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● TRACKER Updated 3d ago Β· 49 sources tracked

Stocks, Bonds Rally After Dovish Fed Comments

United States Treasury prices weakened despite dovish remarks delivered by Federal Reserve Chairman Kevin Wash at the IMF-World Bank event. This development follows a period where benchmark 10-year Treasury yields settled lower by almost six basis points near 5.25% after successful coupon auctions. The dollar index previously dropped 0.40% under pressure from dovish commentary, while Fed Governor Christopher Waller stated that surging long-term yields were performing some of the central bank's tightening work. Meanwhile, the 10-year Japanese Government Bond yield fell seven basis points back to 3%.

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  • βœ“ US Treasury prices weakened despite dovish remarks from Federal Reserve Chairman Kevin Wash.
πŸ›‘οΈ Source Corroboration: 49 independent reporting domains (90% confidence) ⏱ Read time: ~2 min

What changed

US Treasury prices weakened despite dovish remarks from Fed Chairman Kevin Wash at the IMF-World Bank.

Live updates

  1. US Treasuries Weaken Despite Fed Chief Dovish Remarks

    United States Treasury prices weakened despite dovish remarks delivered by Federal Reserve Chairman Kevin Wash at the IMF-World Bank event. This development follows a period where benchmark 10-year Treasury yields settled lower by almost six basis points near 5.25% after successful coupon auctions. The dollar index previously dropped 0.40% under pressure from dovish commentary, while Fed Governor Christopher Waller stated that surging long-term yields were performing some of the central bank's tightening work. Meanwhile, the 10-year Japanese Government Bond yield fell seven basis points back to 3%.

    Why it matters

    Market participants monitor central bank communications closely to gauge future interest rate trajectories and economic stability. Recent movements across global bond yields reflect shifting expectations for monetary policy tightening and easing cycles. Analysts continue to evaluate whether these adjustments signal a lasting shift in fixed-income markets.

    What is confirmed

    • US Treasury prices weakened despite dovish remarks from Federal Reserve Chairman Kevin Wash.

    What to watch next

    • Further statements from Federal Reserve officials regarding interest rate trajectories
    • Subsequent Treasury auction results and yield movements
    Sources used for this update (3)
    1. www.fedchirp.com β€” Fed Chirp β€” Listening to the Federal Reserve
    2. hawkthorne.com β€” Central Bank Hawk-Dove Tracker: Fed, ECB, BoE, BoJ, SNB, NBP
    3. en.infomaxai.com β€” US Treasuries Weaken Despite Wash's Dovish Remarks - Profit ...
    confidence 90%
  2. Bond Yields Ease and Dollar Falls Following Dovish Fed Comments

    Benchmark 10-year Treasury yields settled lower, easing by almost six basis points to settle near 5.25% following successful coupon auctions. The dollar index dropped by 0.40% on Tuesday under pressure from dovish Federal Reserve comments. Fed Governor Christopher Waller noted that the recent surge in long-term bond yields is doing some of the Federal Reserve's work. Meanwhile, the 10-year Japanese Government Bond yield fell seven basis points to return to 3%. Despite these market movements, benchmark 10-year yields in North America and most of Europe settled lower on the week, though analysts caution it is too early to declare the bond market fever broken.

    Why it matters

    Global financial markets are reacting to a combination of shifting central bank expectations, political instability, and fluctuating commodity prices. Bond yields had previously touched multi-decade highs, driven by strong employment data before investors sought safe havens during recent tech sector volatility. Persistent geopolitical and domestic challenges, including social strife and budget issues in Europe, continue to influence broader economic sentiment.

    What is confirmed

    • The 10-year US Treasury yield eased by almost six basis points to settle near 5.25% following successful coupon auctions.
    • The dollar index fell by 0.40% on Tuesday under pressure from dovish Fed comments.
    • Fed Governor Christopher Waller said the recent surge in long-term bond yields is doing some of the Fed's work.
    • The 10-year Japanese Government Bond yield fell seven basis points to return to 3%.

