Developing storyline

Gold price rally amid Fed rate-cut expectations

Gold price rally amid Fed rate-cut expectations continues to give way to renewed hawkish signals, as strong labor data, sticky inflation, surging oil and diesel prices tied to US-Iran tensions, a global bond sell-off, a stronger dollar, and now UBS forecasting further Fed rate h…

87 stories3997 sourcesUpdated Sep 18, 2026

In this storyline:Federal Reserve System Donald John Trump Kevin Warsh Brent Crude United States of America S&P 500 Nvidia The Strait Of Hormuz

Gold price rally amid Fed rate-cut expectations — Photo: © IJR / Wikimedia Commons

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total articles across this storyline · last 72h

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Sep 16, 7 PMdots mark key developments · hover for any hourSep 18, 8 AM

Key developments

Sep 12, 2026
UBS reverses course, now forecasting two more Fed rate hikes in September and December 2026.
Sep 12, 2026
Diesel prices surge to record highs as refiners run near capacity amid Hormuz-related outages.
Sep 12, 2026
Georgia gas prices climb to $3.89 a gallon as the national average nears $4.00 for a record Labor Day.
Sep 12, 2026
US inflation rises 0.4% in August with gasoline prices surging, keeping Fed rate-hike expectations in focus.
89 sources on this →
Sep 16, 2026

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Finance

Fed Raises Rates Amid Inflation Pressure

With August core inflation sticking higher than expected and markets pricing in a rate hike, Fed Chair Kevin Warsh faces intense pressure to raise rates at the upcoming meeting, testing his independence and credibility. The political backdrop includes President Trump urging looser policy, complicating the central bank’s balance between market credibility and electoral considerations.

159 sources

Finance

Fed Raises Rates as India Faces Inflation Pressure

Global markets are bracing for potential Fed tightening with expectations of a 25 basis-point hike in September and possibly more through year-end, while oil sits above $100 and US yields rise, reinforcing a stronger dollar dynamic. Asian assets are weighing rate hike prospects as the Bank of Korea indicates a possible rate increase amid solid growth, with analysts warning that persistent inflation and higher discount rates could pressure equities and trigger volatility in currencies and flows.

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Key developments

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Fed Raises Rates Amid Inflation Pressure

Fed Raises Rates as India Faces Inflation Pressure

Comments

Fed Raises Rates, Signals Further 2026 Hike

Bank of Japan Raises Rate to 31-Year High

Stocks Rebound as Oil Eases After Fed Hike

Goldman Sachs Expects September Fed Rate Hike

Global Bond Selloff Pushes Yields Higher, Fed Hikes Rates

Global Shares Edge Higher After Fed Rate Increase and BoE Hold

U.S. Banks Raise Prime Rate to 7%

Fed Raises Rates to 4%, First Since 2023

US inflation rises 0.4 percent in August as Pakistan weekly rate jumps

U.S. producer prices rise 0.4% in August matching forecasts

Fed Weighs Rate Move as Inflation Data and Sales Figures Arrive

Chevron CEO Warns Depleted Buffers Risk Higher Prices

Gold Recovers, Silver Slips Before US Inflation Data

Asian stocks tumble as oil surges and Fed rate-hike bets grow

Dollar slips, yen nears 160 as traders weigh Fed and BOJ rate moves

Warsh warns on inflation as traders debate what's driving rate surge

Dollar climbs to multi-week high as Iran tensions push oil higher

10-year yield hits highest since January 2025 as higher oil prices stoke inflation worries

Global bond sell-off pushes yields to highest level since 2008

Gold falls to three-week low as Mideast tensions fuel rate-hike bets

Fed's Barr warns rate hike possible if inflation stalls

U.S. Employers Add 162,000 Jobs in August

Fed's Waller says September rate decision hinges on August inflation data

Mortgage rates climb to 14-month high as Fed decision looms

Rising Treasury Yields Deepen U.S. Fiscal Strain

Trump Economic Boom Claims Split Over Jobs Data

Diesel prices reach record $5.85 a gallon, raising cost worries for food and goods

Investors watch key inflation data ahead of Federal Reserve's rate decision

Fed's Hammack says rates aren't tight enough to curb inflation

European Shares Slip as Oil Fuels ECB Rate Bets

Georgia gas prices hit $3.89 as national average sets Labor Day record

Asia stocks waver as yen surges, Iran warns of retaliation

CNBC Daily Open: Brent crude barrels back towards $100

Oil Surges After Saudi Strikes as Stocks Slip on Inflation Fears

Dow tumbles as Brent crude edges toward $100 a barrel

Dow drops 600 points as oil prices climb toward 100 dollars a barrel

Stock futures are little changed after losing session; Brent crude tops $99 per barrel: Live updates

Dow drops 600 points to start shortened week as oil prices climb: Live updates

Stock Market Today: Dow Opens Lower, Oil Nears $100 — Live Updates

Stock Market Today: Dow tumbles 1%, S&P 500 and Nasdaq drop as Brent crude edges toward $100 a barrel and pharma stocks stumble

European stocks close mixed and Asia-Pacific markets rise as investors assess renewed Middle East hostilities

Stocks Slide as Oil Rally Fuels Inflation Jitters: Markets Wrap

Record diesel prices may complicate Fed's September rate decision

US Payrolls Surge, Fed Rate Hike in Play

UBS reverses course, now expects two more Fed rate hikes in 2026

Trump Threatens Trade Action Over Fed Rate Cuts

Dollar Falls Despite Rising Fed Hike Bets

Asian stocks rally, oil rises on Hormuz strikes as Fed bets grow

U.S. Mortgage Rates Rise on Iran, Bond Volatility

Citi delays Fed rate-cut forecast to 2027 after strong jobs data

US job openings edge up to 7.27 million as hiring cools

US Stocks Slip as Strong Jobs Data Lift Rate-Hike Bets

Oil Rises as Hormuz Tensions Broaden Conflicts

S&P 500, Dow edge higher as AI optimism offsets Iran tensions

Asian markets split as traders await US jobs report after Fed's Waller remarks

Oil prices ease; Asian shares rise

Dow falls as tanker attacks near Hormuz push oil, bond yields higher

JPMorgan Traders Drop Bullish View on Stocks After Warsh Speech

Dow, S&P 500, Nasdaq futures dip as bond yields, oil prices climb in September

Global bond yields surge to highest level since 2008 amid inflation fears

Warsh Signals Possible Hikes, Inflation Focus

Markets expect jobs data; Fed policy in focus

European stocks rise as French shares rebound

Mortgage rates slide ahead of Jackson Hole speech

US payrolls revised down by 79,000

Global Yields Rise Ahead of Warsh Speech

Markets Price Fed Rate Hike Amid Sticky Inflation

Jobless Claims Dip to 203,000; Trade Deficit Widens

Dollar steadies ahead of Jackson Hole

July PCE data expected to influence Fed policy

Oil drop steadies Wall Street as yields ease

Wall Street Edges Higher, Yields Fall