The Latest Inflation Data Spells Bad News for Fed Chair Kevin Warsh and the Stock Market

Rising inflation and geopolitical tensions driving oil prices higher are prompting the Federal Reserve to continue hiking interest rates. With the S&P 500 trading at historically high valuations (CAPE ratio of 41), the market faces significant vulnerability to a sharp correction as higher rates reduce consumer spending, corporate borrowing, and stock valuations.

10/22/2026, 4:23 AM • The Motley Fool

Kevin Warsh's Fed May Not Cut Rates Soon. That's Why This Dividend Stock Belongs in Your Portfolio.

With the Federal Reserve likely to maintain or raise interest rates through the end of 2026, dividend stocks like AbbVie are positioned to perform well. AbbVie, a pharmaceutical company with over 50 years of dividend increases, offers resilience in a high-rate environment due to its strong balance sheet, fixed-rate debt, and non-rate-sensitive business model.

10/20/2026, 11:45 AM • The Motley Fool

Another Rate Hike Is Expected Before the End of 2026. Here's Why It Might Have a Much Bigger Impact on the Markets This Time

The Federal Reserve is expected to raise interest rates again by December 2026, with a 90% probability according to CME FedWatch. Rising inflation, driven primarily by fuel and gasoline prices due to the Iran war, has prompted Fed Chair Kevin Warsh to aggressively target the 2% inflation goal. This could significantly impact markets, similar to 2022 when rate hikes caused the S&P 500 to decline over 19%. Investors are advised to diversify their portfolios, with oil and gas stocks potentially serving as hedges against current market conditions.

10/20/2026, 9:11 AM • The Motley Fool

CME vs. Coinbase Global: Which Financial Stock Is a Better Buy in 2026?

CME Group and Coinbase Global represent two different approaches to financial infrastructure. CME operates a high-margin derivatives marketplace with a 62% net margin and strong cash generation, while Coinbase scales rapidly in crypto trading but faces regulatory uncertainty. The author recommends CME due to its superior profitability, lower valuation multiple, dividend payment, and skepticism about crypto's fundamental value.

10/19/2026, 11:10 AM • The Motley Fool

Not So Fast! One Warren Buffett's Core Positions at Berkshire Hathaway May Not Get the Heave-Ho by Successor Greg Abel After All.

After selling over 549 million shares (53% of its position) in Bank of America over eight consecutive quarters, Berkshire Hathaway may reverse course on divesting the stock. Recent catalysts including BofA's improved valuation (30% premium to book value vs. 65% premium in August) and the Federal Reserve's new rate-hiking cycle have made the interest-sensitive bank more attractive again, potentially keeping it as a core holding under CEO Greg Abel.

10/19/2026, 5:06 AM • The Motley Fool

President Donald Trump Claims Gasoline Prices Will "Drop Like a Rock" When the Iran War Ends, but He's Completely Missed the Bigger Picture

President Trump claims gas prices will plummet once the Iran war ends, but the article argues he's overlooking broader inflationary pressures. Trump's policies—including tariffs and the Iran war—have driven 'Trumpflation' that extends beyond energy into the broader economy. Core PCE inflation remains stubbornly elevated, likely prompting aggressive Fed rate hikes that could slow the AI-driven bull market dependent on cheap debt financing.

10/17/2026, 4:06 AM • The Motley Fool

There's a 35% Chance That the Fed Hikes Rates at Least 4 Times by September 2027, Which Can Decimate the AI-Driven Bull Market

The Federal Reserve has begun a rate-hiking cycle under Chair Kevin Warsh, with a 35% probability of at least four quarter-point rate hikes by September 2027, driven by persistent inflation from Trump's tariffs and geopolitical tensions. Rising borrowing costs could slow AI infrastructure investments and threaten the historically expensive, AI-driven bull market that has driven recent stock market gains.

10/16/2026, 4:06 AM • The Motley Fool

News Flash: Trumpflation Is Expected to Ramp Up the Fed's Rate-Hiking Cycle in 2027

The Federal Reserve faces mounting pressure from persistent inflation driven by Trump's policies (tariffs and Iran war impacts on energy prices), with market expectations showing a high likelihood of multiple rate hikes by September 2027. This could threaten the AI-driven bull market if higher lending costs slow infrastructure investment.

