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	<title>Search Results for &#8220;interest rate&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;interest rate&#8221; &#8211; ISABELNET</title>
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		<title>U.S. ETF and Mutual Fund Flows</title>
		<link>https://www.isabelnet.com/u-s-etf-and-mutual-fund-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 21 May 2026 08:30:58 +0000</pubDate>
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					<description><![CDATA[U.S. ETF and Mutual Fund Flows Over the past year, U.S. investors have favored bonds and money market funds over riskier equities, with geopolitical tensions hanging over markets and interest rates staying elevated. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Cash Allocation by Non-Bank Investors Globally</title>
		<link>https://www.isabelnet.com/global-m2-ex-china-and-cash-allocation-by-non-bank-investors-globally/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 27 Mar 2026 09:30:21 +0000</pubDate>
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					<description><![CDATA[Cash Allocation by Non-Bank Investors Globally Non‑bank global investors are rotating out of stocks and bonds and into cash as the Middle East conflict‑related energy shock raises inflation fears and the risk of higher interest rates. Image: J.P. Morgan]]></description>
		
		
		
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		<title>Gold Price</title>
		<link>https://www.isabelnet.com/growth-in-gold-price-and-central-bank-balance-sheets/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 23 Mar 2026 09:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Gold Price Gold is trading lower in part because higher inflation risk is keeping interest rates higher for longer, which hurts non‑yielding assets like gold even amid volatility and geopolitical stress. Image: MarketDesk Research]]></description>
		
		
		
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		<title>Interest Rates &#8211; Market Pricing for the Number of Fed Rate Cuts</title>
		<link>https://www.isabelnet.com/interest-rates-market-pricing-for-the-number-of-fed-rate-hikes/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 20 Mar 2026 09:31:09 +0000</pubDate>
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					<description><![CDATA[Interest Rates &#8211; Market Pricing for the Number of Fed Rate Cuts Markets have sharply repriced the Fed path. Investors shouldn&#8217;t see &#8220;no rate cuts before 2027&#8221;, but they should recognize that the hurdle for 2026 easing has risen significantly. Cuts aren&#8217;t off the table, just harder to justify now. Image: The Daily Shot]]></description>
		
		
		
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		<title>U.S. Dollar History vs. Neutral Value</title>
		<link>https://www.isabelnet.com/net-of-fms-investors-saying-u-s-dollar-is-overvalued/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 18 Mar 2026 09:33:28 +0000</pubDate>
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					<description><![CDATA[U.S. Dollar History vs. Neutral Value Currency markets move more on expectations around interest rates, economic data, and geopolitics than on fundamentals. The U.S. dollar&#8217;s stabilization at neutral levels reflects Fed policy uncertainty and ongoing global tensions. Image: Real Investment Advice]]></description>
		
		
		
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		<title>Cumulative Fund Flows Across Assets</title>
		<link>https://www.isabelnet.com/cumulative-fund-flows-across-assets/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 05 Feb 2026 09:30:48 +0000</pubDate>
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					<description><![CDATA[Cumulative Fund Flows Across Assets Many investors continue to favor the relative safety of bonds and money market funds over riskier equities, amid ongoing geopolitical tensions and relatively high interest rates. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Average 1-Month S&#038;P 500 Return vs. Change in 10-Year U.S. Treasury Yields</title>
		<link>https://www.isabelnet.com/average-1-month-sp-500-return-vs-change-in-10-year-u-s-treasury-yields/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 02 Jan 2026 09:30:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=96968</guid>

					<description><![CDATA[Average 1-Month S&#38;P 500 Return vs. Change in 10-Year U.S. Treasury Yields When US Treasury yields rise quickly, equity valuations usually fall hardest among high-growth, richly priced names. One risk for 2026 is a sudden jump in interest rates. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Budget Deficit as a % of GDP</title>
		<link>https://www.isabelnet.com/u-s-budget-deficit-as-a-of-gdp/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 31 Dec 2025 09:30:01 +0000</pubDate>
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					<description><![CDATA[U.S. Budget Deficit as a % of GDP The U.S. administration&#8217;s strong interest in rate cuts is largely driven by the need to make financing the enormous deficit more sustainable. By lowering rates, the government can reduce borrowing costs and ease the budgetary pressure. Image: Bloomberg]]></description>
		
		
		
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		<title>Fed Funds Rate Scenario Analysis</title>
		<link>https://www.isabelnet.com/fed-funds-target-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 16 Sep 2025 08:30:57 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Fed Funds Rate Scenario Analysis In its baseline scenario, Goldman Sachs forecasts that the Fed will cut interest rates from 4.3% to 3.1% by the end of 2026. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Performance Around Previous Fed Cuts</title>
		<link>https://www.isabelnet.com/sp-500-performance-around-previous-fed-cuts/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 16 Sep 2025 08:30:29 +0000</pubDate>
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					<description><![CDATA[S&#038;P 500 Returns After Fed Interest Rate Cuts Resume When the Fed delivered just one or two rate cuts after pausing—seen in four different cycles—the U.S. economy was typically strong, with cyclical sectors such as financials and industrials outperforming the broader market. Image: Bloomberg]]></description>
		
