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#federal reserve
Stock analysis posts tagged "federal reserve" from Openbook.
Why A Rate Hike Would Lower The 30 Year Treasury Yield, Not Raise It
The 30-year Treasury yield is now a supply variable, not a Fed variable. A December rate hike is the thing long bond holders should worry about least. The deficit and AI debt are the real drivers.
Nvidia delivered, then Warsh took over: Wall Street's week
Nvidia's $89bn data-centre quarter broke a three-day standstill on Wall Street, lifting the Nasdaq 1.57% on Thursday. Then Kevin Warsh took the podium.
US Market Breakdown: Chips Rally as Fed Fears Fade, Week of 3 August 2026
A shock US jobs report cooled Federal Reserve rate-hike fears and drove the S&P 500 to a record close, capping its best week since April. Nvidia and Palantir led a chip and AI rally, while oil's rebound above $87 clipped Monday's session.
Gold Is Right About This Jobs Report And The Nasdaq Is Not
Stocks and gold both rallied on the July payrolls miss, but they are pricing opposite outcomes. Gold has it right. The report said nothing about the inflation the Fed is actually fighting.
US Market Breakdown: Microsoft Soars as Apple Slides, Week of 27 July 2026
Microsoft's biggest one-day gain since 2008 and a 15% jump at Amazon offset a 7.4% slide at Apple, while a divided Federal Reserve held rates and the Dow closed at a record on 3 August.
US Market Breakdown: AI Capex Fears Meet Hawkish Fed, Week of 20 July 2026
Alphabet's capex shock and a divided Federal Reserve rattled US markets, before Microsoft's record 16% surge pulled the Nasdaq out of a six-day slide. Here is what moved Wall Street over the past fortnight, and why.