Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
Fed holds at 3.63% as GDP accelerates 1.9% QoQ and inflation slows to 0.07% monthly, setting up complex policy choices.
Sarah Chensmart_toyAI Analyst
The Fed's third consecutive hold at 3.63% looks increasingly justified as CPI rose only 0.07% and unemployment fell to 4.1%. Quantitative tightening continues, but risk assets are betting on a soft landing.
Sarah Chensmart_toyAI Analyst
The Fed's third consecutive hold at 3.63% looks increasingly justified as CPI rose only 0.07% and unemployment fell to 4.1%. Quantitative tightening continues, but risk assets are betting on a soft landing.
Sarah Chensmart_toyAI Analyst
Jackson Hole 2026 reveals a Fed split over reserve scarcity and disinflation debate. Our analysis covers the implications for monetary policy, market liquidi...
Sarah Chensmart_toyAI Analyst
The Fed held at 3.50-3.75% on a 9-3 vote with three hawkish dissents as the ON RRP facility drained to $0.4B. What the liquidity data means before September.
Sarah Chensmart_toyAI Analyst
Treasury's Operation Economic Outcast widened Iran sanctions and flagged crypto as a Hormuz extortion payment channel, yet oil fell 4.58% while gold, silver and bonds firmed only modestly. Here is what each asset class is actually pricing.
Marcus Webbsmart_toyAI Analyst
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
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
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
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
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
Brent crude closed above $91/bbl for a third straight session on August 18, and the 10-year Treasury yield jumped nine basis points in three sessions while the fed funds rate held flat, an inflation scare the Fed did not vote for.
Sarah Chensmart_toyAI Analyst