IJR News

US Stocks Slip as Strong Jobs Data Lift Rate-Hike Bets — Sep 4, 2026A stronger-than-expected August jobs report revived expectations that the Fed will raise rates later this month, sending stocks lower and pushing Treasury yields higher as traders price in higher-rate bets. Investors are awaiting upcoming inflation data to determine the central bank's path, with mixed sector moves and technology and energy stocks showing notable activity.

Tom Gallagher Inflation report next week is going to matter way more than this jobs data. That's the real thing traders should be watching.

Stocks Rebound as Oil Eases After Fed Hike — Sep 14, 2026US stock futures dipped as the 10-year Treasury yield rose above 5% ahead of the Federal Reserve decision, underscoring higher borrowing costs and persistent rate-inflation concerns. Oil climbed on Middle East tensions, while bond–equity ETFs showed reduced diversification benefits as rates stayed elevated and markets sold off.

China retail sales miss forecasts as investment growth slows in August — Sep 15, 2026Canada’s housing data is released as the U.S. markets brace for a Fed rate decision amid stubborn inflation, while China’s August data show weak consumer demand but solid industrial output, highlighting a divergence in the world’s second-largest economy alongside still-elevated geopolitical concerns. Gold sits near a one-month low ahead of the FOMC outcome as higher US yields and rate-cut expectations keep pressure on non-yielding bullion.

Chris Dalton Gold prices near a low makes sense with higher US yields and mixed China data. The Fed move could ease some pressure if it cuts rates.

Three England Food Businesses Gain Local RecognitionLifestyle — Sep 12, 2026Charm Thai Cafe in Doncaster was ranked No.1 for food in a local community survey, a distinction amplified by its 5.0 Google rating and a top Food Hygiene Rating of 5. The survey, conducted by a Doncaster collective of locals, reflects diners’ views rather than an official award and underscores the restaurant’s growing online profile and appeal beyond Thai cuisine.

Gold falls to three-week low as Mideast tensions fuel rate-hike bets — Sep 1, 2026Gold prices hovered near multi-week lows as US-Iran tensions push oil higher and fuel inflation fears, with spot gold around $4,320 and US futures also lower. Investors priced in a sizable chance of a Federal Reserve rate hike this month, as higher crude prices and rising yields tempered gold’s appeal as an inflation hedge.

Priya Raman Rate hike bets on top of Mideast tensions seems like a weird combo to be betting on honestly. Would've thought safe haven demand wins out here.

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Citi delays Fed rate-cut forecast to 2027 after strong jobs data — Sep 4, 2026Citigroup now expects the Federal Reserve to begin easing in June 2027 with three 25-basis-point cuts in June, September, and December 2027, after August payrolls rose 162,000 and the unemployment rate held at 4.1%, prompting a shift from labor-market concerns to inflation trajectories. The forecast contrasts with a broader market that still frets about inflation, keeping Citi's outlook notably dovish relative to peers who are more tilted toward earlier hikes or prolonged tight monetary policy.

Sam Okafor Funny how these forecasts jump around every month depending on one jobs report. Ask me again in six months.

Asian markets split as traders await US jobs report after Fed's Waller remarks — Sep 3, 2026Asian equities were mixed as investors weighed signals from Fed official Waller that disinflation may support a rate hold and awaited the upcoming U.S. jobs data, with gains in Hong Kong and Korea contrasted by weakness in Shanghai. Treasuries yields eased, the yen strengthened, and oil markets held steady as investors reassessed rate-hike expectations and global risk sentiment across the region.

Nicole Hardy Everyone's just holding their breath for the jobs number now. One bad print and this whole rate-hold narrative flips overnight.

South Korea inflation climbs to 3.1%, fueling rate-hike speculation — Sep 2, 2026South Korea’s August inflation rebounded to 3.1%, lifted by a base effect from last year’s telecom discount and broadening core price gains as living-cost pressures persist, with food and service costs contributing to the upswing and potentially influencing the central bank’s policy stance. In Pakistan, inflation also rose to 11.1% in August, driven mainly by higher food and energy prices and a sharp surge in transport costs after petroleum price revisions, with the central bank maintaining a high policy rate to curb price pressures.

Tom Gallagher Base effects aside, food and service prices climbing again means real relief for households isn't coming anytime soon.

Goldman Sachs Expects September Fed Rate Hike — Sep 13, 2026Goldman Sachs now expects a 25-basis-point increase at the upcoming Fed meeting, driven more by market pricing than by changes in inflation expectations. The firm says the surge in market odds could signal a one-off adjustment rather than the start of a new tightening cycle.

Nicole Hardy This probably ends up as just one small adjustment rather than any fresh tightening cycle.

Speculators Turn Net Long Yen on BOJ Bets — Sep 13, 2026Speculators flipped to 10,796 net long yen contracts, first net long since February, as dollar-yen hit 152.89 on BOJ rate-hike bets.

Elena Vasquez I think the yen has room to strengthen if the BOJ follows through on those rate hike expectations.

Wall Street Falls as Oil Rises and Rate-Hike Bets ClimbBusiness — Sep 8, 2026

Jared Kim Stocks falling on higher oil shows inflation isn't done yet despite what some claim.

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Fed Raises Rates as India Faces Inflation Pressure — Sep 13, 2026Global markets are bracing for potential Fed tightening with expectations of a 25 basis-point hike in September and possibly more through year-end, while oil sits above $100 and US yields rise, reinforcing a stronger dollar dynamic. Asian assets are weighing rate hike prospects as the Bank of Korea indicates a possible rate increase amid solid growth, with analysts warning that persistent inflation and higher discount rates could pressure equities and trigger volatility in currencies and flows.

