UBS doubles down on Fed rate-hike forecast for 2026

UBS Wealth Management USA has raised its forecast from one rate hike to two and expects the first to come later in September.

Kevin Warsh Inherited the Most Divided Fed in Half a Century. Here Is the Number That Proves It.

Kevin Warsh walked into the Federal Reserve chairmanship and immediately faced a level of internal opposition not seen since ...

The new fiscal threats to monetary policy

Higher short-term rates, it argued, push up government interest payments and transfers to bondholders, supporting demand and ...

Fed Chairman Kevin Warsh called inflation 'more concerning' at his first Jackson Hole speech. Does that signal a rate hike is coming?

Kevin Warsh is ushering in big changes as Fed Chairman, but Wall Street can't help but look for hints about the future; it ...

Warsh might yet be a good Fed chairman

Is it possible that Kevin Warsh will prove to be the central banker the US and the world needs? After his speech at the ...

There’s a simple way the Fed could help calm the bond market

Investors are increasingly worried about government deficits and persistent inflation, driving up the price of money. The ...

FOMC September 2026 Odds for a Rate Hike Surpass 50%

Traders using the CME’s FedWatch tool put the FOMC September 2026 odds of a 25-basis-point rate hike at the Federal Reserve’s ...
Opinion

Trumpflation Is a Problem for Fed Chair Kevin Warsh, but It's Not the Only Serious Inflationary Threat

The stock market’s No. 1 catalyst is fueling already elevated inflation.

Trump's latest threat just baffled one and all, but it could turn out to be a major gift to Fed's Kevin Warsh

President Trump’s remarks about US interest rates in relation to trade sparked confusion among market experts. Fed Chair ...
Opinion

Warsh has plenty of excuses to delay a rate hike

The Fed chair will have to guard his hawkish flank, led by Cleveland President Beth Hammack, but likely has enough allies to avoid a hike.

Markets View September Rate Hike As More Likely Than Not

Markets price a 60% chance of a September rate hike as August jobs rise 162,000 and the CPI report looms, with Fed officials ...
Opinion

Editorial roundup: United States

Excerpts from recent editorials in the United States and abroad: ___ Sept. 4 The Washington Post says Trump's inflation plan is to extort the Fed President Donald Trump’s preferred monetary policy is ...