# US Federal Reserve Type: Company Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/us-federal-reserve-9f7c50 Canonical HTML page: https://getfinancebrief.com/entity/us-federal-reserve-9f7c50 ## Timeline - **2026-10**: Kotak projects start of rate hiking cycle — Kotak Mahindra Mutual Fund expects RBI to deliver a cumulative 50 bps rate hike in H2 FY27 (October 2026–March 2027). - **2026-09**: Expected short-end yield decline — FCNR-related liquidity seen driving 15–20 bps drop in shorter-end bond yields by September 2026. - **2026-08-06**: RBI keeps policy rates unchanged — Reserve Bank of India maintains status quo in its latest monetary policy review; Kotak report published same day. - **2026-06-30**: End of Q1 FY27 — Gross FDI inflows for April–June 2026 reach $30.7 billion, up from $26.7 billion in Q1 FY26. - **2026-03-18**: Asian Rally — Equity markets in Tokyo, Seoul, and Sydney open higher, tracking the dip in energy costs. - **2026-03-18**: Fed Focus — Market participants shift attention to the FOMC meeting for guidance on interest rate trajectories. - **2026-03-18**: Hawkish Hold — Fed maintains rates and raises inflation projections for 2026. - **2026-03-17**: Energy Retreat — Oil prices begin to pull back as demand outlooks shift and profit-taking occurs. - **2026-03-16**: Oil Peak — Crude oil prices hit a monthly high amid supply concerns and geopolitical tension. - **2026-03-15**: Consensus Shift — Analysts and major banks converge on a 'hold' forecast for the upcoming FOMC meeting. - **2026-03**: Conflict Escalation — War in Iran begins, causing immediate volatility in global energy and equity markets. - **2026**: Rate Cut Speculation — Markets price in potential Fed easing as inflation shows signs of cooling. - **2026-02**: Geopolitical Shock — US-Iran conflict begins, causing Brent crude to spike above $110. - **2026-01-18**: First Pause — FOMC holds rates steady as inflation concerns begin to resurface. - **2025-Q4**: Easing Cycle — Fed cuts rates in three consecutive meetings (Sept, Oct, Dec). ## Recent coverage (8 stories) ### Gold Spikes 8% in a Week to $4,400 as War, Trade Feuds and Fed Jitters Mount 2026-08-12 05:19:00 · Sentiment: Bearish · Impact: 7/10 · Sources: 2 Gold has surged more than 8% in a week to reclaim $4,400/oz, fueled by escalating US-Iran tensions, Trump’s trade wars, renewed Fed credibility fears, and a destabilizing yen. For investors, the rally underscores a volatile mix of geopolitical risk and monetary policy uncertainty that is reigniting gold’s haven status. Full story: https://getfinancebrief.com/story/gold-surge-4400-trade-wars-iran-finance ### Kotak sees FY27 BoP surplus, projects 50 bps rate hike by RBI in H2 2026-08-06 09:31:45 · Sentiment: Neutral · Impact: 5/10 · Sources: 3 A Kotak Mahindra Mutual Fund report forecasts India’s balance of payments surplus in FY27 behind $30.7B Q1 FDI, while expecting a 50bps RBI rate hike later this financial year. The analysis indicates that bond markets have already priced in the tightening, with 10-year yields seen stable and short-end yields set to dip on FCNR flows. Full story: https://getfinancebrief.com/story/india-bop-surplus-kotak-rate-hike-fy27 ### Sensex drops 104 pts to 78,181, Nifty IT surges 2.4% ahead of Fed minutes 2026-07-07 16:13:04 · Sentiment: Neutral · Impact: 6/10 · Sources: 2 Indian benchmark indices slipped 0.13% on July 7, 2026, as profit booking took hold in late trade amid weak Asian cues and caution before the US Fed minutes. IT stocks bucked the trend, with the Nifty IT index jumping 2.4% on strong earnings hopes, while realty and metal sectors led the declines. Full story: https://getfinancebrief.com/story/sensex-nifty-profit-booking-it-surge-fed-minutes ### Fed Pause and Geopolitical Risks Stall Hong Kong Property Market Recovery 2026-03-23 00:46:30 · Sentiment: Bearish · Impact: 6/10 · Sources: 2 The US Federal Reserve's decision to maintain interest rates between 3.5% and 3.75% has forced the Hong Kong Monetary Authority to echo a cautious stance, dampening hopes for a swift property recovery. As market expectations shift from two rate cuts to just one this year, potential buyers are adopting a wait-and-see approach amid rising geopolitical tensions and oil price volatility. Full story: https://getfinancebrief.com/story/hong-kong-property-recovery-stalls-fed-pause ### US Fed Holds Rates Steady Amid Iran War; Hawkish Pause Signals Market Volatility 2026-03-19 04:05:33 · Sentiment: Neutral · Impact: 7/10 · Sources: 2 The US Federal Reserve maintained benchmark interest rates at 3.5%-3.75% on March 18, citing inflationary pressures from the ongoing US-Iran conflict and a surge in oil prices. The decision, while expected, reflects a cautious pivot as the central bank revised its 2026 inflation forecast upward to 2.7%. Full story: https://getfinancebrief.com/story/us-fed-holds-rates-iran-war-impact-india ### Asian Markets Surge as Oil Prices Cool and Fed Decision Looms 2026-03-18 04:08:56 · Sentiment: Bullish · Impact: 6/10 · Sources: 2 Asian equities climbed on Wednesday as a pullback in global oil prices provided relief to energy-importing economies. Investors are now pivoting their attention toward the U.S. Federal Reserve, seeking clarity on the future trajectory of interest rates. Full story: https://getfinancebrief.com/story/asian-stocks-rally-fed-oil-retreat ### Fed Poised to Hold Rates as Iran Conflict Clouds Economic Outlook 2026-03-15 11:07:58 · Sentiment: Bearish · Impact: 8/10 · Sources: 2 The U.S. Federal Reserve is widely expected to maintain interest rates at its upcoming meeting as the outbreak of war in Iran introduces significant geopolitical and economic uncertainty. Policymakers are navigating a complex landscape of potential energy-driven inflation and global supply chain disruptions. Full story: https://getfinancebrief.com/story/fed-hold-rates-iran-war-outlook ### Asian Markets Stumble as Wall Street Selloff and Tariff Fears Settle In 2026-02-24 02:20:29 · Sentiment: Bearish · Impact: 7/10 · Sources: 2 A significant overnight selloff on Wall Street, driven by AI-related concerns and renewed U.S. tariff threats, has halted a six-day rally in Asian equities. Investors are navigating a complex legal landscape as President Trump invokes the 1974 Trade Act to bypass judicial setbacks on protectionist policies. Full story: https://getfinancebrief.com/story/asian-markets-wobble-wall-street-selloff-tariffs --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. 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