#FED Yetkilisinden Net #faiz Sinyali: "İlave Artışlar Şart"
ABD Merkez Bankası () Yönetim Kurulu Üyesi Michael Barr, enflasyonu %2’lik nihai hedefe çekebilmek adına önümüzdeki dönemde yeni artışlarının kaçınılmaz olabileceğine dikkat çekti.

haber.com

3 Torsten Slok: … but migrates with a lag into #core #goods and #services, which is exactly the kind of pass-through the #Fed cannot dismiss as transitory.
The bottom line is that #diesel margins are now setting the long end of the curve … 🧵

2 BMO: … and has 60 bps of further tightening priced in through March of next year. Not to be left out, the #BankofCanada is priced stronger than 50/50 for a move on October 28
#BOC #Fed #markets

1 BMO: #Equitymarkets point to a steady open this morning with U.S. #futures mostly flat, as the bull market has taken a real breather alongside #AI growth concerns, the run in #oil prices and tightening #Fed policy. That said, #oilprices have backed off, with #WTI trading below $90 … 🧵

Cours du #GOLD | 23/09

➡️ Le lingot d'#or d'1 kg recule à 119 350 €
L'once revient vers 4 315 $, pénalisée par la détente sur le pétrole et le ton ferme de la #Fed.

📈 En hausse :
20 Francs Or Napoléon : +5,01 %
20 Francs Or Génie : +5,01 %

🔗 https://www.bdor.fr/cours-or

Not surprising, given where rates have been lately, but important as a broader read on the #economy #affordability and the struggling consumer. #realestate #realestateinvesting #housing #interestrates #fed
www.cnbc.com/2026/09/23/n...

Hawkish repricing is the whole story: OECD wants more Fed/ECB/BoJ hikes, so multiples take the hit, not earnings. I'm trimming valuation-only tech and adding AI hardware on dips — AVGO, AMD, SMH. MU reports this week, so I halved that position. 🎯
#Stocks #AI #Semiconductors #Fed

🏦 #Fed

"Inflation around the world will be faster than forecast in 2027, an outlook that necessitates more tightening from the US to Australia, the OECD said."

#Fed Funds futures curve, chart @reuters.com

GS Reserarch’s base case is for the #Fed to tighten policy just once more this year, likely in Dec given the Oct meeting’s closeness to the midterms and a preference for moving at quarterly SEP meetings, chart #GoldmanSachs

#Fed officials have adopted an increasingly #hawkish stance, even compared to just a few months ago, driven by limited #disinflationary progress after years of above-target inflation, chart #GoldmanSachs

1️⃣ The tension between #Fed independence and White House fiscal policy is shaping up as a defining economic conflict of this cycle. 💥

🗞️ ft.com

🏦 #Fed

"Industrial metals fell, with copper retreating from near-record levels, as traders weighed the outlook for US interest rates amid shifting oil prices and comments from Federal Reserve officials."

Jim Bianco on the Fed's Rate Hike, Bond Market Signals, and Bitcoin Adoption

https://newisty.com/blog/jim-bianco-on-the-feds-rate-hike-bond-market-signals-and-bitcoin-adoption?utm_source=social&utm_campaign=crypto_news

#bitcoin #macro #fed

🏦 #Fed

"Gold was steady as traders monitored progress in talks between the US and Iran for clues on how energy costs will influence the Federal Reserve’s path for interest rates."

Federal Reserve Board announces approval of application by BancFirst Corporation. It matters because rate expectations affect loans, savings yields, mortgages, and markets. #Fed #Economy Source: https://www.federalreserve.gov/newsevents/pressreleases/orders20260922a.htm

Federal Reserve Board announces approval of application by BancFirst Corporation. It matters because rate expectations affect loans, savings yields, mortgages, and markets. #Fed #Economy Source: https://www.federalreserve.gov/newsevents/pressreleases/orders20260922a.htm

Traders are using options to hedge against the risk of a shallower #Fed rate-hike cycle than markets currently expect, signaling uncertainty around the pace of monetary tightening ahead.

🗞️ bloomberg.com

🏦 #Fed

"Traders in the options market are shielding themselves from the possibility that the Federal Reserve raises interest rates less than markets are currently pricing in."

China does not hold most US debt. Japan does, and Britain holds more than Beijing. The chart is public. https://youtu.be/d0BCrK6olG8 #USDebt #China #Economy

#USDebt #Deficit #Economy #Fed

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