Economic data are always lagging, and September's hot print showed that actions may need to be taken earlier than expect…

Rate Of Return

Oct 16, 2026 at 08:37 AM

Economic data are always lagging, and September's hot print showed that actions may need to be taken earlier than expected. That said, I think the main interest rate hike will still come after October, so let's see

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot PPI Turns Citi and UBS Hawkish

September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...

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