    Still unconfirmed

    • Spain will hold national elections in late November.
    • France's budget issue remains unresolved amid ongoing social strife.
    • Federal Reserve Chair Kevin Warsh avoided giving any indication of further interest-rate hikes.

    What to watch next

    • The release of the upcoming US Consumer Price Index report.
    • Spain's national elections scheduled for late November.
    • Developments regarding France's unresolved budget issues and ongoing social strife.
    Sources used for this update (13)
    1. www.investing.com β€” Investing.com - Stock Market Quotes & Financial News
    2. guygentile.com β€” Research β€” Guy Gentile
    3. www.marctomarket.com β€” Week Ahead: Firm US CPI and Unresolved European Challenges Despite Deal with Beijing may Drive Markets - ....
    4. help.naver.com β€” Futures Flat As Oil Rebounds After Trump's "Energy Ceasefire" Unravels, Memory Stocks Slide | ZeroHedge
    5. seekingalpha.com β€” Patient Capital Management Q3 2026 Commentary
    6. www.mitrade.com β€” Weekly Market Wrap: AI spending hit a reality check β€” and Starlink rewrote the telecom trade
    7. www.marketscreener.com β€” Global Stocks Fall on Higher Oil Prices, AI Pullback | MarketScreener
    8. timesofindia.indiatimes.com β€” Saudi Arabia Turns To Iran Amid Houthi Strikes, Dealing Trump A Major Gulf Blow? - Times of India Videos
    9. www.businessinsider.com β€” Bond market whiplash: Investors are rushing back to Treasurys ...
    10. www.ubs.com β€” Daily: Strong 3Q earnings can send US equities higher | UBS Global
    11. finance.yahoo.com β€” U.S. stock futures fall as hot inflation revives Fed hike ...
    12. cointelegraph.com β€” Bitcoin Holds Above $80K as Markets Scale Back Fed Rate Hike Bets
    confidence 90%
  3. Stocks and bonds rally after dovish Fed comments

    US stocks rose, with the Nasdaq hitting a record high, as dovish Federal Reserve comments eased investor concerns. The Dow Jones Industrial Average added 91 points, while the S&P 500 rose 0.7%. This rally follows a period of volatility triggered by a strong US jobs report and rising bond yields.

    Why it matters

    The Federal Reserve's stance on interest rates significantly influences market sentiment. Recent volatility in equity and bond markets has been driven by concerns over inflation, interest rates, and economic growth. Investors are closely monitoring Fed communications and economic indicators for clues on future policy moves.

    What is confirmed

    • The Nasdaq Composite gained 1.1% to 27,477, setting a new record.
    • The S&P 500 rose 0.7% to 7,774.
    • The Dow Jones Industrial Average added 91 points.
    • US payrolls increased by just 29,000 in September, well below the 90,000 increase economists expected.

    Still unconfirmed

    • The US 10-year Treasury yield hit 5.364%, a 2002 high, splitting Wall Street over whether it signals strong growth or an AI bubble.

