141 published Stories52 tracked events1 in 24hLatest event
Also known as Federal Reserve, 美联储, 联邦储备系统, 美国联邦储备系统
Cross-source coverage
Latest Stories
One-sided
Reporting on this entity comes mostly from Western sources (source distribution, not a stance rating).
92%
Western4784 · 92%
Regional182 · 3%
Neutral / independent240 · 5%
Eastern3 · 0%
Latest Stories
Some matching results are temporarily unavailable.
Periodic recap
What changed for this subject in each tracking window — generated from matched events, delta-first.
→· 2 events in window
Fed Governor Christopher Waller signaled a dovish tilt ahead of the September FOMC meeting, indicating support for holding rates steady if August inflation data shows further cooling. Markets reacted positively, with traders trimming rate-hike bets and Treasury prices rising. Separately, digital bank Revolut still requires Federal Reserve approval as part of its ongoing pursuit of a US national bank charter.
Governor Waller said he would support holding rates steady at the September meeting if August inflation data confirms cooling price pressures, while warning a hike remains possible if data comes in hot.
Traders reduced rate-hike bets and Treasury prices rose following Waller's dovish remarks.
Revolut received conditional OCC approval for a US national bank charter but still needs sign-off from the Federal Reserve and FDIC, targeting a 2027 launch.
Earlier recaps
→· 1 event in window
Fed Chair Warsh's hawkish stance continued to reverberate, and combined with oil price surges from renewed Middle East conflict, triggered a sharp global bond selloff. The U.S. 10-year Treasury yield rose to 4.81%, joining German and Japanese government bond yields at multi-decade highs. U.S. government debt surpassing $40 trillion compounded concerns over the inflation and rate outlook, sending global stock markets lower.
→· 2 events in window
Fed Chair Warsh delivered a decisively hawkish debut speech at Jackson Hole, acknowledging inflation remains above target and signaling potential rate hikes, echoing earlier market concerns about his communication style. The remarks directly boosted September rate hike odds and triggered sharp moves across precious metals, bonds, and currency markets. Warsh's continued preference for less forward guidance led to mixed analyst interpretations, adding to market uncertainty.
→· 1 event in window
This period's focus shifted to Fed Chair Warsh's upcoming first major speech at Jackson Hole, with markets intensely focused on his communication abilities. A July press conference had previously triggered bond market turmoil, making this speech a critical test of his leadership and credibility. Markets are seeking clarity on inflation, balance sheet policy, and rising Treasury yields, while Treasury Secretary Bessent's surprise debt buyback announcement further complicates the Fed's messaging.
→· 2 events in window
This period's Federal Reserve developments centered on political intervention and inflation data. The Trump administration renewed its attempt to fire Governor Lisa Cook over mortgage fraud allegations, which Cook formally denied while preparing for legal challenges, a move seen as a direct test of Fed independence. Meanwhile, modest July CPI data eased market concerns about rate hikes, lowering the probability of a September increase to 40%.
→· 2 events in window
This period's Federal Reserve-related developments centered on the U.S. Treasury's expanded long-term bond buyback operation and its market impact. Treasury Secretary Bessent announced a doubling of buyback sizes to calm yields, which pulled the 30-year yield down from 19-year highs, though analysts widely criticized the move as insufficient. Separately, the Treasury's loosening action indirectly fueled a sharp crypto rally, with Bitcoin surging past $72,000 amid a massive short squeeze.
Tracked events
Events matched to this subject by the tracking pipeline, with signal scores.
Federal Reserve Governor Christopher Waller indicated he would support keeping interest rates unchanged at the September FOMC meeting if upcoming August inflation data confirms cooling price pressures. Waller warned a rate hike remains possible if inflation comes in hot, noting the current 3.50%-3.75% policy rate is only slightly restrictive. Traders reduced rate hike bets, and Treasury prices rose following his dovish remarks.
Revolut has received conditional approval from the Office of the Comptroller of the Currency for a US national bank charter, allowing it to offer FDIC-insured deposits, credit cards, loans, and stablecoins. The neobank, valued at $75 billion with $6.0 billion in 2025 revenue, still requires approvals from the FDIC, Federal Reserve, and final OCC sign-off. Four product lines—leveraged currency trading, foreign exchange forwards, merchant acquiring, and correspondent banking—are gated behind separate supervisory non-objections. A launch is planned for 2027.
