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Global Inflation & Fed Policy

27 posts

Fed decisions, global CPI and liquidity trends moving EM FX.

goolsbee signals multiple 2026 cuts

Fed’s Goolsbee Defies Haste, Hints at Several 2026 Rate Cuts

Fed’s Goolsbee hints at multiple 2026 rate cuts while markets price only one—this gap between rhetoric and reality could reshape your dollar positions.
inflation tariffs data distrust

U.S. Inflation, Tariffs, and Distorted Data: Can the Fed Trust the Numbers?

The Fed set policy while two months of inflation data vanished into a government shutdown. How do you steer the economy flying blind?
strong greenback rangebound gains

Why the Dollar Looks Strong—Yet Refuses to Break Out

The dollar’s strength is a mirage—Fed rate cuts, tariff inflation, and ballooning debt will trigger a mid-2026 collapse before recovery.
dollar slips after cpi

Dollar Falters as CPI Seals January Fed Pause

December’s cooler CPI just demolished the dollar and flipped rate cut bets two months earlier. Fed independence under siege changes everything for your portfolio.
fed backlash weakens dollar

Backlash Against Fed Hits Dollar, Drags U.S. Bonds, Stocks

Markets defy Fed’s cautious rate outlook as stocks surge—but credit spreads near historic lows suggest investors are ignoring a critical warning.
2026 u s stock crash

Could 2026 Spark a Brutal Collapse in the US Stock Market?

Marc Chaikin predicts a 65% chance of brutal losses by fall 2026 as AI valuations crack and historic volatility signals a market few are prepared for.
supreme court ieepa tariffs

Supreme Court IEEPA Tariff Showdown: Will Gold Surge—or Shrug?

Supreme Court weighs IEEPA tariff authority as trillions in trade hang in balance. Gold’s next move depends on constitutional limits—or their absence.
friday s pivotal currency moment

FX Outlook: Friday’s High‑Stakes Crossroads

Friday’s US jobs report could shatter the FX market’s unusual calm—but the dollar’s recent setup suggests the crowd may already be positioned wrong.
dollar volatility driven by policy

2026 U.S. Dollar Forecast: Will Fed Policy, Fiscal Firehose, and AI Ignite Volatility?

The Fed’s 2026 playbook contradicts market bets by 40 basis points—a gap that could ignite currency chaos or resurrect the greenback mid-year.
central bank policy shifts

Central Banks in 2026: Implications for Forex Traders

Fed easing while BOJ tightens—central bank divergence in 2026 creates forex chaos most traders aren’t prepared for. Your positions need recalibrating now.