First Fed hike in three years. 25 bps to 3.75% to 4%, and the dots say they are not done. Inflation still too high for too long. Risk assets took it better than the bears hoped. @EarnCurve
#Fed #Rates #Markets #Inflation #WallStreet
First Fed hike in three years. 25 bps to 3.75% to 4%, and the dots say they are not done. Inflation still too high for too long. Risk assets took it better than the bears hoped. @thewallstbulloz
#Fed #Rates #Markets #Inflation #WallStreet
🤵 @TheMacroButler The Week That It Was as of September 11, 2026, 🤵
🌐 Rising #rates, weakening currencies and stubborn inflation delivered one clear message: as #stagflation returns, trust vanishes and gold shines. 🌐
Read more here: themacrobutler.substack.com/…
BofA just warned a Warsh Fed could push rates back above 5%. Markets still price a softer path. That gap is the trade. @thewallstbulloz #Fed #Macro #Rates
BofA just warned a Warsh Fed could push rates back above 5%. Markets still price a softer path. That gap is the trade. @EarnCurve
#Fed #Macro #Rates
📰 Mortgage Rates Barely Budged in Response to Fed Rate Hike
Mortgage rates were already surging above 7% last week as oil prices broke above $100 per barrel and diesel prices at the pump…
Full weekly recap 👇
housingbrief.com/article/new…
#MortgageRates #MBS #Rates #realestate
📈 Mortgage Rates Only Modestly Higher Despite Bond Market Losses
The bottom line is that today's rates were technically only 0.01% higher than yesterday's on average, and also right in line…
Daily rate recap 👇
housingbrief.com/article/rat…
#MortgageRates #MBS #Rates #realestate
Market Movers 🗞️📺
The week in markets: #Oil, #Rates, and #AI #Infrastructure. 🛢️🏦🤖
📉 #Macro Headwinds: The Fed hiked 25 bps (first since ‘23) and Brent flirted with $100, spiking yields and pressuring rate-sensitive names and small caps.
🚀 The Rotation: When yields eased, capital aggressively flooded into #semiconductors, power infrastructure ( $AMZN + $GNRC), and #crypto.
🛡️ Defense: #Gold and #silver #miners surged on geopolitical and #inflation risks.
The market is currently taking its cues from the oil-yields interplay, not just broad earnings. #Growth requires navigating rate sensitivity, and AI is increasingly a power and infrastructure trade. 📊
#Stock #Market #Fed #Crypto #spy @YujinVasquez #portfolio #index #nasdaq #russell #options #dividends #yield #income #investing @maxconvexityman
🔔 Market Squawk — FHFA's Pulte: "WE ARE BEGINNING TO BUY EVEN MORE, LARGE QUANTITIES, AS WE SPEAK" of MBS. China rare earth giant eyes MP Materials shareholder. $TLT #MBS #Rates
Listen here: nitter.cf/i/spaces/1PKqrNwOYqWGb…
$US02Y — 2y already broke out of the wedge. Watching the run toward ~5.285 — that’s strong resistance; I expect a pause there. If 5.285 breaks, significant further upside in yields — problematic for the economy. Still a high-rates regime.
#Rates
Policy & Profits episode with @RealEJAntoni is out on the Fed decision and how the markets reacted. youtu.be/9oGxU-2DKWA #feddecision #rates #warsh #jeromepowell
Effective Federal Funds Rate: 3.88%
Effective date: 2026-09-17
Previous: 3.63%
Transaction volume: $100,000 million
#Rates