Spot gold fell sharply after Federal Reserve Chair Kevin Warsh prioritized price stability at the Jackson Hole summit, boosting rate hike expectations. Gold dropped 3.14% to near $4,456/oz on August 28, 2026, and later edged to $4,448.19/oz. September rate hike odds rose to 62% from about 36%. Silver fell 4.24% to $66.21/oz. The dollar index gained 0.5%, and the two-year Treasury yield rose 11.8 basis points to 4.348%.
Federal Reserve Chairman Kevin Warsh delivered his inaugural address at the Jackson Hole Economic Policy Symposium in Wyoming on August 28, 2026. He acknowledged inflation remains above the 2% target (PCE at 3.7%) and stated the Fed has "work to do," signaling potential rate hikes. Markets reacted sharply, with the probability of a September rate hike rising from 35% to 60%. Warsh maintained his preference for less forward guidance, creating mixed analyst interpretations and increased bond market volatility.
Federal Reserve Governor Lisa Cook, through her lawyer Abbe Lowell, formally denied renewed allegations of mortgage fraud from the Trump administration, arguing the claims are unfounded and do not constitute legal cause for removal. The White House revived its ouster attempt, accusing Cook of false statements on mortgage applications. Cook’s team noted similar actions by Trump and other officials. The dispute tests presidential authority over the Fed and threatens central bank independence. Cook continues to serve while preparing for potential legal challenges.
On August 12, 2026, the U.S. Labor Department reported July CPI rose 0.1% month-over-month (2.5% annually), with core inflation falling to 2.5%. Energy and grocery prices declined, and the data matched market expectations. This subdued inflation reading reduced pressure on the Federal Reserve to raise interest rates, lowering the probability of a September rate hike to 40%. Financial markets welcomed the report as a sign of gradual cooling without aggressive tightening.
Treasury Secretary Scott Bessent announced on August 19, 2026, that the U.S. Treasury will more than double its buybacks of long-term bonds (10-to-30 year maturities) to at least $4 billion per operation starting September 9, aiming to calm a stressed bond market and lower borrowing costs. The move pushed down yields, with the 30-year dropping from 19-year highs above 5.3% to 5.19%. However, analysts criticize the intervention as insufficient, noting it does not address structural issues like fiscal deficits, inflation, or AI-driven debt demand, and it complicates Fed Chair Kevin Warsh’s market-driven rate policy.
The Federal Reserve’s July 2026 meeting minutes, released August 19, show a 9-3 vote to hold rates at 3.5%-3.75%, with three officials favoring a hike. Many participants indicated a rate increase would be necessary if inflation does not decline, citing “highly uncertain” outlooks complicated by the Iran war. The minutes reveal growing internal concern over persistent inflation, signaling a hawkish tilt and potential tightening at the September meeting.
President Donald Trump confirmed a brief call with Federal Reserve Chairman Kevin Warsh, denying repeated contact reported by the Wall Street Journal. Trump has publicly urged lower interest rates, raising concerns about Fed independence. In response, four Senate Democrats formally requested Warsh disclose all conversations with Trump, seeking transparency amid conflicting accounts. The episode underscores ongoing tensions between the White House and the central bank over monetary policy.
On August 17, 2026, the 30-year U.S. Treasury yield surged to 5.33%, its highest since 2007, driven by persistent inflation (3.4%), a record $1.8 trillion fiscal deficit, rising oil prices from U.S.-Iran tensions, and heavy corporate borrowing for AI. The selloff raised global borrowing costs, with Japan and Germany also seeing multi-decade yield highs, and pressured stock markets.
On August 19-20, 2026, Bitcoin surged from near $57,735 to over $72,000, driven by a massive short squeeze that liquidated over $3 billion in crypto positions. The rally was fueled by the U.S. Treasury’s announcement to double long-bond buybacks (loosening financial conditions) and President Trump’s White House meeting with crypto executives, where he vowed pro-crypto policies. Bitcoin hit $71,385–$72,000, with Ethereum and XRP rising 19% each. Total crypto market cap reached $2.52 trillion.
The US dollar fell to its lowest since early June 2026 after July retail sales unexpectedly declined 0.6%, adding to signs of an economic slowdown. This followed softer inflation and payrolls data, leading traders to slash expectations for a Federal Reserve rate hike in September to 31%. The dollar index dropped 0.33%, while the euro and yen strengthened. The Bank of Japan is reportedly considering a rate hike as soon as September to support the yen.
