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Fed's Warsh Says Financial Conditions Are Tightening

The bond market is doing the Fed’s job, and that could be good news for stocks, says Morgan Stanley strategist

A stronger dollar, higher bond market yields and elevated gas prices are already tightening financial conditions in the U.S. to the point that Kevin Warsh may not even need to hike rates.

Fed's Kashkari: 'I Don't Have A Strong View' About October Rate Hike

Is Open-minded About How Fast Fed Should Raise Interest Rates Says His September Rate Projections Were For One More Hike This Year, another In 2027 Doesn't See Meaningful Tightening In Financial Conditions Given data Economy Has Outperformed Expectations Since Fed's September Policy Meeting Says He Has Some Confidence

S&P 500 Holds Near Record Despite Rate, Oil Headwinds

The S&P 500, tracked by SPY, remains 1.8% below its record close even as markets brace for a Fed hike, a 10-year yield near 5% and crude above $100. The piece says strong earnings growth is helping offset tighter financial conditions.

Williams says rising yields reflect a strong U.S. economy

New York Fed President John Williams said the recent climb in Treasury yields is driven largely by a strong U.S. economy, with higher real rates and investment demand playing a bigger role than inflation compensation.

Stephanie Link sees no material impact from a September Fed hike

Hightower Advisors’ Stephanie Link said she does not expect the Federal Reserve to raise rates in September and said a 25-basis-point hike would not be material.

Warsh inflation remarks hit precious-metals miners

Precious-metals miners slid after Kevin Warsh said the Fed’s 2% PCE objective is a firm, fixed target and inflation still needs to move faster toward target.