EskiSignal
Central Bank Dates & Speakers
October 2026 FOMC Preview: A Decision With No Dot Plot
The Federal Open Market Committee meets on October 27 and 28, four weeks after raising interest rates for the first...
Bond Yields & Yield Curve
Breakeven Inflation: What the Bond Market Thinks the Energy Shock Will Do
The entire argument for raising rates into an energy shock rests on one claim: that without action, inflation expectations will...
FX & Currencies
The Dollar’s Turn: DXY Back Above 100 on a Hawkish Fed
For most of 2026 the dollar was a one-way trade in the other direction, falling on expectations of Federal Reserve...
CPI & Inflation Dates
September 2026 CPI Preview: What to Watch on October 14
The September Consumer Price Index arrives on October 14, two weeks before a Federal Reserve meeting with no updated projections...
Earnings Calendar
Q3 2026 Earnings Season: Banks Open the Books on October 13
Third quarter earnings begin on October 13, when JPMorgan reports before the open and, as usual, frames how the rest...
Trends & Regimes
What It Means When the Fed Hikes Into a Weakening Job Market
Central banks normally raise rates because the economy is running hot. In September the Federal Reserve raised rates while payroll...
Jobs & Labor
September Jobs Report: 29,000 Payrolls and a 60,000 Revision
The September employment report landed on October 2 with a number small enough to change the policy conversation. Payrolls rose...
Bitcoin & Ethereum
Bitcoin Has Never Traded Through a Rate Hike With ETFs
Bitcoin rose almost 25% in August on record spot ETF inflows of roughly $3.5 billion, then opened September with a...
Emerging Markets
The EM Trade Meets $100 Oil and a Hiking Fed
Emerging markets outperformed the S&P 500 through the first half of 2026, and the explanation offered at the time was...
Crypto Explained
Tokenized Treasuries Crossed $12 Billion: What USYC and BUIDL Actually Hold
The GENIUS Act contains a provision that reads like a technical footnote and has turned out to be the most...
