Topic
Rate Hikes Research
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.
3729 reports available
All reports
Page 134 of 156
US Implications for Fed Policy From Leadership Change
ANZ · May 15, 2026
The Melt-Up Keeps Sucking People In
The Market Ear · May 15, 2026
Stagflation or Reflation? US Economic Weekly
Bank of America · May 15, 2026
The Fed's Approaching Stress Test
Jefferies · May 15, 2026
Everything Everywhere All At Once
Citi · May 15, 2026
CEE Directional Economics Energy Shock Webinar
ING · May 14, 2026
Upside Panic Everywhere
The Market Ear · May 14, 2026
Situation Room: Higher Inflation Is Good for Spreads
Bank of America · May 14, 2026
Position for Transformational Innovation for Long Term Gains
UBS · May 14, 2026
EGB Strategy: Back to the Drawing Board
Crédit Agricole CIB · May 14, 2026
Opportunities in Recent Issuance - Bond Markets
UBS · May 14, 2026
Daily Points
Scotiabank · May 14, 2026
Higher Inflation Does Not Preclude Lower Yields
UBS · May 14, 2026
Yen Mega Rally Only After Taco
GlobalData TS Lombard · May 14, 2026
Credit Calls
J.P. Morgan · May 14, 2026
G10 FX Daily Report
J.P. Morgan · May 14, 2026
The Point for Latin America
Citi · May 14, 2026
Economic Overview
Westpac Banking Corporation · May 14, 2026
Higher Inflation Does Not Preclude Lower Yields
UBS · May 14, 2026
The Case for Liquid Alternatives
GMO · May 14, 2026
Assessing Wage-Price Spiral Risk Through Real Wages and Terms of Trade
Mizuho Securities · May 14, 2026
Middle East Daily
MUFG · May 14, 2026
UK GDP Report Mar Q1
Lloyds Bank · May 14, 2026
Sticky Inflation And Supply Bottlenecks Push Back Fed Easing
UBS · May 14, 2026