Lenders, insurers, asset managers and the plumbing of the financial system.
85 report(s) in the archive
Wall Street now believes the central bank will tame inflation with only modestly higher borrowing costs, according to MarketWatch's read of the decision.
The Federal Open Market Committee under new Fed Chair Kevin Warsh raised interest rates, marking the seventh rate-hiking cycle since 1990, and investors are now studying that history for clues on what happens next to stocks.
The bank's desk notes a gap between resilient index levels and investors quietly trimming risk, echoing debate over whether the Fed's recent hike was a one-off.
Deutsche Bank says investor positioning has turned cautious even though broader markets have shown resilience.
Rising cost to insure French sovereign debt against default signals renewed credit-market unease in Europe.
The cost of insuring French government debt against default climbed to its highest level since April 2025, according to Investing.com.
Governor Bowman's promise of a looser exam collided with new 52-week lows at Texas Capital Bancshares and Brookfield Business Corp.
Fed Governor Michelle Bowman said changes to the annual bank stress test are coming soon, even as Texas Capital Bancshares fell to a 52-week low of $19.46 and Brookfield Business Corp touched $25.25.
The bank cited a product turnaround at FTC Solar and cash flow concerns at Array in two opposite rating changes issued the same day.
UBS upgraded FTC Solar on signs of a product turnaround while downgrading Array Technologies over cash flow concerns, highlighting a divide within the solar-tracker segment.
Investors are now debating whether the Fed's move opens a new tightening cycle or was a one-off, wire commentary from the past 24 hours shows.
The Federal Reserve raised interest rates and the Bank of Japan followed with its own hike, but the dollar strengthened while the yen weakened, leaving currency markets split on which central bank's hawkishness matters more.
The ECB's Vujcic pushed back on oil-driven rate-hike bets while Barclays still expects the Bank of England to raise rates in November.
European Central Bank (ECB) policymaker Boris Vujcic cooled market bets that oil prices would force more rate hikes, even as Barclays maintained its call for a Bank of England (BoE) hike in November and warned a wider Middle East conflict could push rates higher still.
The 25-basis-point hike sent the yen lower even as Asian equities and chip stocks tracked a Wall Street rally on falling bond yields.
The Bank of Japan raised its policy rate by 0.25 percentage points to 1.25%, the highest level in 31 years, but the yen fell rather than rose as investors focused on the outlook for further hikes.
The Federal Open Market Committee's first hike in three years came with a 12-0 vote and a warning that another increase could follow this year.
The Fed's unanimous vote to raise its benchmark rate to a 3.75%-4% range triggered a 600-point Dow decline as Chair Kevin Warsh signaled the central bank is prepared to keep pressing on inflation.
Goldman Sachs shares fell after the Federal Reserve's rate decision, even as US banks moved quickly to raise their prime lending rate.
Big US bank stocks fell after the Federal Reserve's latest rate decision, with Goldman Sachs among the decliners even as its CEO flagged softer fixed income, currencies and commodities trading in the third quarter.
Investors positioned ahead of a Federal Reserve decision that could mark the central bank's first rate increase in three years.
U.S. stock futures rose heading into a Federal Reserve interest rate announcement that traders are watching for a possible first hike since 2023.
Traders are holding positions steady in government debt markets as they wait for the US central bank's rate call.
Euro zone government bond yields remained near multi-year peaks as investors avoided large bets before the Federal Reserve's rate decision.
The bank's revised call marks a reversal from expectations of continued cuts, sending the dollar lower against sterling.
UBS now forecasts two US Federal Reserve rate hikes in 2026, a call issued after a stronger-than-expected jobs report, even as the dollar traded softer against the pound.
China is directing tens of billions of dollars into state-controlled banks and insurers, with two separate reports citing figures of $53 billion and $45 billion in new bond-funded support.
China is recapitalizing major banks and insurers using a bond-funded program, with the Financial Times citing a $53 billion injection and Investing.com citing $45 billion in bonds for the effort.
Analyst Rinny Singh reiterated a bullish price target on the small-modular-reactor developer, betting on continued momentum in nuclear power demand tied to data centers.
Bank of America analyst Rinny Singh set a price target implying a 23.7% gain for NuScale Power over the next 11 months.
The Federal Reserve's Beige Book pointed to data centers as the standout driver of modest growth, as demand for capacity and new insurance products around the buildout both surge.
The Federal Reserve's latest Beige Book found that data center construction and demand are now the primary source of growth across regions reporting only modest overall activity.
The bank cited a resilient labor market as the reason it no longer expects the Federal Reserve to ease before mid-2027.
Citi moved its forecast for the next Federal Reserve rate cut to June 2027, citing a jobs market that keeps beating expectations.
The fintech's deal ties its banking infrastructure and stablecoin directly to the crypto exchange.
SoFi Technologies has struck a deal connecting its banking network and stablecoin to Kraken, deepening the fintech's push into crypto infrastructure.
The loonie strengthened on the rate decision the same week Toronto recorded its first monthly sales decline in six months.
The Canadian dollar touched a one-week high after the Bank of Canada held its policy rate, even as Toronto home sales fell in August for the first time in six months.
Rising government bond yields from Australia to the UK are forcing banks to swap riskier credit assets for central-bank cash, reviving talk of 'bond vigilantes.'
Australia's 10-year yield surged to a 15-year high as banks rushed to swap higher-risk credit assets for Bank of England cash amid a broader long-bond selloff.