Updated
Updated · CNBC · Jun 18
2-Year Treasury Yield Holds at 4.155% as Warsh’s Hawkish Fed Keeps Rates at 3.5%-3.75%
Updated
Updated · CNBC · Jun 18

2-Year Treasury Yield Holds at 4.155% as Warsh’s Hawkish Fed Keeps Rates at 3.5%-3.75%

3 articles · Updated · CNBC · Jun 18

Summary

  • The 2-year Treasury yield was little changed at 4.155% on Thursday after surging more than 16 basis points a day earlier, its biggest Fed-day jump since March 2008.
  • Warsh’s first Fed meeting left rates unchanged at 3.5%-3.75% but shifted the message toward inflation risks and possible future hikes, dropping prior language that had pointed to eventual cuts.
  • Longer maturities eased, with the 10-year yield down to 4.428% and the 30-year at 4.871%, while Warsh also declined to submit his own rate forecast and said individual “dots” were not helpful.
  • Fresh data reinforced the higher-for-longer view: jobless claims rose to 226,000, while the Philadelphia Fed manufacturing index rebounded to 10.3 from minus 0.4, suggesting little immediate pressure for the Fed to cut.

Insights

Beyond holding rates steady, how will the Fed's new internal task forces permanently reshape its long-term fight against inflation?
As the new Fed Chair ends forward guidance, will his hawkish reforms tame inflation or just unleash more market chaos?
With a potential Iran deal easing oil prices, can the Fed’s hawkish turn finally avert the growing threat of global stagflation?