    What to watch next

    • US initial jobless claims data on 15 October 2026
    • Federal Reserve minutes
    • Upcoming US jobs data
    Sources used for this update (15)
    1. finance.yahoo.com β€” Dow Jumps 400 Points, Nasdaq Hits Record High After Jobs ...
    2. adalytica.com β€” Hawkish vs Dovish Fed Policy Sentiment | Adalytica
    3. finance.yahoo.com β€” MARKETS LIVE: Nasdaq hits record high as tech stocks lead Wall Street higher
    4. pro.thestreet.com β€” Continued Broadening Lifts S&P 500 to First Record Since August
    5. finance.yahoo.com β€” Nasdaq Futures Slip as Rising Bond Yields Weigh on Chip Stocks, FOMC Minutes on Tap
    6. finance.yahoo.com β€” Stock market today: Dow falls 500 points, S&P 500 and Nasdaq ...
    7. economictimes.indiatimes.com β€” Dollar holds losses as markets await Fed minutes, speakers
    8. www.home.saxo β€” Morning Brew October 7 2026 | Saxo Bank Switzerland
    9. www.clarin.com β€” Why is the stock market down today? Surging bond ... - ClarΓ­n
    10. en.sedaily.com β€” Wall Street Splits Over Surging Treasury Yields as AI Rally Narrows - Seoul Economic Daily
    11. www.mitrade.com β€” Gold Price Forecast: Gold Rebounds Above US$4,200 β€” Can XAU/USD Extend Its Recovery?
    12. www.schwab.com β€” Fed Rate Hikes: Stocks, Bonds & the Economy - Charles Schwab
    confidence 85%
  4. Asian Stocks Slide as Investors Await US Jobs Report

    Asian equity markets fell Friday following volatility in currency and bond markets. MSCI's Asia Pacific equities gauge declined 0.4% as shares in Japan and South Korea slid. While European futures rose 0.2% and the Australian market prepared to open higher due to retreating 10-year US government bond yields, overall sentiment remains cautious. Investors are now focusing on upcoming US jobs data and the impact of a US military buildup in the Gulf, which continues to keep oil prices elevated and maintains inflation risks.

    Why it matters

    Markets are reacting to a shift in US government bond yields, which recently hit their highest levels since 2002. This volatility follows a period where dovish Federal Reserve comments initially sparked a rally in stocks and bonds.

    What is confirmed

    • MSCI's Asia Pacific equities gauge slipped 0.4%.
    • Asian shares fell on Friday.

    Still unconfirmed

    • A widening US military buildup in the Gulf is keeping oil prices elevated and inflation risks alive.
    • European bourses are set for a higher open with pan-region stock futures up 0.2%.
    • The Australian sharemarket is set to start higher.
    • 10-year US government bond yields retreated from their highest level since 2002.

    What to watch next

    • Release of key US jobs data
    • Publication of Federal Reserve minutes
    • US ISM services report
    Sources used for this update (6)
    1. finance.yahoo.com β€” Yahoo Finance - Stock Market Live, Quotes, Business & Finance...
    2. www.zerohedge.com β€” Futures Rise, Yields and Oil Drop Ahead Of Key Jobs Report | ZeroHedge
    3. www.businesstimes.com.sg β€” South Korea, Japan stocks slide as Asian shares fall, bonds in focus after rally
    4. www.capitalbrief.com β€” ASX opens higher as tech stocks surge
    5. ddindia.co.in β€” Asian shares fall after wild swings in bonds, FX; US jobs data looms - DD India
    6. www.cmcmarkets.com β€” The Week Ahead: US ISM services, Fed minutes, PepsiCo earnings | CMC Markets
    confidence 80%
  5. Stocks, Bonds Rally After Dovish Fed Comments

    Global stocks and bonds are rallying after dovish comments from the Federal Reserve, reversing previous losses driven by rising bond yields and oil prices. The S&P 500 Index closed down by -0.17% on Tuesday, while the Dow Jones Industrial Average closed down by -0.26%. The Nasdaq 100 Index closed up +0.21%. The euro fell to its weakest level in 16 months as expectations of further interest rate hikes supported the US dollar.

    Why it matters

    The global economic environment remains uncertain due to the ongoing US-Iran conflict and potential disruptions to oil and gas flows. Rising bond yields and oil prices have driven a risk-off environment, supporting the dollar and limiting gains for the euro and sterling. Markets are closely watching the Federal Reserve's actions and their impact on the economy.

    What is confirmed

    • The S&P 500 Index closed down by -0.17% on Tuesday.
    • The Dow Jones Industrial Average closed down by -0.26%.
    • The Nasdaq 100 Index closed up +0.21%.
    • The euro fell to its weakest level in 16 months.

