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Track Federal Reserve announcements, FOMC meetings, interest rate decisions, and economic indicators that move markets.
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The pre-scheduled closed Board meeting on September 15 addresses routine matters under the Board's jurisdiction and follows standard bi-monthly intervals. It reveals nothing about the FOMC's September policy decision or interest rate plans.
Core CPI's +0.29% m/m upside surprise lifted Fed hike bets, yet median CPI at +0.175% m/m points to contained underlying inflation. Oil's slide helped stocks surge by offsetting those rate expectations.
August PPI rose 0.4% m/m with upward July revision while y/y headline hit 5.4% and core 4.6%, both well above the Fed's 2% target and underscoring a major supply-chain inflation problem. Energy prices rebounded sharply, adding to the pressure.
Will surging energy prices and persistent inflation push the Fed to raise rates next week despite limited policy impact?
Policy mechanism: Rate hikes...
Hyperscalers have issued more than $200 billion in debt so far in 2026—more than double prior totals—driving the 10-year Treasury yield toward 5% and reinforcing the case for persistently high rates amid the Fed's inflation fight.
Resilient hiring of 162,000 jobs with unemployment holding at 4.1% alongside softer consumer sentiment from the New York Fed survey could complicate the Fed's read on whether the economy can handle higher rates.
Hotter-than-expected PPI and surging oil prices pushed the 10-year Treasury yield to 4.92% and lifted the odds of a Fed rate hike next week to 70%. This repricing is already tightening financial conditions ahead of the FOMC.
Historical data shows fast hiking cycles produced steeper S&P 500 drawdowns (-16% at 12 months) than slow cycles (-11%).
Markets are pulling back ahead of Thursday's PPI and Friday's CPI releases as the Strait of Hormuz conflict drives oil to $95 WTI and $100 Brent. With...
油价飙升至$100/桶加剧通胀压力，投资者正聚焦周四PPI与周五CPI数据以判断利率路径。
Reduced forward guidance under Chairman Warsh may heighten short-term market volatility around rate expectations, though experts see potential...
The Fed targets PCE inflation at 2%, not the CPI headlines investors often cite.
Markets price a 60% chance of a September hike as the Fed weighs its next move at the September 16 FOMC.
Resilient jobs and services activity are colliding with elevated inflation, leaving September rate-hike odds finely balanced.
At least a third of Federal Reserve officials have said they would consider meeting less frequently to set interest rates, giving Kevin Warsh an early indication of support for his reform idea.