10/14/2026, 4:06 AM • The Motley Fool

The 10-Year Treasury Yield Is Near a 24-Year High. History Says Stock Investors Should Do This 1 Thing.

The 10-year U.S. Treasury yield reached 5.36% on October 7, 2026, its highest level since 2002, driven by persistent inflation, Federal Reserve rate hikes, a large federal budget deficit, and competition from AI infrastructure debt. With high Treasury yields making stocks less attractive, history suggests investors should focus on high-quality dividend-growth stocks with inflation-protected cash flows rather than stocks dependent on low rates.

10/10/2026, 5:25 AM • The Motley Fool

Marex announces changes to Group Board

Marex Group Limited announced that Chair Robert Pickering has stepped down after a three-year tenure that oversaw the company's transformation from a private firm to a NASDAQ-listed business with over $5 billion market capitalization. John Pietrowicz, former CFO of CME Group, has been appointed as the new Chair. The leadership transition comes as Marex continues its growth trajectory following its successful IPO in April 2024.

10/07/2026, 7:00 AM • GlobeNewswire

The U.S. Economy Added 29,000 Jobs in September, Far Fewer Than Expected. Here's Why That's Good News for the Stock Market Right Now.

The U.S. added only 29,000 jobs in September, well below the expected 84,000, with unemployment rising to 4.2%. Despite weak labor data, stock markets rallied as bond yields declined following the report. The softer jobs data suggests the Fed may hold interest rates steady, providing relief to equity valuations that have been pressured by elevated bond yields throughout 2024.

10/02/2026, 10:26 AM • The Motley Fool

The Fed's Preferred Inflation Gauge Declined More Than Expected in August, Yet Bond Yields Aren't Budging. Here's One Reason Why.

The Federal Reserve's preferred inflation gauge (PCE) came in softer than expected in August, with core PCE rising 0.2% monthly and 3% annually versus economist expectations of 0.3% and 3.3%. However, bond yields remained elevated around 5.30-5.65%, defying typical market reactions. The muted response is attributed to recent changes in how the Bureau of Economic Analysis calculates PCE, which reduced reported inflation by 0.2-0.3%, and rising fuel prices in September that make August data less relevant. Despite this, the probability of a Fed rate hold in October increased to 60.7%.

09/30/2026, 1:26 PM • The Motley Fool

The Odds of an Oct. 28 Fed Rate Hike Are Soaring, and President Donald Trump Is, in Part, to Blame

Fed Chair Kevin Warsh has initiated the fourth rate-hiking cycle of the 21st century, with odds of an October 28 rate hike jumping from 6.6% to 57.6% as of mid-September. President Trump's tariff policies and military action against Iran are driving elevated inflation, while AI infrastructure buildout and surging long-duration Treasury yields are also pressuring the Fed to continue raising rates.

09/23/2026, 4:06 AM • The Motley Fool

2 Words From Fed Chair Kevin Warsh Just Changed the Game for Wall Street

Fed Chair Kevin Warsh raised interest rates by 25 basis points to 3.75%-4.00% and emphasized a 'timelier return' to the 2% inflation target, signaling additional rate hikes ahead. This hawkish stance threatens the AI infrastructure build-out that has been the stock market's primary catalyst, potentially impacting growth stocks and premium valuations across major indexes.

09/22/2026, 4:06 AM • The Motley Fool

Fed Chair Kevin Warsh Defied President Donald Trump, and 17 Words From His Post-FOMC Meeting Press Conference Suggest He May Do So Again

Fed Chair Kevin Warsh led the FOMC to unanimously raise interest rates by 0.25% to 3.75%-4% in September 2026, defying President Trump's desire for rate cuts. Warsh's statement emphasizing the need for 'sufficient speed' in bringing inflation to the 2% target suggests he may raise rates again later this year, potentially conflicting with Trump's preferences once more.

09/19/2026, 8:30 PM • The Motley Fool