Tag:
Federal Reserve
Americas
American Consumer Confidence Has Fallen Below the Level That Preceded Every Recession Since 1978
Michigan consumer sentiment crashed to 53.3 in March 2026, below every pre-recession level since 1978, as Iran war drives gas prices and inflation fears.
Stocks
The S&P Hit a 2026 Low. The Equal-Weight Version Is Up 3%. Those Are Two Very Different Stories.
S&P 500 hit a 2026 low at 6,632. Adobe lost 8.85% after its CEO of 18 years resigned. But the equal-weight S&P is up 3% YTD. Here's what's actually moving.
Americas
DXY Topped 100. The Dollar Isn’t Strong. It’s Just the Last Man Standing.
DXY crossed 100 on Friday. EUR/USD is at 1.1457, USD/JPY at 158, and Q4 GDP was just revised to 0.7% as core PCE hit 3.1%. Here's what's driving the dollar and what breaks the trade.
Commodities
Brent Closed Above $100 for the First Time Since August 2022.
Brent settled at $100.46 on Thursday, its first close above $100 since August 2022. Iran's new supreme leader vowed to keep Hormuz closed. The Fed is frozen. Here's what actually matters.
Economy
US CPI Holds at 2.4% in February as Oil Shock Rewrites the Inflation Outlook
US CPI held at 2.4% in February 2026, in line with forecasts. But the clean data precedes an oil shock from the Iran war that analysts warn will reshape the March and April readings and the Fed's rate path.
Crypto
Kraken Just Got a Key to the Fed. Five Years Ago They Were Told That Would Never Happen.
Kraken Financial just became the first crypto company with a Federal Reserve master account. Direct Fedwire access. No middleman bank. Five years in the making.
Stocks
ISM Prices Just Printed 70.5. The Dollar Rallied. Rate Cuts Didn’t.
ISM Prices Paid surged to 70.5, the highest since 2022. EUR/USD dropped to 1.17, GBP/USD clings to 1.34 as rate cut bets collapse.
Economy
US Mortgage Rates Hit Three-Year Low at 6.01% — but Fed Minutes Reveal Deep Policy Rift
US 30-year mortgage rate hits 6.01%, lowest since September 2022, as Fed minutes reveal policy rift and January home sales plunge 8.4% to two-year low.