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CalendarMonthly Outlook
July 2026 Market Outlook: The Inflation-vs-Oil Tug of War
July 2026 pits a hawkish Fed against falling oil. Here is the month's tug-of-war: the data calendar, Q2 earnings, and the cross-asset themes to watch.
CalendarCentral Bank Dates & Speakers
June 2026 FOMC Recap: Fed Holds, Dot Plot Flips Hawkish in Warsh’s Debut
The Fed held rates 12-0 in June 2026, but the dot plot flipped hawkish - erasing the 2026 cut and lifting the median to ~3.8% in Kevin Warsh's first meeting.
Market TodayMarkets
Why Do Tech Stocks Fall on Fed Days? The Rate-Valuation Link
Tech stocks often swing hardest on Fed days because higher rates make their future profits worth less today. Here is the rate-valuation link, explained.
Interest RatesMacro & Rates
What Happens When the Fed Holds Rates? The Hold, Explained
A Fed 'hold' leaves rates unchanged - but the statement, dot plot, and tone can still move markets. Here is what a hold means and what it affects.
Interest RatesMacro & Rates
When Will the Fed Cut Rates in 2026? What the FOMC Needs to See
Fed holds at 3.50-3.75% for 3 straight meetings. June 16-17 likely a hold. The 4 conditions required before a cut, and what to watch next.
CalendarCentral Bank Dates & SpeakersCentral BanksMacro & Rates
Fed Meeting Dates 2026: FOMC Schedule, Rate Decisions and Market Context
Full 2026 FOMC meeting schedule from the Federal Reserve with rate decision dates, press conference context, and why each Fed meeting matters for bonds, equities, and FX.
