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	<title>Search Results for &#8220;rates&#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;rates&#8221; &#8211; ISABELNET</title>
	<link>https://www.isabelnet.com</link>
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	<item>
		<title>Oil Prices vs. U.S. Inflation</title>
		<link>https://www.isabelnet.com/u-s-breakeven-inflation-rates-vs-oil/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 17 Jun 2026 08:33:34 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Oil Prices vs. U.S. Inflation When oil rises, inflation tends to follow, pushing up energy and transport costs that ripple across the economy. That dynamic often pressures equities, as margins tighten and consumers pull back. Image: Real Investment Advice]]></description>
		
		
		
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		<title>Sentiment &#8211; Risk Appetite and Expected U.S. Equity Market Performance</title>
		<link>https://www.isabelnet.com/risk-appetite-and-expected-u-s-equity-market-performance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 10 Jun 2026 08:30:56 +0000</pubDate>
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					<description><![CDATA[Sentiment &#8211; Risk Appetite and Expected U.S. Equity Market Performance Risk appetite among U.S. equity fund managers remains positive but has cooled, with many bracing for a June pullback and only modest gains through year-end as concerns over higher interest rates and recession risks build. Image: S&#38;P Global Market Intelligence]]></description>
		
		
		
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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>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=68110</guid>

					<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>CTAs Exposure to Bonds</title>
		<link>https://www.isabelnet.com/ctas-exposure-to-bonds/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 20 May 2026 08:30:47 +0000</pubDate>
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					<description><![CDATA[CTAs Exposure to Bonds CTAs&#8217; overall allocation to bonds sits in the 8th percentile, indicating little appetite for rates risk. Fixed income is simply not where they want exposure right now. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>U.S. 10 Year Yield and S&#038;P 500</title>
		<link>https://www.isabelnet.com/valuation-trailing-sp-500-p-e-ratio-vs-10-year-u-s-treasury-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Apr 2026 08:30:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=67927</guid>

					<description><![CDATA[U.S. 10 Year Yield and S&#38;P 500 For equities, focus less on where rates are and more on how fast they&#8217;re moving. U.S. stocks have rarely shown a strong link to the absolute level of rates, even when those levels are high by historical standards. Image: Deutsche Bank Asset Allocation]]></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>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=31972</guid>

					<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>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>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66886</guid>

					<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>S&#038;P 500 Futures vs. Brent Crude Oil</title>
		<link>https://www.isabelnet.com/sp-500-spy-etf-and-barrels-of-oil/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 19 Mar 2026 09:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=35935</guid>

					<description><![CDATA[S&#38;P 500 Futures vs. Brent Crude Oil S&#38;P 500 futures and Brent crude oil have moved in tandem lately, but the correlation has softened this week. Are markets breaking away from oil prices? Maybe investors are focusing more on rates and earnings than commodities now. Image: Deutsche Bank]]></description>
		
		
		
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		<title>Fed Funds Rate vs. Gasoline Price / Core CPI</title>
		<link>https://www.isabelnet.com/federal-funds-rate-and-u-s-unemployment-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 19 Mar 2026 09:30:22 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=75923</guid>

					<description><![CDATA[Fed Funds Rate vs. Gasoline Price / Core CPI When gasoline prices rise faster than inflation and move in step with growth, the Fed tends to lift rates. But what is the determining factor this time: strong demand or deep strain? It&#8217;s clearly the latter. Image: TS Lombard]]></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>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=71234</guid>

					<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>
		
		
		
			</item>
		<item>
		<title>Global Value vs. Growth</title>
		<link>https://www.isabelnet.com/growth-stocks-vs-value-stocks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 06 Mar 2026 09:30:42 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=27988</guid>

					<description><![CDATA[Global Value vs. Growth This year, investors have shifted from expensive tech into value plays. But lower rates could revive growth stocks as cheaper money boosts the appeal of future profits. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>MSCI Emerging Markets Index</title>
		<link>https://www.isabelnet.com/equity-risk-premium-msci-emerging-markets-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 13 Feb 2026 09:30:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=43724</guid>

					<description><![CDATA[MSCI Emerging Markets Index Emerging markets are back in play, lifted by a softer U.S. dollar, easing global rates, and fresh reforms from Beijing to New Delhi. The rally&#8217;s staying power, though, hinges on how long the dollar stays soft. Image: Bloomberg]]></description>
		
		
		
			</item>
		<item>
		<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>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=47417</guid>

					<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>
		
		
		
			</item>
		<item>
		<title>Fed Funds Rate and Fed Funds Futures</title>
		<link>https://www.isabelnet.com/fed-funds-rate-and-fed-funds-futures/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 16 Jan 2026 09:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=84248</guid>

					<description><![CDATA[Fed Funds Rate and Fed Funds Futures Lower tariff rates and a dovish shift at the Fed could set the stage for rate cuts below 3.5% by year‑end, assuming inflation keeps drifting toward target and growth stays soft. Image: Deutsche Bank]]></description>
		
		
		
			</item>
		<item>
		<title>Average Global Policy Rate</title>
		<link>https://www.isabelnet.com/global-monetary-policy-rates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 06 Jan 2026 09:30:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=59655</guid>

					<description><![CDATA[Average Global Policy Rate Global central banks moved decisively into rate‑cutting mode through 2025, with analysts expecting further, though more measured, easing in 2026, particularly in the United States. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>10-Year U.S. Treasury Yield</title>
		<link>https://www.isabelnet.com/10-year-u-s-treasury-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 05 Jan 2026 09:30:12 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=84654</guid>

					<description><![CDATA[10-Year U.S. Treasury Yield U.S. Treasuries ended a stellar 2025, but few expect a repeat this year. Lower rates may offer some support, but heavy debt issuance, sticky inflation, and ongoing fiscal spending could keep long-end yields from falling much further. Image: Bloomberg]]></description>
		
		
		
			</item>
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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>
		
		
		
			</item>
		<item>
		<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>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=46587</guid>

					<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>
		
		
		
			</item>
		<item>
		<title>Arithmetic Average Annual Real Return of S&#038;P 500 over Different Periods</title>
		<link>https://www.isabelnet.com/arithmetic-average-annual-real-return-of-sp-500-over-different-periods/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 26 Dec 2025 09:33:50 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=72178</guid>

					<description><![CDATA[Arithmetic Average Annual Real Return of S&#038;P 500 over Different Periods Since 2009, S&#38;P 500 investors enjoyed annualized real returns about 50% above the 1900+ historic average, fueled by low rates, QE, and post-crisis recovery. With those supports behind us, forward returns may revert toward historic norms. Image: Real Investment Advice]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 and Fed Funds Target Rate</title>
		<link>https://www.isabelnet.com/earnings-sp-500-net-income-growth-and-fed-funds-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 10 Dec 2025 09:30:43 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=77411</guid>

					<description><![CDATA[S&#038;P 500 and Fed Funds Target Rate When the Fed cuts rates outside of a recession, U.S. stocks typically perform well. However, a perceived &#8220;too dovish&#8221; cut, signaling excessive economic worry, could disrupt the ongoing year-end stock rally. Image: Bloomberg]]></description>
		
		
		
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