Analysis

TradingKey - U.S. President Trump explicitly stated in a media interview on Wednesday that if his nominee for Federal Reserve Chair, Kevin Warsh, expresses an inclination toward raising interest rates, he will not get the job.

TradingKey - Since Donald Trump announced his nomination of former Federal Reserve Governor Kevin Warsh as the next Fed Chair, market expectations for the future path of monetary policy have shifted rapidly. As a candidate known for his opposition to quantitative easing (QE), Warsh’s policy stance has drawn significant investor attention and reignited market debate over whether the Federal Reserve will pivot to a more hawkish position.

TradingKey - On Wednesday, January 28, 2026, local time, the Federal Reserve announced it would maintain the federal funds rate target range at 3.50%–3.75%, in line with market expectations. This marks the first time the central bank has chosen to stay on hold following three consecutive rate cuts since September 2025.

TradingKey - A bombshell hit global financial markets on Tuesday as the yield on Japan's 40-year government bond (JGB) returned to the 4% threshold for the first time in 30 years, marking a record high since the maturity was first issued in 2007. This bond market turmoil coincided with Prime Ministe

What if the DOJ isn’t investigating "office renovations," but is actually staging a coup of the Federal Reserve?

TradingKey - Since Donald Trump returned to the White House in 2025, tensions between the U.S. President and Federal Reserve Chair Jerome Powell have continued to escalate. This week, the standoff intensified as the U.S. Department of Justice launched a criminal investigation into Powell. However, m

TradingKey - In 2025, major global central banks will largely maintain an accommodative stance, but the policy pace will decelerate notably. As the easing cycle draws to a close, how will global monetary policy evolve?

As global monetary policy divergence enters a critical phase, the Bank of Japan (BoJ) is anticipated to raise its benchmark interest rate at the monetary policy meeting on December 19, 2025, by 25 basis points to 0.75% , marking its highest level in nearly 30 years.

TradingKey - As the selection for the next Federal Reserve Chairman enters a critical stage, Kevin Hassett, once widely considered a shoo-in leading candidate, has seen his advantage narrow significantly.

TradingKey – The Federal Reserve cut interest rates by 25 basis points on December 10, US Eastern Time, as widely anticipated, with the resolution passing by a 9-3 vote.

TradingKey - The Federal Reserve is likely to halt its rate-cutting cycle before the end of Q2 2026...The magnitude of rate cuts in Q3 and Q4 2026 is expected to far exceed current market expectations...U.S. equities are highly likely to follow a "bearish-then-bullish" trajectory throughout 2026.

TradingKey - Global monetary policy is poised for a rare "reverse script" by the end of 2025. While the Federal Reserve nears its third interest rate cut for the year and is widely expected to continue easing into next, major economies in Europe, Australia, and Japan are concurrently signaling inter

TradingKey - Kevin Hassett, White House National Economic Council Director, is poised to succeed Jerome Powell as the next Federal Reserve Chair. This development signals a potentially more dovish monetary policy. Beyond Wall Street's focus on this outlook, the Fed's independence is also under

Why would Hassett be the best choice for US stocks and the US dollar if he were to become the Federal Reserve Chairman?

TradingKey - If Kevin Hassett — the front-runner with a nomination probability exceeding 70% — is successfully appointed..., U.S. stocks are expected to continue hitting record highs, supported by a significantly accommodative monetary policy environment of interest rate cuts.

TradingKey - San Francisco Fed President Mary Daly has voiced support for a rate cut at next month's Federal Reserve meeting, arguing that a sudden job market deterioration poses a greater and harder-to-manage risk than an inflation surge.

TradingKey - The delayed September Non-Farm Payrolls (NFP) and the ambiguous October NFP have already deepened divisions within the Fed amid a persistent data fog. Making the situation more acute, the December NFP report—released unexpectedly late, after the final Federal Open Market Committee

This article analyzes the impending release of the Federal Reserve's October meeting minutes, highlighting divisions on monetary policy, recent rate cuts, and the potential impact on upcoming decisions. With 56% chance of maintaining rates, investor focus remains sharp.

TradingKey - Markets initially greeted the end of the longest U.S. government shutdown with relief—but it didn’t last.

TradingKey - With the Federal Reserve’s “hawkish cut,” the European Central Bank (ECB) pausing for a third time, the Bank of Canada signaling the end of easing, and other major central banks turning cautious on rate cuts, global monetary policy may be approaching a turning point.