Tag: Stagflation
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From Cuts to Hikes: The Fed Rate Hike Repricing Before Warsh’s First FOMC
Khan Capitals | June 2026 Key Takeaways A Week That Rewrote the Path of Policy For most of the past eighteen months, the central debate in rates markets was about the pace of descent: how quickly the Federal Reserve would lower the policy rate from its restrictive perch, and how far it would travel before…
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BoJ Holds, Brent Tops $107: The Twin Macro Shocks of Late April
Khan Capitals | May 2026 Key Takeaways Two Shocks, One Week The week of 27 April 2026 produced two macro events that, individually, would have warranted standalone analysis. Together, they describe a more coherent global picture than either does alone. The Bank of Japan’s quarterly Outlook Report explicitly raised its core inflation forecast while cutting…
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The 8-4 Split: Powell’s Last Stand and the Stagflation Question
Khan Capitals | May 2026 Key Takeaways A Vote That Has Not Happened in Three Decades The 29 April FOMC decision was, on its face, a non-event: the federal funds rate was held in the 3.5-3.75 per cent range for a third consecutive meeting, exactly as fed funds futures had priced. The substance, however, sat…