Daily Desk Views
The desk’s live read per asset, refreshed each sessionDXYUS Dollar IndexThe dollar read: the Fed path, real yields and the risk tone that drive the Dixie.Read the live view →EUR/USDThe EuroThe single currency read: the ECB versus Fed rate gap, with the energy overlay.Read the live view →GBP/USDCableThe pound read: the Bank of England versus Fed path and UK fiscal risk.Read the live view →GOLDXAU/USDThe metal read: real yields, the dollar and the haven bid that set the price.Read the live view →
FOMC Preview: the Fed decision that structures the rest of 2026
An oil shock reopened the inflation trade, a peace negotiation is quietly closing it again, and core inflation is still stuck at 3.5 percent against a 2 percent target. The desk maps all three ways this decision can land, what each one does to the dollar, gold, equities and yields, the hour by hour timeline and the exact language to listen for. Includes the full video breakdown, and the evergreen guide to how Fed day works.
Read the FOMC preview →Also this week: the Week Ahead, refreshed every Sunday. Framework guides: how geopolitical risk moves oil and the 7-Day Macro Clarity Sprint.
All Macro Insights
Every reactive macro read the desk has shipped, sorted by latest. Filter by topic in the left rail, search by name above, or page through the full archive below.