		
		
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		<title>Cross Asset Flows as a % of Assets</title>
		<link>https://www.isabelnet.com/cross-asset-flows-as-a-of-assets/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 13 Aug 2025 08:30:45 +0000</pubDate>
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					<description><![CDATA[Cross Asset Flows as a % of Assets Money market funds continue to attract strong investor interest, providing safe and profitable short-term opportunities in the current high-interest-rate environment. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
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		<title>U.S. 10-Year Treasury Term Premium</title>
		<link>https://www.isabelnet.com/u-s-10-year-treasury-term-premium/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 14 Jun 2025 08:30:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. 10-Year Treasury Term Premium The increasing term premium signals that investors require greater compensation for the risks inherent in holding longer-term bonds, reflecting increased concerns about interest rate and inflation over longer durations. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Nominal 10-Year U.S. Treasury Yield and Indexed Return of Cyclicals vs. Defensives</title>
		<link>https://www.isabelnet.com/cyclical-to-defensives-stock-ratio-and-u-s-10-year-bond-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 05 Jun 2025 08:30:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Nominal 10-Year U.S. Treasury Yield and Indexed Return of Cyclicals vs. Defensives Higher growth expectations raise bond yields because investors demand greater compensation for potential inflation and uncertainty about future interest rates. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Gold / U.S. Average Worker&#8217;s Wage</title>
		<link>https://www.isabelnet.com/gold-and-200-day-moving-average/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 05 Mar 2025 09:31:13 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=51671</guid>

					<description><![CDATA[Gold / U.S. Average Worker&#8217;s Wage Despite a bullish outlook fueled by declining interest rates and ongoing central bank purchases, gold is seen as expensive relative to the average wage of a U.S. worker. Image: Gavekal, Macrobond]]></description>
		
		
		
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		<title>Fed Balance Sheet</title>
		<link>https://www.isabelnet.com/fed-balance-sheet-total-fed-assets-and-projection/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 22 Feb 2025 09:29:28 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=33103</guid>

					<description><![CDATA[Fed Balance Sheet Goldman Sachs predicts the Fed will slow its balance sheet reduction in June 2025 and end quantitative tightening by September, which could influence market liquidity and interest rates. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Long History of U.S. 10-Year Treasury Yields</title>
		<link>https://www.isabelnet.com/long-history-of-u-s-10-year-treasury-yields/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 07 Feb 2025 09:31:39 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=77885</guid>

					<description><![CDATA[Long History of U.S. 10-Year Treasury Yields Despite expectations of rate cuts, U.S. interest rates could move in either direction, depending on inflation and Fed decisions. Image: Goldman Sachs Global Investment Research Click the Image to Enlarge]]></description>
		
		
		
			</item>
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		<title>Energy Prices vs. Fed Rate Cuts</title>
		<link>https://www.isabelnet.com/inflation-global-energy-prices/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 18 Jan 2025 09:29:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=59887</guid>

					<description><![CDATA[Energy Prices vs. Fed Rate Cuts Energy prices have historically risen after the Federal Reserve begins cutting interest rates. Image: MarketDesk Research]]></description>
		
		
		
			</item>
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		<title>CAPE Valuations vs. 10-Year U.S. Interest Rates</title>
		<link>https://www.isabelnet.com/cape-valuations-and-federal-funds-effective-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 16 Jan 2025 09:34:59 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=69928</guid>

					<description><![CDATA[CAPE Valuations vs. 10-Year U.S. Interest Rates Rising interest rates often have a significant impact on equity market valuations, frequently causing valuation reversals, especially for growth stocks and companies with high valuations based on future earnings expectations. Image: Real Investment Advice]]></description>
		
		
		
			</item>
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		<title>Bond Flows</title>
		<link>https://www.isabelnet.com/bond-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 16 Jan 2025 09:29:17 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=84323</guid>

					<description><![CDATA[Bond Flows The current interest rate environment has created an attractive landscape for bank loan funds, driving robust inflows. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
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		<title>Gold</title>
		<link>https://www.isabelnet.com/gold/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 06 Jan 2025 09:31:52 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Gold While the outlook for gold remains bullish due to falling interest rates and sustained central bank purchases, it is currently viewed as expensive when compared to oil prices and the average wage of a U.S. worker. Image: Gavekal, Macrobond]]></description>
		
		
		
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