interest-rates

3 poststagged with “interest-rates”

MacroMar 31, 2026

Q1 2026 Macro Scorecard: The Liquidity Pivot Nobody Expected

Q1 2026: a Fed that refused to cut, a dollar that refused to weaken, and a global liquidity expansion that refused to wait for either. The quarter in full.

10 min read·q1-2026, macro, fed

MacroMar 27, 2026

Hot PPI, Cold Reality: Why Rate Cuts May Be Dead for 2026

February PPI surged 0.7% MoM — more than double expectations. Core wholesale inflation hit 3.9%. The March FOMC dot plot now projects just one cut in 2026.

7 min read·ppi, inflation, federal-reserve

MacroMar 24, 2026

Fed Holds, Bitcoin Waits. Oil-Driven Inflation Changes Everything.

The Fed held at 3.50–3.75%, slashing its 2026 rate cut forecast to one. Oil above $108, PCE at 2.7% — the liquidity catalyst bulls counted on has been delayed.

7 min read·federal-reserve, interest-rates, inflation