This Week Watching the Fed
#Fed #FOMC #interest
After the recent US-Treasuries selloff drove benchmark 10-yr yields above 1.6%, the highest in a year, the 16-17 March FOMC meeting will be watched closely for hints policymakers are concerned about yields,, asset valuations and inflation.
A repricing of market interest rate expectations to anticipate a Fed hike as early as late Y 2022 is at odds with the Fed’s aim of keeping rates unchanged until the end of Y 2023.
The Fed looks like it is unperturbed so far by the higher bond yields, but, who knows it may feel it is time to push back against those rate-hike bets.
It is also expected to release new forecasts on economic growth as vaccines are distributed.
Have a healthy week, Keep the Faith!
Earnings, the Economic Calendar and Trading Strategies: September 8 to 12, 2026
A four-session week decides more than a print. Oracle reports after the close on Thursday 10 September, PPI lands that morning and CPI on Friday, with the ECB in between and the FOMC eight days out. Oracle is the last hyperscaler of the cycle and the widest value gap on the KXCO Ontology Live Analyst Outlook layer: a $457bn market value under a $638bn contracted backlog. Here is the calendar, the graph behind it, the levels and the book.
Is the Iran War Back?
US Central Command struck Iran on June 26, nine days after a peace memorandum, after an alleged drone attack on shipping in the Strait of Hormuz. What it means for gold, Bitcoin, the defense complex — Palantir, Lockheed, RTX — and why the return of QE matters more than the bombs.
Larry Fink Called It. CME Just Made It Real. The Compute Futures Market Has Arrived
The Quantum-AI Convergence Is Real. The Quantum Stocks Aren't the Trade.
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