US Inflation Hot: April CPI 3.8%, PPI 6.0%, Fed Pivots Hawkish
April 2026 US CPI rose to 3.8% year-over-year and PPI surged 6.0%, the biggest since 2022. Oil pass-through is feeding goods costs. Fed rate cut bets collapsed.
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Week Ahead: US CPI Sets Tape for Powell-Warsh Handover
Kevin Warsh Senate Cloture Vote Result May 11 2026: the short answer from the KenMacro desk. Week ahead: US CPI on Tuesday lands two days before the Sen…
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NFP Preview May 2026: Jobs Report Tomorrow, What It Means for Dollar, Gold, Stocks, Yields
May 2026 nonfarm payrolls preview ahead of tomorrow’s 08:30 ET release. Consensus, prior, scenarios across DXY, gold, S&P, yields, the Fed-cut path, and the geopolitical overlay. KenMacro five-lens decode.
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BoJ Yen Intervention: $35B Flush Decoded for USDJPY
BoJ yen intervention on 30 April 2026 burned $35B in a single session. The desk’s institutional anatomy of USDJPY, carry, and global liquidity.
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FOMC Preview April 2026: Powell’s Last Meeting Decoded
FOMC preview for April 29, 2026. Why the rate hold is priced, why there is no dot plot today, and the three things that actually move markets.