On August 3-4, 2026, U.S. stock markets rallied sharply, with the Dow Jones Industrial Average closing at a record high, the S&P 500 gaining over 1.5%, and the Nasdaq surging more than 2%. The rally was driven by Big Tech gains, strong corporate earnings (including Palantir and Caterpillar), and optimism over potential U.S.-Iran talks to reopen the Strait of Hormuz, which caused oil prices to drop about 5%. Amazon’s market cap surpassed $3 trillion, and over 84% of S&P 500 companies beat earnings expectations.
US Treasury Secretary Scott Bessent has joined Japanese authorities in a rare coordinated effort to strengthen the yen, reportedly proposing a $5-10 billion US purchase of Japanese yen. This marks the first joint US-Japan currency intervention since 2011, aimed at reversing months of yen depreciation that has given Japan a trade advantage. The move signals a major shift in US foreign exchange policy and has already impacted currency and bond markets.
President Donald Trump has revived efforts to fire Federal Reserve Board Governor Lisa Cook, sending a letter alleging false mortgage statements. The Supreme Court blocked a prior attempt in June 2026, but the White House argues new due process steps allow another try. Cook, a Biden appointee, denies the allegations. The move escalates political pressure on the Fed’s independence and could reshape monetary policy if Trump succeeds in stacking the board with allies.
On August 6, 2026, SpaceX insiders became eligible to sell up to 911.5 million shares (worth ~$101 billion) for the first time since the company’s June IPO. The stock has fallen over 50% from its peak, trading below the $135 IPO price at ~$106. High short interest and weak earnings have compounded pressure. A staggered lockup release limits immediate selling, with Elon Musk’s shares locked until 2027. Retail investors face potential losses amid the sell-off.
The U.S. private sector added only 44,000 jobs in July 2026, far below the 75,000 forecast and down from a revised 95,000 in June, according to ADP. Virtually all gains came from services, led by education and health services (36,000), while leisure/hospitality lost 11,000 jobs. Pay growth for job-switchers hit 7% annually, the highest since August 2025, signaling tight labor supply. The weak data complicates Federal Reserve policy, with markets pricing a possible rate hike. The official BLS report is expected Friday.
At the July 2026 FOMC meeting, the Federal Reserve voted 9-3 to hold interest rates at 3.5%-3.75%, but three regional presidents—Beth Hammack, Neel Kashkari, and Lorie Logan—dissented, arguing for an immediate quarter-point hike to combat inflation persisting above 2% for over five years. They cited broadening price pressures from tariffs, Middle East energy spikes, and AI investment. Chairman Kevin Warsh held rates, citing higher bond yields as a tightening mechanism, but markets now price a 65% chance of a September hike.
On July 29, 2026, the Federal Reserve voted 9-3 to keep interest rates at 3.5%-3.75%, defying President Trump’s calls for a cut and three dissenting members’ push for a hike. Fed Chair Kevin Warsh, in his second month, vowed no tolerance for inflation above 2%, citing supply shocks from the Iran war. Markets fell sharply, with the Dow dropping 2.2%, and traders now see a 55-63% chance of a September rate hike.
On July 29, 2026, the Dow Jones Industrial Average fell 1,153 points (2.2%) in its worst day of the year after the Federal Reserve held interest rates steady at 3.5%-3.75%, disappointing investors hoping for a cut. The sell-off was compounded by a 6% spike in oil prices due to escalating U.S.-Iran military conflict, pushing WTI crude to $84.24. Bond yields surged, with the 30-year Treasury reaching 5.2%, its highest since 2007, signaling inflation fears.
U.S. Treasury yields rose sharply on Thursday as markets reacted to the Federal Reserve's decision to hold interest rates steady at 3.5%-3.75% in a 9-3 vote. The 30-year bond yield surged over 9 basis points to 5.236%, its highest since July 2007, while the 10-year yield climbed above 8 basis points to 4.7%. The Fed cited solid economic activity and stable employment despite Middle East uncertainty. Deutsche Bank analysts predict two 25-basis-point rate hikes in September and December, noting that rising long-end rates and declining forward real yields suggest doubts about price stability. Markets are also awaiting weekly jobless claims and June PCE inflation data, with expectations of 3.7% headline and 3.3% core inflation.
