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In episode 8 of Market Beat by Argus Research, host Caroline Wygal and the Argus team cover the Fed's first meeting under new Chairman Kevin Warsh, who held rates steady at 3.5%-3.75% and launched five new task forces signaling a potential shift in how the Fed communicates and operates. Caroline also breaks down active stocks including Intel, Micron, and Accenture, and what rising oil prices and inflation expectations mean for the rate outlook. Analyst Quick Takes include an upgrade on Integra LifeSciences and raised price targets on Jabil and Ulta Beauty. The episode wraps with a Deeper Dive on the U.S. Treasury yield curve, what its recent flattening means for growth, and why Argus no longer expects a rate cut in 2026. For full research and information about Argus subscriptions, visit argusresearch.com.
By Argus ResearchIn episode 8 of Market Beat by Argus Research, host Caroline Wygal and the Argus team cover the Fed's first meeting under new Chairman Kevin Warsh, who held rates steady at 3.5%-3.75% and launched five new task forces signaling a potential shift in how the Fed communicates and operates. Caroline also breaks down active stocks including Intel, Micron, and Accenture, and what rising oil prices and inflation expectations mean for the rate outlook. Analyst Quick Takes include an upgrade on Integra LifeSciences and raised price targets on Jabil and Ulta Beauty. The episode wraps with a Deeper Dive on the U.S. Treasury yield curve, what its recent flattening means for growth, and why Argus no longer expects a rate cut in 2026. For full research and information about Argus subscriptions, visit argusresearch.com.