'Unhinged' bond yields reset Fed rate-cut odds as inflation spooks traders

Surging Treasury yields and hot inflation data are reshaping Fed rate-cut odds and complicating incoming Fed Chair Kevin Warsh’s policy plans.

Fed Rate Cuts Are Over. Expect Hikes as Stagflation Is Ready to Strike

For most of 2026, Wall Street treated Federal Reserve rate cuts as inevitable. The only debate was whether investors would get two cuts or three. Bond traders, stock investors, and mortgage borrowers all built their expectations around the idea that inflation was cooling enough for the Fed to ride to the rescue.

Here's when markets can expect rate cuts once the Iran war ends, according to a top Morgan Stanley exec

Morgan Stanley's Andrew Slimmon thinks the market could see a rate cut in six months if the Iran war ends soon.

Hot inflation report throws cold water on Kevin Warsh's plans to jumpstart Fed rate cuts

A hot April inflation report fueled by soaring energy prices is complicating incoming Fed Chair Kevin Warsh’s push for Fed rate cuts in 2026 and reshapes 2027.

Rate Cut Odds Just Collapsed to 5%. History Says This Is When Record Highs Get Tested.

Although Wall Street is sitting at fresh record highs, with the benchmark S&P 500 up 8% year to date and the technology-packed NASDAQ Composite riding a relentless AI capex wave, the bond market is telling a very different story this week.

Gold extends decline as inflation woes weigh on rate cut bets

By Ashitha Shivaprasad May 13 (Reuters) - Gold prices slipped for a second consecutive session on Wednesday as war-led inflation concerns weighed on expectations for interest rate cuts, with markets also watching the upcoming Trump-Xi meeting.