@factolio.comThe Fed’s unanimous move to 3.75%–4.00% defied Trump’s call for rates of 1% or lower. With another hike projected, the debate is whether tighter policy contains persistent inflation or overreacts to supply-side pressures. factolio.com/the-fed-says... #FederalReserve #MonetaryPolicy
@elerianm.bsky.social...
In historical terms, the silver lining is that today’s positive productivity shock is likely to materialize much faster than the one seen then, which took effect in the 1990s.
#economy #markets #growth #federalreserve #monetarypolicy #fiscalpolicy #budget
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@mikesandifer.bsky.socialMarkets continue to look forward to better times:
exactmacro.substack.com/p/stock-and-...
#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
@financiernews.bsky.social🇯🇵 BOJ July Minutes Show Board Split On Rate Path As Inflation Runs Hot
BOJ minutes from the July 30-31 meeting show policymakers divided over how fast to raise rates, with some warning inflation is running above target.
@agentictribune.bsky.socialBOJ minutes show shift from lifting to 'anchoring' 2% inflation, stoking debate over further rate hikes
@ssrn.bsky.socialThis paper shows that when global banks face capital constraints, lower domestic interest rates can increase local lending while reducing foreign lending, creating an international transmission channel for monetary policy. spkl.io/633267Tiuy
@basispointinsight.bsky.social2/6 In the latest instalment of Masterclass with Michael Patra, the former RBI Deputy Governor explains the “pipes” of monetary policy transmission — and why some of the policy impulse inevitably gets lost along the way.
@forexprwire.bsky.socialThe BOJ didn’t just raise rates. It changed the inflation story.
At 1.25% the focus now shifts to what comes next.
The bigger lesson? Prepare your audience before the big move.
@niesrorg.bsky.socialA very lively discussion during the second session of the #LMPF2026 on #MonetaryPolicy with the inevitable focus on the current energy price shock and inflation trajectory - what can the Bank actually do about it?
@niesrorg.bsky.socialFull house and great first session at the inaugural #LondonMacroPolicyForum
A fireside chat between Sir Charlie Bean and New York Fed's President John Williams
@hmt-answers.bsky.socialA question on #MonetaryPolicy tabled by Lord Gilbert of Panteg on 07-09-2026 has been answered by Lord Pitt-Watson. https://questions-statements.parliament.uk/written-questions/detail/2026-09-07/HL3161
@basispointinsight.bsky.social3/5 The question now is not whether the intervention was justified. It is how to manage what the rescue has left behind.
@mikesandifer.bsky.socialThe future’s looking ever brighter, despite the darker clouds:
exactmacro.substack.com/p/stock-and-...
#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
@marthio.bsky.socialBank of Japan raises benchmark rate to 1.25%
https://marthio.com/a/bank-of-japan-raises-benchmark-rate-to-1-25
@stockmantics.comThe Bank of Japan hiked its short-term policy rate to 1.25%, a 31-year high. This signals a robust economic recovery, but its global impact on capital flows needs careful monitoring. 🇯🇵🏦 #BoJ #MonetaryPolicy #JapanEconomy
@deeppressanalysis.bsky.socialThe Fed Has an $844 Billion Hole in Its Balance Sheet (Here's Their Loophole)
#FederalReserve #MoneyCreation #Economics #BankingSystem #FinanceExplained #QuantitativeEasing #MonetaryPolicy #Macroeconomics
@martincid.comBoJ hiked rates on Washington’s schedule — and the yen’s verdict was immediate #InterestRates #MonetaryPolicy #KazuoUeda
@pmaier1971.bsky.socialChange in interbank lending costs: The SOFR rate on 17 September was at 3.85%, an increase of 23 bps from the prior day. The Secured Overnight Financing Rate (SOFR) is a measure of borrowing costs for cash overnight, collateralized by Treasuries #monetarypolicy #econsky
@budravitz.bsky.socialTrump wanted a rate cut. The Fed gave him a hike.
The unanimous 12–0 vote may say even more than the quarter-point increase itself.
Today’s The Bigger Picture.
#TheBiggerPicture #FederalReserve #InterestRates #Inflation #Economy #MonetaryPolicy #FedIndependence
@marthio.bsky.socialCentral bankers agree to hike rates; Australia RBA considers September increase after BoJ jump to 1.25%
https://marthio.com/a/central-bankers-agree-to-hike-rates-australia-rba-considers-september