Federated Hermes market views, organized for advisors.

Geopolitical shocks rarely move markets in a straight line, and the evolving Iran conflict is following a familiar pattern of early repricing followed by a period of heightened uncertainty.

As week four approaches, investors are confronting limited visibility on duration...

The Federal Reserve held rates steady at 3.50–3.75%, signaling a cautious pause as it weighs rising inflation pressures against softening growth and employment.

Updated projections point to slightly stronger GDP and persistently above-target core inflation, even as the labor market...

Traditional stock‑bond relationships are being tested as inflation fears, driven in part by higher oil prices and geopolitical tensions, disrupt the negative correlation investors have relied on for decades.

Markets are treating the current oil shock as sharp but temporary,...

Escalating conflict in the Gulf has driven sharp moves across energy markets, with oil and gas prices surging as key regional facilities come under attack and flows through the Strait of Hormuz are disrupted.

These higher input costs are now...

The Federal Reserve meeting underscored a rare mix of institutional drama and policy continuity, as Chair Powell affirmed his temporary status while emphasizing the legality and necessity of staying through an ongoing investigation.

Behind that backdrop, monetary policy itself remained...