Money Markets

Jefferies

2026-10-01 06:18:43

Jefferies says Treasury yields look attractive as markets price in steep Fed hikes

Jefferies global economist Mohit Kumar said current U.S. Treasury yield levels are attractive for long-term investors, though uncertainty remains high. The firm also said central banks are unlikely to deliver rate hikes as large as those implied by market pricing. According to LSEG data, money markets have priced in a cumulative 93 basis points of Federal Reserve tightening over the next 12 months. The comments point to a gap between Jefferies' view and current market expectations on the path of policy rates.

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Federal Reser

2026-08-27 05:58:04

Studite Group economist says Fed is still unlikely to raise rates in September

Studite Group Chief Economist Reto Cueni said in a report that markets may modestly increase expectations for a Federal Reserve rate hike at its September meeting. Even so, he said the prevailing market view still appears to be that the Fed will leave rates unchanged, and Studite Group itself does not currently expect a hike. Cueni said the firm is maintaining its view that the Federal Reserve will not deliver any additional rate increases in the second half of this year. According to LSEG data, money markets are pricing in a 65% probability that the Fed will keep rates unchanged at its September meeting. The comments point to a slight shift in market expectations, but not enough to overturn the baseline view of no move next month.

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Federal Reser

2026-08-19 05:23:27

Danske Bank sees two Fed rate hikes by March 2027

Danske Bank analysts said they expect the Federal Reserve to raise interest rates twice, with one hike projected for December 2026 and another for March 2027, as policymakers respond to potential inflation pressure. Senior analyst Kirstine Kundby-Nielsen and chief analyst Jens Peter Sorensen said that under this path, the key policy rate would rise to 4.00%-4.25%. In their report, they added that they still see a chance rate increases could come earlier, though recent disappointing data has made the risk picture more balanced. Money markets are currently pricing in a 23-basis-point increase in December and a cumulative 33 basis points of tightening by March 2027. The update was carried by Jin10, according to Odaily.

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