growth stocks, bonds and dividend-focused strategie…
Fed Keeps Another Year-End Rate Hike on the Table: What It Means for US and Canadian Investors
John Williams says another Fed hike is reasonable, keeping pressure on rate-sensitive stocks while sharpening focus on yields, financials an…