On July 30, 2026, the Federal Reserve left interest rates unchanged, but three FOMC members dissented in favor of a rate hike. Markets reacted sharply after Fed Governor Warsh's press conference comments, where he repeatedly emphasized that ending forward guidance was already having an effect. He noted that Treasury yields had surged since the last meeting as markets began sorting through data independently rather than relying on Fed commentary. The market response included a stock market selloff and a jump in long-term Treasury yields, reflecting investor recalibration of monetary policy expectations.
Throughout June and July 2026, Asian stock markets experienced repeated sharp declines driven by weakness in the semiconductor sector. Key events included a global tech-led sell-off, Apple’s price hikes dampening chipmaker rallies, and major drops in South Korea’s Kospi (triggering circuit breakers) and Taiwanese stocks. Heavyweights like TSMC, Samsung, and SK Hynix fell significantly, dragging the MSCI Asia-Pacific Index lower. The volatility reflected fragile investor sentiment amid global market uncertainty and interconnected tech supply chains.
Gold prices rallied sharply in early July 2026, surging 2.8% after weaker-than-expected US job numbers reduced market expectations for Federal Reserve interest rate hikes. The CME FedWatch tool showed the probability of a September rate hike dropping from 66% to 51%. Gold rose to $4,176.94 per ounce, heading for its first weekly gain since May, as dovish Fed signals from official Kevin Warsh and soft labor data boosted safe-haven demand. Silver also climbed 2% to $62.42.
The Federal Open Market Committee voted 9 to 3 to hold the benchmark federal funds rate at 3.5-3.75%, with three officials dissenting in favor of a quarter-point rate hike. Following the announcement, gold prices pared earlier gains as the market interpreted the decision and dissenting votes as signaling potential future tightening. The split vote highlights internal divisions within the Fed regarding the pace of monetary policy normalization amid ongoing inflation concerns. The article, published by The Business Times on July 30, 2026, covers the immediate market reaction in precious metals to the Fed's decision.
President Trump rejected Iran’s counterproposal for a peace framework, intensifying geopolitical tensions and keeping the Strait of Hormuz closed. This diplomatic failure caused oil prices to surge nearly five percent, renewing global inflation fears and influencing Federal Reserve interest rate expectations. Consequently, gold and silver prices experienced significant volatility as investors navigated between safe-haven demand and economic uncertainty. The event highlights the fragile state of Middle East security and its immediate impact on global energy markets and monetary policy outlooks.
U.S. stock futures declined as escalating tensions between the United States and Iran following failed peace talks drove crude oil prices above $100 per barrel. Investors are bracing for the April Consumer Price Index report, fearing inflationary impacts from energy costs and potential Strait of Hormuz disruptions. Concurrently, President Trump initiated a diplomatic trip to China to meet President Xi Jinping, aiming to address trade and AI issues amidst the geopolitical instability. While tech stocks showed mixed resilience, broader market sentiment remains cautious due to the dual threats of regional conflict and uncertain monetary policy responses.
On July 23, 2026, U.S. stocks fell sharply—Nasdaq down over 2%—as Alphabet and Tesla’s heavy AI spending forecasts spooked investors. Simultaneously, oil surged past $100 per barrel after Iran-backed Houthi rebels attacked Saudi tankers in the Red Sea, escalating US-Iran tensions. Rising oil prices reignited inflation fears, pushing the 10-year Treasury yield to an 18-month high and reducing expectations for Fed rate cuts. European markets also declined.
The Federal Open Market Committee (FOMC) voted 9-3 to maintain the federal funds rate target range at 3.5% to 3.75%, keeping monetary policy unchanged. The decision supports the Fed's dual mandate of maximum employment and price stability. The Committee noted that economic activity is expanding at a solid pace despite elevated uncertainty partly due to the conflict in the Middle East. Productivity growth and capital investment remain strong, while job gains have kept pace with workforce growth and unemployment has changed little. Inflation remains above the Fed's 2% target, partly due to supply shocks driving price increases in sectors including energy. Three voting members—Beth M. Hammack, Neel Kashkari, and Lorie K. Logan—dissented, preferring a 0.25 percentage point rate increase. The Fed reiterated its commitment to delivering price stability.
Wall Street’s main indices opened higher between May 27 and June 1, 2026, driven by sustained AI optimism—particularly from Nvidia—and hopes for a Middle East truce. The Dow, S&P 500, and Nasdaq posted gains, with the S&P 500 reaching 7,579.33 and the Nasdaq 26,960.84. Markets balanced geopolitical risks from US-Iran tensions against tech sector momentum, reflecting investor confidence in AI and potential de-escalation.