    What to watch next

    • Federal Reserve's next meeting
    • US-Iran conflict developments
    • Oil price movements
    Sources used for this update (5)
    1. finance.yahoo.com β€” Stocks Settle Lower on Rising Bond Yields
    2. www.thehindubusinessline.com β€” Stock Market Today Highlights: Stock markets fall for 3rd day; Nifty down 96 points, Sensex slips to 72,4....
    3. finance.yahoo.com β€” Stocks Settle Mixed as Bond Yields Rise
    4. pro.thestreet.com β€” Lower Oil, Dovish Fed Can’t Stop the Bond Selloff
    5. www.livemint.com β€” Euro Falls to 16-Month Low as Hawkish Fed Bets Boost Dollar | Stock Market News
    confidence 80%
  6. Bond Sell-Off and Oil Prices Pressure Global Markets

    A global bond sell-off and rising oil prices are driving a risk-off environment, supporting the dollar and limiting gains for the euro and sterling. While rumors of a deal to open the Strait of Hormuz briefly lifted stocks, the S&P 500 remains under pressure. Markets continue to react to the US-Iran conflict, which began in late February and has stalled despite international pressure. Investors face potential global economic damage if oil and gas flows are not restored before winter.

    Why it matters

    The current volatility follows earlier signals from Fed officials Austan Goolsbee and Alberto Musalem regarding potential rate hikes. This occurs amid a six-month conflict between the US and Iran. Persistent energy disruptions threaten economic stability as winter approaches.

    What is confirmed

    • The US-Iran conflict began in late February.
    • Oil prices have remained a primary driver in financial markets.

    Still unconfirmed

    • The euro and sterling have seen limited gains due to dollar strength.

    What to watch next

    • Breakthroughs in stalled US-Iran talks
    • Restoration of oil and gas flows
    • Upcoming economic data affecting rate hike bets
    Sources used for this update (3)
    1. pro.thestreet.com β€” Another Day of S&P 500 Losses Saved By Iran Deal Headline
    2. www.actionforex.com β€” Week Ahead – Rate Hike Bets Face a Crucial Data Week
    3. finance.yahoo.com β€” Sterling today: Pound steadies as bond sell-off powers dollar gains
    confidence 80%
  7. Hawkish Fed Comments Lift Dollar Index

    The dollar index rose 0.20% on Monday following statements from Federal Reserve officials suggesting additional interest rate hikes. Chicago Fed President Austan Goolsbee and St. Louis Fed President Alberto Musalem both indicated that further rate increases may be necessary to restore price stability. This upward movement in the dollar follows a period of volatility where Treasury yields had already surpassed 5% and the dollar reached a two-week high against the yen due to diverging monetary policies between the U.S. and Japan.

    Why it matters

    The Federal Reserve's stance on interest rates directly impacts global currency valuations and bond yields. Previous reports highlighted a 275 basis point gap between the Fed and the Bank of Japan. Current signals suggest the Fed is not yet finished tightening policy to combat inflation.

    What is confirmed

    • The dollar index rose 0.20% on Monday.
    • Chicago Fed President Austan Goolsbee and St. Louis Fed President Alberto Musalem said the Fed may have to hike interest rates further to restore price stability.

    What to watch next

    • Official Federal Reserve interest rate decision
    • Upcoming inflation data reports
    Sources used for this update (2)
    1. www.investors.com β€” Stock Market Today | Investor's Business Daily
    2. finance.yahoo.com β€” Hawkish Fed Comments Boost the Dollar
    confidence 100%
  8. Dollar Climbs to 157.90 as Treasury Yields Top 5 Percent

    The dollar surged to 157.90 against the yen after two Bank of Japan members dissented against a rate hike to 1.25 percent. This monetary divergence leaves a 275 basis point gap with the Federal Reserve, which favored the currency move and pushed the pair to a two-week high. Meanwhile, Treasury yields topped a staggering 5 percent amid ongoing Wall Street volatility. The S&P 500 managed a slight gain of 0.17 percent and the Nasdaq edged up 0.40 percent during a choppy trading week.

