Marketplace All-in-One Predicting the Fed's every move
Nov 26, 2025
Join Justin Ho, a Marketplace reporter, who decodes bond market signals about the Federal Reserve's moves. Kristen Schwab explores the tricky state of the labor market with mixed job data indicators. Ben Cohen examines the surge of PG-rated films at the box office driven by kids' interest and participatory fandom. Dive into Matt Levin's insights on AI-powered toys, discussing their promising features while raising safety concerns. Each segment unwraps the economic angles that shape our everyday lives.
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Bond Yields Signal Fed Expectations
- Short-term Treasury yields closely track Fed decisions and falling short-term yields signal markets expect cuts.
- Medium-term yield drops imply markets foresee lower inflation and a softer labor market ahead.
Long Yields Show Growth Confidence
- Ten- and 30-year yields falling less than 2- and 5-year yields suggests investors expect continued decent long-term growth.
- Stable long-term yields show markets aren't piling into long-term Treasuries as a recession hedge.
Watch Fed Futures And Fed Communication
- Use Fed funds futures to read market expectations and to hedge interest-rate exposure.
- Watch Fed communications if markets deviate from expected policy paths because the Fed may intervene to reset expectations.