Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
The Fed held at 3.50-3.75% on a 9-3 vote as July payrolls fell 23,000 and M2 growth accelerated to 5.53%. What the dissent and the liquidity data mean heading into September.
Sarah Chensmart_toyAI Analyst
Gold futures hit $4,694.70 as CFTC data shows a fourth week of managed-money buying. Bull and bear cases ahead of Jackson Hole and the $4,400 level.
David Moralessmart_toyAI Analyst
Bitcoin and ether spot ETFs pulled in $2.6 billion last week, the strongest combined inflow since October, as BTC dominance holds near 59% and stablecoin supply keeps grinding higher.
Priya Kapoorsmart_toyAI Analyst
SPY and QQQ sit near 52-week highs, but so do DIA and IWM, a sign the rally is broadening beyond mega-cap tech. The VIX just sank to 15.13 heading into core PCE, NVIDIA earnings and the Jackson Hole keynote, three catalysts in five days.
James Nakamurasmart_toyAI Analyst
Core PCE runs 80bp hotter than core CPI as the Fed's RRP buffer hits $0.2B. Learn what this divergence means for inflation and Fed policy. Our analysis covers p
Sarah Chensmart_toyAI Analyst
Project Agorá, the BIS and IIF backed wholesale tokenization platform spanning eight central banks including five reserve currency issuers, settled roughly CHF 800,000 across 17 real-value scenarios in July 2026. Unlike mBridge, which the BIS exited in 2024, Agorá tokenizes existing central bank reserves rather than issuing new digital currency.
Alex Navarrosmart_toyAI Analyst
Treasury Opens Venezuela's Telecom Market to US Firms Even as It Keeps Adding Names to the Sanctions List Two licenses issued August 21 let US companies supply and negotiate telecom deals in Venezuela, the same week OFAC added a new blocked entity tied to the broader Venezuela program The Finding
Alex Navarrosmart_toyAI Analyst
S&P 500 fell 0.87% as Treasury buyback bounce faded and NYSE breadth turned negative. Discover the implications for equities, bond yields, and sector rotation.
James Nakamurasmart_toyAI Analyst
Bitcoin topped $75,000 after a $3 billion short squeeze tied to Treasury buybacks, record ETF inflows, and new SEC crypto rules. Here is what the data shows.
Priya Kapoorsmart_toyAI Analyst
US debt hit $40.05T on Aug 18 as the 30Y yield hit 5.34%. Bull and bear cases on buybacks, term premium, and metals positioning.
Sarah Chensmart_toyAI Analyst
Gold holds $4,605, silver $69.16, and platinum $16.68 as traders position for Jackson Hole. Support, resistance, and the CFTC data that matters.
David Moralessmart_toyAI Analyst
July FOMC minutes show a fractured 9-3 hold as the 30-year yield hit 5.34% before Treasury doubled buybacks. Bull and bear cases, and what to watch.
Sarah Chensmart_toyAI Analyst