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FOMC Minutes Signal Fed Saw "Dual Sided" Risks From Iran War
FOMC Minutes Signal Fed Saw "Dual Sided" Risks From Iran War
Since the last FOMC meeting (March 18th), a lot has happened (war, more war, and now less war), and rate-change expectations hawkishly surged, then dovishly normalized today...
And given the last 24 hours, perhaps this information is more useful now, as we return to macro-fundamentals from geopolitical chaos running markets.
The minutes, released three weeks after the meeting, underscore the Fed's dilemma as it seeks to fill its congressional mandates of low inflation and maximum employment.
Fed officials wrestled with starkly differing...
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Apr 20, 2026 / Tyler Durden
Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges
Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges
Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America's highways through the 2030s, with a particular focus on "the impact of AI on profit pools."
In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China's robotaxi fleet, highlighting how both superpowers now appear to be locked in a race to automate roads and highways.
"We expect a strong ramp up of...
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May 29, 2026 / Tyler Durden
Both Sides Agree Iran Deal 'Close' But Not Finalized, As Trump Promises 'Final Determination' Soon
Jun 20, 2026 / Tyler Durden
UK Prime Minister Keir Starmer Expected To Resign On Monday: Report
UK Prime Minister Keir Starmer Expected To Resign On Monday: Report
Keir Starmer's premiership appears to have entered its final act. Just over a week after Andy Burnham stormed back into Parliament with a crushing by-election win, the Prime Minister is - according to senior Labour figures cited by The Observer - preparing to set out a timetable for his own departure, with a "clear statement" possible as early as Monday.
Peter Macdiarmid/Pool via REUTERS
It would be a remarkable collapse. Starmer led Labour to a landslide less than two years ago....
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