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#interest rates
Stock analysis posts tagged "interest rates" from Openbook.
The Fed Can Look Through Oil But It Cannot Look Through Diesel
Oil near 105 dollars looks like a headline shock the Fed can ignore. It is not. This is a refining shortage, and diesel is a cost of production that lands in core inflation.
NextEra Energy (NEE) Stock Analysis: Revenue Growth, Profit Margins and Valuation
The 10-year Treasury yield is back at 5.02% after the Fed's first hike since 2023. NextEra closed at USD 79.60, about 19% below its 2026 high.
Marks and Spencer (MKS): Shares Rise as Payrolls Fall 26,000
UK payrolls fell 26,000 in August and Marks and Spencer rose 2.64 percent. Why the rate read behind that move is not the one the market assumed.
AI Spending Has Become An Inflation Problem Before A Productivity Gain
The AI build-out has become a macroeconomic demand shock, and it is the marginal reason the Fed is close to hiking. Investors hold AI equities as shelter from the tightening they are causing.
UK Housebuilders and the Rate Cut That Is No Longer Coming
Housebuilding is the worst-performing FTSE 350 industry group of 2026. With a September rate cut priced out, Taylor Wimpey shows where the damage lands.
Higher UK Inflation Is Now An Argument Against A Bank of England Rate Rise
The UK energy shock is a real-income squeeze, not overheating. Because bill support is now income-tested rather than universal, CPI prints hotter while demand weakens. The Bank should hold, not hike.