🇺🇸 Goolsbee tells markets the Fed is done looking through supply shocks
📑 The Watchlist: 2026-09-21
📰 Weekly Macro Roundup: 2026-09-19
🇨🇳 China's three growth engines are stalling at once, and trade is the only one still firing
🌏 Emerging markets are no longer moving as one bloc against the Fed
🇬🇧 The BoE held at 3.75%, but three dissents put a hike back on the table
🇺🇸 The Fed hikes into a housing market that's already rolling over
🇪🇺 The ECB hiked to 2.50%, but its own inflation anchor is already slipping
📈 The Strategy: 2026-09-18
📑 The Watchlist: 2026-09-18