Inflation

US July CPI cooled as Fed rate-hike bets faded, putting gold and tech stocks in focus as markets reassess real yields and liquidity. 

US June CPI cooled below expectations as inflation pressure eased beyond energy. Rate-hike fears may still be overpriced despite oil and Middle East risks.

At mid-year 2026, gold is caught between US dollar strength, Fed rate-hike expectations and central bank demand. Here’s why gold may stay range-bound in H2.

Kevin Warsh’s Fed begins with rising Treasury yields, sticky inflation and tighter liquidity. Here’s what traders should watch next.

April 2026 US nonfarm payrolls beat forecasts, but weak wage growth and low participation point to a cooling labor market and cautious Fed.

Kevin Warsh could reshape the Federal Reserve’s approach to inflation, rate cuts, and policy. Here’s what it means for markets and investors. 

Rising oil prices and the US–Iran conflict are reshaping inflation, Fed policy, and markets. Explore the growing risk of stagflation.

Oil above $100 is reshaping inflation and Fed policy. Explore how the Middle East conflict could delay rate cuts and drive stagflation risks. 

Where are we in the 2026 economic cycle? Explore how US recovery, inflation trends, Fed policy, and liquidity shifts are shaping stocks, gold, and Bitcoin. 

It’s been just over 100 days since Trump returned to the White House, and markets are already feeling the tremors.  From new tariffs and inflation concerns to shifts in business confidence and economic expectations, the early moves from the Trump administration are shaping the next phase of the U.S. economy.  In this article, we break […]