Macro
Central Bank Super Week: Five Rate Decisions in Eight Days
Five major central banks deliver rate decisions this week, with the BOJ hiking to 1%, the ECB raising rates, and the Fed holding. Here's what traders need to know.
Jun 16, 2026
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236 articles
Macro
Consumer Sentiment Ticks Up but Inflation Fear Lingers
University of Michigan consumer sentiment rose to 48.9 in June from May's record low 44.8. But inflation expectations remain elevated at 4.6%. Full analysis.
Jun 15, 2026
Macro
Warsh Chairs First FOMC as Iran Deal Reshapes Outlook
Kevin Warsh leads his first FOMC meeting June 16-17 with the US-Iran deal reshaping inflation expectations. What traders need to watch Wednesday.
Jun 15, 2026
Macro
Warsh's First Fed Meeting Sets Tone for 2026
New Fed Chair Kevin Warsh faces his first FOMC meeting June 16-17 with a divided committee, 4.2% inflation, and markets demanding clarity.
Jun 12, 2026
Macro
CPI Hits 4.2% as Energy Costs Drive Inflation Surge
May CPI rose 4.2% year over year, the highest since April 2023, as gasoline prices jumped 40.5% annually. Core inflation held at 2.9%.
Jun 12, 2026
Macro
ECB Set to Hike as Fitch Downgrades Global Outlook
The ECB is expected to raise rates 25bps to 2.25% on June 11 as Fitch downgrades global sovereign outlook to "deteriorating" on Iran war fallout.
Jun 11, 2026
Macro
CPI Hits 4.2% and the Fed's Rate Cut Dream Is Dead
May CPI surged to 4.2%, the highest in three years, as energy costs drove 60% of the increase. Markets now price a 96% chance of a Fed hike by December.
Jun 11, 2026
Macro
ECB Set to Hike Rates as Energy Shock Reshapes Policy
The ECB is expected to raise rates by 25 basis points on June 11, its first hike since 2024, as energy-driven inflation forces a hawkish pivot across global central banks.
Jun 10, 2026
Macro
May CPI Expected to Show Inflation Back Above 4%
Economists forecast May CPI at 4.2% year over year, the highest since early 2024, as energy costs from the Hormuz crisis drive consumer prices sharply higher.
Jun 10, 2026
Macro
ECB Set to Hike Rates for First Time Since 2023
The European Central Bank is expected to raise rates by 25 basis points on June 11, reversing its easing cycle as the Iran oil shock pushes eurozone inflation to 3%.
Jun 9, 2026
Macro
May CPI Preview: Inflation Set to Hit 4.2% on Oil Shock
Wednesday's May CPI report is expected to show inflation accelerating to 4.2% year-over-year as Strait of Hormuz disruptions push energy prices higher.
Jun 9, 2026
Macro
Kevin Warsh Faces His First FOMC Test With No Good Options
New Fed Chair Kevin Warsh approaches his first FOMC press conference June 17 with inflation at 3.8%, jobs growth at 172K, and rate hike odds near 60%. A hawkish pivot looms.
Jun 8, 2026
Macro
May CPI Could Hit 4.2%, Highest Since Early 2023
Wednesday's May CPI report is expected to show inflation accelerating to 4.2% year-over-year, driven by surging energy prices from the Iran war. Here's what traders should watch.
Jun 8, 2026
Macro
US-Iran Talks Stall as Oil Holds Near $95 and Hormuz Stays Shut
Brent crude trades near $95 as US-Iran peace talks stall over the Lebanon ceasefire dispute. The Strait of Hormuz remains closed, throttling 20% of global energy supply.
Jun 5, 2026
Macro
May Jobs Report Lands as Fed Rate Path Hangs in the Balance
The May nonfarm payrolls report drops at 8:30 a.m. ET Friday with economists expecting 85,000 jobs added. The data arrives ahead of Kevin Warsh's first FOMC meeting.
Jun 5, 2026
Macro
ECB Poised to Hike Rates in June as Eurozone Inflation Hits 3%
ECB set to raise rates on June 11 as eurozone inflation hits 3% and Iran war pushes oil prices higher. What the first hike since 2023 means for markets.
Jun 4, 2026
Macro
ADP Jobs Beat Lifts Rate-Hike Odds Ahead of Friday Payrolls
ADP reports 122,000 private jobs added in May, the strongest since January 2025, pushing Fed rate-hike odds to 85%. What Friday's payrolls mean next.
Jun 4, 2026
Macro
Jobs Friday Looms as Labor Market Sends Mixed Signals
May nonfarm payrolls drop Friday with April's 115K surprise still fresh. What the jobs data means for Fed policy and recession odds.
Jun 3, 2026
Macro
Hammack Warns Fed May Hike Rates as Inflation Hits 3.8%
Cleveland Fed President Beth Hammack says rate hikes are possible if inflation trends persist. CPI at 3.8% is the highest since May 2023.
Jun 3, 2026
Macro
Fed Boxed In as Inflation Meets a Factory Boom
The Fed holds at 3.5%-3.75% as ISM hits a four-year high and oil tops $95. With 75% odds of no change through 2026, here's what the rate path looks like now.
Jun 2, 2026
Macro
ISM Manufacturing Hits 54 — Highest Since May 2022
ISM Manufacturing PMI surged to 54 in May, the highest in four years. New orders jumped to 56.8. What the factory boom means for Fed policy and inflation.
Jun 2, 2026
Macro
Chicago PMI Surges to 62.7, Signaling Manufacturing Revival
Chicago PMI jumped 13.5 points to a four-year high of 62.7 in May 2026, smashing consensus and signaling a potential U.S. manufacturing rebound.
Jun 1, 2026
Macro
PCE Inflation Hits 3.8% as Fed Rate Hike Talk Returns
April PCE inflation rose to 3.8% year-over-year, the highest since May 2023, as markets begin pricing a possible Fed rate hike by December 2026.
Jun 1, 2026
Macro
Q1 GDP Revised Down to 1.6% as Consumer Spending Weakens
The BEA revised Q1 2026 GDP growth to 1.6% from 2.0%, citing weaker consumer spending and investment. What the slowdown means for markets and the Fed.
May 29, 2026