Market Snapshot September 21st 2026
The BoJ Hikes at the Fastest Pace in 36 Years and the Yen Falls Anyway — Two-Year Yields Reach 4.75% and the Curve Starts Flirting With Inversion Data: Main Theme: “Three Central Banks, and a Curve Beginning to Invert” — The Bank of Japan raised its policy rate 25 basis points to 1.25%, its fastest […]
Market Snapshot September 14th 2026
Core CPI Hits the Hawkish Threshold at 0.3% — and Stocks Rally 1% Because Brent Fell 3% Data: Main Theme: “The Market Is Trading Oil, Not the Fed” — Core CPI rose 0.3% against a 0.2% consensus, hitting the precise threshold that strengthens the case for a September hike, and rate-hike expectations rose accordingly. Equities […]