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New Era at the Federal Reserve

June 17, 2026
Subdued activity mostly characterizes the capital markets today, ahead of the sessions highlight, the outcome of the FOMC meeting that Kevin Warsh will chair for the first time. Given his criticisms of the central bank and his past comments, it is possible he does not participate in the Summary of Economic Projections. At the press conference, he …
New Era at the Federal Reserve New Era at the Federal Reserve Reviewed by Marc Chandler on June 17, 2026 Rating: 5
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The Dollar Holds above JPY160 after BOJ Hikes, Aussie is Firmer after RBA Stands Pat The Dollar Holds above JPY160 after BOJ Hikes, Aussie is Firmer after RBA Stands Pat Reviewed by Marc Chandler on June 16, 2026 Rating: 5
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Investors Don't Wait for Details to Celebrate US-Iran Agreement

June 15, 2026
The prospect of a deal between the US and Iran has bolstered risk-taking appetites today, even though the details are the agreement are not clear and Washington and Tehran seem to have different interpretations of what has been agreed.  Brent and WTI are near two-month lows. Stocks and bonds have rallied. The dollar has been sold and the PBOC set …
Investors Don't Wait for Details to Celebrate US-Iran Agreement Investors Don't Wait for Details to Celebrate US-Iran Agreement Reviewed by Marc Chandler on June 15, 2026 Rating: 5
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Week Ahead: 7 G10 Central Banks Meet, Only BOJ to Hike, Warsh Chairs First FOMC meeting, G7 Summit, and Possible US-Iran Agreement

June 13, 2026
The week ahead is important. Seven G10 central banks meet. Even though Bank of Japan Governor Ueda has been hospitalized and will not attend the central bank meeting, it is only central bank expected to hike. Still, the FOMC meeting is historic, even though there is practically no chance of a change in policy. Kevin Warsh chairs his first FOMC mee…
Week Ahead: 7 G10 Central Banks Meet, Only BOJ to Hike, Warsh Chairs First FOMC meeting, G7 Summit, and Possible US-Iran Agreement Week Ahead: 7 G10 Central Banks Meet, Only BOJ to Hike, Warsh Chairs First FOMC meeting, G7 Summit, and Possible US-Iran Agreement Reviewed by Marc Chandler on June 13, 2026 Rating: 5
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Week Ahead: Surging Greenback on Robust Jobs Data, while ECB Hike Seen as a Done Deal Week Ahead: Surging Greenback on Robust Jobs Data, while ECB Hike Seen as a Done Deal Reviewed by Marc Chandler on June 06, 2026 Rating: 5
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New Fed may Sap Market's Reaction Function to US Jobs Report

June 05, 2026
The low-intensity war in the Middle East continues. Crude oil looks set to close the week higher for the first time in three weeks. Meanwhile, some poor earnings have hit the tech sector this week and it is evident in both Asia and the US. A dramatic revision to Ireland’s Q1 growth spurred a downward revision in Q1 eurozone growth to show a 0.2% c…
New Fed may Sap Market's Reaction Function to US Jobs Report New Fed may Sap Market's Reaction Function to US Jobs Report Reviewed by Marc Chandler on June 05, 2026 Rating: 5
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Softer Oil, Softer Greenback

June 04, 2026
A new ceasefire between Israel and Lebanon raises hopes of a breakthrough in US-Iran talks where a low intensity conflict has been waged under the flag of a ceasefire. The Israel-Lebanon deal reportedly does not include Hezbollah, underscoring the fragility and limits of the ceasefire claims. July WTI is near the middle of the $94-$96 range. The m…
Softer Oil, Softer Greenback Softer Oil, Softer Greenback Reviewed by Marc Chandler on June 04, 2026 Rating: 5
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