US Market Research

Market Briefs: The signals shaping US markets.

Fed Funds

4.25–4.50%

10Y Treasury

4.28%

Core CPI

3.1%

Unemployment

4.1%

Latest Research

Market briefs

Fed Policy · Aug 15, 2026

What the latest Fed projections mean for markets

Updated Federal Reserve projections offer a clearer view of the policy path ahead. We examine rate expectations, inflation risks and what changing discount rates could mean for US equity valuations.

Treasury Markets · Aug 13, 2026

Why Treasury yields remain a key equity signal

Longer-term Treasury yields continue to influence the valuation of growth and income-oriented equities. We examine the yield curve, term premium and recent auction demand.

Inflation · Aug 11, 2026

Inflation trends investors are watching

Recent inflation data continues to shape expectations for monetary policy. We review core prices, shelter costs and services inflation while outlining the potential implications for markets.

Market Data

US Treasury yield curve

Select a maturity to view its indicative yield.

Select a maturity above to see its indicative yield.

Market Snapshot

Key indicators investors are watching

R

Policy Rate

Federal funds target range and expectations for future policy changes.

4.25–4.50%

View Fed research →
C

Core CPI

Core consumer price inflation excluding food and energy.

3.1%

Read inflation coverage →
L

Labor Market

Employment conditions remain central to the US economic outlook.

4.1%

Read labor analysis →
B

Fed Balance Sheet

Balance sheet runoff remains an important liquidity indicator.

$25B

Track liquidity →

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