Fed Rate‑Cut Odds Collapse to Zero — What It Means for Bonds, Equities and the Yen
CME’s FedWatch now shows no cuts through 2027, pushing yields up, equities volatile and USD/JPY toward intervention levels.
All Cowlpane coverage tagged bond market, sourced from global financial publications and updated continuously.
CME’s FedWatch now shows no cuts through 2027, pushing yields up, equities volatile and USD/JPY toward intervention levels.
Fed’s Kevin Warsh signals no easing until Q4 2026, forcing investors to rethink rate‑cut bets.
The 10‑year gilt surged to 4.3% on May 22, 2024, as leadership turmoil fuels inflation fears and pushes borrowing costs higher.
30‑year Treasury yield tops 4.6% for the first time since 2007, sending a shockwave through bonds, stocks, and mortgages.
BofA analysts predict a June rally driven by aggressive fund buying, while stocks opened lower today following bond market moves. The report highlights potential profit‑taking and sector shifts.
Kevin Warsh became the first Federal Reserve chair sworn in at the White House in nearly four decades. His appointment triggers bond‑market warnings, a drop in precious metals and reports of a deepening AI policy rift inside the Fed.
The IMF upgraded the UK’s 2026 growth forecast to 1% and urged the government to reduce borrowing, citing concerns over bond market volatility as Labour leader Keir Starmer faces a leadership challenge.
Kevin Warsh’s appointment as Fed chair has already pushed bond yields higher, while analysts predict a rate cut within three months. The move signals a cautious but forward‑looking policy stance amid market uncertainty.