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Market Wraps
FED
Latest news and analysis on FED
Macro
August 31, 2026 09:01
Jackson Hole 2026: Discipline, not decisions
Kevin Warsh used his first Jackson Hole speech as Federal Reserve Chair to outline a policy framework rather than signal an imminent rate decision. The central message...
Seema Shah
Principal Asset Management
August 31, 2026 09:01
Macro
June 22, 2026 16:00
Bitcoin, Warsh, the impending AI rotation and Alts
The Bitcoin bear market is losing steam just as capital looks set to rotate gains out of AI.
Ryan McMillin
Merkle Tree Capital
June 22, 2026 16:00
Macro
June 18, 2026 18:03
The tech sector's role in driving US growth
The tech sector has accounted for the bulk of recent US economic growth, pointing to a speed limit for growth of about 2½%.
Kieran Davies
Coolabah Capital
June 18, 2026 18:03
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Macro
March 24, 2026 08:51
Middle east conflict changes central bank forecasts
Geopolitical backdropTensions between the U.S. and Iran have escalated sharply, marked by military exchanges and increasingly confrontational rhetoric. Attacks on key...
Seema Shah
Principal Asset Management
March 24, 2026 08:51
Macro
March 12, 2026 13:52
Monthly market views: AI disruption and dollar hedging
Despite the disruption AI is creating across stock markets, one thing is clear – AI-driven investment spending continues to grow.
Chris Iggo
BNP Paribas Asset Management
March 12, 2026 13:52
Macro
December 04, 2025 12:18
Shoot you down
US labour market weakening in line with Fed forecasts.
Chris Iggo
BNP Paribas Asset Management
December 04, 2025 12:18
Macro
November 05, 2025 09:44
Code, build and repeat
Stock market returns of more than 20% are common around the world this year.
Chris Iggo
BNP Paribas Asset Management
November 05, 2025 09:44
Macro
January 16, 2025 09:07
The US is keeping rate cut hopes alive
The December CPI print delivered a much-needed downside surprise, relieving some of the market anxiety that the U.S. economy is at the beginning of a second inflation...
Seema Shah
Principal Asset Management
January 16, 2025 09:07
Macro
December 19, 2024 12:16
Another Fed rate cut, but policy uncertainty ahead
At its December meeting today, the Federal Open Market Committee decided to lower the benchmark policy rate by 25 basis points to 4.25%-4.50%, its third consecutive...
Seema Shah
Principal Asset Management
December 19, 2024 12:16
Macro
November 10, 2024 14:44
US election places additional uncertainty on the Fed
The Fed’s November rate cut, though widely expected, sets a cautious tone as policymakers navigate a complex landscape under the upcoming Trump administration. With...
Seema Shah
Principal Asset Management
November 10, 2024 14:44
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