Goldman now expects December Fed hike, sees chance of end to tightening
Goldman Sachs delayed its forecast for the next Fed rate hike to December from October after softer inflation and dovish Fed comments.
01/10/2026 22:5214 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Frank Holmes Says $100 Trillion Will Be Printed, Advocates Bitcoin and Gold
Frank Holmes explains why Bitcoin mining is a 'tier one' AI data center and expects $100 trillion in money printing, favoring Bitcoin and gold.
01/10/2026 21:426 min read
Rising oil prices push NZ consumer confidence down to 97.6, inflation outlook softens
New Zealand consumer confidence dipped to 97.6 in September as a mid-month oil spike dampened sentiment, while two-year inflation expectations fell to 4.5%.
01/10/2026 21:3214 min read
Tokyo September CPI set to show core rate rising to 2.4%, strengthening case for BOJ hike
Tokyo core CPI for September expected to rise 2.4% y/y, reinforcing case for further BOJ rate hikes. Release at 2330 GMT.
01/10/2026 21:1114 min read
Fed's Cook flags AI buildout and persistent supply shocks as inflation risks
Fed's Cook said supply shocks are becoming more policy-relevant and named AI as top 2027 risk, noting near-term inflation from buildout.
01/10/2026 20:5214 min read
Musk Returns to Washington for Pentagon Role After DOGE Closure
Elon Musk has been named co-director of Project Meridian, a Pentagon study on future warfare, after his previous cost-cutting unit DOGE collapsed without a…
01/10/2026 20:4111 min read
September Non-Farm Payrolls Preview: Key Numbers
This article previews the September non-farm payrolls report, including consensus estimates and seasonal trends.
01/10/2026 18:029 min read
Jefferson: More data needed for better Fed rate decision
Fed Vice Chair Philip Jefferson said the central bank may take more time to decide on rates, emphasizing data-dependence. He noted inflation above target and…
01/10/2026 17:417 min read
Fed official says higher long-term rates hit housing, commercial loans
Kansas City Fed President Jeff Schmid said rising long-term rates are straining housing and commercial lending, while other officials discussed AI's impact.
01/10/2026 17:116 min read
Trump: Inflation Could Help Reduce the $40 Trillion National Debt
Trump suggests inflation could reduce the national debt, while Cayman Islands hedge funds emerge as major Treasury buyers.
01/10/2026 15:429 min read
September ISM manufacturing gauge registers 54.5, trails 55.0 consensus
The ISM Manufacturing PMI for September came in at 54.5, below the 55.0 consensus estimate but near the prior month's 54.6.
01/10/2026 14:1723 min read
European session: Dollar strengthens as Treasury yields near 2002 peaks
Treasury yields briefly hit 2002 highs, boosting the dollar and pressuring European stocks, while oil rebounded.
01/10/2026 12:217 min read
Trump says US may resume or intensify Iran attacks after midterms
In a TIME interview, Trump said the US could step up bombing of Iran after midterms if talks fail, as the conflict has cost over $25 billion.
01/10/2026 11:2114 min read
Record Hedge Fund Treasury Holdings: Basis Trade Unwind Risks
Hedge funds held a record 7% of US Treasurys at end-2025. Regulators warn that leveraged basis trades could amplify turmoil if they unwind.
01/10/2026 10:2610 min read
Layoffs decline in September, yet weak hiring keeps NFP in focus
US job cuts fell to 43,281 in September. Persistent weakness in hiring plans keeps focus on the NFP report.
01/10/2026 10:128 min read