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.
Sofia Mendes
13 min readPolicy
Sofia Mendes
13 min read
Inflation overshoot: Why the June 2026 rate hike matters
The June 2026 rate hike to 1.00% marks a 31-year high. I break down why delayed action triggered this inflation overshoot and what it means for your FX...
Vikram Nair
14 min read
Corecore inflation in Japan drops to 2.1%: BOJ trap
Japan's corecore inflation fell to 2.1% in May, masking sticky 2.7% headline rates. I explain why this gap forces the BOJ to pause.
Sofia Mendes
12 min read
USD/JPY surge: 38 bps of tightening priced in
The Fed dot plot now signals 38 bps of tightening. I break down why USD/JPY volatility is just starting and where sellers step in.
Sofia Mendes
12 min read
Warsh Testimony: Inflation at 4.2% Risks
Warsh faces July 14 scrutiny with inflation at 4.2%. I analyze how statutory rules limit his options and what silence means for your trades.
Marcus Halloran
13 min read
Fed rate policy: Warsh's dovish rhetoric trap
Traders price 20 basis points of hikes while the Fed holds at 3.65%. I analyze Warsh's dovish rhetoric masking this rigid stance.
Sofia Mendes
10 min read
Consumer confidence index: Why 80.4 signals risk
NZ consumer confidence crashed to 80.4 in Q2 2026. I break down what this historic low means for your forex and CFD trades.
Sofia Mendes
14 min read