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Fresh uncertainty around Fed rate cuts exposes the stock market’s winners and losers

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Higher U.S. inflation is dashing investors’ hopes for multiple Federal Reserve rate cuts this year, while opening the door to 5% Treasury yields across the board and cleaving the stock market into distinct categories of winners and losers.

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Here’s how long it will take for inflation to hurt less, according to Fed’s Daly

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Prices still weigh heavy on the minds of consumers, the San Francisco Fed president said. Here’s when that might start to change.

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‘I’m convinced the U.S. will be drawn into World War III’: How do I prepare my finances?

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“I believe this to be a legitimate concern. I would prefer a politically neutral answer.”

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The bond market may be at risk from inflationary forces beyond the Fed’s control

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Investors remain nervous about upside risks to inflation, such as the outcome of the Nov. 5 presidential election, that haven’t been priced into the bond market — and which policymakers may not be able to do much about.

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