SoraMacro Briefs

Fed rate hike was NOT 'appropriate': Hudson Bay Capital Management senior strategist

Hudson Bay Capital Management senior strategist Stephen Miran discusses the Federal Reserve's monetary policy and the sell-off in artificial intelligence stocks on 'Making Money.'

Opinion | 1.5 Billion Successes in the War With Iran

That's how many barrels of oil have made it out of the Hormuz Strait with U.S. military guidance.

Why the Stock Rally Has Legs: The Unstoppable Earnings Engine Behind Record Highs

Investors' worries about the Fed, inflation, AI and geopolitical uncertainties have done little to blunt the stock market's positive momentum, with the major indexes at or near record levels.

The Fed held interest rates steady, but these officials see more hikes coming soon

Dallas Fed's Lorie Logan sees “at least” 50 basis points in additional hikes.

Fed needs at least two more rate hikes, Logan says

Oct 30 (Reuters) - The Federal Reserve needs to raise rates at least two more ‌times to get inflation under control, Dallas Fed President Lorie Logan said on Friday, in some of the most explicit rate guidance offered by a US central banker since Fed Chairman Kevin Warsh took the helm in May.

Week Ahead for FX, Bonds: U.S. Midterms, Jobs Data in Focus; BOE Expected to Raise Rates

Outside the U.S., interest-rate decisions are due from the Bank of England, Sweden's Riksbank, Australia's RBA and central banks in Norway, Czech Republic, Malaysia, Brazil and Mexico.

Tankers defy sharp escalation of Iranian attacks to keep crude oil flowing through Strait of Hormuz

More commercial ships, mostly oil tankers, have come under attack in October than at any other point in the Iran war. But tankers continue to ship substantial volumes of crude oil through the Strait of Hormuz, in stark contrast to March when exports cratered due to Iranian attacks.

Deutsche Bank Warns AI Stock Selloff Threatens Dollar Safe-Haven Status

The current artificial intelligence (AI)-driven market correction could impact the dollar's status as a haven asset, Deutsche Bank's global head of FX strategy, George Saravelos, said in a Friday (Oct. 30) note to clients, Bloomberg reported.

Fed's Musalem says a rate hike is needed 'soon'

Fed's Musalem says a rate hike is needed 'soon'

St. Louis Fed's Musalem: Tighter monetary policy is needed 'soon'

St. Louis Federal Reserve President Alberto Musalem said that firmer monetary policy will be "necessary" and should come "soon." Musalem said inflation remains "too high" but that the economy is "resilient"

Three Market Predictions For November

October saw surging treasury yields, volatile oil prices, and sharp declines in neocloud providers amid growing concerns around the sector. Political gridlock is expected after a likely opposition sweep in 2026, increasing volatility and regulatory scrutiny for AI, crypto, and private credit.

This Inflation-Linked Bond Now Offers Its Highest Yield in Years

So-called I bonds just became some of the highest-yielding Treasury securities, offering investors an attractive option within fixed income.