Markets retained their bullish tone through most of the week. Strong economic data, suggesting stronger than expected economic growth without inflation spiking, seems to have shifted attention away from interest rates for now.
The upcoming week is a busy one, with the January FOMC meeting due midweek and several mega-caps reporting earnings, and should help to set the tone for the near term.
Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…
Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI…
Softer July payrolls and downward revisions eased expectations for a September Fed hike, while moderating wages and lower…
