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Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'

Fri, 23 Oct 2026 07:25:12 -0400

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'.

The analyst comments "We currently do not anticipate any further rate hikes by the Federal Reserve after December. The outlook remains uncertain, however, as it is extremely difficult to assess inflation in an environment of volatile energy prices and a boom in AI investments. If energy prices remain high into next year and AI investments continue to fuel economic growth, further interest rate hikes are certainly possible. This is the scenario the market appears to be pricing in. We, on the other hand, expect lower

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'

Fri, 23 Oct 2026 07:25:12 -0400

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'.

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'

Fri, 23 Oct 2026 07:25:12 -0400

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'.

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'

Fri, 23 Oct 2026 07:25:12 -0400

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'.

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'

Fri, 23 Oct 2026 07:25:12 -0400

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'.

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'

Fri, 23 Oct 2026 07:25:12 -0400

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'.

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'

Fri, 23 Oct 2026 07:25:12 -0400

Erste: 'We currently do not anticipate any further rate hikes by the Federal Reserve after December'.

Goldman Sachs leaves Q3 GDP estimate at 3.3% despite housing drop

Tue, 20 Oct 2026 09:35:47 -0400

Investing.com -- US housing starts dropped 5.2% to 1,221,000 units on a seasonally adjusted annual rate basis in September, falling short of market expectations, according to Goldman Sachs.

The August housing starts figure was revised lower by 3.3 percentage points to -5.9%. Housing starts showed high volatility throughout the year, with monthly changes averaging 11.2% in either direction over the past six months.

Both single-family housing starts and multi-family housing starts declined during the month, falling 4.6% and 6.7% respectively.

Goldman Sachs said the September decline aligns with its outlook that increased housing supply, homebuilder margins returning to pre-pandemic levels, and softer demand

Goldman Sachs leaves Q3 GDP estimate at 3.3% despite housing drop

Tue, 20 Oct 2026 09:35:47 -0400

Investing.com -- US housing starts dropped 5.2% to 1,221,000 units on a seasonally adjusted annual rate basis in September, falling short of market expectations, according to Goldman Sachs.

Both single-family housing starts and multi-family housing starts declined during the month, falling 4.6% and 6.7% respectively.

Goldman Sachs said the September decline aligns with its outlook that increased housing supply, homebuilder margins returning to pre-pandemic levels, and softer demand

Goldman Sachs leaves Q3 GDP estimate at 3.3% despite housing drop

Tue, 20 Oct 2026 09:35:47 -0400

Investing.com -- US housing starts dropped 5.2% to 1,221,000 units on a seasonally adjusted annual rate basis in September, falling short of market expectations, according to Goldman Sachs.

Both single-family housing starts and multi-family housing starts declined during the month, falling 4.6% and 6.7% respectively.

Goldman Sachs said the September decline aligns with its outlook that increased housing supply, homebuilder margins returning to pre-pandemic levels, and softer demand

Goldman Sachs leaves Q3 GDP estimate at 3.3% despite housing drop

Tue, 20 Oct 2026 09:35:47 -0400

Investing.com -- US housing starts dropped 5.2% to 1,221,000 units on a seasonally adjusted annual rate basis in September, falling short of market expectations, according to Goldman Sachs.

Both single-family housing starts and multi-family housing starts declined during the month, falling 4.6% and 6.7% respectively.

Goldman Sachs said the September decline aligns with its outlook that increased housing supply, homebuilder margins returning to pre-pandemic levels, and softer demand

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Investing.com -- US equities reached all-time highs as Citadel's Scott Rubner outlined a more favorable framework for the fourth quarter, citing improved market conditions following September's reset.

Rubner noted that September reduced several market excesses. Positioning declined, leverage decreased, retail activity cooled, systematic strategies sold, and valuations compressed. He described the starting point for the fourth quarter as materially healthier.

Corporate earnings form the core of the bullish case, according to Rubner. The market is shifting focus from macroeconomic factors to individual company performance. Corporate profits stand at record levels, with earnings estimates continuing to rise. Third-quarter earnings per share expectations were

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Citadel's Rubner sees stronger setup for US stocks in Q4

Tue, 06 Oct 2026 11:14:08 -0400

Rising corporate borrowing costs force US companies to rethink plans

Tue, 06 Oct 2026 05:19:56 -0400

Investing.com -- A sharp sell-off in US government bonds is forcing American companies to change their borrowing plans as costs climb to the highest levels since May 2020.

Borrowing costs for companies with the lowest credit ratings reached 17% this month. The rise follows Treasury yields climbing to multiyear highs, with investors demanding higher compensation for lending to businesses with weaker credit.

The risk premium for companies rated triple C or lower has increased to 12 percentage points, the largest spread since 2022. The yield on the 10-year Treasury note reached its highest level since 2002 last week.

Bank of America reduced its

Rising corporate borrowing costs force US companies to rethink plans

Tue, 06 Oct 2026 05:19:56 -0400

Investing.com -- A sharp sell-off in US government bonds is forcing American companies to change their borrowing plans as costs climb to the highest levels since May 2020.

Bank of America reduced its

Rising corporate borrowing costs force US companies to rethink plans

Tue, 06 Oct 2026 05:19:56 -0400

Investing.com -- A sharp sell-off in US government bonds is forcing American companies to change their borrowing plans as costs climb to the highest levels since May 2020.

Bank of America reduced its

Hedge funds profit as bond selloff pushes yields higher

Fri, 02 Oct 2026 05:21:15 -0400

Investing.com -- Computer-driven hedge funds posted strong gains as government bond prices fell sharply, pushing borrowing costs in the US and Europe to multi-decade highs.

Funds using computer models to identify market trends built large positions betting against fixed income securities this year. The Iran war and strong US economic data fueled inflation concerns among investors.

Yields on 10-year US Treasuries climbed from around 4% at the end of February to more than 5.2%. French, UK and Italian bonds also declined. Bond yields move inversely to prices.

Graham Capital's Tactical Trend fund gained more than 31% this year through last month, including a

Hedge funds profit as bond selloff pushes yields higher

Fri, 02 Oct 2026 05:21:15 -0400

Investing.com -- Computer-driven hedge funds posted strong gains as government bond prices fell sharply, pushing borrowing costs in the US and Europe to multi-decade highs.

Yields on 10-year US Treasuries climbed from around 4% at the end of February to more than 5.2%. French, UK and Italian bonds also declined. Bond yields move inversely to prices.

Graham Capital's Tactical Trend fund gained more than 31% this year through last month, including a

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

The analyst comments "BOTTOM LINE: The core PCE price index rose 0.25% in August, somewhat below expectations, and the year-over-year rate now stands at 3.01%, well below expectations. The downward revision to yearover-year core PCE growth resulting from the methodological changes was larger than we expected and mostly reected a larger revision to the portfolio management component. Based on today’s ination report, we now expect 3.0% growth for core PCE on a Q4/Q4 basis, well below the median FOMC participant's forecast of 3.4%. Coupled with comments from

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'

Wed, 30 Sep 2026 13:05:21 -0400

Goldman Sachs: 'We are pushing back the second hike in our forecast to December'