FED FOMC alert 🚨

👉Soft data flopped 👀. 👉Maybe the only thing that’ll make them hit the panic ⚡button is a proper AI stock bloodbath

Gold, sp500 & silver all reversed. Despite cooler data since June 10… 10-year yields still hitting highs.Soft data isn’t enough. Bond market is waiting for Jackson Hole. One speech. Everything can flip.

https://sangamagarwalfx.substack.com/p/july-2026-fomc Before minutes drop Wednesday This is the one that you should be reading

👉More pain in tech = easier rate cuts… even with inflation still running hot. 👉 trump got AI assistant for rate cut

(big boy) Jane Street in loss after situational awareness

Still an open question on whether Fed needs to hike said fed barkin

goldman sachs cpi support sept fomc pause

goolsbee - latest inflation data improved slightly, hope trend persists,

Japan PMI is supporting near term BoJ hike

https://www.youtube.com/watch?v=vFjYIBfQO00

market no longer fully price in rate hike this year

PPI all reading below expectation No need to hike

CPI inflation is not cool enough to take hike off the table - wsj nick

Me replacing Lisa Cook on the Fed board is 'not gonna happen, said hassett

citadel is bullish gold

Gold $4400+

after weak NFP BofA still expect september rate hike

goldman sachs (hatzius) next cpi is more important than NFP

wsj nick - NFP today could take some of the edge off the case for rate hike

Negative NFP -23k weak enough to end rate hike debate (No job no inflation)