Forward

Warsh FOMC Reality: Market Easing Expectations Dead

Chair Warsh cut the FOMC statement to 130 words, removing forward guidance. With 2026 rates at 3.8%, traders must now read raw data.

Jul 14, 2026 Sofia Mendes 13 min read

Rupee surge: Why 94.71 isn't a true reversal

The rupee hit 94.71 as oil fell, but record $106.6B forward positions show the RBI's stability is artificial, not organic strength.

Jul 14, 2026 Sofia Mendes 11 min read

RBI spot sales and swaps explained

The rupee rebounded to 94.6450 after RBI spot sales and swaps. See how state banks executed this dual-track move to cut forward premiums.

Jun 25, 2026 Sofia Mendes 14 min read

Inflation Rise: Why Services Costs Stall Fed

Goolsbee flags 4.2% inflation as services rise. We analyze how sticky costs and energy spikes delay rate cuts for traders.

Jun 23, 2026 Sofia Mendes 14 min read

Fed rate hold: Why Warsh ignores the 3.8% dot plot

CITIC predicts the Fed holds rates at 3.5% despite the 3.8% dot plot. Warsh prioritizes politics over hawks as guidance vanishes.

Jun 20, 2026 Vikram Nair 14 min read