Waller's dovish remarks lift stocks, trim September rate hike odds
Fed's Waller says he would back holding rates steady if disinflation continues, sparking a stock rally and lowering short-term rate hike odds.
03/09/2026 22:3218 min read
Macro Rates
Bitcoin-Gold Correlation Hits Highest Level in Six Years
Bitcoin’s correlation with gold hit a six-year high, per Bitwise, as debasement fears drive investors to both assets; bitcoin traded near $81,438.
03/09/2026 21:438 min read
Fed's Waller downplays rate hike bets; yen surges
Waller signaled no hurry to raise rates; yen jumped on suspected intervention.
03/09/2026 21:414 min read
August non-farm payrolls: consensus and recent data line up
August jobs report preview: consensus +56K, unemployment 4.1%, and trading implications.
03/09/2026 18:0310 min read
USDCHF Drops as Sellers Take Charge After Failed Bullish Break
USDCHF fell nearly 0.87% as sellers drove the pair below key moving averages following a failed breakout above resistance.
03/09/2026 17:1110 min read
Bitcoin Surges Past $81,000 as Trump Reportedly Considers Ending Iran Conflict
Bitcoin crossed $81,000 as reports suggest Trump may declare Iran war over, while Fed's Waller signals possible rate hold.
03/09/2026 16:4113 min read
BOE Chief Economist Pill Advocates for Rate Hike to 4%, Prompting GBPUSD Rally
BOE Chief Economist Huw Pill advocates for raising the Bank Rate to 4%, sparking a GBPUSD rally.
03/09/2026 15:219 min read
S&P and Nasdaq turn more bullish after Waller's dovish remarks
Fed Governor Waller's dovish comments on inflation pushed US yields lower, lifting the S&P 500 and Nasdaq above key moving averages, signaling a more bullish…
03/09/2026 15:028 min read
August ISM services index rises to 55.4, topping 54.2 forecast
The ISM non-manufacturing PMI rose to 55.4 in August, above the 54.2 estimate and up from 54.1 in July.
03/09/2026 14:1214 min read
Fed's Waller notes inflation easing signs, keeps options open for September
Fed's Waller sees early disinflation signs but keeps rate hike option open if August data is hot.
03/09/2026 12:5110 min read
US weekly jobless claims reach 206,000, slightly above forecasts
Initial jobless claims came in at 206,000, slightly above the 205,000 estimate, indicating steady employment.
03/09/2026 12:412 min read
Bond Yields Surge as Inflation, Fiscal and AI Debt Weigh on Markets
Global bond yields surged as oil prices jumped, fiscal concerns grew, and central bank rate cut expectations faded. The selloff may boost bond appeal.
03/09/2026 11:3630 min read
Gold's rally capped by Fed tightening and Iran tensions; CPI data eyed
Gold upside is capped by Fed rate hike risks and the US-Iran conflict; traders await US CPI for direction.
03/09/2026 10:329 min read
Nasdaq outlook tied to US inflation data and geopolitical risk
Nasdaq is rangebound amid Fed tightening risks and US-Iran conflict, with upcoming CPI and Middle East events key.
03/09/2026 09:338 min read
Why rising bond yields might not be the real threat to stocks
Bond yields are rising, but the underlying causes—inflation and fiscal risks—may be more concerning for equities than the yields themselves.
03/09/2026 09:319 min read