    Why it matters

    Market anxiety persists despite modest weekly gains for major U.S. indexes as investors digest shifting central bank policies. The wide interest rate spread between U.S. and Japanese monetary authorities continues to drive foreign exchange movements. Treasury yields surpassing the 5 percent threshold highlight deeper current financial pressures.

    What is confirmed

    • The dollar surged to 157.90 following a divided Bank of Japan rate hike.

    Still unconfirmed

    • A break of 158.87 on the USD/JPY pair will open a path toward 159.

    What to watch next

    • Whether the USD/JPY pair breaches the 158.87 level to target 159
    • Further movement in Treasury yields above the 5 percent threshold
    Sources used for this update (2)
    1. www.tradingnews.com β€” Dollar Surges to 157.90 as BoJ's Divided Hike Fails to Lift the Yen β€” Break of 158.87 Opens 159
    2. www.thetechedvocate.org β€” 7 Critical Factors Fueling Wall Street Volatility Right Now
    confidence 85%
  9. Federal Reserve Raises Interest Rates by 25 Basis Points

    The Federal Reserve increased interest rates by 25 basis points during its September meeting. Global government bond yields trended lower in European midday trade as markets anticipated the move. U.S. index futures indicated a potential rebound for Wall Street following a period of decline. Kevin Warsh led the press conference to discuss the rate decision and updated economic projections.

    Why it matters

    The rate hike follows a volatile week where U.S. stocks fell and Brent crude exceeded $100 a barrel. Market participants are monitoring the Fed's dot plot and economic projections to gauge future monetary policy.

    What is confirmed

    • The Federal Reserve raised interest rates by 25 basis points.
    • Global government bond yields turned lower during European midday trade on Wednesday.

    Still unconfirmed

    • Major U.S. index futures pointed to a higher open on Wednesday.

    What to watch next

    • Details from the Fed dot plot and economic projections
    • Market reaction to Kevin Warsh's press conference
    Sources used for this update (4)
    1. www.marketscreener.com β€” Global Bond Yields Turn Lower Ahead of Expected Fed Rate Hike -- Update
    2. www.cryptotimes.io β€” FOMC Live: Federal Reserve Raised Interest Rates by 25 Basis Points
    3. www.marketscreener.com β€” Global Bond Yields Turn Lower Ahead of Expected Fed Rate Hike -- 2nd Update
    4. www.rttnews.com β€” Futures Pointing To Initial Rebound On Wall Street
    confidence 90%
  10. US Stocks Fall as Crude Oil Surpasses $100 a Barrel

    United States stock indices dropped on Wednesday as Brent crude jumped 3 percent to cross $100 a barrel amid escalating tensions between the US and Iran. The S&P 500 fell 0.3 percent, the Dow Jones Industrial Average lost 320 points, and the Nasdaq composite declined 0.5 percent while Treasury yields remained relatively steady. This follows a broader global equity retreat earlier in the week that included declines in European markets and a 511.89-point drop in Tokyo's Nikkei 225 index due to selling in artificial intelligence and semiconductor-related shares.

    Why it matters

    Energy market shocks and rising commodity prices continue to exert downward pressure on international equities. Higher crude prices fuel inflation expectations, which drive liquidity demand toward the dollar and prompt defensive positioning among investors globally.

    What is confirmed

    • US stocks fell Wednesday as Brent crude jumped 3% to top $100 a barrel amid escalating US-Iran tensions.
    • The S&P 500 dropped 0.3%, the Dow Jones Industrial Average lost 320 points and the Nasdaq composite fell 0.5%.
    • Tokyo stocks were mixed on September 14, with the Nikkei 225 closing down 511.89 points at 63,499.

