top of page
By continuing, you agree to our Privacy Policy and Terms of Use.
PUBLICATIONS
Fed Update | September 2026 FOMC - Warsh's Test
Informational commentary - NOT advice or a recommendation of any kind. Without suitable progress on inflation, the Federal Reserve agreed there was work to do. By Edward von der Schmidt 2026-09-17 | Summary | Statement | Summary of Economic Projections | Prepared Remarks | Press Conference | Takeaways | Disclaimers Summary The Federal Open Market Committee (FOMC) voted unanimously to hike policy rates by 25 basis points (to 3.75-4.00%) to demonstrate its commitment to ensurin
24 hours ago6 min read
Recap | September 15, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Markets prepare for September Federal Open Market Committee (FOMC) decision, new economic projections, and Warsh press conference for policy insight. Houthi gains in Yemen and Saudi Arabia's pipeline closure pressure oil suppl
3 days ago7 min read
Notes | The Future Is Uncertain (Until It Happens)
Probable is not a guarantee.
5 days ago6 min read
Recap | September 11, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
7 days ago8 min read
Recap | September 8, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 98 min read
Recap | September 4, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 47 min read
Recap | September 1, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 27 min read
Recap | August 28, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 308 min read
Fed Update | A Jackson Hole Riposte
Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 294 min read
Recap | August 25, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 269 min read
Recap | August 23, 2026
Relevant summaries written by a research analyst to save you time (What is the Recap?).
Aug 249 min read
Recap | August 18, 2026
Relevant summaries written by a research analyst to save you time (What is the Recap?). Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Aug 1910 min read
Outlook | Much ado about the Strait of Hormuz
The Outlook is an interpretation of current events informed by grounded research. Please refer to our Recap publications for the in-depth analysis underpinning these essays.
Aug 164 min read
Notes | What is the Recap?
The Recap is a structured, markets intelligence brief designed to offer clarity and save you time. It is personally vetted and written by a research analyst and discusses important macroeconomic and geopolitical topics. The Recap will generally be published on Tuesday and Friday evenings (Pacific Time).
Aug 114 min read
Recap | August 9, 2026
Relevant summaries written by a research analyst to save you time. Commentary - not advice or a recommendation. See Disclaimers.
Aug 1010 min read
Recap | August 3, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Aug 48 min read
Recap | July 31, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Aug 17 min read
Fed Update | July 2026 FOMC - Quiet Momentum
Defying out-of-consensus calls for a surprise rate increase at its July 28-29 FOMC meeting, the Federal Reserve chose to hold off on moving for now. However, three dissents in favor of lifting policy rates (Hammack, Kashkari, and Logan) offered evidence of a "good family fight". That there was "nothing inertial" about the Fed's discussions, policy, or strategy may signal momentum toward a possible September rate hike (or even balance sheet tightening), notwithstanding Chair W
Jul 304 min read
Recap | July 28, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Jul 298 min read
Recap | July 20, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Jul 215 min read
Recap | July 13, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Jul 146 min read
Recap | July 7, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Jul 86 min read
Recap | June 29, 2026
Relevant summaries written by a research analyst. Commentary - not advice. | Disclaimers
Jun 306 min read
bottom of page