Hot CPI and Hawkish Fed Signals Put Rate-Sensitive Stocks Back in the Crosshairs
Hot October inflation and hawkish Fed signals are forcing markets to reconsider December rate risks, pressuring utilities, REITs and bond-se…
Fed’s Waller Opens the Door to a 50-Basis-Point Hike: What CPI Means for Markets
Waller’s 50-basis-point warning puts October CPI at the center of the December rate debate and raises the stakes for US markets.
October CPI Could Set the Tone for the Fed’s December Rate Decision
October CPI arrives November 10 as investors weigh persistent inflation against strong jobs data and a 75% rate-hike probability.
Jobs Blowout Puts December Fed Rate-Hike Odds Back in Focus
A 165,000-job US gain versus 65,000 expected revives December Fed hike odds and widens the labor-market gap with Canada.
What the October Jobs Blowout Means for December Fed Policy and Rate-Sensitive Stocks
A strong US jobs report is reshaping December Fed expectations, while weaker Canadian employment changes the relative case for rate-sensitiv…
4% Rule With 4% Treasury Yields: A Retiree's Math
With Treasury bills near 4%, the 4% retirement rule looks easy to fund, but inflation eats most of that yield. Real TIPS yields of about 3% …
Treasury Bills vs CDs: Which Pays More in November 2026
Treasury bills yielded up to 4.38% on November 2, 2026, against a 1.76% national average 12-month CD. The state tax break, FDIC limits and e…
I Bonds vs TIPS: November 2026 Rates Compared
I bonds issued from November 1, 2026 pay a 5.51% composite rate with a 1.40% fixed rate, while five-year TIPS yielded 2.31% above inflation …
Fed Hawk Musalem Says Tighter Policy May Be Needed Soon After Rate Hold
Musalem’s hawkish message keeps inflation, bond yields and rate-sensitive US and Canadian assets under pressure after the Fed’s decision to …
Split Fed Vote Keeps Rate Path Uncertain as Inflation Reaccelerates
A 10-2 Fed vote to hold rates masks growing inflation concern, leaving equities, dividend stocks and bonds exposed to policy volatility.
Fed Holds Rates Steady as Hotter Inflation Complicates the Midterm Outlook
The Fed’s widely expected rate hold offers no clean reset for markets as September inflation keeps bonds, growth stocks and income equities …
Fed Rate Hold Expected, but Hot Inflation Keeps December Hike Risk Alive
Markets expect an October Fed hold, but core inflation near 3% could keep a December hike in play and pressure bonds, utilities and income p…