Mortgage rates climb to 14-month high as Fed decision looms — Sep 3, 2026Mortgage rates climbed to about 6.71% for a 30-year fixed, the highest in more than a year, with the 15-year rate near 6.04%, as inflation, Fed policy expectations, and geopolitical factors like the U.S.-Iran conflict and higher oil prices push yields higher. The uptick is squeezing affordability and weighing on housing demand, though some buyers remain active as markets adapt to the new rate environment.

Chris Dalton Waiting for the Fed to cut isn't a strategy anymore, at this point I think buyers just have to plan around 6-7% being the new normal.

Trump Threatens Trade Action Over Fed Rate Cuts — Sep 2, 2026President Trump is pressing the Fed to cut rates as stock and bond markets react to overheating signals, even as core indicators and mortgage rates show volatility. Meanwhile, officials and analysts foresee rates stabilizing or falling in the coming months due to stronger growth, a shrinking deficit, and AI-driven disinflation, with Iran-related turmoil, inflation near 2.7%, and geopolitical risk shaping yields.

Crane NXT Draws Moderate Buy RatingsFinance — 4dCrane NXT has a consensus “Moderate Buy” rating from analysts, with an average price target of $66.83; Jefferies recently initiated coverage with a Buy rating and a $60 target, arguing the company’s security technology and industrial businesses are undervalued. The stock has fallen amid acquisition costs and slower sales in legacy hardware, though its latest quarterly earnings and revenue topped analyst expectations.

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Analysts Rate Four Stocks Buy or Moderate BuyBusiness — 6dAnalysts broadly favor the covered stocks: Assurant has a consensus Buy rating, while Alumis, Ategrity Specialty and ASML each have a Moderate Buy rating. Recent quarterly results beat analyst estimates at Assurant and Ategrity Specialty, while Alumis missed forecasts; the ASML report also highlights demand for its next-generation semiconductor equipment.

Truist Lowers Targets on Camden and Norwegian While Raising SailPoint's — 5dTruist Securities maintained a Buy rating on Camden Property Trust while cutting its price target to $108, and raised its targets for SailPoint and Royal Caribbean Group, which remain rated Buy and Hold, respectively. It also maintained a Hold rating on Norwegian Cruise Line while lowering its price target to $16.

Analysts Update Ratings Across Next-Linked StocksFinance — Sep 17, 2026Stocks tied to similarly named entities in the 'Next' brand faced mixed analyst moves: NextEra Energy and NEXT in London saw price-target shifts and ongoing buy/hold ratings, while NextNav and NextNRG also received ratings changes alongside earnings snapshots. Across the board, analysts highlighted upside potential with various targets and noted recent quarterly results and insider activity as key context for pricing.

Fed Raises Rates Amid Inflation Pressure — Sep 11, 2026With August core inflation sticking higher than expected and markets pricing in a rate hike, Fed Chair Kevin Warsh faces intense pressure to raise rates at the upcoming meeting, testing his independence and credibility. The political backdrop includes President Trump urging looser policy, complicating the central bank’s balance between market credibility and electoral considerations.

Fed Raises Rates, Signals Further 2026 Hike — Sep 14, 2026RBI Governor Sanjay Malhotra met Finance Minister Nirmala Sitharaman amid rising inflation risks linked to crude oil prices, with SBI Ecowrap signaling a higher chance of rate hikes as oil crosses $100 a barrel. The meetings precede the RBI’s October 5–7, 2026 MPC policy review, following India’s 7.8% Q1 GDP growth and a kept repo rate of 5.25% in August.

Rosenblatt Initiates Soluna Coverage With Buy RatingBusiness — Sep 17, 2026Rosenblatt Securities initiated coverage of Soluna with a Buy rating and a $4 target, signaling upside from its AI/HPC development plans in Texas, while other analysts have issued a mix of Buy, Hold, and Sell ratings leaving a consensus Hold with a $4 target. In the latest quarter, Soluna posted an EPS of -$0.18 on $15.06 million in revenue, missing estimates as the company pursues its AI/HPC expansion and ERCOT-related milestones.

Global Bond Selloff Pushes Yields Higher, Fed Hikes RatesFinance — Sep 11, 2026Global bond yields rose amid higher oil prices and persistent inflation pressures, fueling expectations of a Federal Reserve rate hike and impacting borrowing costs in the US and Canada. The jump in yields reflected investor concerns about inflation, debt, and geopolitical tensions, with cross-border spillovers evident in Canadian mortgage rates and international bond markets.

U.S. Banks Raise Prime Rate to 7% — Sep 16, 2026U.S. Bancorp, Fifth Third Bank, and other large U.S. lenders have raised their prime lending rates to 7.00% from 6.75%, with U.S. Bank setting the new level to take effect on September 17, 2026 and others moving in after the Federal Reserve’s rate hike. The changes are designed to lift banks’ net interest income but may raise borrowing costs for consumers and businesses, even as executives express optimism about the economy.

Dana Whitfield This rate hike will squeeze borrowers just when the economy needs stability most.

Fed's Waller says September rate decision hinges on August inflation data — Sep 3, 2026Federal Reserve Governor Christopher Waller signaled a likely hold on rates at the September meeting, contingent on upcoming inflation data showing continued disinflation, with emphasis on the August reports and the Fed’s 2% target. Markets have priced in a lower probability of a rate hike as inflation trends show signs of cooling, though policymakers remain ready to tighten if data surprise to the upside.

Nicole Hardy Feels like the Fed keeps kicking the can one report at a time. At some point they need a plan beyond "let's see next month's data.

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Gold price rally amid Fed rate-cut expectations