Waller's Remarks Shift Fed Rate-Hike Odds by 12 Points in Minutes
Waller's comments triggered a 12-point drop in September rate-hike odds, as captured by CME FedWatch's live futures pricing.
03/09/2026 23:1125 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Waller's dovish remarks lift stocks, trim September rate hike odds
Fed's Waller says he would back holding rates steady if disinflation continues, sparking a stock rally and lowering short-term rate hike odds.
03/09/2026 22:3218 min read
Bitcoin-Gold Correlation Hits Highest Level in Six Years
Bitcoin’s correlation with gold hit a six-year high, per Bitwise, as debasement fears drive investors to both assets; bitcoin traded near $81,438.
03/09/2026 21:438 min read
Fed's Waller downplays rate hike bets; yen surges
Waller signaled no hurry to raise rates; yen jumped on suspected intervention.
03/09/2026 21:414 min read
August non-farm payrolls: consensus and recent data line up
August jobs report preview: consensus +56K, unemployment 4.1%, and trading implications.
03/09/2026 18:0310 min read
BOE Chief Economist Pill Advocates for Rate Hike to 4%, Prompting GBPUSD Rally
BOE Chief Economist Huw Pill advocates for raising the Bank Rate to 4%, sparking a GBPUSD rally.
03/09/2026 15:219 min read
August ISM services index rises to 55.4, topping 54.2 forecast
The ISM non-manufacturing PMI rose to 55.4 in August, above the 54.2 estimate and up from 54.1 in July.
03/09/2026 14:1214 min read
July trade deficit spikes on AI-related import surge
The US trade deficit rose sharply to $88.6 billion in July, as imports of AI-related products surged and exports declined.
03/09/2026 12:516 min read
Fed's Waller notes inflation easing signs, keeps options open for September
Fed's Waller sees early disinflation signs but keeps rate hike option open if August data is hot.
03/09/2026 12:5110 min read
US weekly jobless claims reach 206,000, slightly above forecasts
Initial jobless claims came in at 206,000, slightly above the 205,000 estimate, indicating steady employment.
03/09/2026 12:412 min read
Bond Yields Surge as Inflation, Fiscal and AI Debt Weigh on Markets
Global bond yields surged as oil prices jumped, fiscal concerns grew, and central bank rate cut expectations faded. The selloff may boost bond appeal.
03/09/2026 11:3630 min read
Why rising bond yields might not be the real threat to stocks
Bond yields are rising, but the underlying causes—inflation and fiscal risks—may be more concerning for equities than the yields themselves.
03/09/2026 09:319 min read
Hayes Sees EUR/JPY Slide as Signal for Crypto Liquidity Boost
Arthur Hayes says a weaker EUR/JPY, possibly below 140 by 2027, points to Fed liquidity that could boost crypto.
03/09/2026 09:289 min read
Eurozone PMI data for August signals steady business activity
Eurozone PMIs for August held steady, with growth matching July's pace and price pressures remaining elevated.
03/09/2026 08:317 min read
Swiss consumer prices edge higher on petrol costs in August
Swiss inflation ticked up in August on higher petrol costs, with annual CPI doubling to 0.8% and core inflation rising slightly to 0.4%.
03/09/2026 07:015 min read