Free

Sep 22, 2026

One Hike Down, One to Go: The Fed's "Timelier Return" Era Begins

The first rate increase in three years was unanimous and fully priced — the damage came from two words and a dot plot that licenses one more hike by December.

Sep 21, 2026

The Fed Goes Quiet. The Summit Takes Over.

Ten speeches replace one press conference, a record options reset has cleared the deck, and Trump hosts Xi on Thursday with the 10-year pinned at 5%.

Sep 7, 2026

The Inflation Gauntlet: Two Prints Left Before the Fed Decides

A blowout August jobs report pushed rate-hike odds back above 50%. Now PPI lands Thursday and CPI Friday — the final evidence before the Fed's September 16 decision.

Sep 3, 2026

Three Down Days, One Broadcom Bar, and a Jobs Report That Decides September

Stocks steadied after their worst stretch in weeks, but Friday's August payrolls report now carries the Fed's September decision on its back.

Sep 2, 2026

Oil, Yields and Broadcom: The Three-Way Test Facing Stocks Today

A rising energy bill, stubborn bond yields and a crucial AI earnings report are pulling the market in three different directions.

Free

One Hike Down, One to Go: The Fed's "Timelier Return" Era Begins

The Fed Goes Quiet. The Summit Takes Over.

The Inflation Gauntlet: Two Prints Left Before the Fed Decides

Three Down Days, One Broadcom Bar, and a Jobs Report That Decides September

Oil, Yields and Broadcom: The Three-Way Test Facing Stocks Today

Quick Links

Subscription

Socials