Topic

Rate Hikes Research

Finvaulta tracks 629 research reports on Rate Hikes, updated through July 24, 2026. Latest: “Global Rates Trader”.

Global financial markets are currently characterized by a moderation in rate hike expectations, which has contributed to firmer bond yields across the US and Australia. This shift is occurring amidst a backdrop of cautious optimism, exemplified by the S&P 500's ninth consecutive weekly gain and a resilient rebound in the software sector. Analysts suggest that the Federal Reserve's future trajectory will be heavily influenced by upcoming macro indicators, specifically ISM price subindices and employment reports. Regionally, the Swedish Riksbank is projected to maintain a steady policy rate of 1.75% for the remainder of 2026, even as manufacturing input prices remain elevated at 81.6. Furthermore, falling oil prices and signs of cooling consumer spending in Australia provide additional latitude for central banks to navigate potential pauses in tightening cycles. Overall, while inflationary pressures persist in sectors like manufacturing, the prevailing research trend points toward a stabilization of the global interest rate environment.

Featured reports

Global Rates Trader thumbnail

Global Rates Trader

Goldman Sachs·Jul 24, 2026

The report highlights the risk of a market 'surprise' at the upcoming Fed meeting due to aggressive hike pricing. Analysts also discuss the impact of energy prices on European and UK front-end rates and the BoJ's potential for policy shifts.

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Global Rates Weekly

Bank of America·Jul 17, 2026

This report provides global rates market analysis, highlighting the impact of energy price volatility on inflation and central bank policies. It maintains a short duration bias in the US while monitoring policy shifts in the EU, UK, and Japan.

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Global FX Weekly

Bank of America·Jul 17, 2026

This report outlines a bullish bias for the USD driven by the 3 'H's: Hormuz geopolitical risks, a hawkish Fed, and AI hyperscalers. It also notes a shift in EM themes, particularly China's economic slowdown and a 'live' MAS policy meeting.

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ECB Preview

Deutsche Bank·Jul 17, 2026

Deutsche Bank anticipates a pause in ECB rate hikes in July followed by a final 25bp increase in September. The report emphasizes the ECB's hawkish stance on persistent inflation risks.

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Early Morning Reid

Deutsche Bank·Jul 14, 2026

Global markets are reacting to rising oil prices driven by US-Iran tensions and anticipation of US CPI and earnings data. Meanwhile, Japan has emerged as a significantly more affordable market compared to 2012 levels.

ECB Minutes Reveal June Hike Was More Than Just An Insurance Move thumbnail

ECB Minutes Reveal June Hike Was More Than Just An Insurance Move

ING·Jul 9, 2026

The ECB's recent meeting minutes emphasize that June's rate hike was based on robust economic analysis rather than precautionary sentiment. The central bank remains hawkish, with further tightening likely expected in September.

What Are The Biggest Market Dislocations thumbnail

What Are The Biggest Market Dislocations

Deutsche Bank·Jul 7, 2026

This report examines current market dislocations, noting that while risk assets like equities and credit have returned to pre-conflict levels, rates markets continue to price in a hawkish Fed. This inconsistency leaves markets vulnerable to adjustment if economic growth fails to exceed expectations.

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ECB Meeting

HSBC·Jun 11, 2026

The ECB hiked the deposit rate by 25bp to 2.25% in June. While future timing is data-dependent, signals favor further hikes this year before a potential policy reversal in 2027.

Early Morning Reid Macro Strategy

Deutsche Bank·Aug 13, 2026

International Market Intelligence Morning Briefing

J.P. Morgan·Aug 13, 2026

Early Morning Reid Macro Strategy

Deutsche Bank·Aug 12, 2026

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