More Stagflating for Now:
exactmacro.substack.com/p/stock-and-...
#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

#CentralBanks #OilAt100 #MonetaryPolicy
More Stagflating for Now:
exactmacro.substack.com/p/stock-and-...
#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
Is the ECB preparing markets for even tighter policy?
After a 25bp hike, money markets are pricing further tightening as inflation risks and elevated energy prices persist.
#ECB #Eurozone #InterestRates #Inflation #MonetaryPolicy #EUR #MarketNews
Ringgit Expected To Trade In Tight Range Against US Dollar Next Week #Ringgit #USdollar #Forex #MonetaryPolicy #FederalReserve
โ a reading that could reverse quickly. The question now is which signal the next set of minutes treats as the anchor, and how clearly that choice is explained to the people it binds. #MonetaryPolicy #BabElMandeb #CentralBankAccountability
argument moves from the bond market to the political one. #ECB #EuroBonds #MonetaryPolicy
๐๐๐ก๐๐ก๐๐๐๐ ๐ฆ๐ฌ๐ฆ๐ง๐๐ ๐จ๐ก๐๐๐ฅ ๐๐๐ค๐จ๐๐๐๐ง๐ฌ ๐ฆ๐ง๐ฅ๐๐ฆ๐ฆ
The carry trade exposes global monetary divergences: it can generate steady returns but risks sudden crashes that destabilize markets and currencies.
#CarryTrade #GlobalLiquidity #FinancialMarkets #FederalReserve #MonetaryPolicy
๐บ๐ธ๐จ๐ณ The yield gap between 10-year Chinese and US bonds has widened to a record level due to differences in monetary policy. #Forex #Bonds #MonetaryPolicy
๐ง๐ต๐ฒ #๐๐๐ ๐ท๐๐๐ ๐ฑ๐ฒ๐น๐ถ๐๐ฒ๐ฟ๐ฒ๐ฑ ๐ฎ๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐ฟ๐ฎ๐๐ฒ ๐ต๐ถ๐ธ๐ฒ ๐ฎ๐ป๐ฑ ๐ข๐ฐ๐๐ผ๐ฏ๐ฒ๐ฟ ๐บ๐ฎ๐ ๐ฏ๐ฟ๐ถ๐ป๐ด ๐บ๐ผ๐ฟ๐ฒ.
Inflation risks remain elevated, energy prices are climbing, and markets are already watching October 29.
๐๐ผ๐ฒ๐ ๐๐จ๐ฅ ๐ฟ๐ฎ๐น๐น๐ ๐ณ๐๐ฟ๐๐ต๐ฒ๐ฟ ๐ผ๐ฟ ๐ฑ๐ผ๐ฒ๐ ๐๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ โ๐๐ฒ๐น๐น ๐๐ต๐ฒ ๐ต๐ถ๐ธ๐ฒโ?
๐ EZB-Zinsentscheid:
Einlagefazilitรคt: 2,25 % โก๏ธ 2,50 %
Hauptrefinanzierungsgeschรคfte: 2,40 % โก๏ธ 2,65 %
Spitzenrefinanzierungsgeschรคfte: 2,65 % โก๏ธ 2,90 %
๐ Mehr Infos: https://bit.ly/4xIDpvt
Bank Of Japan To Raise Interest Rate Further, Board Member Says #BankOfJapan #InterestRates #Inflation #MonetaryPolicy #FinanceNews
Are Mexican rate cuts being pushed further out?
Inflation rose to 3.26% in August, keeping Banxico cautious as services and food prices remain stubborn.
#Banxico #MexicoInflation #MXN #Rates #MonetaryPolicy #LatinAmerica #MarketNews
Is another ECB hike already locked in?
Markets widely expect a 25bp increase to 2.50%, with attention now shifting to whether policymakers signal more tightening ahead.
#ECB #Eurozone #RateHike #InterestRates #MonetaryPolicy #EUR #MarketNews
๐ Economic calendar - 2026-09-10: Morning, team. Let the calendar guide the plan today.
โข 13:15 ๐ช๐บ EUR โ Main Refinancing Rate
โข 13:15 ๐ช๐บ EUR โ Monetary Policy Statement
โข 13:30 ๐บ๐ธ USD โ Core PPI m/m
โข 13:30 ๐บ๐ธ USD โ PPI m/m
โขโฆ Harmonics Pro Trader #EconomicCalendar #ForexTrading #MonetaryPolicy
4/7 Investment is central to that argument. Fixed capital formation grew 11.9% in the AprilโJune quarter of 2026โ27 and matched private consumptionโs contribution to GDP growth. Consumption remained resilient, while exports provided another source of support.
Bank of Japan set to raise rate to 1.25% this month: The Bank of Japan intends to lift its policy rate to 1.25% from 1.0% at its meeting later this month, sources familiar with the matter have said. Bne IntelliNews #BankOfJapan #InterestRates #JPY #MonetaryPolicy #EconomicNews
The AI boom is beating stagflation in the long-run:
exactmacro.substack.com/p/stock-and-...
#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ
like an exception rather than a recurring feature. The question now is whether a framework built on medium-term discretion still reads as discipline when the shocks keep arriving, and who inside the Council gets to define that. #ECB #MonetaryPolicy #OilPrices
Bitcoin priced in US M2 money supply, going back to 2012. Each cycle, the outperformance shrinks: 8,338% in cycle 1, then 1,178%, then 130%, then 71%. BTC still beats monetary debasement every single time.
#Bitcoin #BTC #Macro #Crypto #MonetaryPolicy #Cryptocurrency