The conversation about the Federal Reserve has flipped in a way that should make anyone holding long-duration assets sit up. A few months ago, the debate was about the cadence of cuts. Now, market strategists are saying the question is how long the Fed will stay on hold, and the curve has actually drifted to ... Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate
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Dissent within the Federal Open Market Committee (FOMC) appears to be far greater than initially believed.
Investors should circle June 17 on their calendars.
Weak consumer sentiment and surging inflation could derail the stock market's rebound.
Economic dynamics and the new Fed chair's strong views on monetary policy have Warsh and Trump on a collision course.
Bonds might not be the safety net they used to be if inflation stays high.
The new head of the head is taking the helm at one of the most challenging times in modern history.
As Kevin Warsh steps up to lead the Federal Reserve, the case for interest-rate cuts is disappearing. Plus, investment newsletter commentary on AI”s circular ecosystem, emerging markets, and SpaceX.

<body><p>STORY: U.S. stocks rose on Friday, with the Dow reaching an intraday record high, as investors cheered signs of progress in talks to end the Middle East conflict and a strong corporate earnings season.</p><p>The Dow added six tenths of one percent, the S&P 500 climbed four tenths and the Nasdaq two tenths.</p><p>The U.S. has made some progress toward a deal with Iran, though more work remains, Secretary of State Marco Rubio said on Friday. </p><p>Iran’s foreign ministry spokesman said differences between the two sides remained deep.</p><p>Shana Orczyk Sissel, founder and chief executive officer of Banríon Capital Management say investors should expect more bumps in the road as these talks continue.</p><p>"So in terms of what this means for the market, I think that for as long as we have this uncertainty around how long the tensions and the war will continue, global oil markets will be under pressure, which will continue to lead to higher volatility in the equity and the fixed income markets. And until we have some sort of resolution, I think investors can expect volatility and higher than average inflation.”</p><p>This will become a focus for Kevin Warsh who was sworn in as the new Federal Reserve chair Friday.</p><p>Semiconductor stocks, which have driven recent Wall Street gains, were mostly higher though Nvidia slipped about two percent. </p><p>Shares of U.S. computer makers surged following strong results from China's Lenovo Group with Dell surging nearly 17%.</p><p>:: Workday</p><p>And Workday rose 5% after the human resources software provider exceeded expectations for first-quarter revenue and profit.</p></body>
Investors will also be watching the stock market closely, and history suggests they have reason to be cautious.

US stocks (^DJI, ^IXIC, ^GSPC) tick higher at Friday's session open after bond yields (^TYX, ^TNX, ^FVX) surged this week, signaling renewed inflation worries amid market highs. Portfolio Wealth Advisors president and CIO Lee Munson and Yahoo Finance Markets and Data Editor Jared Blikre examine the growth and possible warning signs within the market.
President Trump and Wall Street want interest rates cut, but inflation has other plans.
Record Q1 revenue, raised 2026 guidance, and the pending SkyWater acquisition give IonQ company-specific markers to watch as federal funding headlines draw attention back to quantum computing.
New federal quantum computing funding plans propelled this quantum specialist higher, today, May 21, 2026.
RVP's first-quarter 2026 sales decline as mix shifts and tariffs pressure pricing, prompting cost cuts and a push to expand domestic production.
(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to
Something far more sinister looms large and will immediately test the new head of the Federal Reserve.
With inflation rising and uncertainty looming large, investors may think keeping their money in cash is the best place to hide out. But a better tactic may be to stay invested. "During volatile times many go to cash, but it...
US equity indexes rose ahead of Nvidia's (NVDA) earnings and April minutes from the Federal Reserve'
US equity indexes rose ahead of Nvidia's (NVDA) quarterly earnings and minutes of the Federal Reserv
For most of the past two years, investors have focused on the stock market’s resilience. The S&P 500 kept climbing, artificial intelligence spending exploded, and traders repeatedly bet the Federal Reserve would ride to the rescue with lower interest rates. But while equities grabbed the headlines, the bond market quietly started delivering a much darker ... The Bond Market Just Handed U.S. Taxpayers $2 Trillion in Bad News
Stocks looked set to edge higher on Wednesday as Wall Street waited for earnings from Nvidia, which could end a recent rough spell for the market by signaling that the artificial-intelligence investment boom still has legs. The indexes have all dropped for three straight sessions as investors fretted about rising bond yields. The worry is that the Iran war has triggered a flare-up in inflation that will strengthen the case for the Federal Reserve to hike interest rates later in 2026.
Don't expect the Federal Reserve to be an active market participant for much longer.