The Economy & Interest Rates
The Fed, interest rates, inflation, the dollar, and housing — the big forces behind the market, made simple.
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.
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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.
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Is the Housing Market Crashing in 2026? Why It Feels Frozen Instead
Is the housing market crashing in 2026? The truer answer: it's frozen, not crashing. The lock-in effect, both sides, in plain English.
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Why Do Stocks Go Up When Interest Rates Are High?
You've heard "high rates are bad for stocks," yet stocks are near record highs. Here's the plain-English why, both sides, anchored to the 2026 market.
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Fed Holds Rates in June 2026: What Kevin Warsh's First Meeting Means
At Kevin Warsh's first meeting, the Fed held rates in June 2026, but flipped its signal toward a hike. A plain-English decode of what happened and why it matters.
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Dollar Devaluation vs Depreciation: What a Weak Dollar Really Means
Is the U.S. dollar being devalued or just weakening? Learn the real difference between devaluation and depreciation, why markets care, and how it affects inflation, Treasury yields, mortgage rates, and your investments.
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Fed Independence Explained: Why Markets Care About Jerome Powell & Your Rates
Understand Fed independence in plain English. Learn why political pressure on Jerome Powell moves Treasury yields, mortgage rates, stocks, and the dollar, and what it means for your money.
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