Jun 30, 2026Central BanksCore ConceptsWhy Spanish Inflation Stayed at 3.6% Despite Falling Energy PricesThe Setup Spain's inflation held at 3.6% in June, which caught people off guard. The median forecast was 3.4%, and energy prices have been dropping since the US...Jun 30, 2026
Jun 29, 2026Central BanksCore ConceptsWhy the Euro Is Losing Ground and What the Rate Gap Actually MeansThe euro just hit a one-year low at $1.14, down from $1.20 earlier this year, and Wall Street banks are now targeting $1.10 within twelve months. That's a rough...Jun 29, 2026
Jun 23, 2026Central BanksCore ConceptsWhat Canada's Inflation Spike Tells Us About Central Bank ReactionsCanada's headline inflation hit 3.2% in May, the highest since December 2023. Gasoline prices jumped 33% year-over-year because of Middle East tensions, and tha...Jun 23, 2026
Jun 16, 2026Global MarketsCore ConceptsWhat Happens to Markets When a Major Geopolitical Risk DisappearsThe Setup The US-Iran peace deal that's getting signed Friday just removed one of the biggest geopolitical overhangs global markets have dealt with in months. O...Jun 16, 2026
Jun 7, 2026Central BanksCore ConceptsWhy the ECB Is Hiking Rates While the Fed and BOE Stay PutThe Setup The European Central Bank is about to raise rates by 25 basis points this Thursday, and that makes them the most aggressive major central bank right n...Jun 7, 2026
Jun 5, 2026Central BanksCore ConceptsWhat Happens When a Central Bank Hikes Into a SlowdownThe Setup Australia's central bank just raised rates three times in a row this year, pushing the cash rate back up to 4.35%. That's aggressive, and it's happeni...Jun 5, 2026
May 21, 2026Central BanksCore ConceptsWhat UK Inflation Data Says About Rate Hikes and Bond Market UncertaintyUK inflation came in at 2.8% in April, below the 3% economists expected, and gilts rallied immediately. Two-year yields dropped 10 basis points to 4.41%, ten-ye...May 21, 2026
May 5, 2026Central BanksCore ConceptsWhy South Africa's Central Bank Won't Commit to Rate Cuts YetSouth Africa's central bank held rates at 6.75% in March and Governor Lesetja Kganyago made it pretty clear they're not rushing to cut anytime soon. The reason?...May 5, 2026
May 3, 2026Central BanksCore ConceptsWhat Happens When Central Banks Move in Different DirectionsThe European Central Bank is probably hiking rates next month unless energy prices pull back or the Iran war ends. The Fed just held rates and can't agree on wh...May 3, 2026
Apr 14, 2026Central BanksCore ConceptsHow Singapore's Currency Band Works and Why It Matters Right NowThe Setup Singapore's central bank is about to make a decision on Tuesday that traders in Asia are watching closely. The Monetary Authority of Singapore (MAS) r...Apr 14, 2026