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Sunday, 1 November 2026

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Still Leaning Hawkish, but No Action by the Fed

Note: Subscribers to MacroSuite receive our FOMC preview during the blackout period before each FOMC meeting. A public version of the preview is released closer to the meeting. If you're interested in becoming a MacroSu…

The Fed Risks Policy Error Fighting Oil Prices

For more than a decade following the 2008 financial crisis, one rule governed markets: don't fight the Fed. Accommodative monetary policy lowered discount rates, supported liquidity, and repeatedly helped stabilize asse…