Federal Reserve

The US central bank and its decisions on rates.

Thursday, 12 November 2026
The end of cheap money is squeezing America's weakest borrowers
Why it matters: A decade of buybacks and buyouts ran on cheap debt. If losses in the weakest credits force funds to sell what they can, the selling can spread to safer bonds, which is how a niche problem becomes a market one.
Saturday, 31 October 2026
Intel's record crash caps a week when the AI trade cracked
Why it matters: For months the biggest tech firms calmed AI doubts by printing profits. If their own earnings growth is now slowing, the trade loses the cushion that kept smaller, debt-laden AI players afloat, and index-heavy portfolios feel it first.
Thursday, 29 October 2026
Fed holds rates steady; markets read Warsh as wary of more hikes
Why it matters: Markets now hinge on whether the Fed treats AI-driven spending as a reason to keep tightening; a cautious chair buys stocks time but leaves inflation risk with bond investors.
Wednesday, 28 October 2026
Fed expected to hold as markets see 73% odds of a December rate hike
Why it matters: Markets are already doing some of the Fed's work: falling stocks and wider credit spreads tighten conditions without a vote. That turns AI earnings into a quiet input to US interest rates, and so to borrowing costs well beyond America.
Monday, 28 September 2026
AI hyperscalers are transforming debt
Why it matters: AI’s cash appetite is starting to shape others’ borrowing.

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