US inflation data supports a Fed pause through year-end, while UK growth loses momentum and the RBA maintains a hawkish hold amid housing concerns.
Monthly Archives: August 2026
12 posts
Crude prices are rising on renewed geopolitical tensions triggered by President Trump threatening Oman with military strikes and communicating that he is in no rush to end the Iran war.
The most exciting thing this week is likely to be the Fed minutes. But what are the different market indicators telling us what the next few days are likely to look like?
Like today’s advanced garage with a complete set of diagnostic tools that analyze a car’s function, investors need an extremely comprehensive approach when considering where to put money.
Eagle eyed currency observers will have noticed something peculiar in the Japanese Yen (JPY) on the July 30, 2026 with a circa. Japan and the US engaged in a co-ordinated intervention in the currency markets causing a 5-standard deviation move in Dollar-Yen.
Stocks bolted ahead last week as investors cheered the last big week of Q2 corporate reports and a Friday jobs update that put the spotlight on the Fed's next move with short-term rates.
Journeys are always learning experiences that enrich you. You are bound to find something, even if it isn’t what you went looking for.
With inflation still sticky and labor markets resilient, the bond market may force Chair Warsh toward a September rate hike unless upcoming jobs and CPI data show clearer signs of cooling.
Three Fed dissents point to a gradual, pre-emptive tightening bias rather than urgency, while the BoE raises the bar for hikes and the BoJ’s FX intervention strengthens the case for Q4 normalization.
July proved to be a very volatile month for KOSPI investors as the index suffered from massive concentration. For indications of volatility, the KOSPI has lost a quarter of its value since late June.
Stocks finished higher for the third day in a row, recouping all of the losses the S&P 500 had suffered since mid-July. Most of the move was driven by the mega-cap technology stocks that had declined during that period.
The era of rapid rate relief has been postponed. The Fed has bought itself time. How much it does not control: oil, bond markets, and the consumer will decide.