Federal Reserve

Company

Last mentioned: Mar 26, 2026

Timeline

  1. Pressure Campaign Begins

    President Trump begins a public campaign for lower interest rates and Powell's resignation.

  2. Subpoenas Issued

    U.S. Attorney Jeanine Pirro's office issues two grand jury subpoenas to the Federal Reserve Board.

  3. Governor Term End

    Powell's 14-year term as a member of the Federal Reserve Board of Governors officially expires.

  4. Target Window

    The period for which the 33% hike probability is currently being priced.

  5. New Projected Pivot

    New target for the first 25 basis point reduction in the federal funds rate.

  6. Previous Target Date

    The Fed is now expected to maintain current rates through the end of Q2.

  7. Economic Projections

    Updated 'dot plot' will reveal if Fed officials agree with market pricing.

  8. Term Expiration

    Powell's current four-year term as Chair of the Board of Governors is scheduled to conclude.

  9. Trump-Xi Summit

    Scheduled meeting between U.S. and Chinese presidents to discuss trade and regional stability.

  10. FOMC Meeting

    First major opportunity for the Fed to address the hawkish market shift.

  11. Term Expiration

    Jerome Powell's tenure as Chair of the Federal Reserve is set to expire.

  12. Market Pivot

    Dollar Index hits 99.641 as CME FedWatch hike bets are trimmed to 29.4%.

  13. Diplomatic Proposal

    U.S. submits a proposal to Iran to end the Gulf conflict; Iran begins formal review.

  14. Energy Spike

    Closure of the Strait of Hormuz causes a spike in global energy prices and inflation fears.

  15. Prosecutor Concession

    Transcript surfaces showing a prosecutor admitting a lack of criminal evidence to proceed with charges.

  16. Market Shift

    Futures markets price in a 1-in-3 chance of an October rate hike.

  17. Probe Risks Identified

    Reports emerge detailing how the current investigation into Chair Powell could inadvertently lead to a tenure extension.

  18. Market Reaction

    Global markets react with a sell-off in long-dated bonds and growth stocks.

  19. Policy Decision

    Expected release of the interest rate decision and updated economic projections.

  20. Market Close

    U.S. stocks finish at session lows, marking a significant daily loss.

Stories mentioning Federal Reserve 20

Federal Reserve Neutral

Dollar Rallies as Geopolitical Tensions Ease and Fed Hike Bets Recede

The U.S. dollar index surged 0.5% to 99.641 as investors recalibrated expectations for a Federal Reserve pause in December, following signs of potential de-escalation in the U.S.-Iran conflict. With CME FedWatch now pricing a 70.6% probability of a policy hold, the greenback has hit multi-year highs against the yen while trade optimism grows ahead of a scheduled Trump-Xi summit in May.

2 sources
Federal Reserve Neutral

Fed Policy Pivot: Markets Price 33% Chance of Rate Hike by October

Financial markets have recalibrated expectations for Federal Reserve policy, now pricing in a one-in-three chance of a rate hike by October 2026. This hawkish shift reflects growing concerns over persistent inflationary pressures and a resilient labor market, challenging the previous narrative of imminent monetary easing.

2 sources
Federal Reserve Bearish

Powell’s Rhetoric Pivot: Is the Federal Reserve Bracing for Stagflation?

Federal Reserve Chair Jerome Powell’s recent commentary has sparked intense market debate over a potential shift toward acknowledging stagflation. As geopolitical tensions in the Middle East drive energy costs higher, analysts like Danny Moses warn the Fed may be trapped between persistent inflation and slowing economic growth.

4 sources
Markets Neutral

AI Infrastructure and Institutional Shifts Define 2026 Market Outlook

As Vast Data outlines the next phase of AI infrastructure at its 2026 summit, the broader financial landscape is grappling with high mortgage rates and shifting institutional adoption of digital assets. From Kraken’s integration with ICE Chat to the Federal Reserve’s evolving policy path, market participants are navigating a complex intersection of generative AI disruption and macroeconomic volatility.

