Macro
Fed's Inflation Fight Heats Up: Michigan Sentiment Hits 47.8
UMich final September sentiment prints at 47.8 with 1-year inflation expectations at 4.6% — the data the Fed needs to justify a December hike.
Sep 25, 2026
Archive
236 articles
Macro
Durable Goods August 2026: Core Beat Masks Transport Drag
August core durable goods orders beat at +0.6% ex-transport while the headline swings to -0.3%, sharpening the case for a December Fed hike.
Sep 25, 2026
Macro
Fed Hikes to 4%: Dot Plot Points to One More in 2026
The Fed's unanimous 25bp hike to 3.75%-4.00% and a hawkish dot plot put another move squarely on the table. Here's what traders need to know now.
Sep 24, 2026
Macro
BoE, SNB, BoJ Decide Today Amid Global Rate Chaos
Three major central banks issue rate decisions September 24 as the Iran war warps global inflation. Here's the divergence trade every macro player needs to track.
Sep 24, 2026
Macro
Fed's Dot Plot Has 16 of 18 Hawks — What Comes Next
The Fed's first hike in three years just landed. With 16 of 18 officials penciling in more, here's what traders must watch before October 28.
Sep 23, 2026
Macro
SNB Decision Tomorrow: Zero Rate, Live Risk at 07:30 GMT
The Swiss National Bank decides tomorrow at 07:30 GMT with its rate at 0%. Here's what the ECB's September hike means for Thursday's SNB call and EUR/CHF.
Sep 23, 2026
Macro
Fed Hikes to 4.00%: Dot Plot Flags One More Move in 2026
The Fed raised rates 25bps to 3.75–4.00% at its September meeting. Here's what the hawkish dot plot means for traders positioning now.
Sep 22, 2026
Macro
ECB at 2.65%, BOJ at 0.75%: Policy Divergence Hits a New Extreme
The ECB hiked 40bps to 2.65% while the SNB cut to 0.00%. Global central bank divergence in 2026 is reshaping FX, bonds, and carry trades in real time.
Sep 22, 2026
Macro
Fed Hikes to 4.00% — Dot Plot Says One More Is Coming
The Fed raised rates 25 bps to 3.75%-4.00% in a unanimous vote. The dot plot now signals 4.10% through end-2027. Here's what traders must know.
Sep 21, 2026
Macro
BOJ at 1.25%, ECB Hiking: The Global Rate Reckoning
The BOJ hit 1.25% — highest since 1995. The ECB raised again on 3.0% inflation. Three of four major central banks are tightening simultaneously.
Sep 21, 2026
Macro
Fed's First Hike Since 2023 Resets the Rate Game
The Fed raised rates 25bp to 3.75%-4.00% on Sept. 16 — its first hike since 2023. Here's what the dot plot signals for November and beyond.
Sep 18, 2026
Macro
Global Central Banks Split: ECB Hikes, SNB Cuts, BoJ Next
The ECB raised 40bp to 2.65%, the SNB cut to 0%, and the BoJ meets Sept. 24. Global rate divergence is accelerating — here's the trade.
Sep 18, 2026
Macro
Fed Hikes to 4.00% — Dot Plot Says December Is Live
The Fed raised rates 25 bps to 3.75%–4.00% in a unanimous 12-0 vote. The dot plot shows 16 of 18 officials expect another hike. December is live.
Sep 17, 2026
Macro
BoE Holds at 3.75%, BoJ Set to Hike Friday to 1.25%
Bank of England holds rates at 3.75% as GBP/USD trades near 1.3400. Bank of Japan expected to hike 25 bps to 1.25% Friday — a 30-year high.
Sep 17, 2026
Macro
Fed Hikes 25bps — First Rate Rise Since 2023
The Fed raised rates 25bps to 3.75%-4.00% on September 16, 2026 — the first hike since 2023. Here's what the dot plot and Warsh signal next.
Sep 16, 2026
Macro
ECB Hikes Again as Euro Inflation Stays Above 3%
The ECB raised rates 25bps on September 10 with eurozone inflation at 3.0% in 2026. Here's what the new projections mean for EUR, bonds, and global policy.
Sep 16, 2026
Macro
FOMC Day One: Three Hawks, One Hold, Zero Margin for Error
The September FOMC meeting opens today with three dissenters pushing for hikes, Brent at $89.70, and tomorrow's dot plot set to move markets.
Sep 15, 2026
Macro
Global Central Banks Split: Who's Hiking, Who's Cutting in Sept 2026
The ECB hiked 40bp to 2.65% while Brazil cuts toward 13%. A fractured global rate map creates FX and fixed income trades right now.
Sep 15, 2026
Macro
Core CPI Beats, Fed Hike Wednesday: What Traders Must Know
August core CPI rose 0.3% MoM, beating forecasts. With 80-87% odds of a Fed hike Wednesday, here's what traders need to watch at the FOMC.
Sep 14, 2026
Macro
ECB Hikes 25bps, BoE and BoJ Decide This Week
ECB raised rates 25bps on Sept. 10 as oil tops $100. Bank of England and Bank of Japan decisions this week add to a central bank-heavy macro calendar.
Sep 14, 2026
Macro
August CPI Hits 8:30 AM — Fed's Hike Decision Hinges on It
August CPI drops today at 8:30 AM ET. A print above 3.4% YoY locks in a 25 bps Fed hike on September 16. Here's what traders need to know.
Sep 11, 2026
Macro
BoJ Hawks Circle as ECB Holds Firm on Inflation Fight
BoJ board member Takata signals rate hikes ahead on September 18. ECB projects 3.0% eurozone inflation in 2026. Global central bank divergence is accelerating.
Sep 11, 2026
Macro
August PPI Hits Tape: The Number That Moves September 16
August PPI drops at 8:30 AM ET with Fed hiking odds at 60%. Three FOMC hawks already dissented in July. Here's what the data means for September 16.
Sep 10, 2026
Macro
ECB Hikes Today, BOJ Signals More: The Global Rate Squeeze
ECB deciding now on September 10 after June's 25bp hike to 2.25%. BOJ's Takata calls 2026 a regime change. Global tightening cycle pressures USD/JPY and U.S. bonds.
Sep 10, 2026
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