US, Iran officials meet at UN as markets swing on headlines
US and Iranian officials met at the UN, reportedly going well. Oil slipped, stocks were mixed, and the dollar eased on headlines.
22/09/2026 20:216 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Barkin sees current rate-hike path mirroring 1990s 'mid-cycle adjustment'
Fed's Barkin likened the current hiking cycle to the 1990s mid-cycle adjustment; an easing cycle then featured 75 bps cuts over seven months.
22/09/2026 18:013 min read
US two-year note auction fetches $69 billion at 4.787% high yield
The US Treasury sold $69 billion in two-year notes at a 4.787% high yield, with demand slightly above average and no major anomalies.
22/09/2026 17:113 min read
Barkin: inflation threat outweighed jobs in latest Fed rate decision
Richmond Fed President Barkin said inflation risks outweighed employment risks in last week's rate hike, and sees the economy firming, leaving the door open…
22/09/2026 17:013 min read
Digital Ruble Goes Live, Bitcoin Payments Stay Banned in Russia
Russia began using its digital ruble on Sept 1, while bitcoin remains illegal for payments and retail crypto trading is capped.
22/09/2026 16:1311 min read
US Households Now Favor Stocks Over Homes by Record Margin
US household equity exposure hit a record 39.9% of net worth, widening the gap with housing to 20.6 points.
22/09/2026 15:567 min read
Richmond Fed September composite index slides to -2 from +4
The Richmond Fed's September composite index fell to -2, with all main indexes at zero or below.
22/09/2026 14:122 min read
Eurozone consumer morale dips more than forecast in September
Euro area consumer confidence fell more than expected in September, ending four months of recovery.
22/09/2026 14:125 min read
Fed's Collins: Labor strength lets Fed prioritise price stability goal
Fed's Collins says a stronger labor market allows policymakers to focus on price stability after five years of high inflation.
22/09/2026 13:513 min read
Bianco on the Bond Market and Bitcoin Adoption
Jim Bianco of Bianco Research discusses the Fed's credibility, bond market signals, and Bitcoin adoption in an interview.
22/09/2026 13:137 min read
Philadelphia Fed nonmanufacturing index slides to -22.0, down from -10.6
The Philadelphia Fed nonmanufacturing index dropped to -22.0 in September, its lowest since June, while full-time employment hit a four-year high.
22/09/2026 12:518 min read
Shortwave Coffee Now Accepts Bitcoin Across Three US States
Shortwave Coffee now accepts bitcoin at five locations across three states after local bitcoiners advocated for it.
22/09/2026 12:139 min read
10-year yield hovers near 5% as markets eye the next catalyst
10-year Treasury yields linger near 5% after briefly breaching that level, with inflation and fiscal concerns seen as potential catalysts for further rises.
22/09/2026 08:3110 min read
Bullock points to inflation risks amid rising neutral rates
RBA Governor Michele Bullock highlighted inflation risks from the Middle East and excess demand, and noted rising neutral rates, suggesting higher-for-longer…
22/09/2026 04:425 min read
Arthur Hayes Questions US Insurer Solvency Over AI Debt Exposure
Arthur Hayes argues US insurers are insolvent due to AI debt. A wave of downgrades could trigger a crisis.
22/09/2026 03:5712 min read