United States · Business news
112 stories · latest 07 Oct 2026 · clear filter
US inflation is running more than one percentage point above the Fed's 2% goal, and the minutes keep a further increase on the table without naming a meeting. Market pricing, as reported, points to no change in October…
Long-term Treasury yields reached a 24-year high on Thursday and mortgage rates are above 7%, so the timing of the next hike bears directly on housing demand, homebuilders and property owners who must refinance. Banks…
Higher policy rates raise borrowing costs for households and companies, lift banks' deposit costs while repricing floating-rate loans, and pressure valuations of rate-sensitive groups such as homebuilders, REITs and…
The August numbers show energy costs moving back into consumer prices after the summer dip: gasoline directly, and air fares through jet fuel. That is revenue for refiners and for airlines able to pass fuel costs on…
Home resales drive commission income for listed brokerages and portal operators, loan volume for mortgage lenders and title insurers, and follow-on spending at home-improvement, furniture and appliance retailers. Fewer…
Signalling a possible hike ahead of the November midterms put rate-sensitive sectors in focus, from banks' funding costs to homebuilders, mortgage lenders and long-duration technology stocks. Warsh also argued AI could…
Retail sales are the monthly read on revenue for listed store chains, e-commerce companies, carmakers and dealers, and restaurant groups. July's fall was concentrated in online and vehicle purchases, the larger and…
A shrinking payroll count alongside inflation above 3% sharpened the Fed's dilemma between supporting jobs and containing prices. Weaker hiring hits consumer-facing retailers and restaurants through slower income…
The release gives two different readings for listed companies. Private demand, the part that drives sales at retailers, travel firms, manufacturers and lenders, grew 3.9%, faster than the headline. The slowdown came…
Three dissents in favour of a hike signalled that the debate inside the Fed had moved from cuts to increases. That pushes up short-term funding costs and Treasury yields, which matters for banks' deposit costs…
Cheaper fuel puts money back in household budgets, which supports spending at retailers, restaurants and travel companies, while it lowers the selling price for refiners and fuel retailers. For banks, insurers and…
With headline inflation at 4.2% but core still below 3%, the shock was concentrated in fuel, which raises costs for airlines, truckers and delivery companies and eats into lower-income households' discretionary…
The split showed policymakers torn between a soft labour market and energy-driven inflation, with three voters already resisting any signal of easing. Banks' lending margins, mortgage-sensitive homebuilders and real…
A fuel-driven jump in headline inflation squeezes household budgets, which matters most for retailers, restaurants and travel companies whose customers are paying more at the pump. Because core inflation stayed…