World News by Wild Rose

Renaissance Macro Research economist Neil Dutta tells Bloomberg This Weekend that the US labor market has stabilized while persistent inflation could force the Federal Reserve to raise interest rates at a faster pace than investors currently expect. Speaking with hosts David Gura and Christina Ruffini, Dutta says rising food and energy costs risk pushing inflation expectations higher and argues inflation remains the more pressing side of the Fed’s dual mandate. (Source: Bloomberg)

Wall Street spent another week watching yields hit multi-decade highs, oil hold above $100 and the case for tighter Federal Reserve policy harden. Once again, risk assets refused to break.

As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift. Myriad forces have combined to push the government’s borrowing costs higher — from $100-a-barrel oil and the AI spending boom, to yawning US budget deficits adding to a record $40 trillion debt load — all against a backdrop of a Federal Reserve bent on cooling inflation that’s run well past target for years. The selling pressure intensified this week as energy prices surged anew and data showed US businesses are humming along, giving an already hawkish central bank more reasons to keep raising interest rates. For a closer look, we speak with Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management. (Source: Bloomberg)

Apollo Global Management Inc.’s Torsten Slok warned that record diesel prices pose a greater inflation threat than the Federal Reserve may appreciate because those fuel costs flow into the core consumer price index.

LATIN AMERICA · MONEY Key Facts —The trigger The US Federal Reserve raised its target range to 3.75–4.00 percent on 16 September 2026, its first hike since 2023. Higher US rates make dollar assets more attractive and pull money out of emerging-market currencies. —What happened One week on, the dollar wave reached Latin America in […] The post The Fed’s Hike Reaches Latin America: What a Stronger Dollar Means for Expats appeared first on The Rio Times.

LatAm Expat & Nomad Daily Guide — Friday, September 25, 2026 The Short Version In short: Your LatAm expat and nomad daily guide for Friday, September 25. Banxico held its rate at 6.5 percent — unanimously — and explicitly refused to follow the Federal Reserve, one week after the Fed lifted its target to 3.75–4.00 […] The post LatAm Expat & Nomad Daily Guide for Friday, September 25, 2026 appeared first on The Rio Times.

Asian bonds and stocks were set for further losses Friday as elevated oil prices fueled inflation concerns, driving long-term Treasury yields to multi-decade highs and raising the prospect of further Federal Reserve rate hikes.

Federal Reserve Bank of Cleveland President Beth Hammack said there is the risk that an inflationary mindset takes hold as the US economy faces a series of supply shocks. Hammack warned that “when the environment is more prone to shocks, or the shocks arrive one after another in a period when inflation has been elevated for years, there’s a greater risk that an inflationary mindset could take hold.” She spoke Thursday at a conference hosted by the Cleveland Fed. (Source: Bloomberg)

Federal Reserve Bank of Philadelphia President Anna Paulson said additional interest rate increases may be needed to ensure inflation returns to the central bank’s 2% goal.

Traders are shielding themselves from the possibility that the Federal Reserve raises interest rates less than markets are currently pricing in. Interest-rate swaps now reflect expectations for three quarter-point rate rises by next June, a view that solidified after central bank policymakers voted last week to raise their lending benchmark by a quarter point and signaled more increases will be needed to keep inflation at bay.  Phoebe White, Rates Strategist at UBS, discusses the path of rates and how many rate hikes we could see heading into 2027. (Source: Bloomberg)

The last week of September has proved to be the dollar’s strongest over the past decade, and its current rally suggests this year will be no different.

Gold was steady as traders monitored progress in talks between the US and Iran for clues on how energy costs will influence the Federal Reserve’s path for interest rates.

Federal Reserve Bank of Richmond President Tom Barkin warned it could take time for inflationary shocks to wane and there is a risk elevated pressures could become entrenched.

