INDEX
1463 ENTRIES · UPDATED 2026.09.26
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Gold Flies, USD Smashed on Increased Treasury BuybacksScott Bessent has a wide and storied career in financial markets, and his experience with macro and currency is top-notch. He was, after all, part of the Quantum team along with George Soros that broke the Bank of England now more than 30 years ago. His role today, however, is on
2026.08.19242
Fed Minutes set to provide clues about the degree of support for interest-rate hikesThe United States (US) Federal Reserve (Fed) will release the Minutes of the July Federal Open Market Committee (FOMC) meeting on Wednesday. The document should allow investors to assess the extent of the hawkish bias within the central bank after a meeting marked by three dissen
2026.08.19243
Minutes of the Federal Open Market CommitteeA joint meeting of the Federal Open Market Committee and the Board of Governors of the Federal Reserve System was held in the offices of the Board of Governors on Tuesday, July 28, 2026, at 10:00 a.m. and continued on Wednesday, July 29, 2026, at 9:00 a.m. The manager began by no
2026.08.19244
FOMC Minutes Tilt Hawkish: 'Inflation Risks Skewed To The Upside' Due To AIWhile today's market moves (post-Bessent's OpTwist bailout) are changing things rapidly, since the last FOMC meeting, on July 19th, where Warsh held rates (hawkishly) unchanged (in the biggest surprise to market expectations in decades) amid multiple dissents, gold, bitcoin, and
2026.08.19245
Rates Spark: The Treasury’s plan for the back endAs noted here, the Treasury’s decision to increase buybacks in longer durations smacks of discomfort with the sell-off seen in longer tenor Treasury securities of late. It’s been impactful, with the 10-30-year yields down 5-10bp to begin with. The official genesis of the buyback
2026.08.19246
USD/JPY Pulls Back as Yields, USD Fall on Treasury Buyback AnnouncementUSD/JPY retreated to a familiar area today with the 158 zone quickly coming back into play. This broke a streak of higher-lows and the pair was stepping closer to the 160.00 level before the pullback appeared. And while the earlier announcement of increased Treasury buybacks does
2026.08.19247
Winner of Minnesota's 'Outstanding Refugee Award' faces charges over alleged $4.5M fraud schemeA Somali native once given Minnesota's 'Outstanding Refugee Award for Entrepreneurship' has been charged over his suspected role in an alleged Medicare fraud scheme. Salman Ahmed Elmi, 30, was charged with aiding and abetting theft alongside three other associates who are accused
2026.08.19248
US Dollar Slammed, USD/JPY Sinks on Treasury BuybacksThe US dollar suffered its sharpest decline in three weeks after increased Treasury buybacks drove long-end yields lower. With DXY breaking support and USD/JPY turning lower again, traders are watching whether the move has further to run. The US dollar was smoked on Wednesday aft
2026.08.19249
Japan Trade Balance Total (Seasonally Adjusted)table
2026.08.19250
Fed independence in focus as senators question Warsh's calendar gapsFour Senate Democrats have formally asked Federal Reserve Chairman Kevin Warsh to publicly disclose his conversations with President Trump, according to the Wall Street Journal, following the paper's reporting that the two have spoken repeatedly since Warsh took the helm of the c
2026.08.19251
Fed minutes lean hawkish, but we don’t expect a hikeThe minutes to the July Federal Reserve FOMC policy meeting lean a touch hawkishly, but that was to be expected given three officials had dissented. Beth Hammack, Lorie Logan and Neel Kashkari had all voted for an immediate 25bp interest rate increase, while nine other committee
2026.08.20252
Japan exports beat estimates in July as robust chip shipments power fifth straight month of gainsSemiconductor shipments continued to power Japan’s exports in July, helping clock the fastest growth since October 2022, beating expectations. Exports growth accelerated for a fifth straight month, coming in at 23.2%. Economists polled by Reuters had estimated growth at 19.9%. Sh
2026.08.20