US Federal Reserve

A fully live Fed, historic BOJ hike and Singapore’s stagflation problem

How will the Fed’s "fully live" policy, China’s bifurcation, Japan’s normalisation, and Singapore’s stagflation impact markets?

Inflation has been a huge worry for investors as oil prices had soared since the Iran war began in late February.

Wall Street indexes advance with boost from chips, US-Iran deal optimism

Investors were still assessing Kevin Warsh’s indication that the Fed would provide less guidance on future policy moves

Warsh's short policy statement indicates the central bank will be more tight-lipped than what markets are used to.
NEWS ANALYSIS

New Fed chief Kevin Warsh a hawk in dove’s clothing?

Warsh sounds more hawkish than his predecessor Jerome Powell, emphasising the importance of ‘price stability’

The Fed has kept interest rates unchanged at 3.5% to 3.75% in the first Federal Open Market Committee meeting led by new chair Kevin Warsh.

Asian currencies likely to stay under pressure as new Fed regime keeps rates steady

But US-Iran deal over the Middle East likely to keep US dollar appreciation in check

Wall Street’s main indexes had rallied sharply from Thursday through Monday as oil prices fell after Trump announced a preliminary US-Iran peace deal.

Wall Street sinks on bets Fed will hike rates in 2026

In his first meeting as Fed Chair, Warsh says the central bank would deliver on price stability

Kevin Warsh, who took over as Fed chief last month, made an immediate imprint in organising a unanimous consensus around a stripped-down policy statement.

Kevin Warsh kicks off US Fed chief tenure with sweeping review as rates remain unchanged

New projections show inflation slowing sharply next year, allowing rates to return to where they are now by the end of 2027

Fed chief Kevin Warsh, who took over from Jerome Powell last month, is in a tricky position.
NEWS ANALYSIS

New Fed chief Warsh faces bumpy road as he leads tough first rate meeting

The US central bank is unlikely to cut rates this week, but all eyes are on the direction the new chair will take at his post-decision press conference

By scaling up the Treasury’s buyback programme, a Fed-Treasury partnership could effectively replicate Operation Twist, used to lower long-term borrowing costs in 1961 and briefly in 2011.
CIO CORNER

What the US can do to control rising yields

A new chapter in the policy experimentation playbook may need to be written or, more accurately, resurrected

Investors continue to monitor developments in the Middle East, watching for signs whether shipping traffic through Hormuz is returning to normal and assessing if the peace accord will hold.

Asia markets temper Iran deal optimism; investors assess BOJ rate hike

The initial excitement over the preliminary agreement between US and Iran is beginning to fade