Investors in the US Treasury market are shifting their focus to owning shorter-dated government bonds, a bet that the Federal Reserve will eventually emerge victorious in its fight against inflation.  Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, discusses how the current rate hiking cycle might evolve and where the 10-year could finish the year. (Source: Bloomberg)

Federal Reserve Bank of Chicago President Austan Goolsbee warns that the central bank cannot ignore repeated and persistent supply shocks and must respond in a way that may cause economic hardship. Goolsbee calls it “exactly the kind of painful trade-off between employment and inflation that stagflationary shocks always impose on the central bank.” He spoke Monday in London. (Source: Bloomberg)

Better clarity about the Federal Reserve’s resolve to fight inflation is giving investors reason to be bullish, and yet risks associated with oil prices and artificial intelligence keep them from fully committing.

Gold was steady as traders weighed the risk of persistent inflation and the path for interest rates after the Federal Reserve’s first hike since 2023.

Investors in the US Treasury market are shifting their focus to owning shorter-dated government bonds, a bet that the Federal Reserve will eventually emerge victorious in its fight against inflation.

Howard Marks, co-chair of Oaktree Capital Management, said he prefers less communication from the Federal Reserve as Chair Kevin Warsh seeks to works to curtail some guidance that he’s said has hamstrung the central bank in recent years.

Treasuries fell as anticipation of additional Federal Reserve interest-rate hikes stoked interest in wagers on rising yields for short-maturity debt. Rob Haworth, Senior Investment Strategy Director at U.S. Bank Asset Management joins Bloomberg Businessweek Daily to discuss the markets as well as how the oil is driving rates higher. (Source: Bloomberg)

Gene Goldman, CIO of Cetera, reacts to the inflation expectations and overall market volatility following the Fed's rate decision by telling Bloomberg's Paul Sweeney and Scarlet Fu that it's one and done (maybe two and done), not the start of something bigger. It's insurance against sticky inflation, not a return to aggressive tightening. Markets had priced in too much. Federal Reserve officials failed to adequately respond to repeated warnings about the deteriorating financial condition of Silicon Valley Bank before its 2023 failure, a new draft report found, according to Fed Vice Chair for Supervision Michelle Bowman and other people familiar with the document. (Source: Bloomberg)

It’s time for investors to prepare for the risk that the Federal Reserve raises its benchmark rate above 5%, according to Bank of America Corp. strategists.

Paul Donovan of UBS Global Wealth Management joins Bloomberg's Guy Johnson on "Bloomberg Brief" to discuss his reaction to the BOJ raising its key interest rate and his thoughts on what's next for the Federal Reserve and Chair Kevin Warsh. (Source: Bloomberg)

Copper headed for a weekly gain, as signs of a rebound in Chinese demand helped to offset hawkish messaging from the Federal Reserve about the likelihood of more interest rate rises.

Gold held a gain at the end of a volatile week as the Federal Reserve’s first interest-rate hike since 2023 and lower oil prices helped ease concerns about inflation.

For the first time in three years, the Fed voted to raise interest rates.  On the latest Big Take podcast: the economic forces behind the move. (Source: Bloomberg)

Rebecca Venter, senior fixed income client portfolio manager at Vanguard, and Ed Al-Hussainy, portfolio manager at Columbia Threadneedle, join Scarlet Fu on "Bloomberg Real Yield." US Treasuries rose on Thursday as oil price declines and gains for UK government bonds reinforced improving sentiment after the Federal Reserve’s interest-rate hike and pledge to throttle inflation. (Source: Bloomberg)

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Vanguard Senior Fixed Income Client Portfolio Manager Rebecca Venter, Columbia Threadneedle Investments Portfolio Manager Ed Al-Hussainy, Barings High Yield Portfolio Manager Michael Best, and Beach Point Capital Management Head of Performing Credit Sinjin Bowron. (Source: Bloomberg)

Ed Yardeni, one of the biggest stock bulls on Wall Street, talks about why he's slashing his year-end forecast for the S&P 500 Index to 7,900 from 8,400. He also says the Federal Reserve could raise interest rates two more times this year. Yardeni says Iran is likely to wreak havoc and keep oil prices elevated. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

US Treasuries advanced Thursday as the Federal Reserve’s interest rate hike reassured investors that the central bank is determined to tame inflation.  Lakshman Achuthan, COO and co-founder at ECRI, reacts to the Fed decision and what comes after the first hike of a rate hike cycle. (Source: Bloomberg)