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Why the market feels weird right now

Plain-English breakdowns of confusing market moments — with both sides of the debate, real data, and zero fear-mongering.

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Read Why the Fed Might Raise Rates in September 2026 After Markets Expected Cuts

Why the Fed Might Raise Rates in September 2026 After Markets Expected Cuts

The Federal Reserve's September 2026 meeting has markets on edge. Despite year-over-year inflation appearing stable, Fed Chairman Kevin Warsh's Jackson Hole speech shifted rate hike odds to nearly 50-50. The disconnect isn't about what the data shows, it's about which data the Fed prioritizes and how recent monthly trends can tell a completely different story than the annual numbers making headlines.

17 min readRead
Read Why Did Gold Jump After Treasury Expanded Bond Buybacks?

Why Did Gold Jump After Treasury Expanded Bond Buybacks?

Gold rose roughly 4% in a single session after the U.S. Treasury unexpectedly doubled its bond buyback program on August 19, 2026. Then yields reversed and gold kept climbing anyway. This explains the links between buybacks, yields, the dollar and gold prices, and what the surprise timing did and did not tell us about fiscal credibility.

25 min readRead

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