6 sources
Federal Reserve Bearish

Fed Rate Path Clouds as Iran Conflict Drives Energy Inflation Crisis

The Federal Reserve has signaled a hawkish shift, holding interest rates steady as the escalating Iran-Israel conflict pushes Brent crude to $119. With inflation re-igniting and geopolitical uncertainty mounting, markets have pivoted from expecting rate cuts to bracing for potential hikes in the second quarter of 2026.

2 sources
Federal Reserve Neutral

Fed Holds Rates Steady as Rising Inflation Forecasts Trigger Hawkish Shift

The Federal Reserve maintained interest rates at their current levels during the March 2026 meeting while issuing a surprise upward revision to its inflation projections. This 'hawkish hold' signals that the central bank expects price pressures to persist longer than previously anticipated, dampening hopes for near-term rate cuts.

2 sources
Federal Reserve Bearish

Fed Decision Decouples from Dot Plot as JPMorgan’s Michele Warns of Inflation

JPMorgan Asset Management’s Bob Michele expressed profound skepticism following the Federal Reserve's decision to maintain interest rates, citing a glaring misalignment between current policy and the committee's own economic projections. Michele warned that escalating geopolitical tensions, specifically the conflict involving Iran, represent a significant inflationary threat rather than a temporary disruption.

2 sources
Federal Reserve Bearish

Fed Holds Rates Steady, Triggering Sharp Wall Street Sell-Off

The Federal Reserve maintained interest rates at their current levels during the March FOMC meeting, defying market hopes for an early spring pivot. The decision, paired with a hawkish policy outlook, sent major U.S. stock indices tumbling as investors braced for a 'higher for longer' interest rate environment.

3 sources
Federal Reserve Neutral

Fed Holds Rates Steady as Inflation Convergence Remains Elusive

The Federal Open Market Committee (FOMC) elected to maintain the federal funds rate at its current range during the March 18, 2026 meeting. This decision reflects a cautious 'wait-and-see' approach as policymakers balance cooling labor market data against persistent service-sector inflation.

2 sources
Markets Bearish

Rupee Hits Historic Low of 92.40 as Dollar Strength Pressures Emerging Markets

The Indian Rupee depreciated by 12 paise to reach a record closing low of 92.40 against the US Dollar, driven by persistent capital outflows and a strengthening greenback. This milestone reflects intensifying volatility in emerging market currencies as global macroeconomic pressures and elevated crude prices weigh on domestic sentiment.

2 sources
Federal Reserve Neutral

Fed Navigates Geopolitical Volatility and Sticky Inflation Risks

The Federal Reserve enters its March 2026 policy meeting facing a complex 'triple threat' of geopolitical instability, rising energy costs, and a softening labor market. Policymakers must decide whether to maintain restrictive rates to combat energy-driven inflation or pivot to support a cooling economy.

2 sources
Markets Bullish

Markets Pivot as Iran Conflict Fears Ease: S&P 500 Stages Relief Rally

U.S. equities snapped a three-week losing streak on March 16 as the S&P 500 climbed 1% amid signs of stabilizing energy markets. Despite ongoing geopolitical tensions, investor sentiment was bolstered by easing supply chain concerns in the Strait of Hormuz and anticipation for Nvidia's upcoming GTC conference.

2 sources
Financial Regulation Bearish

Trump Escalates Conflict with Supreme Court and Fed Over Trade and Rates

President Donald Trump has launched a dual-front attack on the U.S. institutional framework, criticizing a Supreme Court ruling that limits his tariff authority while simultaneously renewing hostilities with Fed Chair Jerome Powell. The developments signal a period of heightened constitutional and economic friction as the administration seeks to assert greater control over trade and monetary policy.

3 sources
Markets Neutral

Energy Price Surge Reframes Central Bank Outlook for FX and Bond Markets

Global currency and bond markets are bracing for a pivotal week as major central banks weigh the impact of a sudden spike in energy costs on inflation trajectories. The surge threatens to delay anticipated rate cuts, forcing a repricing of sovereign debt and shifting momentum in foreign exchange pairs.

2 sources

About Federal Reserve coverage

This page surfaces every story mentioning Federal Reserve across our finance coverage. We track each entity's appearance over time so readers can trace how the narrative evolves — which developments are isolated incidents, which build into longer arcs, and which reframe how operators in the space think about the entity. Story selection uses the same multi-source verification gate applied across the rest of our coverage.

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