Tag
#Federal Reserve
4 articles
Market Analysis
Q2 GDP and the June Inflation Print Land the Same Morning. Here's What They Actually Tell You.
On July 30, 2026, the advance Q2 GDP estimate and the June PCE inflation report arrive together. Here's how to read a slowing-but-not-stalling economy alongside inflation that's still well above target — and what it means for your money.
Sujit Karki··4 min read
Investing
The Dollar Explains 2.6% of Emerging-Market Returns. It Is Still the Best Signal You Have.
Every emerging-market piece opens with the same claim: dollar down, EM up. Measured across 248 months of Federal Reserve and fund data, the direction holds and the strength does not — and for two years it ran the other way.
Sujit Karki··6 min read