At the start of the year, the Fed was relatively optimistic. Tariff shocks were settling, prices seemed to be stabilizing, and economists were even forecasting that the central bank could finally start lowering interest rates. Fast forward to today, and the script has completely flipped.
For over five years, inflation has stubbornly sat above the Fed’s 2% target. This frustrating reality…
the fight against inflation is far from over, and a more aggressive monetary policy stance may be required before the year closes. In a series of pointed remarks, Waller outlined a scenario where a standard quarter-point rate hike in December might not go far enough…
US CPI Data Signals Higher Inflation: Gold and Bitcoin Fall as Expected.
November 10, 2026
Today’s US CPI release provided only the monthly inflation figures (MoM), with no year-over-year (YoY) report. The latest data indicated an increase in inflation, triggering the downside movement in Gold and Bitcoin that we had anticipated.
The absence of the annual…
US CPI: Inflation Data Matters, But Keep Your Eyes on the Strait of Hormuz.
November 10, 2026
US inflation data is set to be released today, with market forecasts pointing to an annual inflation rate of 3.9%. Investors should prepare for volatility around the release, but the bigger picture matters more than the initial market reaction.
1. Higher Inflation Could…
Federal Reserve Bank of New York President John Williams said the US economy remains remarkably resilient, with economic growth strengthening and the labour market continuing to show stability. He described current conditions as a period when policymakers should gather more…
Federal Reserve Bank of Richmond President Thomas Barkin said the US economy remains healthy, with solid demand and strong corporate earnings encouraging businesses to continue investing and retaining workers. However, he noted that companies remain cautious about hiring…
Federal Reserve Bank of Cleveland President Beth Hammack signaled a hawkish monetary policy outlook, warning that inflation remains too high and that price pressures could spread across the US economy. She believes gradual interest-rate increases are the best approach to…
Notice: This is for long-term investors, Not for traders!
Gold has experienced significant downward pressure since the beginning of 2026. However, the current market environment may be creating a new opportunity for long-term investors. With geopolitical uncertainty…
Markets Brace for a Potential Surprise
Financial markets are approaching the Federal Reserve’s October 2026 interest rate decision with growing uncertainty. Following September’s 0.25% rate hike, expectations largely favor the Fed holding rates steady today. However…
Federal Reserve official Beth Hammack warned that more aggressive action may be needed to bring inflation under control, highlighting ongoing concerns about price pressures in the US economy.
Hammack also noted that current financial conditions do not appear restrictive…