Market Pulse – September 22, 2026
Dollar strength is the dominant thread today: the Fed's 25bp cut on Sept 17 and the BOJ's hike to 1.25% on Sept 18 (seen as less hawkish than feared) have left ...
Read MoreDollar strength is the dominant thread today: the Fed's 25bp cut on Sept 17 and the BOJ's hike to 1.25% on Sept 18 (seen as less hawkish than feared) have left ...
Read MoreMacro 🌍 🏦 The Fed's first hike since 2023 (to 3.75%–4.00%) keeps the dollar supported. The US 10-year yield is easing slightly to ~4.97%, after touching 5.00% ...
Read MoreMarket OverviewThe week was dominated by the Federal Reserve’s first rate hike since 2023. The FOMC raised rates by 25 basis points to 3.75%–4.00% on Wednesday ...
Read More🏛️ Two central banks in focus this week. The Fed hiked 25bp to 3.75%–4.00% on Wednesday – first hike since 2023 – on a "too sticky" inflation picture; one more ...
Read More🏦 The Fed hiked rates 25bp to 3.75%–4.00% Wednesday – the first hike in three years – as inflation stays elevated and the Iran conflict keeps energy costs in p ...
Read More🏦 Fed decision day. The FOMC delivers its rate call today at 2 PM ET, with markets now leaning toward a hike rather than a cut – a sharp repricing that briefly ...
Read More🛢️ Oil leads the tape. Brent trades near $106.9–107, WTI near $102.8, up ~1.2–1.4% today, as Saudi Arabia's East–West pipeline stays shut after drone strikes an ...
Read MoreOil is driving the tape. Brent jumped to $107.72 (+2.97%) as US–Iran tensions around the Strait of Hormuz and a fresh Houthi front keep supply fears alive. A fi ...
Read MoreThe week's dominant story was a collision between an escalating Middle East conflict and hardening Fed rate-hike bets. Houthi forces moved to consolidate contro ...
Read More🌍 Geopolitics still in the driver's seat. Brent is trading near $108/bbl as the Iran conflict intensifies around the Strait of Hormuz. Rising energy costs are ...
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