    Still unconfirmed

    • The dollar index rallied to a 1.5-week high on Monday as sliding stocks boosted liquidity demand.
    • Monday's rally in WTI crude oil to a 3.75-month high raised inflation expectations.

    What to watch next

    • Further movements in crude oil prices and their impact on inflation expectations
    • Upcoming central bank policy decisions and interest rate changes
    Sources used for this update (4)
    1. economictimes.indiatimes.com β€” Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: Dow Jones falls 300 points as oil price crosess $100
    2. newsonjapan.com β€” Nikkei Falls as AI Slowdown Fears Hit SoftBank and Chip Shares
    3. finance.yahoo.com β€” Dollar Edges Higher as Stocks Fall and Crude Oil Rallies
    4. www.tradingnews.com β€” USD/JPY (155.09) Faces 275bp Policy Gap as BOJ Prepares 31-Year-High Rate β€” Close Below 154 Opens 153.40
    confidence 100%
  11. Global Stocks Slump as Oil Surges Near $100

    Stock markets dropped across India and Europe on Wednesday, pressured by climbing crude oil prices that neared $100 and elevated bond yields. The Sensex fell 555 points while the Nifty ended at 23,635, and European stocks slumped significantly. In London, the FTSE 100 hovered near flat as gains in mining and energy countered declines in financials and healthcare. Oil prices surged due to continued Middle East tensions, driving Brent crude to a six-week high. Currency markets experienced shifts with the Australian focus turning more hawkish and the New Zealand dollar testing 13-year lows.

    Why it matters

    Global financial markets are absorbing dual pressures from rising energy costs linked to Middle East tensions and shifting central bank stances. These movements follow recent Asian market interventions and monetary trajectory adjustments, highlighting investor anxiety over inflation and higher bond yields. The convergence of surging commodity prices and restrictive yields continues to strain equity performance across multiple regions.

    What is confirmed

    • The Sensex fell 555 points and the Nifty ended at 23,635.
    • Stock prices in Europe were sharply lower on Wednesday afternoon amid widening bond yields and a soaring oil price.
    • Brent crude hit a six-week high due to continued Middle East tensions.

    Still unconfirmed

    • Australian focus shifts to a more hawkish stance on inflation despite weakening consumer and business sentiment.

    What to watch next

    • Developments in Middle East tensions affecting oil prices
    • Upcoming US inflation data releases
    • Further central bank responses to elevated bond yields and currency movements
    Sources used for this update (5)
    1. www.thehindubusinessline.com β€” Sensex today | Stock Market Highlights: Sensex down 555 pts, Nifty ends at 23,635 as crude oil nears $100
    2. www.marketscreener.com β€” Hong Kong Stocks Open Lower as Oil Prices Jump
    3. www.rttnews.com β€” FTSE 100 Flat Amid Oil Rally, Retail Slowdown
    4. www.interest.co.nz β€” NZ dollar tests 13 year lows
    5. www.marketscreener.com β€” Europe slumps amid oil surge and elevated yields
    confidence 90%
  12. Yen Surges as Asian Markets Show Signs of Exhaustion

    The Japanese yen hit a multi-month high following a record 15.39 trillion yen government intervention and expectations of Bank of Japan rate hikes. While the yen strengthened, equity momentum slowed across Asia. The Singapore stock market rose 1.6 percent over three sessions to cross the 5,800-point plateau, and the Thai market gained 1.2 percent to exceed 1,595 points, though both face potential stalls. In Hong Kong, stocks closed lower on Monday despite new state-backed financial measures from China. These shifts occur as traders await US inflation data and monitor global rate trajectories.

    Why it matters

    Global markets are reacting to diverging central bank paths. While the US Federal Reserve recently signaled a potential hold on rates, the European Central Bank is expected to hike rates in September due to energy-driven inflation. This creates volatility in currency pairs and equity indices across Asia and Europe.

