Federal Reserve's Path Forward: Economic Data and Rate Stability Expectations
Analyzing how upcoming economic data could influence the Fed's rate decisions and market strategies.
Political Pressure Mounts on the Fed: Trump Signals Continued Probe into Chair Powell
Trump's push for a DOJ probe into Powell could disrupt the Fed's independence and complicate future monetary policy.
Gold Crashes Below $4,850 as Fed Hold and Dollar Strength Squeeze Safe-Haven Flows
Gold slid to $4,844.34 on March 18, 2026, dipping under $4,850 after the Fed held rates; dollar strength and repricing after PPI add pressur…
Producer Prices Flash Red: 0.7% Surge in February Sends Dollar Higher and Risk Assets Reeling
February PPI jumped 0.7%, per the Department of Labor, triggering a dollar rally and renewed pressure on equities and Treasuries.
Geopolitical Risk Premium Rises as Iran War Threatens Energy Supply Chains — What North American Markets Could Face
Escalating Iran-Israel tensions are injecting a geopolitical risk premium into U.S. and Canadian energy and infrastructure equities — here’s…
Fed Holds Rates Steady; Powell Flags Iran War as a New Inflation Wildcard — Markets Reprice Risk
Fed leaves rates at 3.50%–3.75%; Powell warns energy-driven inflation risk as PPI surprise reverberates across rate-sensitive U.S. and Canad…
Bank of Canada Watch: CPI, Oil and the Policy Tightrope for Canadian Markets
Oil-driven CAD strength and a key Canadian CPI print leave the Bank of Canada walking a tightrope — with big implications for TSX dividend n…
Fed Meeting Preview: Can Powell Contain the Energy-Driven Inflation Rebound?
With core PCE at 3.1% and core CPI at 2.5%, energy-driven inflation and rising oil are complicating the Fed's message and pushing markets to…
Is the Treasury's Safe Haven Status Cracking? Bond Volatility Signals Investor Unease
A surge in Treasury volatility and selling of traditional hedges suggests investor unease as the Iran conflict drags on and equity-market co…
Hawks Circle the Fed: Will the Iran War Derail Rate Cut Hopes?
With Core PCE at 3.1% and oil surging amid the Iran war, rate-cut hopes are fading as hawks on the FOMC gain traction.