Market Analysis
Fed Turns Hawkish but Can Wait on the Next Hike
TL;DR: Federal Reserve officials now lean toward more rate hikes, but the September minutes and recent speeches say they can wait for more data first. Markets price a pause at the October meeting and…
Jeff Barnes, MBA··5 min read
Market Analysis
Trumpflation Returns: What Sticky Inflation Means for You
TL;DR: Headline inflation cooled to 3.4% in August from 4.2% in May, per the Motley Fool. August core CPI came in at 2.4%, while core PCE — a separate measure — held at 3.3% in June and July, per Pri…
Jeff Barnes, MBA··6 min read
Market Analysis
Fed, ECB, BOJ Raise Rates as Energy Shock Hits
TL;DR: The Fed, ECB, and Bank of Japan all raised rates in September 2026, reversing 2025's easing cycle, after a fresh energy shock pushed inflation back above target, according to LSEG. US energy p…
Jeff Barnes, MBA··6 min read