    What is confirmed

    • The Japanese government intervened in the currency market with a record 15.39 trillion yen.
    • The Straits Times Index rose more than 90 points or 1.6 percent over three sessions to sit above 5,800 points.
    • The Thai stock market gained more than 20 points or 1.2 percent to sit above 1,595 points.
    • Hong Kong stocks closed lower on Monday.

    Still unconfirmed

    • The yen reached a seven-month high.
    • The yen reached its strongest level in five months at 155.8 per dollar.
    • The European Central Bank is set for a September rate hike.

    What to watch next

    • US inflation data release
    • Bank of Japan rate hike decisions
    • Performance of the Straits Times Index and Stock Exchange of Thailand on Tuesday
    Sources used for this update (7)
    1. www.outlookmoney.com β€” Stock Market This Week: Fed Rate Hike Bets, Bond Yields, Crude Oil And Other Cues To Watch
    2. www.econotimes.com β€” ECB Set for September Rate Hike as Energy Prices Fuel Inflation
    3. www.rttnews.com β€” Rally May Stall For Thai Stock Market
    4. www.rttnews.com β€” Singapore Stock Market May Run Out Of Steam On Monday
    5. cryptobriefing.com β€” Japanese yen reaches highest level in 5 months after record government intervention
    6. www.marketscreener.com β€” Hong Kong Stocks Fall Despite China Financial Support; Medcaptain Medical Slips on Debut
    7. lufkindailynews.com β€” Yen surges to seven-month high; dollar drifts ahead of US inflation
    confidence 85%
  13. Stocks and Bonds Rally as Fed Governor Waller Signals Rate Pause

    Equity and bond markets rallied after Federal Reserve Governor Christopher Waller indicated support for holding interest rates steady at the September meeting. The S&P 500 recorded consecutive gains as Treasury yields retreated. Waller noted progress on inflation, which cooled market expectations for an immediate rate hike. However, he also suggested that the safety premium for Treasuries has vanished, contributing to a higher neutral rate. While the immediate outlook shifted toward stability, some analysts suggest the path for future hikes remains unclear.

    Why it matters

    The Federal Reserve determines the cost of borrowing across the US economy to manage inflation. Market volatility often spikes ahead of September meetings as investors speculate on whether the Fed will raise, hold, or cut rates.

    What is confirmed

    • Stocks and bonds rallied following comments from a Federal Reserve official.
    • Fed Governor Christopher Waller indicated support for holding rates steady at the September meeting.
    • The S&P 500 posted back-to-back gains.
    • Treasury yields retreated.
    • Christopher Waller noted progress on inflation.

    Still unconfirmed

    • Governor Waller's comments have muddied the outlook on a possible rate hike later this month.
    • The safety premium for Treasuries is gone, pushing the neutral rate higher.

    What to watch next

    • Release of upcoming inflation data
    • Federal Reserve interest rate decision in September
    Sources used for this update (10)
    1. WSJ β€” Stock Market Today: Bonds Stabilize as Oil Slips; Yen Jumps β€” Live Updates
    2. Bloomberg.com β€” Treasuries Rise After Fed’s Waller Notes Progress on Inflation
    3. The New York Times β€” Rate Rise in Play as Fed Officials Await Inflation Data
    4. WSJ β€” Stocks, Bonds Rally After Dovish Fed Comments
    5. CNBC β€” Fed Governor Waller indicates he will support holding rates steady at September meeting
    6. PBS β€” Fed governor Waller muddies outlook on possible rate hike later this month
    7. Reuters β€” Fed's Waller says safety premium for Treasuries is gone, pushing neutral rate higher
    8. Reuters β€” COMMENTARY: Trading Day: Waller cools Fed hike hoopla
    9. CNBC β€” S&P 500 posts back-to-back gains as Treasury yields retreat
    10. WSJ β€” Stocks Rally After Fed Official’s Comments on Holding Rates Steady
    confidence 90%
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