4 institutions have written about this across 5 indexed reports, producing 5 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
SMBC expects the Fed to hike rates in September and December 2026, reversing all 2025 cuts by spring 2027, amid above-target PCE inflation and solid growth. They foresee a flatter yield curve due to a hawkish Fed and Treasury buybacks. AI capex is booming but…
ING Think analyzes Chair Warsh's Jackson Hole speech as net hawkish despite his stated avoidance of forward guidance. The market reaction flattened the yield curve, with the 2-year yield rising to 4.3% and hike odds for September jumping to 54%. ING remains…
Franklin Templeton's Fixed Income Research argues that US Treasury buybacks of long-term debt are ineffective without fiscal deficit reduction, and that the Fed under Chair Kevin Warsh has turned hawkish, prioritizing inflation control over supporting fiscal…
SEB has increased its risk allocation in equity markets due to rising global growth, contained inflation, and a broader cyclical upswing. While geopolitical tensions related to Iran and higher energy prices persist, equity markets, particularly in Sweden,…
SMBC's US Rates Strategy report discusses the limitations of AI-based inflation forecasts, favors steepening the 5s30s curve, and expects modest improvements in inflation and labor data to keep the Fed on hold. The report also highlights opportunities in swap…