Topic：Federal Reserve

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

Macquarie strategist Berry: Fed rate hikes less likely over the next six months than markets think

Gareth Berry, Macquarie’s foreign exchange and rates strategist, says the Federal Reserve’s decision to hold rates at 3.75% to 4%, with only two officials advocating a hike rather than the three expected by the market, together with plans to reduce the number of rate-setting meetings starting in 2027, makes further hikes over the next six months less likely than the market had previously assumed.

CNA (ChannelNewsAsia) · 2026.10.30 02:19

Morgan Stanley’s Gapen: The Fed held steady, but the chair offered no convincing explanation

Michael Gapen, Morgan Stanley’s chief US economist, said what surprised him most was that the chair offered no convincing explanation for why the committee held steady this month. The real policy-based answer is that inflation is driven largely by supply-side forces, raising rates cannot produce more oil, and monetary policy can only prevent energy prices from passing through to other goods.

Prof G Markets (Scott Galloway & Ed Elson) · 2026.10.30 02:19

Former Labor Department chief economist Stevenson: The Fed is waiting for the economy to slow; keeping rates unchanged is puzzling

Betsey Stevenson, a University of Michigan professor and former chief economist at the Labor Department, asks why, if markets broadly expect the Federal Reserve to raise rates eventually, it does not do so now. The question of what benefit there is in waiting has not been well answered.

Bloomberg Television · 2026.10.30 02:22

“Bond King” Gundlach: The Fed should have raised rates, judging by the two-year yield and the steepening yield curve

DoubleLine CEO Jeffrey Gundlach spoke to CNBC on the night of the Fed’s rate decision: The press conference language was vague, but the bond market’s signal was clear—judging by two-year Treasuries and the steepening yield curve, the Fed should have raised rates.

CNBC Television · 2026.10.30 02:22

Fed Chair Warsh: Rates held steady, inflation remains high, and only seven rate decisions a year starting in 2027

Federal Reserve Chair Kevin Warsh said at his post-meeting press conference that the committee held interest rates steady at 3.75% to 4%. The economy is expanding strongly, but inflation remains high. The committee “will achieve price stability,” he said, and announced a change to the meeting schedule starting in 2027.

CNBC Television · 2026.10.30 02:22

Wealthion’s The Gold Show: The Fed’s Next Move Could Trigger a Massive Gold Rally

Reik says gold has recently come under pressure, but the forces driving its long-term bull market are stronger, and the Fed’s next move could catalyze the next leg higher.

Wealthion · 2026.10.30 02:29

Former Fed Governor Miran: The Fed must guard against overreacting to transitory inflation

Miran says the Fed must guard against one way of making a mistake in its fight against inflation: overreacting to transitory inflation, rather than focusing solely on a single month’s data.

CNBC Television · 2026.10.30 02:29

Morgan Stanley CIO Wilson: Expectations Have Changed Least for This Fed Meeting; Focus Is on the Tone of the Post-Meeting Press Conference

Wilson says this meeting has seen the smallest change in expectations of the past three or four meetings. The real focus is on interpreting the tone of the post-meeting press conference, not the decision itself.

Bloomberg Podcasts · 2026.10.30 02:29

BofA’s Bhave: The Fed should hike rates on Wednesday, not hold steady

Bhave says markets have almost fully priced in a hold, but the logic of inflation suggests the Fed should complete its second rate hike of the year in October.

CNBC Television · 2026.10.30 02:29

Former SEC Chair Gensler: AI boom will see a correction within 18 to 30 months

Gensler says a slowdown and reversal of the AI boom are a matter not of if, but of when and how deep; the answer depends on the debt in the system.

Bloomberg Podcasts · 2026.10.30 02:29

CNBC interview: Morgan Stanley’s Gapen on the Fed holding rates steady this week and a hawkish pause

Morgan Stanley chief US economist Michael Gapen speaks with CNBC’s Closing Bell Overtime: He agrees with market expectations that the Fed will hold rates steady this week, but says it will be a “hawkish pause” — the statement should convey that there is no rate hike today, but rates still need to move higher in the future.

CNBC Television · 2026.10.30 02:43

Bloomberg interview: Merk Investments president Merk on the market’s misunderstanding of the Warsh Fed

Axel Merk, president and chief investment officer of Merk Investments, speaks with Bloomberg: The market fundamentally misunderstands the Warsh Fed, taking Warsh’s recent statements as support for current monetary policy, including the size of the Federal Reserve’s balance sheet. That is not the impression Merk came away with after meeting Warsh.

Bloomberg Podcasts · 2026.10.30 02:43

DoubleLine podcast: Deputy CIO Sherman on bond market pricing, energy and Fed rate hikes

In the third episode of DoubleLine’s *Sherman Says*, Deputy Chief Investment Officer Jeffrey Sherman and strategist Ryan Kimmel discuss the bond market’s repricing since the Iran war began at the end of February. The market has priced in the Federal Reserve’s next move, but the Fed may need to raise rates again to catch up with inflation, with energy at the heart of the story.

DoubleLine Capital · 2026.10.30 02:43

CNBC interview: Former Fed Vice Chair Clarida on holding rates steady this week and one more hike in December

PIMCO global economic adviser and former Federal Reserve Vice Chair Richard Clarida speaks with CNBC’s “Squawk on the Street”: The market is right to expect the Fed to hold rates steady this week. Recent comments from Williams, Waller and Jefferson all suggest the Fed can be a little patient, but one more rate hike at the December meeting remains on the table.

CNBC Television · 2026.10.30 02:44

CNBC interview: Former Fed Vice Chair Ferguson on holding steady this week and the need for two more rate hikes

Former Federal Reserve Vice Chair Roger Ferguson speaks with CNBC’s “Squawk Box”: The Fed is more likely to hold steady this week, as the market also expects, but recent inflation readings have been disappointing and have not eased. He believes fighting inflation will require two more rate hikes, one in December and another after a period of observation.

CNBC Television · 2026.10.30 02:44

Bloomberg interview: Fed reporter Capurro on expectations of a hold, Warsh’s language and the possibility of another rate hike by year-end

Bloomberg Federal Reserve reporter Maria Eloisa Capurro speaks with Bloomberg’s This Weekend: September saw the first rate hike since 2023, and markets broadly expect the Fed to hold rates steady at this meeting. But inflation remains close to twice the 2% target. The focus is on how Chair Kevin Warsh explains the pause, the statement’s language on the inflation trend, and progress on the five working-group reforms he promised when he took office.

Bloomberg Television · 2026.10.30 02:44

Bloomberg weekend interview: Golub on why this is not an AI bubble, oil prices and the Fed

Seaport chief equity strategist Jonathan Golub speaks with Bloomberg’s This Weekend: S&P earnings are up roughly thirty percent, while valuation multiples have fallen. This is not an AI bubble; if a prolonged Middle East conflict pushes up oil prices and inflation, the Fed will eventually be forced to respond.

Bloomberg Television · 2026.10.30 02:45